9 Business Process Automation
Project status reports, grant milestone tracking, workload distribution, and cross-agency data exchange. These solutions automate the work around the analytical work.
NoteSolutions Coming Soon
This part of the book will be populated as solutions are developed through the Automation Clinic intake process. Each solution will be published as a subchapter below.
Have a business process automation problem? Submit it to the clinic or open a GitHub Issue.
9.1 What Belongs Here
Solutions in this part address operational and administrative tasks:
- Project status reports generated from project management tool exports (e.g., GanttProject, OpenProject)
- Grant milestone tracking automated from workplan data
- Workload distribution reports generated from task management or timesheet data
- Cross-agency data exchange with automated format conversion and packaging
- Meeting preparation with automated agenda, status summary, or slide generation
- Email or notification automation for recurring status updates or deadline reminders