Progress report generation and distribution

Purpose

1.1. Automate the extraction, compilation, and formatting of contractor project progress data into structured reports, reducing manual entry and error.
1.2. Automates scheduled or milestone-based generation of progress summaries for all active construction projects.
1.3. Automate distribution by emailing, messaging, or archiving project status to stakeholders, clients, and regulatory entities.
1.4. Enables automated reminders, escalations, and audit trails for compliance, risk, and performance management in General Contractor operations.

Trigger Conditions

2.1. Scheduled intervals (e.g., daily, weekly, specific time) automate progress reporting routines.
2.2. Milestone completion or status update in project management platforms automates immediate report creation.
2.3. Manual trigger by project manager via dashboard/button initiates automated flow.
2.4. Automated detection of new data in project folders, document storage, or time-logs initiates report generator.

Platform Variants (Function/API for automation)

3.1. Microsoft Excel Online (365)
• Function: "List Rows Present in Table", "Create Table", "Get Worksheet" — automate retrieval, tabulation, and aggregation of project progress data.
3.2. Google Sheets
• API: "spreadsheets.values.get", "spreadsheets.batchUpdate" — automates data read/write for construction progress logs.
3.3. Smartsheet
• Feature: "Get Sheet", "Add Row", "Send Row" — automate hit sheet retrieval, row ingestion, and report trigger.
3.4. Monday.com
• API: "items" and "boards" queries — automates fetching latest project statuses for inclusion in reports.
3.5. Asana
• API: "GET /tasks", "GET /projects" — automate progress data extraction for reporting flows.
3.6. Trello
• API: "GET /boards/{id}/cards" — automates retrieval and structuring of card (task) details into automated outputs.
3.7. Procore
• API: "GET /projects/{project.id}/reports" — automate report fetch and generation for construction progress.
3.8. Buildertrend
• Feature: "Projects API" — automates extraction of schedules, progress, and log notes for automated reports.
3.9. PlanGrid (Autodesk)
• API: "GET /projects/{projectId}/fieldreports" — automates field report retrieval for automated summaries.
3.10. QuickBooks Online
• API: "GET /reports" — automates job costing/progress financials to be combined with operational status.
3.11. Xero
• API: "GET /Reports/Project" — automate project financials into progress documentation.
3.12. Salesforce
• API: "GET /services/data/vXX.X/sobjects/Opportunity/" — automate progress extraction from CRM to reporting.
3.13. HubSpot
• API: "GET /crm/v3/objects/deals" — automates deal progress pipeline stage for construction progress.
3.14. DocuSign
• API: "GET /envelopes" — automates retrieval of signed documents for report attachments.
3.15. Dropbox
• API: "files/list_folder", "files/download" — automates new or updated site pictures, drawings, or status documents.
3.16. Google Drive
• API: "Files: list", "Files: get" — automates pulling latest evidence or attachments for inclusion.
3.17. SendGrid
• API: "mail/send" — automates dispatch of PDF/HTML project reports to recipients.
3.18. Gmail
• API: "users.messages.send" — automates direct sending of custom progress updates.
3.19. Outlook 365
• API: "sendMail (Microsoft Graph)" — automates construction report distribution to mailing lists.
3.20. Slack
• API: "chat.postMessage" — automates notification or delivery of progress summaries via Slack channels.
3.21. Twilio SMS
• API: "messages.create" — automates SMS notifications or links to progress reports to onsite recipients.
3.22. Microsoft Teams
• API: "chatMessage" — automates automatic posting/distribution in Teams channels for project updates.
3.23. PDF Generator API
• Endpoint: "POST /documents" — automates report formatting and PDF generation for archivable outputs.
3.24. AWS S3
• API: "PutObject", "GetObject" — automate storage/archive of progress reports for compliance and retrieval.

Benefits

4.1. Automates multi-platform data consolidation, eliminating manual collection and formatting.
4.2. Automated reduction in reporting errors and ommissions due to standardized data extraction flows.
4.3. Automates real-time or scheduled distribution, enabling timely stakeholder review and feedback.
4.4. Enhances audit trails and regulatory compliance via automated archiving and version control.
4.5. Scalable to unlimited projects or clients via repeatable and automatable configuration.