Professional Services Workflow AutomationPurpose
1.2. Aggregate data from multiple sources (CRM, ticketing, call center, surveys), analyze KPIs (e.g. resolution rates, CSAT), and distribute customized reports via preferred channels (email, chat, dashboard).
1.3. Reduce manual reporting, ensure timeliness, facilitate data-driven decisions, and standardize insights delivery for customer support leaders and partners.
Trigger Conditions
2.2. Event-based triggers (e.g., new KPI data entry, close of business day, support volume spike).
2.3. Manual, via interface button by authorized users.
Platform Variants
3.1. Salesforce
• Report Scheduler: Automate dashboards and custom report exports.
• REST API: Use /analytics/reports/{reportId} for data retrieval and email delivery setup.
3.2. Zendesk
• Explore: Schedule analytics reports to send via email; configure Recipients & Schedule.
• API: Use GET /api/v2/reports/{id}/export for report pulls.
3.3. Microsoft Power BI
• Scheduled Refresh: Automate dashboard updates.
• REST API: POST /reports/{reportId}/ExportTo for delivering snapshots by email.
3.4. Google Sheets
• Apps Script Triggers: set time-driven script for exporting, summarizing, and emailing sheets.
• Drive API: batch file export and delivery.
3.5. ServiceNow
• Scheduled Reports: Use 'Scheduled Export' for recurring report emails.
• REST API: GET /api/now/table/{table} with filters, automated delivery with Flow Designer.
3.6. Freshdesk
• Analytics Scheduler: Daily/weekly reports via native scheduler.
• API: GET /api/v2/reports/tickets for data, send via SMTP integration.
3.7. Tableau
• Subscriptions: Configure 'Subscribe' to reports for periodic email delivery.
• REST API: POST /api/3.8/sites/{site-id}/views/{view-id}/image.
3.8. HubSpot
• Workflows: Use 'Schedule a Report' for automatic delivery to teams.
• Analytics API: GET /reports/v2 for custom data extraction.
3.9. Twilio SendGrid
• Single Send: Automated email with PDF/CSV attachments via /mail/send endpoint.
3.10. Slack
• Scheduled Messages: Use chat.scheduleMessage for posting reports to channels.
• Incoming Webhooks: Push summarized metrics on interval.
3.11. Outlook 365
• Power Automate Flows: Time-triggered "Send an email with attachment" actions.
• Graph API: POST /me/sendMail for crafted reports distribution.
3.12. Google Workspace
• Gmail API: POST /users/me/messages/send with report attachments.
• Calendar API: Triggers for end-of-period reporting.
3.13. Monday.com
• Automations: Time-based "Send report" email actions.
• API: Query pulse data for custom analytics.
3.14. Intercom
• Custom Bots: Send automated summary reports via chat at schedule.
• REST API: GET /reports/conversations for raw data compilation.
3.15. Asana
• Reporting Automation: Scheduled export of project/completion metrics; automate via integration.
• API: GET /reports for periodic summary pull.
3.16. Jira Service Management
• Scheduled Reports: Automate email reports for issue stats via dashboard subscriptions.
• REST API: GET /rest/api/3/search for issue KPIs.
3.17. Trello
• Butler Automation: Scheduled command to export board stats and send via email.
3.18. Zoho CRM
• Scheduled Reports: Configure email delivery of KPIs.
• API: GET /crm/v2/Reports for tailored data.
3.19. Airtable
• Automations: Triggers for sending weekly summary emails.
• Scripting block: Aggregate API for custom stats extraction.
3.20. Smartsheet
• Report Scheduler: Set recurring email dispatch of sheets/metrics.
• API: GET /reports/{reportId} for custom data sendout.
Benefits
4.2. Ensures consistent, timely sharing of actionable insights with stakeholders.
4.3. Promotes data-driven culture; supports rapid issue detection and timely escalations.
4.4. Enhances transparency, stakeholder confidence, and service improvement initiatives.