Scheduled inventory reporting

Purpose

1.1. Automate regular reporting of inventory for AC units, components, and accessories, consolidating real-time stock levels and trends to ensure timely replenishment, prevent stockouts/overstock, and provide actionable insights to purchasing, sales, and management teams in air conditioning retail.
1.2. Deliver clear, scheduled, and automatically compiled inventory reports to internal stakeholders through multiple channels (email, SMS, dashboard, chat, cloud storage, etc.), enhancing decision-making and operational efficiency.

Trigger Conditions

2.1. Time-based: Daily, weekly, or monthly at set times (e.g., 7 AM every Monday).
2.2. Inventory thresholds: Instant report if SKU level falls below re-order threshold.
2.3. Manual trigger: Staff request via dashboard or chat command.
2.4. Event-driven: After major restocks, returns, or audits.

Platform variants

3.1. Google Sheets
• Feature: Time-driven triggers
• Setting: Use Apps Script to schedule 'on time' function to compile/export inventory.
3.2. Microsoft Power Automate
• Feature: Scheduled flow
• Setting: Schedule 'Recurrence' trigger to export inventory data from Excel/Dataverse.
3.3. Zapier
• Feature: Schedule by Zapier
• Setting: Configure 'Schedule' trigger to run inventory export, send via email or Slack.
3.4. Airtable
• Feature: Automation
• Setting: Scheduled automation to email or update dashboard with inventory table every week.
3.5. Smartsheet
• Feature: Automated workflows
• Setting: Time-based workflow to send report PDF from inventory sheet.
3.6. Slack
• Feature: Scheduled messages
• API: 'chat.scheduleMessage' to post inventory summaries in team channel.
3.7. Twilio SMS
• Feature: Messaging API
• Setting: Scheduled job triggers Twilio SMS API to send low-stock alerts.
3.8. SendGrid
• Feature: Email API
• Setting: Use scheduled trigger to send inventory report as attachment via SendGrid API.
3.9. AWS Lambda
• Feature: Scheduled events (CloudWatch)
• Setting: Lambda function fetches data, runs report, sends to S3 or via email.
3.10. Monday.com
• Feature: Automations
• Setting: Recurring automation to email/export board view with current stock.
3.11. QuickBooks
• Feature: API data export
• Setting: Schedule API call to fetch latest inventory and email report.
3.12. Shopify
• Feature: Admin API
• Setting: Scheduled script queries inventory levels, emails product report.
3.13. Notion
• Feature: Notion API
• Setting: Scheduled script to fetch inventory database, create snapshot page/report.
3.14. Odoo
• Feature: Scheduled actions
• Setting: Cron job exports inventory quantity pdf and emails it.
3.15. NetSuite
• Feature: Scheduled SuiteScript
• Setting: Script generates inventory report, emails to stakeholders.
3.16. Salesforce
• Feature: Scheduled flows (Process Builder)
• Setting: Flow exports object data to CSV, sends email.
3.17. Trello
• Feature: Butler Automation
• Setting: Scheduled Butler command reports inventory card details to channel.
3.18. Dropbox
• Feature: File request
• Setting: Automated report generated and saved to shared folder at set intervals.
3.19. Google Drive
• Feature: Google Apps Script
• Setting: Script schedules export of updated inventory sheet to shared drive.
3.20. Mailchimp
• Feature: Email Automation
• Setting: Trigger periodic email campaign with attached/exported inventory report.
3.21. Microsoft Teams
• Feature: Scheduled messages (Power Automate)
• Setting: Inventory summary card delivered to Teams channel by scheduled flow.
3.22. Zoho Inventory
• Feature: Scheduled report
• Setting: Built-in scheduling to auto-email inventory stock summary to specified users.

Benefits

4.1. Eliminates manual reporting; ensures timely, accurate stock data for decision-making.
4.2. Reduces risk of lost sales or overstock by real-time alerts and regular inventory status updates.
4.3. Frees up staff for higher-value tasks by automating repetitive reporting processes.
4.4. Supports multi-channel communication – ensuring all stakeholders receive information in their preferred format.