Purpose
1.2. Streamline supply chain oversight by automating report compilation from multiple sources (databases, spreadsheets, inventory apps).
1.3. Facilitate automated cross-departmental sharing of up-to-date inventory data to artists, administrators, and procurement teams.
1.4. Support automated alerts and analytics for low-stock, overstock, and fast-moving items.
Trigger Conditions
2.2. Real-time automation when inventory changes in connected platforms (e.g., items received/depleted).
2.3. Manual trigger from a dashboard or via a webhook/API event.
2.4. Automated triggers based on thresholds: low stock, stockouts, or overstock notifications.
Platform Variants
3.1. Microsoft Excel
• Feature/Setting: Automate with "Power Automate – Excel Online (Business)" connector; configure “Run a script” to fetch and prepare inventory data.
3.2. Google Sheets
• Feature/Setting: Automate using "Google Sheets API"; set up “spreadsheets.values.get” for fetching, and “spreadsheets.create” for building reports.
3.3. Airtable
• Feature/Setting: Automate with “List Records” via the Airtable API; configure report automation using filtered searches.
3.4. QuickBooks
• Feature/Setting: Automate the "Reports API" to extract inventory values, automate PDF or CSV export for studio reporting.
3.5. Zoho Inventory
• Feature/Setting: Automate with Zoho Inventory’s "Get All Items" API for inventory details; trigger scheduled automation workflows.
3.6. Odoo
• Feature/Setting: Automate using "Inventory Report" automated actions via JSON RPC API for inventory valuation and movements.
3.7. Netsuite
• Feature/Setting: Automate the “Inventory Reports” SuiteAnalytics API; schedule automated report delivery.
3.8. SAP Business One
• Feature/Setting: Automate using the Service Layer API “GET /Inventory/Items”; automate email dispatch of reports.
3.9. Xero
• Feature/Setting: Automate with Xero’s “GET /Items” API; schedule automated report generation.
3.10. Square
• Feature/Setting: Automate “Catalog API” for automated item inventory retrieval; generate automated CSV or PDF reports.
3.11. Shopify
• Feature/Setting: Automate with “Shopify InventoryLevel API” to fetch counts for automatable reporting tasks.
3.12. Lightspeed
• Feature/Setting: Automate "Inventory API v3.0" endpoints for inventory items, automate report sending.
3.13. Fishbowl Inventory
• Feature/Setting: Automate with Fishbowl’s “Data API” for fetch-and-report automating.
3.14. Trello
• Feature/Setting: Automate using Trello “Cards” and “Lists” APIs to move, tag, and assemble inventory task reports.
3.15. Smartsheet
• Feature/Setting: Automate with “List Sheets” and “Get Sheet” API for inventory records and automate exporting reports.
3.16. Monday.com
• Feature/Setting: Automate via “boards.items” and “boards.items.fetch” for real-time inventory status automation.
3.17. Asana
• Feature/Setting: Automate with the Asana “Projects” and “Tasks” API to categorize, filter, and automate inventory summaries.
3.18. Podio
• Feature/Setting: Automate “Item” API for fetching, sorting, and auto-archiving reported inventory data.
3.19. Klipfolio
• Feature/Setting: Automate inventory analytics via “Data Source” API; automate dashboard sharing with studio decision-makers.
3.20. Google Data Studio
• Feature/Setting: Automate data connector refreshes and custom report automation for inventory datasets.
Benefits
4.2. Enhances accuracy by eliminating manual input errors with automators.
4.3. Enables automated proactive inventory management with real-time data.
4.4. Supports automatable forecasting and budget planning using aggregated historical trends.
4.5. Provides automatedly scheduled reports for streamlined, always-updated decision support.