Principal and client reporting requires manual extraction of project status, financial data, and team updates from multiple systems each month. This fragmented process is slow, error-prone, and delays delivery of critical project information to stakeholders.
Automation pulls all project and financial data into a branded report template, applies consistent formatting, and routes it for approval and delivery. Reports are current, accurate, and sent on schedule every month.
The full workflow, from trigger to completion.
The automation runs on a fixed schedule (weekly or monthly) at the designated reporting time. No manual check is needed.
The automation queries via API to retrieve current project status, completion percentage, and milestone data for all active projects.
The automation queries via API to extract current spend, budget remaining, and invoice status for each project or cost centre.
The automation combines the extracted project and financial data, formats it into a structured report template, and applies consistent branding and layout.
The automation attaches the formatted report to an email and sends it to the principal or client contact list with a templated cover message.
The automation creates a record to track the report send date, recipient list, and project link for audit and CRM tracking.
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