Daily sales summary reports via email

Purpose

1.1. Automate extraction, aggregation, and delivery of daily sales data for Andalusian restaurants.
1.2. Provide management with timely analytics for revenue, trends, and operational adjustments.
1.3. Ensure consistent financial oversight and performance tracking without manual intervention.
1.4. Improve decision-making through standardized, real-time reporting delivered by email.

Trigger Conditions

2.1. Scheduled daily trigger (typ. at restaurant close or early morning).
2.2. Trigger on new sales data availability in POS/ERP.
2.3. Manual override option for ad-hoc report generation.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Use Google Apps Script to read sales data range and trigger email with MailApp.sendEmail().
3.2. Microsoft Power Automate
• Feature/Setting: Scheduled flow with “Excel Online (Business) – List rows present in a table” and “Send an email (V2)”.
3.3. Zapier
• Feature/Setting: Scheduler trigger, Google Sheets “Find Many Spreadsheet Rows”, then Gmail “Send Email”.
3.4. Make (Integromat)
• Feature/Setting: Scheduler module for daily run, Google Sheets “Search Rows”, Email “Send an email”.
3.5. SendGrid
• Feature/Setting: Use Email API’s “Mail Send” endpoint with JSON data for report body.
3.6. Mailgun
• Feature/Setting: API POST to /messages endpoint with report attachment.
3.7. Outlook 365
• Feature/Setting: Microsoft Graph API /sendMail endpoint, Excel data gathering from /workbook/worksheets/{id}/range().
3.8. AWS Lambda
• Feature/Setting: Scheduled CloudWatch event to trigger Lambda, invoke SES send_email().
3.9. Slack
• Feature/Setting: Slack API chat.postMessage to send report as message or file to channel.
3.10. Twilio SendGrid API
• Feature/Setting: Use v3 Mail Send endpoint to email PDF or HTML sales summary.
3.11. QuickBooks Online
• Feature/Setting: Reports API “ProfitAndLoss” generate, download, then email via connected mail service.
3.12. Xero
• Feature/Setting: Accounting API GET /reports/ProfitAndLoss, deliver via Office365/Gmail SMTP.
3.13. Square POS
• Feature/Setting: Transactions API ListPayments endpoint, aggregate sales, send via Mailgun.
3.14. Toast POS
• Feature/Setting: Reporting API endpoints, assemble summary via script, trigger emailing.
3.15. Shopify
• Feature/Setting: Admin API GET /orders.json (filtered by date), reporting app to email results.
3.16. Pabbly Connect
• Feature/Setting: Scheduler trigger, use inbuilt Email “Send Email” module with report in body or attachment.
3.17. Airtable
• Feature/Setting: Script automation to aggregate sales table data, trigger “Send Email” action.
3.18. Notion
• Feature/Setting: Notion API /databases/{database_id}/query for sales, push extract via email integration.
3.19. Salesforce
• Feature/Setting: Scheduled Flow, SOQL query sales records, EmailAlert to recipients.
3.20. HubSpot
• Feature/Setting: Workflow trigger, custom code action to compile daily sales, then send via “Send Internal Email Notification”.
3.21. Gmail API
• Feature/Setting: drafts.create then drafts.send methods with report in text or file.

Benefits

4.1. Eliminates manual report compilation, saving staff time.
4.2. Improves reporting accuracy by reducing human error.
4.3. Ensures timely financial insight for better operational management.
4.4. Boosts transparency and communication with stakeholders.
4.5. Enables scalable reporting for single or multi-location restaurants.