Monthly progress report to sponsors

Purpose

1.1. Automate delivery of personalized monthly progress reports to orphan sponsors, including child development updates, activities, health, education, and needs, enabling transparent donor relations and fulfillment of regulatory and communication obligations.
1.2. Centralize data pulled from records, compiled into reports, and distributed on schedules without manual intervention, streamlining workflows and maximizing ROI for Child Sponsorship Programs.

Trigger Conditions

2.1. Scheduled time (e.g., last business day of each month) triggers report automation.
2.2. New sponsor onboarding automates first-cycle inclusion.
2.3. Data availability check automator runs before report generation to ensure completeness.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Automate data extraction using Google Sheets API – GET/READ range; config: sheetId, range.
3.2. Google Docs
• Feature/Setting: Automated document generation using Docs API – createDocument; config: templateDocId, dynamic fields.
3.3. Gmail
• Feature/Setting: Automate sending emails with attachments using Gmail API – send; config: recipient, subject, pdf attachment.
3.4. Microsoft Excel
• Feature/Setting: Automator runs on Excel Online API – read/write rows; config: fileId, worksheet.
3.5. Microsoft Word
• Feature/Setting: Automate report merge via Word API – generate document from template; config: templateId, data fields.
3.6. Outlook
• Feature/Setting: Automator uses Outlook API – sendMail; config: to, subject, file attachment.
3.7. Salesforce
• Feature/Setting: Automate data fetching and report attachments using Reports API – runReport, then Email Services; config: reportId, recipient list.
3.8. HubSpot
• Feature/Setting: Automate contact pull and email send with HubSpot Marketing Email API – send_single; config: contactId, emailContent.
3.9. Mailchimp
• Feature/Setting: Automated batch email campaign using Campaigns API – create and send; config: list_id, content, attachments.
3.10. SendGrid
• Feature/Setting: Automator trigger via Send Email API – POST/mail/send; config: to, subject, content, attachments.
3.11. Slack
• Feature/Setting: Notify staff when automation completes via Slack API – chat.postMessage; config: channel, text.
3.12. Dropbox
• Feature/Setting: Automated storage of reports using Dropbox API – files/upload; config: path, fileBinary.
3.13. Box
• Feature/Setting: Automate archival using Upload API – POST/files/content; config: parent folder, file.
3.14. OneDrive
• Feature/Setting: Automator uploads with OneDrive API – PUT /drive/root:/path:/content; config: file path, file data.
3.15. DocuSign
• Feature/Setting: Automated sending for digital signature using Envelopes API – create, send; config: recipient, docId.
3.16. Typeform
• Feature/Setting: Automate sponsor feedback with Webhooks; config: form response trigger, callback URL.
3.17. Zoho CRM
• Feature/Setting: Automates sponsor and report link logging via API – insertRecords; config: module, data.
3.18. Airtable
• Feature/Setting: Automate report status tracking with Airtable API – patch records; config: tableId, recordId, fields.
3.19. Twilio
• Feature/Setting: Automate SMS updates on report availability using Twilio SMS API – Messages.create; config: to, body.
3.20. AWS SES
• Feature/Setting: Automate batch email delivery with SendEmail API; config: destination, message, attachment.

Benefits

4.1. Automating reporting eliminates manual work, reducing errors.
4.2. Automatedly delivers timely, consistent information to sponsors, enhancing transparency.
4.3. Automation supports regulatory compliance via traceable, auditable communication.
4.4. Automates multi-channel communication (email, SMS, cloud), maximizing engagement.
4.5. Automation scales seamlessly, handling growing sponsor bases without added staff.
4.6. Automator keeps sponsors engaged, leading to higher retention and recurring donations.