Performance and behaviour reports auto-dispatch

Purpose

1.1. Automate the creation and dispatch of performance and behaviour reports to parents and staff for boarding schools.
1.2. Automatedly deliver timely, consistent, and accurate updates regarding student progress, incidents, praises, and key performance metrics.
1.3. Enables educators to automate communication workflows, saving administrative time and minimising errors in manual reporting.
1.4. Ensures that all relevant stakeholders are automatically notified of behavioural trends, incident reports, and academic progress.

Trigger Conditions

2.1. Automator triggers when new performance or behaviour records are created in the school’s Student Information System (SIS).
2.2. Scheduled automation for weekly or monthly report dispatch cycles.
2.3. Instant automation upon the logging of critical incidents or outstanding achievements.
2.4. Parent or staff subscription requests triggering automated report delivery.
2.5. Automating dispatch when teachers complete qualitative feedback forms.

Platform Variants

3.1. Google Workspace (Gmail, Sheets)
- Feature/Setting: Automate report compilation from Google Sheets and dispatch via Gmail API.
- Configuration: Use “Send Email” in Gmail API, attach Google Sheet/PDF, automate frequency settings.
3.2. Microsoft 365 (Outlook, Excel)
- Feature/Setting: Automate report assembly in Excel, dispatch reports via Outlook Graph API.
- Configuration: Set up automated “SendMail” Graph endpoint with Excel file or OneDrive PDF link.
3.3. Twilio SMS
- Feature/Setting: Automated SMS to notify parents/staff of report availability.
- Configuration: SMS API with scheduled or event-based triggers for automation.
3.4. SendGrid
- Feature/Setting: Automate batch email sending with attached reports/PDF links.
- Configuration: Use SendGrid Mail Send API for automated dispatch.
3.5. Mailgun
- Feature/Setting: Automates delivery of individualised or group report emails.
- Configuration: Mailgun “messages” API with dynamic recipient fields.
3.6. Amazon SES
- Feature/Setting: Automate sending high-volume email alerts or report links.
- Configuration: SES “SendRawEmail” API for triggered dispatch.
3.7. Slack
- Feature/Setting: Automate direct messaging or channel posting of summary reports.
- Configuration: Slack “chat.postMessage” API to automate selected user/group notifications.
3.8. Microsoft Teams
- Feature/Setting: Automated posting of behavioural summaries to educator/Admin channels.
- Configuration: Teams “create chatMessage” Graph endpoint.
3.9. WhatsApp Business API
- Feature/Setting: Automate sending of summaries or alerts via WhatsApp.
- Configuration: Automated “messages” endpoint using parent contact data.
3.10. HubSpot
- Feature/Setting: Automate triggering workflows that notify parents/staff when student data updates.
- Configuration: HubSpot “Create Email” API, workflow automation rules.
3.11. ActiveCampaign
- Feature/Setting: Automator distributes periodic reports via automation campaigns.
- Configuration: “Automations” tool for scheduled report deliverables.
3.12. Salesforce
- Feature/Setting: Automate dispatch using Salesforce Process Builder when student data changes.
- Configuration: Use “Email Alert” automation action in Flows.
3.13. Pabbly Connect
- Feature/Setting: Automate integration from SIS to email/SMS/social dispatch.
- Configuration: “Automated workflow” linking SIS output to desired channel actions.
3.14. Zoho Mail
- Feature/Setting: Automate sending performance and behaviour alerts.
- Configuration: “Send Mail” API, scheduled functions for automation.
3.15. Telegram Bot API
- Feature/Setting: Automate sending summaries to parent/teacher Telegram groups.
- Configuration: “sendMessage” or “sendDocument” API calls for automated report delivery.
3.16. OneSignal
- Feature/Setting: Automated push notifications for report releases.
- Configuration: Trigger push via “POST notifications” API.
3.17. ClickSend
- Feature/Setting: SMS or email alerts are automated for each report cycle.
- Configuration: APIs for SMS and transactional email automation.
3.18. DocuSign
- Feature/Setting: Automate dispatch of reports for digital signature/acknowledgement.
- Configuration: “Envelopes::create” API with PDF behaviour reports.
3.19. Monday.com
- Feature/Setting: Automate notifications and task assignments post-report distribution.
- Configuration: Automations for board/item updates.
3.20. Dropbox API
- Feature/Setting: Automate report file storage and share links in notifications.
- Configuration: “files/upload” and “sharing/create_shared_link_with_settings” API.

Benefits

4.1. Automates repetitive communication, reducing manual staff involvement.
4.2. Increases reporting accuracy and timeliness via automation.
4.3. Enhances parental engagement with automated, real-time information dispatch.
4.4. Minimises administrative overhead, letting educators focus on core tasks.
4.5. Ensures compliance with data privacy and audit trails through automated logging.
4.6. Scalable automation supports growth in student or staff numbers without adding administrative strain.
4.7. Strengthens school-home partnership by automatedly providing structured, actionable insights.