Client reporting requires gathering data from multiple systems, manually compiling it into formatted reports, and sending them to clients. Manual compilation is time-consuming, error-prone, and often causes delays in delivery.
Automation pulls project and financial data directly from source systems, generates branded reports automatically, and delivers them to clients on schedule. Reports are accurate, consistent, and sent without manual intervention.
The full workflow, from trigger to completion.
The automation runs on a fixed schedule (e.g. every Monday at 8 AM or the last Friday of the month at 5 PM). The trigger checks which clients are due for an update based on their reporting frequency.
The automation queries the project management tool API to pull current project status, milestones, and task progress for each active client. Data is structured into a standardised format.
The automation calls the API to fetch invoice status, hours billed, budget remaining, and any outstanding balances for each client.
The automation combines the project and financial data, applies the branded report template, and generates a formatted report document (PDF or HTML) ready for delivery.
A human support lead reviews the generated report for accuracy, completeness, and tone. They can approve it, request changes, or flag any data anomalies before it is sent.
Once approved, the automation sends the report to the client contact email address, with a personalised greeting and subject line pulled.
The automation records the send date, recipient, and report version and posts a confirmation message with a summary of all reports sent in this cycle.
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