Scheduled sending of reports to stakeholders

Purpose

1. Automate the scheduled generation and distribution of financial and operational reports to key stakeholders (owners, managers, accountants) in an Armenian restaurant.

2. Streamline and standardize the reporting process, minimize manual effort, ensure stakeholders receive updated data, increase transparency, and reduce risk of errors in reporting.

3. Enable automated sharing of profit/loss statements, daily/weekly sales, inventory turnover, and payroll summaries, aligned with the Armenian cuisine restaurant’s fiscal periods.

4. Automate multi-format report delivery: PDF, XLS, CSV, or embedded dashboards, routed to email, chat, or cloud storage, tailored per recipient’s requirement.

Trigger Conditions

1. Time-based automation (e.g., scheduled daily, weekly, monthly at a specified hour).

2. Event-based automation (e.g., closing of daily POS, end of accounting period).

3. Manual override (triggered by manager for ad hoc reporting needs).

Platform Variants

1. Google Workspace (Gmail, Sheets)

• Feature/Setting: Use Google Apps Script to automate data extraction from Sheets and use Gmail API to email reports with scheduled triggers (time-driven).
  

2. Microsoft Power Automate

• Feature/Setting: Automate data flow from Excel/Power BI, scheduling “Recurrence” trigger, use “Send an email” Outlook action with attached report.
  

3. Slack

• Feature/Setting: Configure Slack API with scheduled workflow to automate posting of reports as file uploads or messages.
  

4. Twilio SendGrid

• Feature/Setting: Schedule automated emails with dynamic templates and report attachment using Email API v3.
  

5. Mailgun

• Feature/Setting: Automate sending scheduled email blasts with attached financial reports using Mailgun API, “messages” endpoint.
  

6. AWS SES (Simple Email Service)

• Feature/Setting: Automate report emailing using SES “SendRawEmail” API, triggered by AWS Lambda and CloudWatch scheduled events.
  

7. Dropbox

• Feature/Setting: Automate file upload of generated reports to shared folders via Dropbox API with “/files/upload” for scheduled sync.
  

8. Google Drive

• Feature/Setting: Use Drive API to automate uploading and sharing links to scheduled report files with access control.
  

9. Asana

• Feature/Setting: Automate report sharing by attaching files to “Tasks” using Asana API’s“Attachments” endpoint, assigned via scheduled automation.
  

10. Monday.com

• Feature/Setting: Automate item updates and attach reports to pulses using Monday API with scheduled automator workflows.
  

11. Trello

• Feature/Setting: Automate card creation with report attachment using Trello API, triggered by Scheduler integration tools.
  

12. Airtable

• Feature/Setting: Schedule automatic report record creation and email with Airtable Automations and “Send email” action.
  

13. HubSpot

• Feature/Setting: Marketing email with attachment automatedly scheduled with Workflows or “Email API”.
  

14. Zoho Mail/CRM

• Feature/Setting: Automatedly email financial reports via Zoho’s Workflow Rules and Mail’s “sendMail” API.
  

15. Freshdesk

• Feature/Setting: Automate report ticket creation and emailing via “Create Ticket” and “Send Email” API, scheduled per interval.
  

16. Notion

• Feature/Setting: Automated addition of reports as database files or comments, scheduled using Notion API with external scheduler.
  

17. QuickBooks Online

• Feature/Setting: Automate scheduled “Reports API” calls to create and email profit/loss or balance sheets.
  

18. Xero

• Feature/Setting: Scheduled report exports automated via Accounting API and pushed to recipients automatically by email.
  

19. Pabbly Connect

• Feature/Setting: Automate report generation and delivery with "Scheduler" trigger, followed by Email or storage app actions.
  

20. Integromat (Make.com)

• Feature/Setting: Configure Scheduler Module to automate periodic report pulls, PDF generation, and automated distribution.
  

21. Zapier

• Feature/Setting: Automation using Schedule trigger → Google Sheets/Email/Slack actions to deliver reports as scheduled.
  

22. Box

• Feature/Setting: Automate file upload and sharing via Box API with “Upload File” for scheduled reporting.
  

Benefits

1. Automates repetitive reporting, saving time and reducing administrative burden.

2. Automation increases accuracy by ensuring stakeholders receive data consistently and securely.

3. Automator approach enables customization per stakeholder through scheduling and routing flexibility.

4. Automatable workflows accommodate rapid changes in reporting needs or organizational hierarchy.

5. Automatedly maintains full audit trail of sent reports, ensuring compliance and transparency.

6. Automation of reporting process allows staff to focus on business insight and growth instead of routine tasks.

7. Automation reduces human error risk and guarantees standardization in Armenian restaurant financial communication.

8. Scalable automation supports business growth, multiple branches, and broader report recipient lists.