Reporting & AnalyticsPurpose
1.2. Initiate automated, real-time alerts to staff or management when SLAs, customer satisfaction, or financial KPIs fall below thresholds.
1.3. Enable data-driven intervention for workflow, technician efficiency, and client issues using automated processes in reporting and analytics.
1.4. Facilitate continuous performance monitoring, automated escalation, and integrated feedback collection for fast decision-making and service improvement.
Trigger Conditions
2.2. Automate daily/weekly customer rating checks; trigger if CSAT < 4 stars.
2.3. Automate notification when technician invoice errors are >1%.
2.4. Automate alerts for revenue dips below monthly projections.
2.5. Automate SMS/email/notification if NPS survey detects detractors.
Platform variants
• Feature/Setting: Automated SMS webhook — configure messaging API to send alerts to staff’s mobile when performance KPIs breach targets.
3.2. SendGrid
• Feature/Setting: Automated email workflow — set up transactional template API to trigger email on underperformance detection.
3.3. Slack
• Feature/Setting: Incoming Webhook — bots auto-post performance alerts on dedicated service channel.
3.4. Microsoft Teams
• Feature/Setting: Automated connector — configure webhook to send alert messages to Teams channels.
3.5. PagerDuty
• Feature/Setting: Event API — automate escalation policy triggers for urgent, repeated underperformance incidents.
3.6. Zapier
• Feature/Setting: Trigger-based Zaps — automate workflows to connect analytics apps with messaging or reporting services.
3.7. Google Sheets
• Feature/Setting: App Script triggers — auto-generate alerts when tracking sheet rows indicate threshold breach.
3.8. Airtable
• Feature/Setting: Automation scripts — notify management when ‘Underperforming’ status is set via automation.
3.9. Salesforce
• Feature/Setting: Process Builder or Flow — automate underperformance alerts via tasks, email, or notifications.
3.10. Zendesk
• Feature/Setting: Trigger automation — send automated ticket or alert if service ticket metrics fall below standards.
3.11. Asana
• Feature/Setting: Rule-based automation — create automated tasks for follow-up when KPIs fail in reporting projects.
3.12. Trello
• Feature/Setting: Butler automation — trigger card movements to ‘Attention Needed’ list on performance dip.
3.13. Monday.com
• Feature/Setting: Automation recipes — email/notify team on board column breach (e.g., ‘Job ETA’ overdue).
3.14. Notion
• Feature/Setting: Automation via API — push updates to relevant dashboards automatically based on data change.
3.15. Power Automate
• Feature/Setting: Automated flows — connect analytics source to communication tools for alerts.
3.16. Google Chat
• Feature/Setting: Webhook for automated message posting when analytics trigger.
3.17. Intercom
• Feature/Setting: Event-trigger messaging — automated in-app notification or email to operations staff.
3.18. HubSpot
• Feature/Setting: Workflow automation — send internal email/notification when a service area underperforms.
3.19. Jira
• Feature/Setting: Automation rules — create automated issues/alerts for service performance drops.
3.20. Freshdesk
• Feature/Setting: Supervisor rules — automated notification for outlier analytics data in service tickets.
3.21. ClickUp
• Feature/Setting: Automation settings — assign, notify, or escalate tasks for failed KPIs.
3.22. ServiceNow
• Feature/Setting: Automated incident generation and notification from performance metric monitoring.
Benefits
4.2. Automatedly reduces manual oversight, saving admin effort.
4.3. Automation ensures all relevant parties are instantly informed.
4.4. Automates trends analysis for continuous service quality improvement.
4.5. Enables proactive and automatable intervention, preventing escalation.
4.6. Workflow automation ensures underperformance never goes unaddressed.
4.7. Automator-driven consistency in how alerts are handled across the business.
4.8. Automating notifications minimises customer impact and retention risk.