Monthly lead report generation and distribution to management

Purpose

1.1. Automate the end-to-end process of extracting new lead data, compiling monthly reports, and distributing insights to management for bonsai wholesale operations.
1.2. Enables detailed tracking of customer acquisition, sales pipeline performance, source attribution, and follow-up outcomes.
1.3. Automates early trend identification, improves forecast accuracy, and supports automated management decision-making.

Trigger Conditions

2.1. New monthly cycle (e.g., 1st of every month, midnight) triggers report automation.
2.2. Manual “generate now” button in CRM or dashboard as alternate automation trigger.
2.3. Automation triggered by management request via email or chat command.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use Salesforce Reports API to automate periodic extraction of lead objects with scheduled export job.
• Sample: Configure “Monthly Lead Report” as scheduled report, API endpoint `/services/data/vXX.X/analytics/reports`.

3.2. HubSpot
• Feature/Setting: Workflow automation triggers “Leads by Source” extract using Lead Analytics API.
• Sample: Use `/crm/v3/objects/leads` with filter for last month’s creation date.

3.3. Zoho CRM
• Feature/Setting: Automate scheduled data export via Zoho Reports API.
• Sample: Configure Data API `GET /crm/v2/Leads` with scheduled automation.

3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow to query leads entity, then email CSV export.
• Sample: Triggered by monthly recurrence in Power Automate designer.

3.5. Google Sheets
• Feature/Setting: Google Apps Script automated task to pull data from CRM and aggregate to a “Monthly Leads” sheet.
• Sample: Script sets time-driven trigger (`ScriptApp.newTrigger()`).

3.6. Airtable
• Feature/Setting: Automate lead extraction using Airtable Automations with scheduled run, use `List Records` API endpoint.
• Sample: Automator scheduled to POST `https://api.airtable.com/v0/appBASE/Leads` each month.

3.7. Mailchimp
• Feature/Setting: Use Automations to trigger monthly campaign preview report delivered to managers.
• Sample: Automate Data Export API `/reports`.

3.8. SendGrid
• Feature/Setting: Automate monthly email report distribution using SendGrid Marketing Campaigns API.
• Sample: `POST /v3/marketing/singlesends`.

3.9. Slack
• Feature/Setting: Schedule automated report summary to #management via Slack Incoming Webhook API.
• Sample: Webhook with report data as JSON payload.

3.10. Microsoft Teams
• Feature/Setting: Automated bot posts summary card to Teams channel using Microsoft Graph API.
• Sample: `POST /teams/{team-id}/channels/{channel-id}/messages`.

3.11. Google Data Studio (Looker Studio)
• Feature/Setting: Automate refresh schedule on lead dashboard for management access.
• Sample: Scheduled data sources set to monthly update.

3.12. Dropbox
• Feature/Setting: Automated file upload for management access using Dropbox API.
• Sample: `POST /2/files/upload` with report file.

3.13. Google Drive
• Feature/Setting: Auto-upload monthly report PDF to shared drive folder using Google Drive API.
• Sample: `POST /drive/v3/files`.

3.14. Monday.com
• Feature/Setting: Automation recipes to move “Leads Closed in Month” to management board with triggered summary.
• Sample: Board automation – “When status changes to Won in X days, create summary.”

3.15. Notion
• Feature/Setting: Automated integration updates “Lead Report” database with latest entries.
• Sample: Use Notion API `/v1/databases/{database_id}/query`.

3.16. Pipedrive
• Feature/Setting: Schedule monthly export of leads pipeline to CSV via Pipedrive API.
• Sample: `GET /deals?status=open&start=YYYY-MM-DD`.

3.17. Intercom
• Feature/Setting: Automate data pull for new contacts/leads via Intercom API with automated report email.
• Sample: Webhook on contact creation, API `/contacts`.

3.18. Segment
• Feature/Setting: Track and route new lead data via automated monthly batch analytics export.
• Sample: Use Segment’s Functions to automate report pipeline.

3.19. Asana
• Feature/Setting: Use Rules/Automations to generate a new monthly follow-up task with attached lead report.
• Sample: Asana API creates task with file attachment.

3.20. Smartsheet
• Feature/Setting: Scheduled workflow pushes monthly leads summary to management’s Smartsheet dashboard.
• Sample: Use Smartsheet API to automate row insert/report push.

3.21. Trello
• Feature/Setting: Butler automation posts card with report summary to Management Board.
• Sample: Butler Rule “every month, post card with lead report.”

3.22. QuickMail
• Feature/Setting: Automate personalized report distribution to management emails, using QuickMail API.
• Sample: POST custom report to /campaigns/send.

Benefits

4.1. Automated report generation reduces manual work and errors.
4.2. Ensures timely, reliable insights for automatedly informed decisions.
4.3. Automates trend detection and reporting for proactive management action.
4.4. Automation supports scalability as lead volume grows.
4.5. Eliminates delays and automates recurring communication flows.
4.6. Enables managers to focus on actionable outcomes, not repetitive reporting.