Scheduled export of key metrics to stakeholders

Purpose

1.1 Automate scheduled export of bus charter corporate key metrics to stakeholders, automating regular, error-free, and consistent reporting.
1.2 Purpose extends to automating collation and formatting of trip data, financial KPIs, customer feedback, route performance, utilization rates, and cost analysis.
1.3 Automated delivery ensures actionable insights and real-time analytical outputs directly to decision-makers, managers, and executive teams.
1.4 Automation allows scaling of reporting cycles and minimizes manual interventions, thus optimizing resource allocation and ensuring data integrity.

Trigger Conditions

2.1 Time-based scheduling — automating exports daily, weekly, or monthly at pre-set times.
2.2 Event-driven triggers — automating on data source updates, new charters completed, or KPIs crossing thresholds.
2.3 Manual initiation if stakeholders request an immediate automated export outside regular schedule.

Platform Variants

3.1 Salesforce
• Feature/Setting: Scheduled Reports. Configure report automation under Analytics/Reports, schedule export as XLS or CSV to target emails.
3.2 HubSpot
• Feature/Setting: Reporting Automations. Use Workflows > Automated Email > attach scheduled report segments.
3.3 Google Sheets
• Function: Apps Script, Time-driven triggers. Automate export with Apps Script to email stakeholders spreadsheet snapshots.
3.4 Microsoft Power BI
• Feature: Scheduled Refresh & Subscriptions. Automate dataset refreshes and email exports to groups.
3.5 Tableau
• Setting: Subscriptions. Automate export views to email as PDF/images on schedule from Tableau Server.
3.6 Zoho Analytics
• Feature: Email Schedules. Automator to send custom dashboards/extracts per stakeholder schedule.
3.7 Airtable
• API: Automations > At scheduled time > Send email action with CSV or view link.
3.8 Slack
• Function: Scheduled Messages with file attachments, or via Workflow Builder to automate posting exports.
3.9 Trello
• Power-Up: Calendar + Butler to automate board report exports via scheduled email.
3.10 Mailchimp
• API: Scheduled Campaigns. Automate creation and sending of metric summaries to distribution lists.
3.11 Notion
• API: Integrate with cron-based export scripts to automate export and send analytics summary by email.
3.12 Dropbox
• Feature: File requests + Scheduled sharing. Automate exports to folder, auto-share with stakeholders.
3.13 Google Drive
• API: Scheduled file copy + Share automation to user groups or emails.
3.14 Monday.com
• Integrations: Time-based automations to export dashboard/PDF and auto-email.
3.15 Asana
• API: Scheduled exports via Asana reporting endpoints, automate sending to custom emails.
3.16 ClickUp
• Feature: Automations -> Scheduled email/report export to stakeholder inboxes.
3.17 Smartsheet
• Function: Scheduled Delivery. Enable on Sheet, configure PDF or Excel exports routine.
3.18 SendGrid
• API: SMTP Scheduled Sending for formatted metric emails/reports as attachments.
3.19 Amazon SES
• API: Lambda triggered at intervals, automating report email distribution.
3.20 Microsoft Outlook
• Rules + Power Automate: Schedule emails with attached exports using automated flows.
3.21 Intercom
• Automated Messages: Trigger and send metric digests at intervals using automation rules.
3.22 Google Data Studio
• Scheduling Feature: Automate scheduled report sharing to specified stakeholder emails.

Benefits

4.1 Automates repetitive reporting, reducing manual tasks and errors.
4.2 Ensures stakeholders get timely, data-rich analytics for faster decisions.
4.3 Centralizes and automates reporting cycles for transparency and auditability.
4.4 Frees staff from manual export, enabling more strategic work and optimization.
4.5 Scalable solution: Automation adapts as organization/reporting volume grows.
4.6 Promotes accountability via automated, tracked delivery and read receipts.
4.7 Improves stakeholder satisfaction with consistent, automated analytics delivery.