Financials & ProcurementPurpose
1.2. Automates data extraction from POS, tallying gross sales, discounts, tax, payment method splits, top sellers, and voids, then delivers a concise, formatted report automatically.
1.3. Reduces manual compilation errors, ensuring management receives timely and actionable sales data every business day, automating financial oversight processes and procurement signal triggers.
Trigger Conditions
2.2. Completion of closing process in POS, automating on successful EOD closure.
2.3. Custom triggers: manual invocation by authorized personnel or API triggers tied to POS/ERP event.
Platform Variants
• API: `/v2/payments` – automate sales data extraction; Sample: schedule GET requests nightly.
3.2. Toast POS
• API: `Net Sales Report` – automated report request on schedule; Sample: configure Webhook trigger.
3.3. Revel Systems
• Feature: "Automated Reporting" – set up daily summary auto-email; Sample: enable auto-send settings.
3.4. Lightspeed
• API: `/sales` endpoint – automates sales pull; Sample: Nightly automation workflow.
3.5. Clover
• API: `Retrieve Payments` – fetch daily sales data automatically.
3.6. QuickBooks Online
• Function: Reports API – automate sending "Sales by Day" reports; configure scheduled exports.
3.7. Xero
• Function: Reporting endpoint – nightly automation to email or Slack sales summaries.
3.8. Google Sheets
• Function: Google Apps Script `Time-driven trigger` – automate scheduled data pull and format.
3.9. Microsoft Excel Online
• Function: Power Automate "Scheduled Flow" – automating pulling from connected POS API, generating summary.
3.10. Slack
• API: `Chat.PostMessage` – automate daily summary posting; Sample: daily scheduled push.
3.11. Microsoft Teams
• API: Teams Bot Framework – automating message with EOD sales summary to channel.
3.12. Gmail
• API: `Automated Email Send` – compile and send daily summary with attachments if needed.
3.13. Outlook
• Feature: Automate "Scheduled Send"; send daily sales summaries automatically to management.
3.14. SendGrid
• API: `Mail Send` – automate custom HTML sales summary report to the management mailing list.
3.15. Twilio SMS
• API: `Message Create` – automate concise sales summary SMS to owner or managers.
3.16. Notion
• API: Database automation – insert automated daily sales record as new page, ping stakeholders.
3.17. Airtable
• Automation: Scheduled Script Automation – log daily sales data and push notifications in workflows.
3.18. Zoho Analytics
• Scheduler: Automated Reporting – deliver daily sales dashboards to management.
3.19. SAP Business One
• Feature: Crystal Reports Scheduler – automate PDF sales summary distribution by email.
3.20. Tableau
• Feature: Tableau Server Scheduled Reports – automate EOD dashboard or summary push to execs.
3.21. Power BI
• Feature: Automated Report Subscription – automate nightly refresh and summary email deliverable.
3.22. Dropbox
• API: Automated File Upload – save daily report PDFs, trigger notification workflow automatically.
Benefits
4.2. Eliminates manual reporting errors with automated, standardized EOD summaries.
4.3. Reduces labor, automating repetitive tasks across platforms and formats.
4.4. Enables proactive procurement via automated sales trend detection.
4.5. Automatable notifications ensure oversight and compliance with financial protocols.
4.6. Supports multi-location or franchised automator workflows with consolidated automating options.
4.7. Enhances data privacy by automatedly restricting access to management only.
4.8. Delivers reports over multiple channels (email, SMS, apps), broadening automator coverage.
4.9. Facilitates auditing and financial review by archiving automated daily reports.
4.10. Provides modular automation, customizable to business scale or complexity.