Purpose
1.2. Automate collection, aggregation, formatting, and distribution of sales data to finance staff, management, and third-party systems without manual intervention.
1.3. Enable rapid anomaly detection (revenue drops, unexpected surges) and streamline audit/compliance processes.
1.4. Support data-driven decision making by providing timely daily sales insights across different rides and periods.
Trigger Conditions
2.2. Trigger manually on-demand for reruns or error corrections.
2.3. Trigger automatically when all ride POS systems have completed their end-of-day processes.
Platform Variants
• Action: "Recurrence" for scheduling, "Get rows" in Excel/Dataverse for data extraction, "Send an email" for report delivery.
3.2. Google Cloud Functions
• Setup cron scheduler trigger, use Sheets API to fetch sales records, pub/sub to downstream alerts.
3.3. Zapier
• Trigger: "Schedule by Zapier". Actions: "Google Sheets - Find Many Spreadsheet Rows", "Formatter by Zapier", "Email by Zapier".
3.4. AWS Lambda
• Trigger by CloudWatch Events (scheduled), access DynamoDB/S3 for sales data, SES for emailing reports.
3.5. Salesforce Flow
• Scheduled Flow with "Get Records" (Opportunity object) and outbound email/send report.
3.6. Smartsheet
• Use "DataMesh" to aggregate ride sales values, then automated "Send as attachment" via workflow rule.
3.7. HubSpot Workflows
• Scheduled workflow; "Deal" properties aggregated, formatted in workflow, sent via "Internal email notification".
3.8. ServiceNow Flow Designer
• Scheduled Flow: "Lookup Records" on sales table, "Create Report", "Send Notification".
3.9. Oracle Autonomous Database
• DB Scheduler to run SQL, UTL_MAIL to send formatted results, Apex for export/report.
3.10. Workato
• Trigger: Scheduler; Actions: "Query records" from sales system, "Compose report", "Send Email/Slack".
3.11. Freshdesk Automations
• "Scheduled Reports": Aggregate ticket sales and email PDF report to finance group.
3.12. Airtable Automations
• "At a scheduled time" trigger, summarize records, email digest with sales totals.
3.13. Monday.com Automation
• Time-based automation, "Aggregate column values", "Email daily summary to users".
3.14. Quick Base Pipelines
• Trigger: Scheduled; Step: "Query Records" (sales app), "Compose Email", "Send Email".
3.15. Google Apps Script
• Time-driven trigger, Sheets API to pull data, MailApp.sendEmail for report.
3.16. Xero
• "Scheduled Reports" for sales via their Reports API, deliver via email automation.
3.17. Slack Workflow Builder
• Scheduled trigger, call sales data API with "Custom Step", post summary in finance channel.
3.18. Trello Automation (Butler)
• Time-based command: Search sales card attributes, compile total, email card/summary.
3.19. Pipedrive
• Workflow Automation: Daily report on "Won Deals" (transactions), send via email/slack.
3.20. SAP Business Technology Platform
• Job Scheduler, read from SAP HANA/Analytics Cloud, output via SAP Alert Notification or Email.
Benefits
4.2. Increased accuracy due to reduced human error in sales calculation and reporting.
4.3. Up-to-date sales visibility enables immediate response to issues or opportunities.
4.4. Standardized, audit-ready daily reports supporting compliance and management goals.
4.5. Cross-platform flexibility adapts to any existing IT stack or future system migrations.