Progress report compilation and delivery to stakeholders

Purpose

1. Automate the compilation, formatting, and delivery of boat building progress reports to stakeholders, managers, and clients, covering updates, milestones, bottlenecks, KPIs, visuals, and budget utilization.

2. Ensures consistent automation of reporting cycles, reducing manual effort, and increasing transparency and timeliness of project insights.

3. Supports automating aggregation of data from ERPs, spreadsheets, project trackers, field reports, and IoT devices into consolidated, timely, and actionable updates for key stakeholders.

Trigger Conditions

1. Automate based on scheduled intervals (weekly, monthly, project phase completion).

2. Trigger automation upon project state changes or milestone achievements in PM tools.

3. Trigger on manual submission or data import from field staff.

4. Initiate automated reporting if discrepancies or threshold exceptions detected (e.g., delays, cost overruns).

Platform Variants

1. Microsoft Power Automate

• Automate: Scheduled cloud flow — Send “Compile & deliver report” upon SharePoint list/project status update.
  

2. Zapier

• Automator: Connect Asana/Trello status to Google Docs and Gmail “Automated Report Send” zap.
  

3. Make (Integromat)

• Automatedly aggregate from Excel, format in Google Docs, automate delivery via email automation module.
  

4. Airtable

• Automation: Script block or button-triggered automation to generate and email stakeholder PDF updates.
  

5. Jira Automation

• Automate: Scheduled Jira automation to compile sprint/project progress, email results via SMTP.
  

6. Smartsheet

• Automated workflow triggers to generate summary sheets and automatedly share with distribution lists.
  

7. Monday.com Automations

• Trigger automation on item status — compile board snapshot and email stakeholders with automated attachment.
  

8. Trello Automation (Butler)

• Automate Board Button — merge cards in “Progress” list, create auto report card, send with notification.
  

9. Salesforce Flow

• Automatable process builder to consolidate boat building case stages, email progress snapshot automatically.
  

10. Google Workspace (Apps Script)

• Automation Scripts: Read Sheets, auto-generate Docs, send Gmail update to all stakeholders.
  

11. Notion API

• Automator: Scheduled script to extract project data, automate PDF export, push to Slack or email.
  

12. Asana Rules

• Automatedly trigger upon section completion — integrate with Google Docs via API, send template to recipients.
  

13. ClickUp Automations

• Automate Folder/Task Custom Field change to trigger progress export and auto-dispatch via integrations.
  

14. Slack (Workflow Builder, API)

• Automation: Scheduled digest from reporting bots or app integrations for automated stakeholder updates.
  

15. HubSpot Workflows

• Automate meeting pipeline or project custom properties to trigger progress email or in-app notification.
  

16. SendGrid

• APIs: Send automated formatted progress reports with transactional email features, track delivery.
  

17. Twilio SendGrid + SMS

• Automate: Send report summaries via SMS and full docs via SendGrid email integration — API batch send.
  

18. DocuSign

• Automated generation, attachment, and dispatch of signed-off project progress documents to clients.
  

19. Dropbox API

• Automate report compilation storage, sharing links with version notification workflows to recipient list.
  

20. AWS Lambda

• Event-driven automation — compilation, formatting (Python), and dispatch of reports on schedule to any API endpoint (email, Slack, etc.).
  

21. SAP Business ByDesign

• Set up automated analytics/reporting jobs for projects with “Deliver to Stakeholder” email workflow.
  

22. Oracle NetSuite

• Automates “Saved Search” and scheduled reporting, delivers automated report snapshots via SuiteScript workflow.
  

23. Microsoft Teams

• Automated message or card posting with file attachment to channels for project progress visibility.
  

Benefits

1. Automates repetitive reporting flows, reduces project admin workload, accelerates decision-making.

2. Full traceability—ensures all stakeholders automatedly receive consistent, real-time updates.

3. Improves data accuracy, timeliness, and eliminates human error in report preparation and delivery via automation.

4. Supports scalable, automatable reporting across projects, increasing operational efficiency.

5. Enhances engagement and transparency with automated, actionable reporting cycles in the boat building process.