Report Generation and DeliveryPurpose
1.2. Ensures every research cycle automatically extracts updated tabular data, exports in formats such as XLSX/PDF/CSV, and appends supporting data or appendices.
1.3. Automates standardized report pack creation tailored for client delivery, internal archiving, and compliance-ready outputs.
1.4. Centralizes the automator process to minimize manual intervention, ensuring automatable accuracy, timeliness, and consistency across client-facing report deliverables.
Trigger Conditions
2.2. Scheduled automation at predefined intervals (daily/weekly/monthly).
2.3. Automatedly triggered via email command or API webhook from lead consultant or analyst.
2.4. Automated data update recognition in source database or analytics dashboard.
Platform Variants
3.1. Google Sheets
• Feature/Setting: "Export Sheet" via Sheets API; automate export of specific ranges as CSV or XLSX.
3.2. Microsoft Excel (Office 365)
• Feature/Setting: Graph API – Automate batch file export from OneDrive or SharePoint upon trigger.
3.3. Airtable
• Feature/Setting: Automate "Download Table as CSV" via Airtable API endpoint for chosen views.
3.4. Zoho Analytics
• Feature/Setting: Schedule Report Export API; automates downloadable attachments (csv/xls/pdf).
3.5. Smartsheet
• Feature/Setting: Sheets API "Export Sheet" function; schedule automated batch CSV exports.
3.6. Tableau
• Feature/Setting: REST API "Download Crosstab" or "Export PDF/Image" automation for dashboards or viz.
3.7. Looker Studio
• Feature/Setting: Looker API "Run Query Task" and automate export of result as CSV/XLSX.
3.8. Qlik Sense
• Feature/Setting: "QRS API Export App Data"; automates extraction of table data and appendices.
3.9. Power BI
• Feature/Setting: Power BI REST API "Export To File" for reports/pages as PDF or XLSX, automatedly.
3.10. SAP Analytics Cloud
• Feature/Setting: Export Data API; automates push of table data to external archive/FTP.
3.11. Alteryx
• Feature/Setting: "Output Data" tool in automated workflows, export to specified endpoint.
3.12. Google BigQuery
• Feature/Setting: Automate query results export using "Extract Table Data" via API or scheduled Job.
3.13. HubSpot
• Feature/Setting: "Export Table Data" automation via Custom Workflow Action (Operations Hub).
3.14. Salesforce
• Feature/Setting: Bulk API "QueryAll" + "Export DataSet", automate data dump from reports.
3.15. Dropbox
• Feature/Setting: Automate file movements using Dropbox API; supports batch file export/upload.
3.16. Box
• Feature/Setting: "Upload File" and content automation APIs for delivering and archiving reports.
3.17. Google Drive
• Feature/Setting: "Upload File" via Drive API automates report and appendix storage/delivery.
3.18. SharePoint
• Feature/Setting: Automate document library file creation/export using SharePoint REST API.
3.19. Slack
• Feature/Setting: "Files.Upload" API to automate delivery of batched reports into a channel or DM.
3.20. Email (SMTP/IMAP Services)
• Feature/Setting: Automate sending of exported file attachments via SMTP servers (e.g., Gmail API, Outlook Graph API, Mailgun "Send Message With Attachment").
3.21. Amazon S3
• Feature/Setting: S3 API "PutObject" for automated archival or client delivery of exported datasets and appendices.
Benefits
4.2. Ensures automatable consistency and accuracy in exported data and appendices.
4.3. Enables automated tracking and compliance through uniform audit trails.
4.4. Reduces human error by automating repetitive export and delivery steps.
4.5. Frees analyst resources for higher-value market research activities instead of batch report generation.