Deal Flow & Transaction MonitoringPurpose
1.2. Aggregate sales, deal pipeline status, closure rates, delays, responsible agents and financial outcomes in regular reports.
1.3. Ensure transparency, swift decision-making, compliance, and team accountability via structured and consistent reporting.
Trigger Conditions
2.2. New deal closure event detected in CRM or sales system.
2.3. Manual override: supervisor or system admin initiates report dispatch.
2.4. Batch timer: threshold number of deals closed triggers immediate report (optional).
Platform Variants
3.1. Salesforce
• Function: Schedule Reports
• API: `/services/data/v54.0/analytics/reports` with scheduling
3.2. HubSpot
• Function: Workflows & Reporting API
• API: `/crm/v3/objects/deals`
• Configuration: Scheduled Workflow → Auto email w/ attachments
3.3. Microsoft Power Automate
• Function: Recurrence Trigger
• Setting: "Repeat every X days" → "Get CRM Data" → "Compose report" → "Email"
3.4. Google Sheets
• Function: App Script Time-based Triggers
• Setting: `ScriptApp.newTrigger('generateReport').timeBased()`
3.5. Airtable
• Function: Automations - Scheduled Automation
• Setting: “At scheduled time” → “Run script” (Create summary, email)
3.6. Monday.com
• Function: Automations - Custom Automation
• Setting: “Every week on Monday at 9am” → “Create and send report”
3.7. Zoho CRM
• Function: Scheduled Reports
• API: `/crm/v2/Deals` & Reports module
3.8. Pipedrive
• Function: Scheduler via Insights Reports
• API: `/deals/` endpoint & “Scheduled report email”
3.9. Slack
• Function: Scheduled Workflow
• Setting: Workflow Builder / `chat.scheduleMessage` API for posting summaries
3.10. Google Drive
• Function: Drive API to auto-generate and share reports
• API: `/drive/v3/files` → Create, share via email
3.11. Dropbox
• Function: Scheduled PDF generation
• API: `/2/files/upload` & `/2/sharing/create_shared_link_with_settings`
3.12. Outlook
• Feature: Scheduled Email
• Setting: “Delay Delivery” + rule-based triggers + Excel Export
3.13. Gmail
• Function: Scheduled Send using Apps Script
• Setting: Script to auto-send summary at interval
3.14. SendGrid
• Function: Automated Transactional Email
• API: `/mail/send`
• Configuration: Dynamic templates, scheduled via backend
3.15. Twilio SendGrid
• Function: Programmatic Report Delivery
• Setting: Automation to send PDF/CSV via email
3.16. Amazon SES
• Function: Scheduled Email Automation
• API: `SendEmail` endpoint via Lambda scheduled event
3.17. AWS Lambda
• Function: Scheduled tasks via CloudWatch
• Setting: Lambda script pulls data, assembles, uses SES to send
3.18. Zapier
• Function: Scheduled Zap
• Setting: “Schedule” trigger > “Find deals” > “Formatter” > “Send email/PDF”
3.19. Make (Integromat)
• Function: Scheduled Scenario
• Setting: “Scheduler” > “Get deals” > “Compose report” > “Send”
3.20. Trello
• Function: Scheduled Automation via Butler
• Setting: Butler rule to send summary to email/Slack at defined interval
3.21. Notion
• Function: Automated Database Query
• API: `/v1/databases/query` combined with time scheduler
3.22. Freshsales
• Function: Scheduled Reports
• Setting: Built-in weekly/monthly report to selected emails
Benefits
4.2. Reduces manual report prep, decreasing errors and employee workload.
4.3. Promotes real-time responsiveness—early detection of process bottlenecks.
4.4. Supports compliance by keeping logs and regular reports on file.
4.5. Strengthens sales team performance tracking and accountability.