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Generate reports on supplier performance and delivery statistics

Purpose

1. Automate generation of periodic and on-demand reports tracking supplier performance and delivery statistics for insulation materials, ensuring data visibility for timely procurement, identifying patterns, automating supplier scorecards, and automating performance-based alerts to management.

2. Automates insights to optimize inventory flows, automates detection of delivery delays, automates cross-supplier benchmarking, supports procurement automation, and automates compliance checks specific to the insulation materials supply chain.


Trigger Conditions

1. Automated schedule (e.g., weekly, monthly) for automated report runs.

2. Manual trigger by inventory manager using dashboard or bot.

3. Automated event-based triggers, e.g., when a supplier delivery is late, below SLA, or exceeds defect threshold.

4. Automated triggers on data received via API from inventory, POS, or ERP systems.


Platform Variants


1. Microsoft Power Automate

  • Feature: Scheduled Flow — automates routine data pulls, analysis, and PDF report output from SharePoint/Excel.
  • Setting Example: Use “Recurring trigger” + “Excel Online (Business) — List rows” + “Create file (PDF)” + “Send email”.

2. Zapier

  • Feature: Scheduled Zap — automates pulling supplier data from Google Sheets, generating reports in Google Docs, and automatedly emailing management.
  • Setting Example: “Schedule by Zapier” + “Find Rows in Google Sheets” + “Create Document from Template (Google Docs)” + “Send Outbound Email”.

3. Integromat (Make)

  • Feature: Scenario builder — automates extraction from QuickBooks, manipulation, report creation in PDF, and automated cloud upload.
  • Setting Example: Use “QuickBooks — List Invoice”, “Tools — Aggregate”, “PDF — Generate PDF” + “Google Drive — Upload File”.

4. Airtable Automations

  • Feature: Automation — automates compiling supplier data, generating views, and automated emailing via Gmail integration.
  • Setting Example: “When record updated” + “Find records” + “Send email with Gmail”.

5. Google Apps Script

  • Feature: Time-driven triggers — automates report scripting from Sheets and automatedly generating emails with attached charts.
  • Setting Example: Use “Script Editor” + “Time-driven trigger” to run report generation code.

6. Smartsheet Automated Workflows

  • Feature: Automated report scheduling — automates pulling supplier performance data, formats as report, and automatic email delivery.
  • Setting Example: Schedule “Send Row” + “Generate document using DocuSign”.

7. Salesforce Flow Builder

  • Feature: Scheduled Flow — automates collating supplier activities, creating HTML report, sending via Chatter/Email.
  • Setting Example: “Scheduled Flow” + “Get Records (Suppliers)” + “Create Records (Reports)” + “Send Email”.

8. Tableau

  • Feature: Automated extract refresh with alerts — automates updating dashboards and emailing performance summaries.
  • Setting Example: Use Tableau Prep Conductor schedule + “Data-driven alerts”.

9. Power BI

  • Feature: Scheduled refresh — automates report datasets, automate dashboards, and triggers email alerts on KPIs.
  • Setting Example: “Scheduled Refresh” + “Data Alerts”.

10. Oracle Integration Cloud

  • Feature: Scheduled orchestration — automates supplier data ETL, performance analysis, report file creation, automate delivery to users via Oracle Email.
  • Setting Example: “Scheduled Orchestration” + “FTP Adapter” + “Email Adapter”.

11. SAP Business Technology Platform

  • Feature: Automated Workflow — automates extracting supplier records, generating scheduled reports, and sending automated notifications.
  • Setting Example: “Workflow Service” + “Email Notification”.

12. HubSpot Workflows

  • Feature: Scheduled workflow automation — automates pulling supplier interaction data, creates report, automated alerts to procurement.
  • Setting Example: “Workflow Trigger: Schedule” + “Create Task/Email”.

13. Notion API Automation

  • Feature: Automated database update & summary — automates extracting, combining supplier KPIs, and sending reports via Slack integration.
  • Setting Example: “Notion API” + “Scheduled Script” + “Slack Webhook”.

14. Monday.com Automations

  • Feature: Time-triggered automation — automates summarizing supplier performance and emailing to management.
  • Setting Example: “When time arrives” + “Create item in ‘Reports’ board” + “Send email”.

15. Google Data Studio with Apps Script

  • Feature: Automatic data import and scheduled report sharing — automates updating supplier dashboards and automated PDF emailing.
  • Setting Example: Scheduled Apps Script + Data Studio reports + Gmail API.

16. ServiceNow Flow Designer

  • Feature: Automated workflow — automates supplier data collection, performance scoring, and report distribution.
  • Setting Example: “Scheduled Flow” + “Get Records: Supplier Table” + “Generate Document” + “Send Notification”.

17. Asana Rules and Integrations

  • Feature: Automated task and report creation — automates compiling performance tasks into monthly automated email summaries.
  • Setting Example: “Scheduled Rule” + “Create Summary Task” + “Zapier Integration for Email”.

18. AWS Lambda (with S3 & SES)

  • Feature: Automated reporting script execution — automates supplier data ETL, report creation, automated S3 file delivery, SES for emailing.
  • Setting Example: Scheduled Lambda + S3 Bucket (upload/report storage) + SES (Send report).

19. Google Cloud Functions

  • Feature: Automated scheduled function — automates supplier report compilation from BigQuery and automatedly sends using Gmail API.
  • Setting Example: Cloud Scheduler + Cloud Function + BigQuery API + Gmail API.

20. IBM Robotic Process Automation

  • Feature: Scheduled RPA bot — automates gathering supplier PDFs, reading invoices, compiling delivery stats, archiving, and automating email output.
  • Setting Example: Schedule Bot + OCR Module + Email Output.

21. Trello Butler Automation

  • Feature: Scheduled command — automates moving supplier performance cards, sending summary to Slack/email.
  • Setting Example: Butler rule “every month” + “collect card data” + “send email”.

22. Slack Workflow Builder

  • Feature: Automated reminders and summary posts — automates data collection triggers, automates report generation, automated share in channels.
  • Setting Example: Scheduled Reminder + Custom Workflow Step + Slack API.

Benefits

1. Automatedly enhances procurement visibility and supplier accountability using real-time data.

2. Automates reduction of manual report compiling and enables quick response to supplier issues.

3. Automates benchmarking, trend analysis, and forecast to support strategic inventory decisions.

4. Automated alerts support compliance and enable proactive supplier management.

5. Automates consolidation of multi-supplier data for insulation products to increase operational agility.

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