Event & Partner CollaborationPurpose
1.2. Ensure automated, data-driven performance visibility, covering ticket sales, revenue, engagement stats, and attendee profiles.
1.3. Deliver automated insights to partners, sponsors, and event organizers to drive improvements in decision-making and collaboration.
1.4. Automate collection, aggregation, formatting, and dissemination of event metrics from multiple sources and systems.
1.5. Guarantee scheduled, consistent, and compliant reporting with detailed logs and access tracking.
Trigger Conditions
2.2. Event-driven: Trigger when ticket sales cross thresholds or event status updates occur.
2.3. Manual override: Admins can automatedly force-run reports as needed.
2.4. API/webhook: Incoming signals from ticketing platform or partner systems.
Platform Variants
3.1. Salesforce
• Feature/Setting: Reports Scheduler – automate delivery of custom sales, attendance, and sponsorship reports via scheduled jobs.
• Sample: Configure "Scheduled Reports" for all open events, delivered daily to contacts list.
3.2. Microsoft Power Automate
• Feature/Setting: Recurrence trigger with SharePoint/Outlook connectors to automate report generation and mailing.
• Sample: Set "Recurrence" to weekly, link Excel report from SharePoint, and auto-send with Outlook action.
3.3. Google Sheets + Google Apps Script
• Feature/Setting: Triggered time-based scripts to pull ticket data and automate formatted report emails.
• Sample: Use "Time-driven" trigger, pulling ticket data API, sending automated mail via Gmail.
3.4. Tableau
• Feature/Setting: Subscriptions/Extract Schedules – automate dashboard and analytics report generation and stakeholder emailing.
• Sample: Set dashboard subscription to "Weekly," address key stakeholders, automate PDF sendout.
3.5. Twilio SendGrid
• Feature/Setting: Email API with segment-based campaign scheduling for report automation.
• Sample: Automate scheduled transactional email sends to stakeholder groups via API.
3.6. Slack
• Feature/Setting: Workflow Builder and Incoming Webhooks – automate posting report summaries or files in partner channels.
• Sample: Configure webhook trigger to post report digest every Monday at 9am.
3.7. Zapier
• Feature/Setting: Schedule trigger with Mail, Google Drive, or Dropbox actions for full workflow automation.
• Sample: Automate pulling event data from CRM, compiling PDF, and emailing file using Zapier paths.
3.8. Mailchimp
• Feature/Setting: Automations – scheduled campaign with dynamic report attachment for partners.
• Sample: Create list segment of partners, automate monthly event report campaign with merge tags.
3.9. Dropbox
• Feature/Setting: Automated file requests and folder monitoring for new event reports, plus scheduled sharing.
• Sample: Use "File Request" for report drop, automate sharing link to partners via workflow.
3.10. HubSpot
• Feature/Setting: Workflow Automation using scheduled emails for event KPIs.
• Sample: Set up workflow to compile report data and automate sendout to partner contacts.
3.11. Notion
• Feature/Setting: Database view export with integration triggers for automated report sharing.
• Sample: Automate export of event summary at each month’s end, push via connected integration to stakeholders.
3.12. AWS Lambda
• Feature/Setting: Scheduled Lambda function triggers for pulling, compiling, and emailing reports automatedly.
• Sample: CRON expression for weekly execution, event data piped in, SMTP report sending script.
3.13. Azure Logic Apps
• Feature/Setting: Recurrence with Outlook and SQL connectors to automate stakeholder outreach.
• Sample: Schedule logic app to export event records and automate Outlook bulk email on Mondays.
3.14. Monday.com
• Feature/Setting: Automations for board exports and notifications for event report delivery.
• Sample: Every Friday automated export of metrics board, with notification sent to partner workspace.
3.15. Pipedrive
• Feature/Setting: Workflow Automation – trigger report compilation when deal/event status changes, automate email using templates.
• Sample: Status to "concluded" triggers automated report send to attached contacts.
3.16. Trello
• Feature/Setting: Butler automation to schedule report card creation, export, and partner email reminders.
• Sample: Butler rule to create and attach report card monthly, automatedly notify via email.
3.17. Airtable
• Feature/Setting: Scheduled Automations with “At a scheduled time” trigger for report generation and emailing with SendGrid.
• Sample: Configure monthly automated event table snapshot, use SendGrid email action.
3.18. Oracle CX Cloud
• Feature/Setting: BI Publisher scheduling for stakeholder report automation.
• Sample: Scheduled BI Publisher job to email event analytics PDFs to partner group.
3.19. Smartsheet
• Feature/Setting: Automated workflows to schedule and send performance report attachments.
• Sample: Weekly workflow automates sharing dashboard export to set stakeholder list.
3.20. Intercom
• Feature/Setting: Custom bot to automate report push-out to stakeholder chat windows or email.
• Sample: Scheduled workflow for automated report handoff post-event via messaging.
Benefits
4.2. Automatedly ensures timely, scheduled communications to all stakeholders.
4.3. Streamlines partner collaboration by providing up-to-date, actionable event insights.
4.4. Enables fully automatable end-to-end reporting for scaling ticketed events across portfolios.
4.5. Delivers transparent and consistent results, boosting stakeholder trust via automation.
4.6. Automates compliance by logging and tracking report deliveries.