Reporting and AnalyticsPurpose
1.2. Automated report distribution ensures real-time insights into KPIs, technician performance, ticket resolution, customer satisfaction, financial reporting, and operational analytics.
1.3. Serves compliance, audit, and business intelligence by automating the documentation and distribution of recurring, ad-hoc, and summary reports.
1.4. Eliminates human error and time lag by automating data collation and scheduled dissemination to decision-makers via email.
Trigger Conditions
2.2. Automated triggers based on report completion status in data/analytics platforms.
2.3. Status-driven automation when ticket/resolution volume surpasses thresholds.
2.4. On-demand manual initiation by authorized users, with automation pipeline for immediate delivery.
Platform Variants
• Feature/Setting: Scheduled Flow – set Recurrence trigger, connect Excel/SharePoint reports, automate Outlook Email (Send an email (V2)).
3.2. Zapier
• Feature/Setting: Schedule trigger, pull report from Google Sheets, automate Gmail/Outlook Send Email action.
3.3. Make (formerly Integromat)
• Feature/Setting: Scheduler; Google Data Studio API to fetch report, automate SMTP or Gmail module to send.
3.4. Google Apps Script
• Feature/Setting: Time-driven triggers, automate Sheet export as PDF, and MailApp.sendEmail function.
3.5. Salesforce (Process Builder/Flow)
• Feature/Setting: Scheduled Flows, automate Report Export, and Email Alert actions.
3.6. ServiceNow Flow Designer
• Feature/Setting: Scheduled flows, automate Report action, and Email Notification step.
3.7. AWS Lambda
• Feature/Setting: EventBridge scheduled trigger, Python script automates report pull and Amazon SES send_email API.
3.8. Google Cloud Functions
• Feature/Setting: Scheduler triggers function, automate BigQuery/Sheets access, use Gmail API to automate email.
3.9. Smartsheet
• Feature/Setting: Scheduled workflows, automate report creation, Deliver Email function.
3.10. Zoho Creator
• Feature/Setting: Scheduled workflows, automate report generation, use sendmail Deluge script.
3.11. HubSpot Operations Hub
• Feature/Setting: Scheduled workflows, automate custom report sharing via automated email.
3.12. Oracle Cloud Automation
• Feature/Setting: Scheduler, automate BI report export and use Notification Service to automate emailing.
3.13. Slack (with Outlook/Gmail integration)
• Feature/Setting: Scheduled slackbot triggers, automate report delivery via integrated mail bot workflow.
3.14. Power BI Service
• Feature/Setting: Schedule email subscriptions to reports/dashboards; automates delivery at set intervals.
3.15. Tableau Server
• Feature/Setting: Subscriptions feature, schedule and automate report emails to distribution lists.
3.16. Domo
• Feature/Setting: Scheduled Alerts, automate Report Burst to email recipients.
3.17. SendGrid
• Feature/Setting: Email API, automated scheduled POST with dynamic report attachments.
3.18. Mailgun
• Feature/Setting: HTTP API, automate scheduled email delivery with attached reports.
3.19. SMTP2GO
• Feature/Setting: SMTP relay setup, automate authenticated email sends with scheduled cron jobs/script.
3.20. Airtable
• Feature/Setting: Automation, schedule and automate sending record summaries as custom emails.
Benefits
4.2. Ensures timely, automated, and consistent information delivery for agile management decision-making.
4.3. Enables scalable, automatable, and customizable report workflows for diverse stakeholder needs.
4.4. Reduces operational costs by leveraging automator logic, freeing up staff for value-added activities.
4.5. Enhances transparency and compliance with an auditable, automated trail of distributed reports.
4.6. Increases frequency and quality of reporting through automation, boosting analytical depth.