Inventory & Supply ChainPurpose
1.2. Automate generation and distribution of detailed performance reports to management and suppliers, including metrics on delivery times, quality, defect rates, and communication responsiveness.
1.3. Automate scheduled and event-based alerts when a supplier’s performance falls below set thresholds, automating escalation procedures.
1.4. Enable deep automation of performance tracking workflows for compliance, risk mitigation, and relationship improvement.
Trigger Conditions
2.2. New data ingestion (automatedly detecting new shipments, inspections, defect logs).
2.3. Anomalies or threshold breaches in Key Performance Indicators (KPIs) (automated notification).
2.4. Manual request from stakeholders to instantly automate report generation.
Platform Variants
3.1. Microsoft Power Automate
• Feature/Setting: Use "Recurring Flow" and "Office 365 Outlook – Send an email" to automate scheduled report emails.
• Sample: Setup Recurrence trigger → Connect Excel Online (Supplier Data) → Condition (KPI breaches) → Send Email (Report attachment).
3.2. Zapier
• Feature/Setting: Use "Schedule by Zapier" and "Google Sheets – Find/Update Row" to automate supplier data pulls and update reports.
• Sample: Trigger on schedule → Search/filter Google Sheets (supplier scores) → Generate and send report via Gmail.
3.3. Make (Integromat)
• Feature/Setting: Use "HTTP Module" for supplier system API integration and "PDF Generator" to automate custom reports.
• Sample: HTTP GET supplier API → Formatter → PDF Generator → Email module.
3.4. Salesforce
• Feature/Setting: Use "Scheduled Flows" and "Reports & Dashboards API" to automate data aggregation and supplier scorecards.
• Sample: Scheduled Flow (monthly) → Fetch Supplier Object Data → Generate Performance Report → Send Email.
3.5. Google Apps Script
• Feature/Setting: Automate script for pulling data from Google Sheets, calculating KPIs, and emailing PDFs.
• Sample: Time-driven trigger → Read rows → Compute analytics → Export as PDF → Gmail API send.
3.6. ServiceNow
• Feature/Setting: "Scheduled Jobs" and "Performance Analytics" automates metric tracking and report emailing.
• Sample: Scheduled Job → Query Supplier Table → Generate Performance Dashboard → Notify Managers.
3.7. Oracle NetSuite
• Feature/Setting: Use "Saved Searches" API and Scheduled Reports for automated reporting of supplier data.
• Sample: Create Saved Search (Supplier Performance) → Schedule Report Email.
3.8. SAP Business Technology Platform
• Feature/Setting: Use "SAP Cloud Workflow" and "Analytics Cloud" to automate reporting flows for supplier assessment.
• Sample: Workflow event → Data Extraction (SAP S/4HANA) → Analytics Dashboard → Automated Email.
3.9. Smartsheet
• Feature/Setting: "Automations" with sheet update triggers and notification actions for automated supplier report sending.
• Sample: Trigger on summary field update → Send alert to email/group.
3.10. Airtable
• Feature/Setting: "Automations" trigger on new or updated records; "Script Action" for custom report building.
• Sample: Trigger on record update → Script Action → Send Email or Slack report.
3.11. HubSpot
• Feature/Setting: Use "Workflows" to automate periodic reporting and supplier follow-ups via email or deal records.
• Sample: Scheduled Workflow → Custom Report → Automatedly send to stakeholders.
3.12. Slack
• Feature/Setting: Slack Bots and Workflow Builder automate notifications of report readiness and supplier alerts.
• Sample: Workflow triggers on report upload → Notifies channel → Includes link/file.
3.13. Monday.com
• Feature/Setting: Automate using "Recurring Automations" and "Updates" to post report summaries.
• Sample: Periodic trigger → Compile board data → Post/Email summary update.
3.14. Trello
• Feature/Setting: Butler Automation rules set to trigger when supplier cards are updated for automated tracking logs.
• Sample: Card custom field meets condition → Add comment, move to "Report Ready," send alert.
3.15. Tableau
• Feature/Setting: Use "Data Extract Refresh" schedules and "Subscription" for automated dashboard delivery.
• Sample: Schedule extract refresh → Automate email subscription for weekly report.
3.16. Asana
• Feature/Setting: "Rules" to automate reporting tasks when project milestones involving suppliers are reached.
• Sample: Task marked complete → Custom field change → Automated email with summary.
3.17. Notion
• Feature/Setting: "Automations" via integration with third-party tools to schedule data pulls and push notifications.
• Sample: On database update → Script or integration triggers supplier report creation.
3.18. Dropbox
• Feature/Setting: "Automated File Requests" and Zapier/Power Automate integration for storing/sharing reports.
• Sample: Scheduled report generated → Save/Share in Dropbox → Automatedly notify recipients.
3.19. AWS Lambda
• Feature/Setting: Trigger Lambda function on S3 file upload or API event for automated report generation/distribution.
• Sample: S3 event trigger → Lambda calculates KPIs → Sends via SNS/SES.
3.20. Google Cloud Functions
• Feature/Setting: Cloud Scheduler triggers function to fetch, process, and email supplier performance data.
• Sample: Cloud Scheduler event → Fetch BigQuery data → Generate/Email report.
3.21. Jotform
• Feature/Setting: Use "Form Submission Triggers" and integrations for automated supplier feedback collection and reporting.
• Sample: On new form submission → Automated parse and report compile → Send to management.
Benefits
4.2. Automator improves timeliness and consistency with automated, scheduled performance insights.
4.3. Automating escalations and alerts ensures rapid resolution and transparency in supplier management.
4.4. Automatedly delivers tailored information, allowing leaders to make faster, informed supply chain decisions.
4.5. Automatable integrations with diverse systems assure future scalability as new suppliers or platforms are added.