Recurring project review and summary reports to management

Purpose

1.1. Automate the recurring review of ongoing and completed resume writing projects, collect analytics, summarize project/task performance, and deliver actionable summary reports to management.
1.2. Automates capturing project milestones, identifying bottlenecks, collating client feedback, and providing data-driven insights for operational improvements, resource allocation, and client satisfaction enhancement.
1.3. Supports automated compliance checks, deadline adherence, financial tracking, and overall productivity measurement through regularly scheduled summaries.

Trigger Conditions

2.1. Automate triggering based on a recurring schedule (e.g., weekly, bi-weekly, monthly).
2.2. Trigger automation after status changes or project completion in the task management system.
2.3. Automate upon detecting new feedback or client satisfaction data entries.
2.4. Automatedly initiate on calendar events or reminders set for management review cycles.

Platform Variants

3.1. Asana
• API: List all completed/in-progress tasks (`GET /tasks?workspace={id}`), automate pulling project status by due date.
3.2. Trello
• Feature: Board export via Power-Up or API (`GET /boards/{id}/cards`), automate extracting task progress.
3.3. Monday.com
• API: Query project groups (`items_by_column_values`), automates fetching status and progress.
3.4. ClickUp
• API: List Tasks (`GET /api/v2/list/{list_id}/task`), automate data export on schedule.
3.5. Jira
• API: JQL Search (`search?jql=project=RESUME`), automate fetching ticket/project statuses summary.
3.6. Smartsheet
• API: Get Sheet (`GET /sheets/{sheetId}`), automate retrieving milestone, owner, and feedback columns.
3.7. Wrike
• API: Get Tasks (`GET /tasks?status=Active`), automate pulling reports per workspace.
3.8. Microsoft Power Automate
• Connector: Automate scheduled workflows that extract data from MS Planner or Excel.
3.9. Google Sheets
• Script: Automates running custom Apps Script triggers for project reviews on a schedule.
3.10. Airtable
• API: List Records (`GET /v0/{baseId}/{tableName}`), automate summary report generation.
3.11. HubSpot Projects
• API: Timeline Events (`GET /crm/v3/objects/tickets/search`), automate fetching ticket summaries and notes.
3.12. Zoho Projects
• API: Get Tasks (`GET /projects/{project_id}/tasks/`), automate summary data extraction.
3.13. Basecamp
• API: Get To-dos (`GET /projects/{project_id}/todolists.json`), automate report structuring.
3.14. Notion
• API: Query Database (`POST /databases/{database_id}/query`), automates extracting project-related databases.
3.15. Salesforce
• API: SOQL Project Summaries, automate retrieving closed/won service tickets.
3.16. Slack
• Feature: Automate summary notification via bot (`chat.postMessage`), deliver automated management alerts.
3.17. Microsoft Teams
• Feature: Automate sending adaptive cards with summary via webhook, for recurring updates.
3.18. Outlook
• Feature: Automate scheduled email summary using Microsoft Graph API (`POST /sendMail`).
3.19. Gmail
• API: Send summary reports automatedly at intervals (`users.messages.send`).
3.20. PDF Generator API
• API: Automate report formatting/attachment through template-based PDF creation on schedule.

Benefits

4.1. Automates manual report generation, reducing repetitive workload.
4.2. Automatedly improves accuracy and timeliness of managerial insight.
4.3. Ensures consistent, data-rich updates driving better decision-making.
4.4. Automate resource optimization by quickly flagging bottlenecks or delays.
4.5. Increases transparency and accountability in project delivery pipelines through automation.