Generation and emailing of marketing reports

Purpose

1. Automate the collection, analysis, compilation, and distribution of property marketing reports for apartment rental agencies.

2. Provide owners, managers, or stakeholders with timely performance insights: listing views, engagement, inquiries, and marketing ROI.

3. Enable precise, data-driven decision making for rental marketing strategies and optimize lead generation channels.

4. Streamline repetitive report generation and dispatch tasks, ensuring accuracy and consistency in communication.

Trigger Conditions

1. Scheduled (e.g., weekly, monthly) time-based triggers.

2. Post-campaign completion or after defined marketing milestones.

3. Manual initiation by authorized property managers.

4. Event-driven: new property listed, inquiry threshold reached, or update in listing status (e.g., rented/unavailable).

Platform Variants

1. Google Sheets

• API: “spreadsheets.values.get”, “spreadsheets.values.update” — Fetch and update listing or campaign data dynamically.
  

2. Microsoft Excel/Office 365

• Power Automate: “List rows present in a table”, “Send an email (V2)” — Extract marketing figures and email via Outlook.
  

3. Salesforce

• Reports & Dashboards API: “analytics/reports/{reportId}” — Run, export, and retrieve property performance reports programmatically.
  

4. HubSpot

• Marketing Email API: “POST /email/public/v1/singleEmail/send” — Send formatted marketing summaries to recipients.
  

5. Mailchimp

• Campaigns API: “POST /campaigns”, “POST /actions/send” — Automate the creation and dispatch of reporting campaigns.
  

6. SendGrid

• Email API: “POST /mail/send” — Deliver PDFs or HTML report content to target emails.
  

7. Twilio SendGrid Marketing Campaigns

• Campaigns API: “POST /v3/marketing/singlesends” — Configure batch dispatches of owner/stakeholder reports.
  

8. Slack

• Incoming Webhooks: “POST message” — Notify internal teams with links or summaries to new reports.
  

9. Zoho CRM

• Reports API: “GET /crm/v2/Reports” — Extract detailed marketing outcome data and relay via Zoho Mail API.
  

10. Notion

• API: “query a database”, “create a page” — Aggregate data, create report dashboards, optionally share via workspace emails.
  

11. Monday.com

• Boards API: “complexity: simple”, “items: by_column_values” — Collect listing performance, export via email automation.
  

12. Airtable

• API: “List Records”, “Send a Record in Gmail” — Capture analytics, trigger report assembly, email stakeholders.
  

13. Power BI

• Export To File API: “POST /reports/{reportId}/ExportTo” — Export visual reports, automate dispatch via Outlook.
  

14. Tableau

• REST API: “Query View Data”, “Download Report as PDF” — Generate and send owner-ready marketing dashboards.
  

15. Gmail

• API: “users.messages.send” — Attach custom-generated reports and automate email delivery.
  

16. Outlook (Microsoft Graph)

• API: “/me/sendMail”, “/me/messages” — Email reports to owner, manager, or agents from organizational accounts.
  

17. Pabbly Connect

• Action: “Send Email”, “Download Report” — Orchestrate data flows and report distribution via multiple channels.
  

18. Zoho Analytics

• Reports API: “GET /api/{dbid}/reports” — Schedule and disseminate property marketing analytics.
  

19. ActiveCampaign

• Email API: “POST /email/send” — Use templates and set up automated report mailing lists.
  

20. Dropbox

• API: “/files/upload”, with automated sharing via “/sharing/create_shared_link_with_settings” — Distribute download links for secure report access.
  

21. Trello

• Card Comments/Webhooks: “Add Comment” — Log dispatch events or attach PDF reports for team review.
  

22. Asana

• Webhooks/API: “create task”, “add attachment” — Notify team or attach stats snapshots in workstream for awareness.
  

23. Amazon SES

• SendEmail API: “SendEmail” — Deliver high-volume, branded reports directly from a white-label domain.
  

Benefits

1. Eliminates manual aggregation and reporting labor, reducing errors and turnaround time.

2. Delivers real-time, actionable insights to stakeholders on a reliable schedule.

3. Guarantees consistent formatting and branding for all reports.

4. Enables faster feedback loops, supporting rapid decision-making and campaign adjustments.

5. Increases transparency and accountability within marketing operations.