Building workflow to automate reporting.
Reporting is an essential action for any organization. Reporting provides visibility in monitoring all-level processes to ensure progress and provide solid ground for building strategy. Being aware of the importance of reporting for any company, Young App offers a platform to automate this process.
Implement the extracting connector, storage base, and notifications.
(1) Extracting CRM data with Salesforce.
(2) Injection data into CSV.
(3) Using Amazon SES, notifying a user that data is available in CSV.
(4) Put reporting data into a storage base such as Dropbox.
The workflow for receiving activity reporting into your Dropbox. A lot of time previously wasted on routine reporting is released for better use!