Automated stakeholder report generation and delivery

Purpose

1.1. Generate, compile, and deliver scheduled or event-driven stakeholder reports for governance, compliance, and stakeholder engagement in Indigenous advocacy contexts.
1.2. Aggregate member feedback, donation updates, program KPIs, engagement metrics, and event data from diverse sources.
1.3. Ensure timely, secure, and accessible distribution to board members, community representatives, funders, and government bodies.
1.4. Maintain audit trails of report recipients and open/click engagement for funding and regulatory reporting.

Trigger Conditions

2.1. Scheduled calendar intervals (weekly, monthly, quarterly) via Google Calendar API.
2.2. New data availability in CRM (e.g., Salesforce, HubSpot) or grant management system.
2.3. Stakeholder request submission via Typeform, JotForm, or internal portal (webhook/API call).
2.4. Completion of key programs/milestones in project management tool (e.g., Asana, Monday.com API event webhook).
2.5. Board meeting schedule confirmation in MS Outlook or Google Workspace calendar.

Platform Variants

3.1. Google Sheets
• Feature: Sheets API pull/append; fetch, aggregate and tabulate stakeholder engagement or event attendance data; configure by specifying Sheet ID, range, and Google Service Account credentials.
3.2. Microsoft Power BI
• Feature: Dataset refresh API; auto-refresh stakeholder analytics, export to PDF via Power BI REST API with dataset ID and access token.
3.3. Salesforce
• Feature: SOQL query via REST API; fetch custom fields for Indigenous member participation; endpoint: /services/data/vXX.X/query, OAuth2 token.
3.4. HubSpot
• Feature: CRM API (Engagements/Contacts); aggregate interaction touchpoints, configure API key and object type, set filters for Indigenous programs.
3.5. Airtable
• Feature: List Records API; pull latest registrations and feedback, configure Base ID, Table ID, and bearer token.
3.6. Asana
• Feature: Events API; webhook triggers on project completion, set filters by Indigenous program tag.
3.7. Typeform
• Feature: Responses API; fetch new form submissions, configure form ID and API key.
3.8. JotForm
• Feature: Form API; retrieve submission reports, set Form ID and API Key.
3.9. Trello
• Feature: Board API; detect movement of ‘Report Required’ card, configure webhook on card updates.
3.10. Smartsheet
• Feature: Reports API; generate stakeholder reporting sheet, set Sheet ID and Auth token.
3.11. DocuSign
• Feature: Envelope API; confirm signed report delivery, configure callback on envelope status changes.
3.12. Slack
• Feature: Channel message API; send notification of report availability to stakeholder channel, set bot token and channel ID.
3.13. SendGrid
• Feature: Email API; deliver PDF/CSV reports, set sender, recipients, API Key, and attachment payload.
3.14. Gmail
• Feature: Gmail API; compose and send stakeholder report email, configure OAuth, To/CC fields, and MIME content.
3.15. Microsoft Outlook
• Feature: Graph API; create draft/send email, configure recipient addresses and attachments.
3.16. Mailchimp
• Feature: Campaign API; schedule batch sends of donor or partner updates, insert report content into campaign body.
3.17. SharePoint
• Feature: Document Library API upload; store and version deliverable reports, set site and library path, bearer token.
3.18. Dropbox
• Feature: File Upload API; push export files to structured stakeholder folders, set path and API token.
3.19. Box
• Feature: Uploads API; upload generated reports into secure folders, set Folder ID, file content, and auth.
3.20. AWS S3
• Feature: S3 PutObject; save and timestamp static reports, configure bucket, object key, access and secret keys.
3.21. PDF.co
• Feature: Document Generation API; convert report template and data into merged PDF, configure template, API key, and data mapping.
3.22. Zapier
• Feature: Multi-step Zap; string together report data gathering, formatting, and sending actions using modular connected apps, API tokens, and triggers.

Benefits

4.1. Eliminates time-consuming manual compilation and sending of reports to key Indigenous organization stakeholders.
4.2. Ensures consistency, accuracy, and timeliness in information provided to community, governance, and funding parties.
4.3. Centralizes compliance tracking and reduces risk in documentation and engagement reporting.
4.4. Supports auditable visibility—who received, opened, and accessed key information and at what time.
4.5. Frees staff for culturally appropriate engagement activities rather than repetitive admin tasks.