SayPro’s automated tools to track study progress, outcomes, and objectives met in the past quarter

1. Configure SayPro Automation System

Integrated Dashboards & Data Inputs

• Connect Google Sheets or Airtable to collect monthly updates from research teams.
• Create fields for:
  • Study title
  • Objectives (e.g., “air sensor deployment”, “cohort survey completion”)
  • Milestones (planned and actual dates)
  • Progress percent (0–100%)
  • Outcomes/results
  • Status tags (On track / At risk / Completed)

Automate Data Updates

• Use Zapier or Make (formerly Integromat) to:
  • Auto-populate new publication data from RSS feeds, Google Scholar, or internal inputs.
  • Send monthly forms (via Typeform/Jotform) to researchers and have submissions update the database automatically.

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📊 2. Set Up Quarterly Tracking Metrics

Define key indicators (KPIs) for each study:

• Planned vs Actual Milestones (dates)
• Percent Complete
• Objectives Achieved (count or %)
• Notable Outputs (e.g., papers, presentations, sensor kits installed)

These should be in the dashboard and tracked month-to-month.

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📈 3. Generate Automated Quarterly Reports

Use dashboard automation to:

• Aggregate completed vs pending objectives.
• Calculate overall study progress.
• Highlight key results and delays.
• Identify studies < 70% complete (flagged as “At risk”).

Design a visual quarterly report comprising:

• Project progress graphs
• Lists of objectives met or in progress
• Completed outcomes with links
• Roadblocks with assigned actions

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🗓 4. Quarterly Review Workflow

1. Mid-Quarter: System sends summary alert to the project lead for review.
2. End-of-Quarter:
   • Data finalization (system lock on progress until reviewed)
   • Q‑Quarter status generated and sent to:
     • SayPro internal team
     • Community newsletter
     • Website “Research Dashboard” tab
3. Feedback Loop: Use embedded comments or forms to collect reviewer input (Next steps, support needs).

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🚀 5. Integrate with SayPro’s Public Platform

• Embed live-version progress bars or charts on the SayPro website.
• Auto-generate a “Quarterly Highlights” PDF for download.
• Send auto-published blog posts or newsletter summaries of the quarterly report.

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🔧 Setup Assistance

I can help with:

• Designing the Google Sheet / Airtable schema
• Building Zapier/Make workflows
• Crafting the report template (charts and layout)
• Drafting automated email / blog announcements

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✅ Example Roll-Out Timeline

Week	Task
Week 1	Build data structure; connect automation
Week 2	Pilot with one study; refine dashboard
Week 3	Draft Q2 automated report based on live data
Week 4	Publish report; rollout communication to team/community