Document & Data ManagementPurpose
1.2. Automate the collection, aggregation, formatting, and dissemination of key performance, inventory, and operational data.
1.3. Automating compliance and audit trail documentation.
1.4. Scheduled and automated distribution to stakeholders—email, SMS, dashboards, or storage systems.
1.5. Designed for automatable consolidation of sales, shipments, deliveries, and service call statistics.
1.6. Automator eliminates manual effort, reduces delay, and ensures standardized, error-free outputs.
1.7. Supports multi-format generation (PDF, Excel, CSV) for internal or external distribution.
Trigger Conditions
2.2. Data updates—automate when new batches, entries, or threshold values are logged in systems.
2.3. Completion of key workflow milestones (e.g., end of business day, stock reconciliation).
2.4. API/webhook triggers from ERP, CRM, or WMS systems.
2.5. Manual override triggers for ad-hoc automated report runs.
Platform Variants
• Feature/Setting: Recurrence trigger; ‘Office 365 Outlook—Send an email’; ‘Excel Online—Get rows’ for automating report generation.
3.2. Google Workspace (Sheets + Gmail + Apps Script)
• Feature/Setting: Apps Script time-driven triggers; automate Sheets-to-PDF conversion and Gmail API send.
3.3. Zapier
• Feature/Setting: Schedule trigger; Formatter; Email by Zapier for automated report delivery.
3.4. Make (formerly Integromat)
• Feature/Setting: Scheduled scenario; Google Docs ‘Create Document’; Email module automates dispatch.
3.5. IBM Robotic Process Automation
• Feature/Setting: Automate Excel report generation; use ‘Email Send’ bot action for distribution.
3.6. Salesforce Flow
• Feature/Setting: Scheduled Flow; ‘Email Alert’; ‘Report Run’ for automated report workflows.
3.7. ServiceNow Flow Designer
• Feature/Setting: Scheduled trigger; ‘Generate PDF’ action; ‘Send Notification’ automate distribution.
3.8. Smartsheet Automation
• Feature/Setting: Automated workflows; ‘Generate Document’ and ‘Send Row’ as email or attachment.
3.9. Slack (Workflow Builder)
• Feature/Setting: Scheduled workflow trigger; ‘Send Message’ with report attachments automatedly.
3.10. HubSpot Workflows
• Feature/Setting: Scheduled workflow; ‘Internal Email’ action for automating report sharing.
3.11. SendGrid Email API
• Feature/Setting: Schedule in cron job or Lambda; use SendGrid v3 Mail/send for automated emailing of reports.
3.12. Twilio SendGrid Marketing Campaigns
• Feature/Setting: Automate recurring campaigns with report downloads as automated attachments.
3.13. AWS Lambda
• Feature/Setting: Scheduled CloudWatch event; Code to generate report, automate SES for email.
3.14. Azure Logic Apps
• Feature/Setting: Recurrence trigger; ‘Office 365—Send Email’; ‘Create File’ automates distribution.
3.15. DocuSign
• Feature/Setting: Scheduled envelope creation; ‘Send Envelope’ API for secure document automating.
3.16. Documate
• Feature/Setting: Scheduled workflows; automate report assembly and delivery via triggers.
3.17. Oracle Integration Cloud
• Feature/Setting: Scheduled orchestration; ‘Send Email Notification’ activity automates reporting.
3.18. SAP Intelligent RPA
• Feature/Setting: Schedule bots; ‘Document Generation’ activity; Email bot automates sending.
3.19. Notion Automations (Automate.io integration)
• Feature/Setting: Time-based triggers; export database to CSV/PDF; Gmail/Slack send.
3.20. Monday.com Automations
• Feature/Setting: Scheduled automation; ‘Email Board’ automation for periodic status reports.
3.21. Box Relay
• Feature/Setting: Schedule trigger; automate file movement and send notifications for report workflows.
Benefits
4.2. Automation liberates staff time for higher-value tasks.
4.3. Automated audit-ready records improve regulatory compliance.
4.4. Automator ensures error-free, version-controlled, and securely distributed documents.
4.5. Automate multi-channel, multi-format reporting for diversified stakeholder requirements.
4.6. Enable rapid, automated decision-making with real-time, up-to-date distributed intelligence.