Purpose
1.2. Ensure reports accommodate dynamic data, regulatory requirements, KPIs for yield, financials, supply chain, workforce, and sustainability in various formats (PDF, Excel, online dashboard).
Trigger Conditions
2.2. Data change events in core systems (ERP, CRM, inventory updates).
2.3. Manual trigger via authenticated dashboard or secure email.
2.4. API/webhook notifications from IoT devices or field app submissions.
Platform Variants
3.1. Microsoft Power Automate
• Feature/Setting: Scheduled Flow—configure to pull data from SharePoint/SQL at set intervals, trigger report build in Power BI, export as PDF.
3.2. Zapier
• Feature/Setting: Multi-step Zap—integrate Google Sheets, Salesforce, AgroField sensors; use Google Docs "Create Document from Template" for report build.
3.3. Make (formerly Integromat)
• Feature/Setting: Scenario—fetch from REST APIs or FTP, aggregate, auto-generate PDF with "PDF.co: Make PDF".
3.4. Google Cloud Functions
• Feature/Setting: Schedule via Cloud Scheduler, trigger function to query BigQuery, generate report file, store in Google Drive.
3.5. AWS Lambda
• Feature/Setting: Scheduled event with EventBridge, process data from S3/Redshift, generate PDF using Lambda function and save to S3.
3.6. Azure Logic Apps
• Feature/Setting: Recurrence trigger, connectors for Dynamics 365, transform data with Azure Functions, output to SharePoint library.
3.7. Smartsheet
• Feature/Setting: Data Shuttle for automatic updates, generate reports via "Cell-Link" and scheduled PDF exports.
3.8. Google Apps Script
• Feature/Setting: Time-driven trigger for Apps Script, compile data from Sheets/Forms, auto-export report as PDF/Excel to email.
3.9. Tableau Server
• Feature/Setting: Tableau REST API—schedule "refresh workbook", use “download PDF” endpoint for automated delivery.
3.10. Oracle Integration Cloud
• Feature/Setting: Schedule orchestration, fetch data from Oracle Database/ERP, merge and export via BI Publisher.
3.11. Salesforce
• Feature/Setting: Scheduled Reports—configure automation for “Export Report” to Excel/PDF, deliver via email or Chatter.
3.12. Monday.com
• Feature/Setting: Automations—trigger “Generate Board Report”, send via email or save in connected Google Drive.
3.13. HubSpot
• Feature/Setting: Workflow—on property update or schedule, export analytics report via API and deliver as email attachment.
3.14. Slack (with Workflow Builder & integrations)
• Feature/Setting: Scheduled workflow using "Google Sheets" or "Zapier" integration, push summary report as message or PDF.
3.15. Airtable
• Feature/Setting: Automation—scheduled “Run a script” block to aggregate, email report, or push to external storage.
3.16. Jira (Atlassian Automation)
• Feature/Setting: Automation Rules—scheduled “Issue Statistics” export, email via built-in or REST API.
3.17. SAP BTP (Business Technology Platform)
• Feature/Setting: SAP Data Intelligence pipeline, schedule report build, use SAC (Analytics Cloud) for export/distribution.
3.18. QuickBooks Online
• Feature/Setting: Scheduled “Custom Reports” API—generate, export as Excel, send to finance team via mail.
3.19. Freshdesk
• Feature/Setting: Analytics Scheduler—save filtered data view, set auto-send as PDF/CSV at specific frequency.
3.20. Dropbox (with scripts/API)
• Feature/Setting: Scheduled script (Python/R) compiles new data from Dropbox folders, aggregates, and uploads final report.
3.21. Smartsheet
• Feature/Setting: Scheduled reporting—auto-compiling cross-sheet summaries, sending PDF exports to management.
3.22. Asana
• Feature/Setting: Rules—scheduled “Advanced Search” export, push via email or link to reporting dashboard.
3.23. Notion
• Feature/Setting: API to aggregate from databases, scheduled automation with third-party tools, output report document.
3.24. Trello (with Butler & integrations)
• Feature/Setting: Scheduled command—compile board statistics, email as PDF/CVS summary.
3.25. Power BI Service
• Feature/Setting: Scheduled refresh, export “Report” as PDF/PPT, auto-email to distribution group.
Benefits
4.2. Unified view across production, logistics, and sales for faster, data-driven decisions.
4.3. Reduces manual workload and ensures audit-compliant, policy-aligned data records.
4.4. Enables timely compliance and performance reporting for stakeholders and regulators.
4.5. Supports scalability by automating complex multi-source aggregation and formatting.