adosib / data_governance

A script that sends a friendly email reminder to sales lead handlers to update neglected leads in the SLT.

Project Notes

This is a project aimed at improving data governance and ownership practices at EPIC Systems, Inc. At the time of this writing, EPIC employs me as a data analyst intern. Unfortunately, the data are proprietary, but the scripts for this analysis can be found here.

data_governance.sql

This SQL query returns a table of sales leads which have not been updated in at least a month.

emailer.py

This is a script that serves as a friendly reminder to project managers to update their sales leads. The script grabs leads from the back-end that haven't been updated in over a month via a SQL query and then emails the respective project managers to notify them to show these leads some ❤️.

Details

The script utilizes the O365 API (details here: https://pypi.org/project/O365/) which allows it to send emails via Outlook seamlessly. The pyodbc library is also used to connect to a SQL Server-based backend so that data can be retreived.

Example Output

This is an example of an email that is generated and sent out to a project manager:

Important note from the O365 API

If your application needs to work for more than 90 days without user interaction and without interacting with the API, then you must implement a periodic call to Connection.refresh_token before the 90 days have passed.