Client reporting requires consultants and project managers to manually extract data from multiple systems, compile it into a formatted document, and deliver it on time. Manual data gathering and formatting consume significant time and introduce copy-paste errors.
Automation pulls live project data, assembles the report with correct branding, and sends it to the client automatically. Reports are delivered on time with accuracy and a complete audit trail.
The full workflow, from trigger to completion.
The automation is triggered on the scheduled report date or when a project milestone is marked complete. The trigger checks the client contract or calendar to confirm the report is due.
The automation queries API to pull all logged hours for the project and date range, filtering by team member and task. Data is returned in structured format ready for the report.
The automation reads the project budget sheet, extracts current spend, remaining budget, and burn rate, and calculates any variance against forecast.
The automation fetches the status of each milestone or deliverable, including completion percentage, risk flags, and any notes added by the team.
The automation combines the timesheet, budget, and milestone data into the branded report template, applies formatting, inserts logos, and exports to PDF. The report is ready for delivery.
The automation sends the completed PDF report to the client email address with a templated cover message and any attachments. A copy is logged for team visibility.
The automation stores the report PDF in the project folder, logs the delivery timestamp and recipient, and updates the project record to mark the report as sent.
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