Purpose
1.2. Integrate data from entry systems, visitor logs, and manual entries, consolidate and validate counts, and dispatch summarized reports to predetermined stakeholders and archival systems.
Trigger Conditions
2.2. Completion of daily closing procedures or entry log finalization event.
2.3. Manual trigger via dashboard or mobile device (in case of system overrides or exceptional events).
Platform Variants
3.1. Microsoft Power Automate
• Feature: Scheduled Flow.
• Setting: Trigger at specific time, use SharePoint/Get items for attendance logs, compose and send summary via Outlook/Send an email.
3.2. Salesforce
• Feature: Scheduled Apex or Flow Builder.
• Setting: Query objects Attendance__c and Visitor__c, aggregate, use Email Alert/process builder to notify users.
3.3. Zapier
• Feature: Zap Scheduler and Formatter.
• Setting: Schedule Zap, Google Sheets/Find Rows, Formatter/Numbers, Gmail/Send Email.
3.4. Google Cloud Functions
• Feature: Cloud Scheduler/HTTP triggers.
• Setting: Scheduler invokes function; function aggregates data from BigQuery; send report via SendGrid API.
3.5. AWS Lambda
• Feature: EventBridge scheduled rule.
• Setting: Lambda aggregates DynamoDB data, uses AWS SES to email report.
3.6. Make (formerly Integromat)
• Feature: Scheduler and Aggregator modules.
• Setting: Scheduler > Google Sheets/Get Rows > Tools/Aggregator > Email/Send.
3.7. Google Apps Script
• Feature: Time-driven triggers.
• Setting: Script aggregates attendance from Google Sheets and sends report via MailApp.
3.8. Smartsheet
• Feature: Automated Workflows.
• Setting: Scheduled workflow triggers summary row calculation, sends via Smartsheet’s Email action.
3.9. Slack
• Feature: Scheduled reminders via Slackbot.
• Setting: Custom bot posts aggregated numbers to channel using Slack API chat.postMessage.
3.10. Trello
• Feature: Automation Butler.
• Setting: Scheduled command collects and summarizes Custom Field values, sends report as card comment.
3.11. Tableau
• Feature: Tableau Prep Conductor, scheduled flow.
• Setting: Flow pulls data, aggregates visitor metrics, publishes daily dashboard snapshot.
3.12. MongoDB Realm Triggers
• Feature: Scheduled Triggers.
• Setting: Aggregate records in Attendance collection and send summary via webhook or email.
3.13. Twilio
• Feature: Programmable Messaging API.
• Setting: Function sends attendance report as SMS to operations number using /Messages endpoint.
3.14. SendGrid
• Feature: Transactional Email API.
• Setting: Use /mail/send to email compiled attendance summaries to all relevant stakeholders.
3.15. Notion
• Feature: Scheduled integration.
• Setting: Read daily log database, aggregate participant properties, send report as Notion page update.
3.16. Monday.com
• Feature: Automation Recipes.
• Setting: Time-based automation to summarize and email attendance board data.
3.17. HubSpot
• Feature: Workflows.
• Setting: Scheduled workflow pulls property/record data, sends report with HubSpot Email API.
3.18. Quick Base
• Feature: Pipelines.
• Setting: Scheduled Pipeline aggregates table rows, emails summary using Gmail or Quick Base native email.
3.19. Pipedrive
• Feature: Workflow Automation.
• Setting: Scheduled workflow queries attendance deals, sends summary via Pipedrive email action.
3.20. Asana
• Feature: Rules/Custom integrations.
• Setting: Rules aggregate attendance custom fields, post report as comment/task via Asana API.
3.21. Airtable
• Feature: Automations.
• Setting: Scheduled Automation aggregates row data in Attendance table, sends report via Airtable email action.
3.22. Mailgun
• Feature: Messages API.
• Setting: Use scheduled script to aggregate numbers and send out email using /messages endpoint.
3.23. Freshdesk
• Feature: Observer Automations.
• Setting: Daily report ticket created with attendance summary, routed to operations group.
Benefits
4.2. Ensures compliance and timely reporting for audits and management review.
4.3. Provides real-time or end-of-day insights for staffing and operational decisions.
4.4. Frees staff from repetitive tasks, increasing productivity and job satisfaction.
4.5. Enables effortless customizations and scaling as the museum expands.