Automations

Last updated 21 days ago

The Automations section allows you to schedule, plan, and deliver reports to selected recipients on a recurring basis. This reduces manual workload and ensures that reports are automatically generated and shared according to your preferred schedule.

To access this section:
Go to Navigation Panel → Automations.

Creating an Automation

To create a new automation, click the Create Automation button at the top.
This opens the Create Report Automations form on the right side of the screen.

Automation Information

The form includes the following fields:

  • Automation Name: Enter the name that will appear in the automation list.

  • Report Name: Enter the title of the report that will be sent to recipients.

  • Report Type: You can choose from three report formats:

    • Emission Summary Report

    • Calculation Sheet (Excel)

    • Audit-Ready Report

  • Report Language: Select Turkish or English.

  • Facilities: Choose which facilities should be included in the report.

  • Time Range: Select the period the report should cover (e.g., last year, last month).

  • Scheduling Frequency: Specify how often the report should be generated:

    • Weekly

    • Monthly

    • Yearly

  • Start Date: Set the date when the automation should begin running.

  • Selecting the Reporting Method: Choose the method that will be used to prepare the report:

    • GHG-Based

    • ISO-Based

    • Source-Based

Based on your selection, relevant scopes and categories become available.
You can expand each scope and include the categories you want.

  • About the Report: Add a short description or summary of the report content.

AI : The Generate Text button allows the system to automatically fill in the description.

  • Additional Notes: You may add extra information or comments if needed.

  • Sharing the Report by Email: The automation can automatically send the generated report via email.

  • Recipient Selection: The list of recipients is taken from the Contact Information Management section. Select the person who should receive the report.

  • Subject and Message: You may write the email subject and message manually.

AI : The Generate Email Content button allows the system to automatically create the subject and email text.

  • Saving and Running the Automation: After completing all required fields click Confirm to save the automation. Review all details. Click Run to activate the automation.

Automation List

This section displays all existing automations.

Each automation card shows:

  • Last execution time

  • Scheduling frequency

  • Performed action

  • Status (Active / Inactive)

Filtering

You can filter automations by:

  • Automation type

  • Status (Active / Inactive)

  • Name (using the search bar)

Managing an Existing Automation

Using the three-dot menu on the automation card, you can perform the following actions:

Edit: Opens the automation settings. You can update the report type, dates, recipients, and all other details.

Pause: Temporarily suspends the automation. A paused automation will not run until it is reactivated.

Delete: Permanently removes the automation. A warning will appear: “This action cannot be undone.”

Using Templates

Next to the Create Automation button, you can select Use Template to quickly start with predefined automation templates.

Available templates may include:

  • Annual Audit-Ready Report

  • Monthly Emission Summary Report

  • Monthly Calculation Sheet

Selecting a template will automatically fill the form, allowing you to customize and create the automation faster.

Contact Information Management

To send reports via email, recipients must be added in the Contact Information Management section. You can add new contact entries whenever needed.