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Daily/weekly/monthly inventory report generation and emailing

Purpose

1.1. Automate the generation and delivery of inventory reports for cig kofte restaurant operations, covering stock levels, usage trends, expirations, shortages, and replenishment suggestions.
1.2. Ensures management, procurement staff, and franchisees receive timely, reliable inventory data for optimized supply chain decisions and cost control.
1.3. Reduces manual data collection, automating data aggregation from multiple POS, supplier, and warehouse systems.
1.4. Meets compliance by automatedly archiving inventory reports and maintaining traceable audit trails.

Trigger Conditions

2.1. Automated schedules: daily, weekly, or monthly at preset local times.
2.2. Manual on-demand triggers via dashboard/API/approval.
2.3. Stock threshold triggers: e.g., low inventory on any critical item.
2.4. Supplier order receipt confirmation (signals shift in inventory).
2.5. POS close-out/shift change event triggers automated report run.

Platform Variants


3.1. Microsoft Power Automate
• Feature: Recurrence trigger, Office 365 Outlook “Send an email (V2)”
• Setting: Configure recurrence for desired schedule, set connection to Excel Online/Dataverse for inventory, map report to email content.

3.2. Zapier
• Feature: Schedule by Zapier, Gmail/Outlook integration, Google Sheets “New/Updated Row”
• Setting: Automate fetching inventory data at schedule, use “Send Email” for report delivery.

3.3. Google Apps Script
• Feature: Time-driven triggers, MailApp.sendEmail
• Setting: Automatedly script inventory data collation from Google Sheets, programmed emailing.

3.4. Make (formerly Integromat)
• Feature: Scheduled scenarios, Email module, Sheets/SQL module
• Setting: Automate scenario to retrieve, format, and email reports.

3.5. AWS Lambda
• Feature: Scheduled event bridge, SES sendEmail API
• Setting: Automating Lambda function to query database, generate report, and email via SES.

3.6. Google Cloud Functions
• Feature: Scheduler, Gmail API/sendgrid/mailgun integration
• Setting: Automating inventory extraction, and sending through cloud mail API.

3.7. Azure Logic Apps
• Feature: Recurrence trigger, SQL/Excel connector, SendGrid “Send an email”
• Setting: Automate pulling inventory data, create email body, and dispatch.

3.8. Salesforce Flow
• Feature: Scheduled Flows, Email Alerts
• Setting: Automating scheduled report generation in Salesforce with Inventory Objects and auto-email to contacts.

3.9. Oracle Integration Cloud
• Feature: Scheduled Orchestration, Email Adapter
• Setting: Configure orchestrations for scheduled inventory extraction and automated emailing.

3.10. IBM App Connect
• Feature: Scheduled integration flow, SMTP Email
• Setting: Automates connecting to inventory database and sending automated report emails.

3.11. Smartsheet Automations
• Feature: Recurring workflows, “Send as Attachment in Email”
• Setting: Automates workflow triggered at custom intervals pulling from Smartsheet data.

3.12. AirTable Automations
• Feature: Scheduled automation, “Send email” action
• Setting: Automator set to trigger on custom schedule with inventory base as data source.

3.13. Slack Workflow Builder
• Feature: Scheduled notifications, email integration
• Setting: Automate inventory digests as scheduled Slack/email notifications to teams.

3.14. Monday.com Automations
• Feature: Scheduled emails, board automation recipes
• Setting: Automates daily/weekly board inventory snapshots to emails.

3.15. Trello Automation (Butler)
• Feature: Scheduled command runs, Email notifications
• Setting: Automates scheduled extraction of inventory items, triggers email with summary.

3.16. BambooHR (for restaurant franchise chains)
• Feature: Workflow automation, email alerts
• Setting: Automate inventory compliance alerting to managers.

3.17. Notion Automations
• Feature: API, Scheduled Reports
• Setting: Automates pulling inventory database snapshot, emailing via third-party connector.

3.18. QuickBooks Online
• Feature: Scheduled reports, Email delivery
• Setting: Configure scheduled inventory report automation, direct-to-inbox for accounting.

3.19. SAP Business One
• Feature: Automatic Report Scheduler, Email automation
• Setting: Automates batch inventory report jobs and distribution.

3.20. NetSuite SuiteFlow
• Feature: Scheduled workflows, Email alert action
• Setting: Automator to run on set schedule pulling inventory & emailing.

Benefits

4.1. Eliminates manual report preparation, automates entire workflow for accuracy, speed, and reliability.
4.2. Provides real-time transparency for management, enabling proactive restocking and waste reduction.
4.3. Supports audit/compliance readiness by automating archival and traceability of reports.
4.4. Frees up staff time from repetitive reporting, allowing focus on value-added operations in restaurant logistics.
4.5. Automation ensures error-free, consistent reporting cycle, even during staff absences or high workload periods.

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