Monthly inventory reports generation and distribution

Purpose

1.1. Automate the end-to-end process of generating monthly inventory reports for all acrylic supplies, compiling data from POS, ERP, and warehouse systems, formatting into report templates, and distributing finalized reports to managers, vendors, and stakeholders via email, cloud storage, and messaging platforms.
1.2. Ensure timely, consistent, and accurate tracking of stock levels, restocking needs, and turnover rates to optimize purchasing and reduce stockouts or overstock.
1.3. Facilitate compliance with internal and external audit standards by maintaining structured monthly inventory records.

Trigger Conditions

2.1. Scheduled time-based trigger: Once per month on a specified calendar day and time.
2.2. Conditional logic: Only trigger if inventory table data or stock levels changed since previous cycle.
2.3. Manual override: User-initiated run via dashboard or email command when exceptional reporting is required.

Platform Variants

3.1. Microsoft Power Automate
• Feature: Recurrence trigger and SharePoint/Excel connectors; configure flow to run monthly, extract SharePoint inventory lists, generate Word/Excel reports.
3.2. Zapier
• Feature: Schedule trigger with Google Sheets and Gmail; configure Zap to fetch Sheets data, use Formatter to generate CSV/XLSX, send via Gmail.
3.3. Integromat (Make)
• Feature: Scheduler with Airtable, Slack, and Dropbox integrations; routine grabs Airtable stock data, formats report, uploads to Dropbox, notifies via Slack.
3.4. Google Apps Script
• Feature: Time-driven triggers with Sheets and Gmail API; script to compile data, create PDF, and email the report.
3.5. AWS Lambda
• Feature: CloudWatch Events scheduled invocation; script to pull from Amazon RDS, use Boto3 to write S3 report, notify via SNS.
3.6. Google Cloud Functions
• Feature: Pub/Sub scheduler, Google Sheets API, Cloud Storage; scheduled function extracts/report generation and stores output on Cloud Storage.
3.7. Workato
• Feature: Scheduler with SQL DB, GDrive connector; recipes schedule query, convert results into Drive doc, share to team.
3.8. Tray.io
• Feature: Scheduled workflows leveraging Salesforce, S3, and NetSuite connectors; periodic extraction and distribution logic.
3.9. Salesforce Flow
• Feature: Scheduled path, Report generation from inventory custom objects; schedule report and trigger email action.
3.10. Smartsheet Automation
• Feature: Time-based actions with Smartsheet Reports, DocuSign integration; collate inventory, generate signed summary, email PDF.
3.11. monday.com Automations
• Feature: Scheduled automation on Boards; aggregate items, auto-create and export summary/report, send to recipients.
3.12. HubSpot Workflows
• Feature: Recurring workflows fetching deal/inventory properties; custom code action combines data and sends email.
3.13. Notion API + Scheduler
• Feature: API + cron integration for Notion databases; extract monthly stats, format report, push to Notion page and email PDF.
3.14. Airtable Scripts
• Feature: Automations with scripting; scheduled script queries inventory base, saves file, emails result.
3.15. BambooHR
• Feature: Scheduled actions from Reports API; auto-execute monthly export for tracked inventory and email HTML.
3.16. Slack Workflows
• Feature: Scheduled message delivering attached file from Google Drive or public URL of report.
3.17. EmailOctopus API
• Feature: Automated campaign initiation; upload inventory CSV to campaign, schedule to send monthly.
3.18. DocuSign
• Feature: Scheduled envelope sending; inventory PDF attached to bulksend, signatures collected if required.
3.19. Box API
• Feature: Automated file upload process for monthly inventory documents; API push, add collaborators and send notification emails to view.
3.20. Twilio SendGrid
• Feature: Monthly batch email API endpoint; attach inventory report and distribute to specified contacts.

Benefits

4.1. Eliminates manual effort in recurring report compilation and delivery.
4.2. Increases report accuracy and timely distribution for better management decisions.
4.3. Enables rapid response to stock level anomalies and improved forecasting.
4.4. Unifies data access, reducing chances of miscommunication or lost documents.
4.5. Supports audit trails and compliance by securely archiving inventory records monthly.