Automated delivery of KPI reports to management emails

Purpose

1.1. Enable automated, precision-scheduled delivery of critical KPI reports on sales, supplier performance, and inventory to designated management emails, optimizing decision-making and reducing manual report handling.
1.2. Collate data from multiple internal and external sources—including ERP, CRM, and supply chain platforms—into aggregated, insight-driven reports tailored to the construction aggregates wholesale industry.
1.3. Ensure consistent and timely communication of operational and financial performance metrics for strategic action by upper management.
1.4. Support compliance and transparency by documenting recurring report dissemination and archiving all sent reports.

Trigger Conditions

2.1. Scheduled time-based triggers (daily, weekly, monthly, or custom intervals) for report generation and delivery.
2.2. Manual trigger by authorized personnel using a secure dashboard.
2.3. Event-based triggers—e.g., completion of data input, closing of financial periods, or KPIs reaching defined thresholds.

Platform Variants

3.1. Microsoft Power Automate
• Flow: Scheduled cloud flow; trigger on recurrence; action: "Send an email (V2)" via Outlook 365 integration.
3.2. Zapier
• Feature: Schedule trigger > Google Sheets/Excel “New Row” > Gmail/Outlook “Send Email” action.
3.3. Make (Integromat)
• Scenario: Scheduled trigger; HTTP module to fetch report; Email module to deliver to recipients.
3.4. Google Apps Script
• Trigger: Time-driven; Function: MailApp.sendEmail(…) with report attachment from Google Sheets.
3.5. AWS Lambda
• Scheduled by EventBridge; uses SES SendEmail API for report dispatch.
3.6. Azure Logic Apps
• Recurrence trigger; Office 365 Outlook “Send an email (V2)” connector; advanced configuration for HTML content and attachments.
3.7. Salesforce
• Scheduled Reports via Report Scheduler; Email recipients feature with advanced email templates.
3.8. HubSpot
• Workflow: Scheduled internal email notification with analytics report links; Workflow tool > “Send internal email” action.
3.9. Tableau
• Subscription feature: “Subscribe users to report” for automated email delivery; can link to SMTP server.
3.10. Looker
• Schedule data delivery > Email > Add delivery schedule and recipient list.
3.11. Google Data Studio
• Email delivery schedule in “Schedule email delivery…” option on reports.
3.12. Power BI
• “Subscribe” to a report > Automated email with attached report/image snapshot.
3.13. IBM Cognos Analytics
• “Schedule” tab > Email delivery configuration with HTML or PDF.
3.14. SAP BusinessObjects
• Broadcast scheduling > Recipients configured in “Destination” tab > Email delivery via SMTP.
3.15. Oracle Analytics Cloud
• Agent jobs: “Deliver results to specified recipients via email”.
3.16. Smartsheet
• “Send as attachment” on schedule; Setup recurring email with sheet as PDF or Excel.
3.17. Slack
• Workflow: Scheduled trigger > Slackbot “Send email” or integrate with Email App action.
3.18. Monday.com
• Automations: “When status changes, send email to…” or on schedule.
3.19. Notion
• Integrate with third-party (Zapier/Make) to email database/report exports to management.
3.20. SendGrid
• Web API v3 “Mail Send” endpoint; use dynamic templates for KPI report content; scheduled send via external cron or workflow orchestrator.
3.21. Mailgun
• “Messages” API endpoint; automate scheduled POST with email payload including KPI report.
3.22. ServiceNow
• Scheduled report distribution: “Scheduled Data Export” with email recipients.

Benefits

4.1. Drastically reduces time spent on manual report compilation and distribution.
4.2. Guarantees timely access to critical data—no delays or missed updates.
4.3. Minimizes human error and ensures data consistency.
4.4. Provides audit trails and ensures regulatory compliance in reporting.
4.5. Improves executive focus with concise, actionable KPIs delivered directly to inboxes.