Automated board meeting report preparation

Purpose

1.1. Automates the end-to-end preparation of board meeting reports for a petroleum products company at the corporate level.
1.2. Automator collects financial, operational, compliance, and strategic data across departments.
1.3. Automates data aggregation from ERP, CRM, field sensors, inventory, and risk management systems.
1.4. Automatically formats, reconciles, and generates consolidated reports in PDF, PPTX, or Excel.
1.5. Automatedly routes draft reports to stakeholders for review, incorporates feedback, and manages approvals.
1.6. Automates recurring scheduling and delivery to board members via email or secure portals.

Trigger Conditions

2.1. Scheduled calendar time prior to scheduled board meetings (e.g., every third Thursday, monthly).
2.2. Completion of a quarter, fiscal year, or upon financial close processes.
2.3. Receipt of specific data feed completion notifications (ERP, field data, compliance status).
2.4. Manual initiation by an authorized executive or board secretary.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Automate pulling Excel or Power BI datasets and generating PDF reports; configure scheduled flow with “Recurrence” trigger.
3.2. Zapier
• Feature/Setting: Automated workflows between Google Sheets, Gmail, and Slack; use Google Sheets “New Row” trigger.
3.3. UiPath
• Feature/Setting: Automates data scraping from SAP and emails compiled report using the Outlook automation activity.
3.4. Workato
• Feature/Setting: Automates multi-app integration and reporting across NetSuite, Salesforce, and Tableau; use “Scheduled Job” trigger.
3.5. Integromat (Make)
• Feature/Setting: Automatedly aggregates info from databases, formats in Docs, and sends via Email module; set up time-based scenario.
3.6. Smartsheet
• Feature/Setting: Automates pulling summary dashboards and emailing snapshots with “Workflow Automation” triggers.
3.7. Salesforce
• Feature/Setting: Setup scheduled reporting workflows via “Scheduled Flow” and “Email Alert” actions.
3.8. SAP Intelligent Robotic Process Automation
• Feature/Setting: Automates SAP data extraction; “Extract Data” and SAP “Send Email” bots.
3.9. Tableau
• Feature/Setting: Schedule automated data refreshes and report exports using “Subscriptions” and “Export Report” API.
3.10. Oracle Integration Cloud
• Feature/Setting: Automates report compilation using “Scheduled Integration” and “Email Notification” adapters.
3.11. Google Apps Script
• Feature/Setting: Automate pulling Google Sheets data, generating Google Slides or Docs reports, and sending via Gmail; timed triggers.
3.12. AWS Lambda
• Feature/Setting: Automates report generation on S3 triggers; configure Lambda to read data, generate document, and notify via SNS.
3.13. Google Cloud Functions
• Feature/Setting: Automates data pipeline for report-ready datasets and triggers email of final documents.
3.14. IBM Robotic Process Automation
• Feature/Setting: Automates data extraction from legacy mainframes, compile in Excel, send via automated email.
3.15. DocuSign
• Feature/Setting: Automates report approval and digital signatures via Envelope and Template API.
3.16. SharePoint Workflow
• Feature/Setting: Automate storing generated board reports in “Board Meeting” document libraries with alerts.
3.17. Monday.com
• Feature/Setting: Automates data collection/snapshot for board KPIs, and schedules automated “status update” emails.
3.18. Confluence (Atlassian)
• Feature/Setting: Automate board report publishing as pages using “Blueprint” API and notifications via Slack/email.
3.19. Slack
• Feature/Setting: Automate board report previews via “Incoming Webhook” and Slack reminders.
3.20. SendGrid
• Feature/Setting: Automate emailing of board reports with rich formatting using “Send Email” API in a scheduled script.
3.21. ServiceNow
• Feature/Setting: Automator compiles incident and risk summaries for reports; schedule using “Scheduled Job”.
3.22. Box
• Feature/Setting: Automate report file uploads, versioning and share links using “Upload File” and webhook triggers.

Benefits

4.1. Automates the tedious multi-source data collection process.
4.2. Automatedly reduces manual errors and ensures consistency in board presentations.
4.3. Automator guarantees timely delivery of accurate, audit-ready documents to board members.
4.4. Enables quick response to last-minute data changes with repeatable, automatable workflows.
4.5. Supports compliance by automating archiving and traceability of all reports and approvals.
4.6. Streamlines cross-departmental collaboration and approval cycles with automated reminders and status reports.
4.7. Drives executive productivity by automating bulk report formatting, collation, and distribution.