Marketing & Customer EngagementPurpose
1.2. Enable precise, real-time insights from multiple data sources including sales, social media, news, and regulatory changes, pushing updates directly to relevant stakeholders for immediate action.
Trigger Conditions
2.2. Significant keyword spike in social listening platforms
2.3. Scheduled market analysis (e.g., every Monday 7AM)
2.4. Product launch or competitor campaign announcement detected via news aggregator API
2.5. Customizable alert on regulatory file updates affecting alcohol sales
Platform Variants
3.1. Salesforce
• Feature/Setting: Reports scheduled to generate & export; connect Reports API to automation flow (sample: Cron every Monday 7AM, export “Alcohol Market Sales – Regions Qtr”)
3.2. Google Sheets
• Feature/Setting: Sheets API read trigger when new record added or changed in “Market Data” tab
3.3. Power BI
• Feature/Setting: “Publish to web” and “Data alert” triggers; Power BI REST API used to extract and format key report visuals for email/Slack
3.4. Tableau
• Feature/Setting: Tableau Server REST API to export specified dashboards on demand or schedule
3.5. Microsoft Teams
• Feature/Setting: Incoming Webhook; configure automated post of report summary to #market-trends channel
3.6. Slack
• Feature/Setting: Slack API ‘chat.postMessage’ to send formatted insights to marketing team DM or public channels
3.7. Google Data Studio
• Feature/Setting: Data Studio API to export report snapshot as PDF; email via third-party SMTP integration
3.8. Looker
• Feature/Setting: Schedule “Looks” (report snapshots) to SFTP/email using Looker Scheduler
3.9. HubSpot Marketing Hub
• Feature/Setting: Use Custom Reports API; trigger workflow to generate notification to specific campaign owners
3.10. Zoho Analytics
• Feature/Setting: Zoho Analytics Scheduler—push report PDFs to shared cloud folder or email list
3.11. AWS Lambda
• Feature/Setting: Serverless scheduled job pulling data from RDS/Redshift, processing and emailing key trends (cron-based Lambda trigger)
3.12. Microsoft Power Automate
• Feature/Setting: Scheduled Flow checks source data via connector, generates an HTML email with the findings
3.13. Google Cloud Functions
• Feature/Setting: HTTP-triggered endpoint compiles external data and uploads a summary to shared workspace document
3.14. SAP Analytics Cloud
• Feature/Setting: Live Data Connect API configured for scheduled export/upload of dashboards
3.15. Mailchimp
• Feature/Setting: Transactional Email API triggered to send formatted market reports to select list segments
3.16. Segment
• Feature/Setting: Track and Forward API routes relevant event data for real-time aggregation and report generation
3.17. Jira
• Feature/Setting: Automated task creation in “Market review” project when new trend detected via API event webhook
3.18. Trello
• Feature/Setting: Card creation in “Trend Monitor” board when report ready, using Trello API ‘createCard’
3.19. Dropbox
• Feature/Setting: File upload API pushes full market report PDFs to team shared folder
3.20. Asana
• Feature/Setting: “Create Task” API triggers for stakeholder follow-up when significant shifts reported
3.21. Monday.com
• Feature/Setting: Item creation automation for each new report, with report PDF attached using file upload API
3.22. Airtable
• Feature/Setting: On “New record in Reports” base, automate email/SMS via third-party integrations
3.23. Google Analytics
• Feature/Setting: API access for automated pull of site traffic data correlated with campaign/report events
Benefits
4.2. Reduces manual data gathering and analysis burden on analysts and managers.
4.3. Ensures more consistent market intelligence, with configurable delivery across multiple communications channels.
4.4. Enables proactive strategy adjustments to emerging market and regulatory conditions.
4.5. Improves cross-team visibility and alignment on market dynamics impacting alcohol brands.