Internal Communication and NotificationsPurpose
1.2. Automated collection, calculation, and distribution of performance metrics ensures staff and management always have updated, actionable insights.
1.3. Automation includes task progress, turnaround times, conversion rates, customer feedback, and compliance metrics.
Trigger Conditions
2.2. Scheduled reporting timeframe (daily/weekly/monthly).
2.3. Manual override by management for immediate automated notification.
2.4. Automated system audit detects data anomalies or exceptional results.
Platform Variants
3.1. Microsoft Power Automate
• Feature: Flow automation with Power BI and SharePoint integration for KPI sourcing and Teams notifications.
• Configuration: Automate flow using "When an item is updated" in SharePoint, send Teams adaptive card with latest KPIs.
3.2. Slack
• Feature: Automated reminders and reporting using Workflow Builder and API bots.
• Configuration: Automate messages to #kpi-updates using schedule trigger and Slack Bots API.
3.3. Google Sheets
• Feature: Automate calculation and drive notifications via Google Apps Script.
• Configuration: Script checks new entries; if KPI threshold met, automated email/Slack webhook is triggered.
3.4. Salesforce
• Feature: Automate reports and alerts with Process Builder and Flow.
• Configuration: Automate "New Report" triggers sending Chatter notifications and emails for KPI updates.
3.5. Twilio SMS
• Feature: Automate SMS notifications for KPI achievements/alerts via Programmable SMS API.
• Configuration: Automate scheduled POST request with KPI data to Twilio endpoint.
3.6. SendGrid
• Feature: Automate KPI email summaries using dynamic templates and SMTP API calls.
• Configuration: API automation triggers emails to staff upon updated performance logs.
3.7. Zapier
• Feature: Automates multi-platform actions like syncing KPI data to dashboards and messaging platforms.
• Configuration: Automated Zap triggers when Google Sheets row is updated, posts Slack update.
3.8. HubSpot
• Feature: Workflow automation for pipeline KPIs and team goal achievables via CRM API.
• Configuration: Automates internal slack/email notification when deal stage changes meet KPI.
3.9. Trello
• Feature: Automates checklist completion tracking and board card movement with Butler Power-Ups.
• Configuration: Automate rule moves card to "Performance Achieved" and notifies team channel.
3.10. Asana
• Feature: Automate project milestone tracking using Rule Automation workflows.
• Configuration: Automates comments to project thread when a KPI task is checked off.
3.11. Monday.com
• Feature: Automate pulse updates, summary emails, and dashboard indicator movement using automation recipes.
• Configuration: Automatically generates a pulse update and notifies in-app and via email.
3.12. Notion
• Feature: Automate KPI database updates with integration APIs and reminders for reviews.
• Configuration: Automate reminder to responsible parties when weekly KPI logs are updated.
3.13. Airtable
• Feature: Automate KPI metric aggregation and custom alerts with Automations and Scripts.
• Configuration: Script triggered when field updates, automates report sending to email/webhook.
3.14. Smartsheet
• Feature: Automated alerts and update requests based on KPI sheet changes using workflows.
• Configuration: Workflow automates alert to supervisor when target not met.
3.15. Discord
• Feature: Automate bot announcements for KPI progress in staff channel via Webhook API.
• Configuration: Custom bot automates posting with relevant staff mentions.
3.16. Mailchimp
• Feature: Automated campaign distribution for KPI update newsletters leveraging Automation Builder.
• Configuration: When spreadsheet is updated, automatedly trigger batch update email.
3.17. ClickUp
• Feature: Automate goal progress and comment notifications using Automation feature.
• Configuration: Automation triggers to update stakeholders in-app.
3.18. Google Chat
• Feature: Chatbot automator posts and scheduled KPI reminders using AppScript Webhooks.
• Configuration: Script automates periodic KPI messages in group chat.
3.19. SAP SuccessFactors
• Feature: Automates performance review cycle triggers and eligibility alerts with Integration API.
• Configuration: API automates notification to HR and managers for each staff member.
3.20. BambooHR
• Feature: Automated performance milestone notifications and feedback requests using webhook/API.
• Configuration: HR automator triggers KPI-based email to employee and manager.
Benefits
4.2. Automating notifications boosts staff accountability in LPG conversions.
4.3. Automation aggregates performance insights for management oversight.
4.4. Automated internal KPIs motivate positive workplace behavior and team alignment.
4.5. Leveraging automatable workflows increases transparency and process consistency.
4.6. Automators ensure immediate action on urgent performance trends.