Monthly report generation for ongoing projects

Purpose

1. Automate monthly report generation for art restoration project progress, resource allocation, billing, project status, and upcoming milestones.

2. Automate data aggregation from multiple project management, time tracking, and financial systems for accurate, timely reporting.

3. Automating the process ensures standardized output, compliance with client requirements, and reduces manual effort.

4. Supports automated archival, audit trails, and shareability, improving documentation for conservation and restoration workflows.

Trigger Conditions

1. Automated schedule: First day of every month at 8:00 AM.

2. Project status update: Automatedly triggered upon phase completion.

3. Task deadline met or missed, as detected by project management platform.

4. Direct user-trigger via dashboard control for ad hoc reporting.

Platform Variants

1. Airtable

• Automation: Trigger "At a scheduled time", Action "Generate report view" and "Export as CSV/PDF".
  

2. Monday.com

• Automation: Scheduled workflow, Action: "Create automated monthly report doc", Function: "Integrations > Export board data".
  

3. Asana

• Feature: Asana API, Configuration: "GET /projects/{project_gid}/tasks", "Export as PDF".
  

4. Trello

• Automation: Butler "Scheduled Command", Action: "Collect card data", "Send automated email report".
  

5. Notion

• Integration: Notion API "Query database", "Export page as PDF", automated file delivery.
  

6. Google Sheets

• Apps Script: Time-based trigger, Script "Aggregate data", "Convert to PDF", "Email report".
  

7. Smartsheet

• Feature: Automated workflows, Action: "Generate report", "Send file as email", "Save to Drive".
  

8. Microsoft Excel (Office 365)

• Power Automate: Recurrence trigger, "List rows in table", "Create PDF", "Send email".
  

9. Zapier

• Zap setup: "Schedule by Zapier", "Gather data across apps", "Format & email report".
  

10. Power BI

• Feature: Dataflow refresh + Export API, Schedule monthly export for stakeholders.
  

11. Tableau

• Feature: Scheduled Extract Refresh, Report distribution through "TabCmd Export PDF".
  

12. Jira

• Feature: Automation rule "On schedule", Action: "Search issues", "Generate filter report", "Email output".
  

13. ClickUp

• Automation: Time trigger, "Doc export", Action: "Attach to task or send via email".
  

14. Salesforce

• Flow Builder: Schedule-triggered flow, Action: "Generate and send report attachment".
  

15. HubSpot

• Workflow: Monthly schedule, "Get deal/project data", "Email pdf report".
  

16. QuickBooks

• Recurring "Profit and Loss by Project" report schedule, Email automation setup.
  

17. Xero

• Feature: Recurring reporting, "Send Project Report to contacts monthly".
  

18. Slack

• Workflow Builder: Scheduled message with report file uploaded by webhook.
  

19. Dropbox

• Feature: API "Create file", "Share link via email" triggered automatically post-generation.
  

20. Google Drive

• Apps Script: After file export, "Move to shared folder", "Set sharing permissions", Automation trigger.
  

Benefits

1. Automates full report creation and delivery, reducing manual labor and error.

2. Enables automated, consistent and standardized monthly project status for clients and internal stakeholders.

3. Automatable workflow saves time, increases reliability, and reinforces compliance in conservation and artwork restoration projects.

4. Automation boosts client satisfaction with timely, automated communication and transparency.

5. Automatedly generates archival records, benefiting long-term conservation tracking and audits.