Finance, Analytics, and ReportingPurpose
1.2. Automating the extraction of sales data from POS, spreadsheets, or cloud databases into actionable reports with trend analysis, gross and net metrics, and performance comparisons.
1.3. Automated notification and delivery to owners, managers, accountants, and stakeholders via multiple channels (email, SMS, dashboard, Slack, etc.).
1.4. Automation helps ensure data accuracy, recurring consistency, and regulatory compliance, while reducing labor hours.
1.5. Automate alerting for anomalies or threshold breaches using rule-based automators.
Trigger Conditions
2.2. Automatedly triggered by end-of-day POS batch close.
2.3. Automating when new data posted to accounting software or cloud storage.
2.4. Manual trigger supported via dashboard or SMS keyword action.
2.5. Ad hoc automator trigger for urgent reporting by management via Slack command.
Platform Variants
• Feature/Setting: Sales Report API — Automate pulling transactional data with `/v2/reports/sales-summary`
3.2. Toast POS
• Feature/Setting: Automated report export — Schedule daily summary report CSV automated export.
3.3. Clover POS
• Feature/Setting: Use REST API `/v3/merchants/{mId}/orders` for automated order data retrieval.
3.4. QuickBooks
• Feature/Setting: Automate Sales Receipt extraction using `GET /v3/company/{companyId}/salesreceipt`.
3.5. Google Sheets
• Feature/Setting: Automating summary generation via Google Sheets API `spreadsheets.values.batchGet`.
3.6. Microsoft Excel Online
• Feature/Setting: Automate worksheet update and summary calculation via Graph API `/workbook/worksheets`.
3.7. Slack
• Feature/Setting: Automated report delivery via `chat.postMessage` API.
3.8. Gmail
• Feature/Setting: Automate sending report attachments via `users.messages.send` API.
3.9. Outlook/Office 365
• Feature/Setting: Automated email out via Graph `sendMail` endpoint.
3.10. Amazon S3
• Feature/Setting: Automate backup report storage using `PutObject` API.
3.11. Dropbox
• Feature/Setting: Automate report upload via `/2/files/upload` API.
3.12. SendGrid
• Feature/Setting: Automate transactional email delivery using `/mail/send` endpoint.
3.13. Twilio
• Feature/Setting: Automate SMS summary via `Messages.send` API for notification.
3.14. Tableau
• Feature/Setting: Automate dashboard refresh via `POST /api/3.7/sites/{siteId}/workbooks/{wbId}/refresh`
3.15. Power BI
• Feature/Setting: Automate dataset refresh by using `POST /refreshes` API.
3.16. Google Data Studio
• Feature/Setting: Automate data connectors for auto-refresh from Sheets or BigQuery
3.17. Xero
• Feature/Setting: Automate retrieving sales invoices with `GET /api.xro/2.0/Invoices`.
3.18. Zapier
• Feature/Setting: Automate workflow orchestration for cross-platform summary automation.
3.19. Notion
• Feature/Setting: Automate report page creation using `/pages` API endpoint.
3.20. Airtable
• Feature/Setting: Automate summary table update via `PATCH /v0/{baseId}/{tableName}`.
3.21. Pabbly Connect
• Feature/Setting: Automate workflow trigger for document creation and notification.
3.22. Trello
• Feature/Setting: Automate report card creation on specified boards using `/1/cards` API.
Benefits
4.2. Automated sales analytics provide continuous, real-time insights for faster and better decisions.
4.3. Automation supports compliance by ensuring regular, archivable reporting with no skipped periods.
4.4. Automated alerts on anomalies prevent fraud and enable immediate corrective action.
4.5. Automator integrations provide multi-channel delivery—meeting stakeholders on their preferred platforms.
4.6. Automatable workflows mean faster onboarding and scalability for restaurant franchises.
4.7. Automated data aggregation standardizes reporting, empowering analytics and business forecasting.
4.8. Automation increases reliability by removing reliance on individual staff routine.