Reporting & CompliancePurpose
1.2. Automation centralizes leasing volumes, occupancy rates, revenue trends, contract terminations, arrears, and feedback across all office locations.
1.3. Automatedly deliver tailored performance visualizations and compliance insights to corporate stakeholders, finance, and legal teams on a recurring schedule to minimize manual reporting.
1.4. Automate data normalization from multiple systems (e.g., leasing CRM, property management, finance suite) and ensure unified metrics.
Trigger Conditions
2.2. Automator identifies end-of-period event in database/ERP (e.g., month closed flag).
2.3. Receipt of new data entries or updates triggers ad hoc automation as needed.
2.4. User-initiated online dashboard request triggers manual run of reporting automation.
Platform Variants
• Feature/Setting: Use Power BI REST API "Report Export" to automate generation of PDF/Excel from workspace report.
3.2. Google Data Studio
• Feature/Setting: Use Data Studio API "Create Report" and "Schedule Email Delivery" for automated analytics.
3.3. Tableau
• Feature/Setting: Tableau Server REST API "Get View Image" or "RunReport" for automated periodic dashboard snap and email.
3.4. Salesforce
• Feature/Setting: Use "Analytics REST API" and "Report Run" endpoint to automate report export/scheduling.
3.5. Zoho Analytics
• Feature/Setting: Zoho Analytics "Export API" for automated PDF/CSV report distribution.
3.6. SAP Crystal Reports
• Feature/Setting: Use "Scheduled Jobs" via RESTful Job Scheduler API for automated monthly jobs.
3.7. QuickBooks Online
• Feature/Setting: Run "Reports API" on P&L, export results for automating performance insights.
3.8. Xero
• Feature/Setting: "Accounting Reports API" with automation schedule to fetch financial stats.
3.9. Monday.com
• Feature/Setting: Use "Automations" and "Reports API" for automated generation/notifications.
3.10. Asana
• Feature/Setting: "Advanced Search API" for task/time tracking reports; automate e-mail/outbound webhook with results.
3.11. Airtable
• Feature/Setting: "Scripting" and "Automations" to schedule aggregation/send summary reports.
3.12. Slack
• Feature/Setting: Use "Scheduled Messages" and "Incoming Webhooks" for automated report delivery in channels.
3.13. Gmail
• Feature/Setting: "Send Email" automation via Gmail API for automated report distribution.
3.14. Microsoft Outlook
• Feature/Setting: Use Graph API "SendMail" to automate email dispatch of reports.
3.15. Dropbox
• Feature/Setting: Use "File Upload" and "Share Links API" for automated output storage/distribution.
3.16. OneDrive
• Feature/Setting: "Automate File Save/Share" via Graph API when report is generated.
3.17. Notion
• Feature/Setting: "Database Query API" & "Page Update" for automating tracking and sharing of reporting metrics.
3.18. Trello
• Feature/Setting: "Scheduled Cards" or "Butler automation" to post KPIs and reports to boards.
3.19. Smartsheet
• Feature/Setting: "Automated Workflows" and "Report Send API" for schedule-based sending.
3.20. Mailchimp
• Feature/Setting: "Campaign API" for automatedly sending customized reporting newsletters.
3.21. HubSpot
• Feature/Setting: Use "Reports API" and "Workflow Automation" for distributing analytics.
3.22. Amazon S3
• Feature/Setting: "PutObject" for automated cloud archiving and retrieval of periodic reports.
3.23. Google Sheets
• Feature/Setting: "Google Apps Script triggers" automate pulling data/sending reports via email or Slack.
Benefits
4.2. Automation ensures reliable and timely corporate oversight and compliance record-keeping.
4.3. Automates cross-department collaboration with transparent, scheduled data sharing.
4.4. Automated flexibility for ad hoc and recurring analytical needs.
4.5. Enhance strategic agility—automated performance insights delivered faster and more frequently.
4.6. Centralized automator reduces operational costs and increases response agility by automatedly flagging compliance concerns.