Purpose
1.2. Automates detection of low inventory, tracks order thresholds, alerts for stockouts, informs purchasing, and ensures accurate, timely data.
1.3. Automation streamlines aggregation, analysis, and formatted delivery of inventory data across store locations and supply categories.
Trigger Conditions
2.2. Event-based triggers: automate when stock for any item drops below reorder threshold or stockout occurs.
2.3. Manual triggers: management or staff can manually initiate reporting via dashboard or mobile app.
2.4. Automated triggers: triggered by updates in ERP, POS, or warehouse management systems via webhook or API.
Platform Variants
• Feature/Setting: Power Automate Flows + SQL Server/Get Rows; automate nightly inventory extraction and email report.
3.2. Zapier
• Feature/Setting: Scheduler + Google Sheets; automate extraction from Sheets and send automated email notification.
3.3. Integromat (Make)
• Feature/Setting: HTTP module + Airtable; automate data pull and output to formatted PDF report.
3.4. Salesforce Automation
• Feature/Setting: Scheduled Flow + Reports; automate running stock level reports and automatically email to predefined list.
3.5. Google Apps Script
• Feature/Setting: Time-driven Triggers + SpreadsheetApp; automate script to summarize and send PDF inventory.
3.6. AWS Lambda
• Feature/Setting: Scheduled Event + SES; automate code execution for inventory report and email dispatch.
3.7. Twilio Programmable SMS
• Feature/Setting: Messaging API; automate low or critical stock level SMS alerts to management.
3.8. Slack API
• Feature/Setting: Incoming Webhooks; automate posting inventory summaries to management channel.
3.9. SendGrid
• Feature/Setting: Mail Send API; automate stock report attachment delivery to lists of recipients.
3.10. Mailgun
• Feature/Setting: Messages API; automate templated, scheduled stock reports via email.
3.11. Shopify Plus (for hybrid retail)
• Feature/Setting: Admin API/InventoryLevel endpoint; automate inventory extraction and reporting.
3.12. NetSuite
• Feature/Setting: SuiteScript Scheduled Script; automate scheduled inventory reporting directly in ERP.
3.13. QuickBooks Online
• Feature/Setting: Reports API; automate retrieving stock reports and dispatching via email.
3.14. HubSpot
• Feature/Setting: Workflows/Custom Properties; automate stock reports for products and workflow-driven notifications.
3.15. Smartsheet
• Feature/Setting: Automated Workflows + Alerts; automate stock data summary to management list.
3.16. Monday.com
• Feature/Setting: Automation Recipes; automate creation and dispatch of inventory snapshot items by schedule.
3.17. Airtable
• Feature/Setting: Automations + Scheduled Triggers; automate generating and sending formatted inventory reports.
3.18. Pipedrive
• Feature/Setting: Scheduler + Email Integration; automate sending inventory pipeline status to management.
3.19. SAP Business One
• Feature/Setting: Scheduled Reports + Email Service; automate stock report extraction and mail merge.
3.20. Oracle NetSuite
• Feature/Setting: SuiteAnalytics Workbook + Automated Email; automate scheduled workbook generation and email.
3.21. Asana
• Feature/Setting: Rules + Email; automate alerting managers when assigned product inventory is low.
3.22. Freshdesk
• Feature/Setting: Automations + Email Notifications; automate report dispatch when ticket tagged as “inventory”.
Benefits
4.2. Real-time or scheduled automation gives consistent oversight, enabling proactive supply chain management.
4.3. Automating multi-channel notifications (email, SMS, Slack) ensures management never misses critical stock alerts.
4.4. Automation supports better purchasing decisions, reduces lost sales, and automates compliance documentation.
4.5. Automating with diverse platforms allows tailored integration with existing digital infrastructure in a masonry supply environment.