Reporting & Documentation AutomationPurpose
1. Automate the end-to-end integration of laboratory results into final client asbestos testing reports, eliminating manual data entry, reducing errors, standardizing documentation, and accelerating compliance.
2. Automator pulls lab data from LIMS, correlates with job order, merges findings with pre-approved templates, and dispatches finalized reports to clients and regulatory bodies, fully automating reporting workflows.
Trigger Conditions
1. Automatedly triggered upon lab results upload or validation in LIMS.
2. Automated trigger on job workflow stage reaching ‘Ready for Reporting’.
3. Scheduled automation runs on predetermined intervals (e.g., every hour or daily).
4. Manual trigger available through dashboard or email command, automating report generation on demand.
Platform Variants
1. Salesforce
- Function: Apex Workflow, REST API
- Automates integrating new lab data into objects and triggers report generation via Process Builder.
2. Microsoft Power Automate
- Feature: Flow integration with Excel, SharePoint, Outlook
- Automator setup to fetch lab data, merge into Word templates, automatedly send via email.
3. Zapier
- App: Webhooks, Google Sheets
- Automates parsing CSV, populating document template, and dispersing finalized report automatedly by email.
4. Make (Integromat)
- Scenario: HTTP to PDF Module
- Automatedly generates PDF report upon detecting new lab results in Google Drive or FTP.
5. DocuSign
- Feature: Document Generation API
- Automatically merges lab findings and route for client e-signature.
6. Adobe Acrobat Sign
- API: Agreement Generation
- Automates populating official report templates with lab results and dispatches for digital signatures.
7. ShareFile (Citrix)
- Feature: Workflow Automation, API
- Receive lab output, automate merging, and deliver signed reports securely to stakeholders.
8. Smartsheet
- Function: Data Mesh & Document Builder
- Automated merging of lab results row data into custom report templates.
9. Egnyte
- API: File Upload Webhook
- Monitors for new lab result files and triggers automator to assemble and file official reports.
10. Google Workspace (Docs, Drive)
- Feature: Apps Script
- Scripts automate insertion of result data into Docs, convert to PDF, autofile, and share.
11. AWS Lambda
- Handler: Custom Python function
- Automates result extraction, report assembly, and notification workflows.
12. Azure Logic Apps
- Connector: Blob, Office 365
- Automator detects new uploads, maps lab fields, and generates report files.
13. Box
- Feature: Box API Webhook
- Triggers automation upon file upload, merges data into approved templates.
14. HubSpot
- Feature: Workflow Automation, Custom Code Action
- Automatedly inserts lab findings into customer file and emails PDF.
15. Monday.com
- Feature: Automation Recipes
- When lab board updates, automator runs data merge and report distribution.
16. Notion API
- Endpoint: Database Update
- Upon record update, auto-generates report PDF using template block.
17. Trello
- Feature: Butler Automation
- Card custom field triggers lab-data-to-report automator, attaches PDF.
18. Quickbase
- Feature: Automations, Table-to-Doc Merge
- Automatedly produces reports after lab inputting, emails or stores them.
19. Slack
- Function: Workflow Builder
- New lab result mentioned, automator formats and delivers final report link to appropriate channel.
20. SQL Server Integration Services (SSIS)
- Task: Data Extraction, Script Task for PDF Generation
- Automates pulling new lab records, running through script to output a standardized report.
Benefits
1. Fully automated reporting, no manual intervention, ensures data integrity and compliance.
2. Automation minimizes turnaround times, driving customer satisfaction.
3. Automator enables real-time access to results/reports, improves transparency.
4. Auditability and traceability improved with automated logs.
5. Automated documentation reduces regulatory risk, enabling scalable workflows.