Internal Operations & Staff ManagementPurpose
1.2. Automate data aggregation from class attendance, student feedback, revenue, instructor performance, and operational KPIs.
1.3. Automatedly present actionable insights and trends to management for decision making, resource allocation, and staff improvement.
1.4. Automate notification and access for managers via secure channels, ensuring timely review and compliance.
Trigger Conditions
2.2. Manual trigger by administrator when early review is required.
2.3. Data readiness trigger – automation starts when all class, revenue, and feedback data sources are fully updated.
Platform Variants
• Feature/Setting: Sheets API, Sheets Add-ons
• Automates data fetching, summary calculation, and data visualization refresh.
3.2. Microsoft Power BI
• Feature/Setting: Scheduled Refresh, Power BI Service API
• Automates data model refresh and dashboard PDF export.
3.3. Tableau
• Feature/Setting: Scheduled Extract Refresh, Tableau REST API
• Automates dashboard updates and sends email or Slack alert with dashboard link.
3.4. Slack
• Feature/Setting: Incoming Webhooks, Slack API
• Automated push of PDF dashboards or dashboard links in management channels.
3.5. Gmail
• Feature/Setting: Gmail API, Scheduled Send
• Automates sending dashboard reports with attachments and download links.
3.6. SendGrid
• Feature/Setting: Sending API
• Automates bulk and individualized dashboard email delivery with tracking.
3.7. Asana
• Feature/Setting: Asana API, Project Updates
• Automatedly creates task for manager to review dashboard each month.
3.8. Trello
• Feature/Setting: Trello API, Card Automation
• Automates adding dashboard review cards to management boards.
3.9. HubSpot
• Feature/Setting: Workflow Automation, Email API
• Automates sending dashboards to internal stakeholders based on role.
3.10. Notion
• Feature/Setting: Notion API, Automated Pages
• Automates monthly dashboard updates in shared management workspace.
3.11. Office 365 Outlook
• Feature/Setting: Scheduled Email Delivery, Outlook Add-ins
• Automates calendar reminders and report sharing to managers.
3.12. Dropbox
• Feature/Setting: Dropbox API, Automatic Upload
• Automates dashboard file upload with access notifications for management.
3.13. OneDrive
• Feature/Setting: File Sync & Share, OneDrive API
• Automates storing and sharing dashboards with version control.
3.14. Monday.com
• Feature/Setting: Automations, Item Updates
• Automates dashboard file upload and pings team for review.
3.15. Salesforce
• Feature/Setting: Reports Automation, Email Alerts
• Automates sharing dashboard summaries via Chatter or email.
3.16. Zoho Analytics
• Feature/Setting: Scheduled Reports, Zoho API
• Automates KPI dashboard generation and stakeholder notification.
3.17. AWS Lambda
• Feature/Setting: Scheduled Events, Function Triggers
• Automates scripting of dashboard generation, data crunching, and delivery steps.
3.18. Zapier
• Feature/Setting: Scheduled Zaps, Multi-step Automation
• Automates end-to-end workflow: extracting, updating, and distributing dashboards.
3.19. Make (Integromat)
• Feature/Setting: Scenario Scheduling, PDF Generation Module
• Automates data collection, transforms into dashboards, and delivers to recipients.
3.20. Pabbly Connect
• Feature/Setting: Scheduled Workflow, Email Module
• Automates recurring dashboard preparation and multi-channel dispatch.
Benefits
4.2. Enhanced decision-making speed by automated access for management.
4.3. Automated reminders prevent missed reviews and ensure timely performance checks.
4.4. Automation of data compilation enables comprehensive, always up-to-date analytics tailored to aromatherapy class operations.
4.5. Reduced IT overhead by automating repetitive internal operations and communication steps.
4.6. Audit trails and transparency are automatically maintained through workflow logs of automated steps.