Purpose
1. Automate and streamline scheduled reporting of supplier performance metrics for light bulb suppliers in wholesale electrical supplies procurement.
2. Automate gathering, evaluating, visualizing, and distributing supplier reports to decision-makers on defined intervals.
3. Automates compliance tracking, cost analysis, shipment punctuality, defect rates, contract adherence, and relationship scoring.
Trigger Conditions
1. Automation triggers at intervals (e.g., weekly, monthly, quarterly) defined by procurement schedules.
2. Automator initiates on events such as data availability in ERP, new supplier record posted, or report request via email/Slack/API.
3. Can be automatedly triggered by reaching predefined KPI thresholds or exceptions.
Platform Variants
1. Microsoft Power Automate
- Feature: Scheduled cloud flow — Automate pulling supplier metrics from SharePoint/SQL/CosmosDB; configure “Recurrence” trigger and “Send Email” action.
2. Zapier
- Feature: Schedule by Zapier — Automates report data pull, Google Sheets parsing, and sending emails; configure Schedule, Formatter, Gmail steps.
3. Google Apps Script
- Feature: Time-driven triggers — Automate gathering data from Sheets and sending automated reports via MailApp.
4. Salesforce Flow
- Feature: Scheduled Flow — Automates evaluation of supplier objects and email notifications using Flow Builder.
5. Slack API
- Feature: Scheduled messages — Automates supplier reports to procurement channels with chat.scheduleMessage.
6. AWS Lambda
- Feature: EventBridge trigger — Automates metric collection and S3 report generation on scheduled intervals.
7. Google Cloud Functions
- Feature: Pub/Sub Scheduler — Automates function invocation for metric aggregation and Cloud Storage reporting.
8. Make (Integromat)
- Feature: Scheduler module — Automate fetching supplier performance from apps (Sheets, Airtable); Email or Slack as output.
9. Notion API
- Feature: Scheduled integration — Automates supplier metric extraction and database update with PATCH/GET.
10. Airtable Automations
- Feature: Scheduled automation — Automates pulling records, running formulas, sending summary emails.
11. Trello Automation (Butler)
- Feature: Scheduled command — Automate Trello card searches and email reports with Butler Scheduler.
12. Monday.com Automations
- Feature: Scheduled recurring automation — Automates data gathering and notification via Monday’s Automation Center.
13. ServiceNow Flow Designer
- Feature: Scheduled flow — Automates extraction and distribution of supplier incident data.
14. SAP Business Technology Platform
- Feature: SAP Workflow Service scheduled trigger — Automates SAP Hana supplier data extraction and PDF/email reporting.
15. Oracle Integration Cloud
- Feature: Scheduled Orchestration — Automates supplier metric pull, transformation, and email reporting.
16. Smartsheet Automations
- Feature: Time-based workflow — Automates running reports and sending them via alert.
17. Tableau Server Tasks
- Feature: Scheduled extract refresh — Automate Tableau dashboards on supplier KPIs, email or Slack PDF.
18. Power BI Service
- Feature: Scheduled refresh — Automates dataset refresh and pushes alerts via Power BI APIs.
19. Google Data Studio
- Feature: Schedule email delivery — Automates dashboard distribution direct to inbox.
20. Zoho Flow
- Feature: Scheduler — Automates retrieving supplier data from Zoho CRM/Books and emailing summary.
21. HubSpot Workflows
- Feature: Scheduled workflow trigger — Automates recurring supplier report email using Workflow Automation.
Benefits
1. Automates manual reporting, significantly reducing procurement admin workload.
2. Automatedly ensures timely delivery of accurate, up-to-date supplier performance insights.
3. Automator reduces information latency, helping management make data-driven decisions faster.
4. Automation increases transparency, accountability, audit readiness, and KPI compliance.
5. Enables highly automatable escalation on performance dips or contract violations.
6. Automating distribution reduces errors and automates consistent communication with procurement teams.