Automated generation of production and sales reports

Purpose

1.1. Generate automated production and sales reports for anodizing workflows, consolidating data from ERP, CRM, and MES systems to enable corporate visibility, streamline decision-making, ensure compliance, increase transparency, and monitor key process metrics in real-time.
1.2. Deliver accurate, scheduled, and on-demand reports to managers and stakeholders, integrating data extraction, formatting, aggregation, and multi-channel delivery (email, dashboard, shared drive).
1.3. Reduce manual tasks, eliminate human error, standardize reporting, and enable traceability, audit readiness, and rapid response to anomalies in anodizing operations.

Trigger Conditions

2.1. Scheduled time-based triggers (e.g., every Friday at 5 PM for weekly summary reports).
2.2. Completion of a production batch (detected via MES/ERP status changes).
2.3. Key sales milestone updates within CRM (e.g., closed sale, new order logged).
2.4. Manual triggers via dashboard UI for ad-hoc reporting.
2.5. API/webhook push from integrated platforms (custom event-based triggers).

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Schedule Cloud Flow; configure "Recurrence" trigger and "Excel Online (Business)" or "SharePoint" connectors for data fetch.
3.2. Zapier
• Feature/Setting: Scheduled Zap with "Schedule by Zapier" as trigger; "Formatter" for report structuring; "Gmail" or "Google Sheets" actions.
3.3. Make (formerly Integromat)
• Feature/Setting: "Scheduler" trigger; modules for "HTTP," "Google Drive," "Airtable" for data collection and report generation.
3.4. UiPath
• Feature/Setting: Time-based orchestration; "Read Range" Excel activities for data extraction; "Send Outlook Mail Message."
3.5. Google Apps Script
• Feature/Setting: Trigger via Time-driven function; Scripted logic to read Sheets and send results via Gmail or export PDF.
3.6. Salesforce Flow
• Feature/Setting: "Scheduled Flow" to pull CRM/sales data and create summary reports; automatic email dispatch.
3.7. AWS Lambda
• Feature/Setting: EventBridge-triggered Lambda; interface to DynamoDB/RDS for data, format into CSV/PDF, upload to S3.
3.8. Azure Logic Apps
• Feature/Setting: Recurrence trigger; connectors for SQL Database, Power BI, and Office 365 for reporting.
3.9. Google Cloud Functions
• Feature/Setting: Pub/Sub or Scheduler triggers; programmatic extraction from BigQuery; auto-email results.
3.10. Monday.com
• Feature/Setting: Automation with "When date arrives, create report" recipe; reporting via Boards/Docs.
3.11. Airtable Automation
• Feature/Setting: Scheduled automation; filter production table; generate and email report snapshot.
3.12. Notion API
• Feature/Setting: Periodic script via Notion API to aggregate data and push reports to a Notion page.
3.13. Tableau Server
• Feature/Setting: Use "Subscriptions" to schedule dashboard/report emails; API for on-demand PDF export.
3.14. Power BI Service
• Feature/Setting: "Scheduled refresh" and "Subscribe" on reports; Power BI REST API to trigger report creation and deliver PDF.
3.15. QuickBooks Online API
• Feature/Setting: Scheduled API pull for sales data; report compilation and email via connected automation.
3.16. Slack
• Feature/Setting: Scheduled workflow to fetch production/sales metrics and post formatted summary to a channel using "Scheduled Workflow" and "Post Message."
3.17. Trello Automation
• Feature/Setting: Butler automation to aggregate card data and email/copy to reports list on schedule.
3.18. DocuSign Connect
• Feature/Setting: Triggered by signed job sheets uploaded; auto-generate completion reports; email via Connect callback.
3.19. SAP Cloud Platform
• Feature/Setting: Scheduled job in SAP BTP Workflow Service; extracts batch/report data from SAP ERP; delivers via email.
3.20. Oracle Integration Cloud
• Feature/Setting: Scheduled integration flows; fetches production/sales info from Oracle ERP Cloud; formats and delivers report to stakeholders.

Benefits

4.1. Enables real-time, accurate visibility in anodizing operations and sales.
4.2. Reduces manual report preparation and human error, freeing staff for more critical analysis.
4.3. Standardizes output for compliance, audit, and management needs.
4.4. Facilitates proactive problem identification and rapid process corrections.
4.5. Enhances corporate communication by providing centralized, automated delivery of key business insights.