Reporting & Analytics AutomationPurpose
1.2. Minimize manual labor and human error in report delivery across multiple communication channels.
1.3. Comply with reporting requirements (legal, financial, buyer contracts) with auditable, traceable digital trails.
1.4. Enable data-driven decisions by providing up-to-date analytics to relevant parties without delay.
1.5. Centralize and standardize reporting formats, scheduling, and version control across the wholesaler’s organization.
Trigger Conditions
2.2. On report generation completion in BI or ERP system.
2.3. Achievement of predefined KPIs, thresholds (e.g., inventory below X units, sales over Y amount).
2.4. Upload or update of new data in reporting database or warehouse.
2.5. Upon approval or review by supervisor/manager.
Platform Variants
• Feature: Scheduled flows
• Configure “Recurrence” trigger; “Send an email (V2)” for Outlook, attach report file/share link.
3.2. Zapier
• Feature: Schedule/Trigger
• Link Google Sheets/Excel/BI tool with “Zap” action “Email by Zapier” or Slack/FTP.
3.3. Google Apps Script
• Feature: Time-driven triggers
• Set up “Clock” event trigger to run a function; use Gmail API to send files directly.
3.4. Slack
• API: chat.postMessage, files.upload
• Configure scheduled bot to post analytics or file to channel/user via custom workflow.
3.5. Twilio
• Feature: Programmable Messaging API
• Use POST /Messages to send SMS with report link/summary.
3.6. SendGrid
• Feature: Mail Send API
• POST /mail/send endpoint with report as attachment/inline data.
3.7. Salesforce
• Feature: Process Builder/Flows
• Automate report email with “Send Email” action; schedule via “Scheduled Flows.”
3.8. Zoho Mail
• Feature: Scheduler + Send Mail API
• Configure scheduler to trigger email with dynamic attachments.
3.9. AWS Lambda
• Feature: Event-driven functions
• Set CloudWatch Event rule, call SES SES.SendEmail for report distribution.
3.10. Google Drive
• API: drive.files.create, drive.permissions.create
• Auto-generate sharing links and notify users via email.
3.11. Dropbox
• API: /files/upload, /sharing/create_shared_link
• Upload report, generate link, send via chosen channel.
3.12. Mailgun
• Feature: Messages API
• POST /messages with report attachment to batch-stakeholder email list.
3.13. Outlook 365
• Feature: Automated email rules
• Use PowerShell or Flow to trigger “Send-MailMessage” with report file.
3.14. Pipedrive
• Feature: Automated workflows
• Define activity completion to auto-send report via email or integration.
3.15. HubSpot
• Feature: Workflow automation
• Trigger “Send internal email” or “External email” upon CRM event.
3.16. Monday.com
• Feature: Automation Recipes
• When status or item changes, email PDF or link to specified users.
3.17. Notion
• API: Database updated trigger
• On new analytics page, use scripts/integrations to send summary via email.
3.18. Airtable
• Feature: Automations
• On base update, trigger “Send email” or webhook to intermediate service.
3.19. Smartsheet
• Feature: Alert/Action rules
• Set “Send a Sheet as Attachment” on schedule or event.
3.20. Trello
• Power-Ups + API
• On report card update, use email-to-board, or webhook for distribution.
Benefits
4.2. Reduces operational overhead by eliminating manual send-outs.
4.3. Enhances transparency, compliance, and auditability in data sharing.
4.4. Encourages timely, informed decisions across the agricultural supply chain.
4.5. Frees staff to focus on high-value analysis rather than routine logistics.