Daily end-of-day sales summary emails to management

Purpose

1.1. Automate daily compilation of all sales data across POS systems and online orders for deli business operations in food retail.
1.2. Automatically generate a comprehensive, structured sales summary including itemized breakdowns, revenue, payments, refunds, and high/low performers.
1.3. Automatedly deliver the summary to predefined management emails, ensuring oversight, data-driven decisions, and efficient reporting without manual intervention.
1.4. Automating data collection and email reporting minimizes human errors and accelerates financial closing activities.

Trigger Conditions

2.1. Automation initiates each day at a scheduled hour (e.g., 9 pm local time).
2.2. Optionally, automation can be triggered by completion of daily sales reconciliation in the POS.
2.3. API/webhook triggers for receipt of last sale or end-of-day batch processed.

Platform Variants

3.1. Gmail API
• Feature/Setting: Automate “Send Mail” with message body containing formatted sales summary; configure OAuth credentials for secure access.

3.2. Microsoft Outlook Graph API
• Feature/Setting: Automate “Send mail” endpoint; configure Azure app and set permissions for delegated email automation.

3.3. SendGrid
• Feature/Setting: Automate “Mail Send” API; API key configured, template ID specified, JSON payload built from sales summary.

3.4. Mailgun
• Feature/Setting: Automate “messages/send” endpoint; setup domain, API key, dynamic fields for summary data.

3.5. Slack
• Feature/Setting: Automate “chat.postMessage” API to send summarized sales update to management channel; use Slack app token.

3.6. Twilio SendGrid
• Feature/Setting: Automate “v3/mail/send” endpoint; dynamic template creation with summary fields.

3.7. HubSpot
• Feature/Setting: Automate “Email” API; schedule transactional email with daily summary, using contact property mapping.

3.8. Zoho Mail
• Feature/Setting: Automate “sendMail” API; configure OAuth2, set summary in HTML body.

3.9. Salesforce Email Service
• Feature/Setting: Automate “SingleEmailMessage”; configure template, link to management user group.

3.10. Freshdesk
• Feature/Setting: Automate “Create Email” ticket API for sales summary delivery to relevant stakeholders.

3.11. Amazon SES
• Feature/Setting: Automate “SendEmail” API; set verified sender, embed analytics tags in sales summary.

3.12. Mailchimp Transactional
• Feature/Setting: Automate “messages/send” for summary email; leverage Mandrill API key, JSON message payload.

3.13. ActiveCampaign
• Feature/Setting: Automate “email/send” API; use automation triggers and dynamic fields for summary.

3.14. Microsoft Power Automate
• Feature/Setting: Automate daily scheduled flow; Outlook/SMTP “Send Email” module uses sales summary as input.

3.15. Google Workspace (Apps Script)
• Feature/Setting: Automate daily Apps Script trigger; script gathers data and sends with GmailApp.sendEmail.

3.16. Pipedrive
• Feature/Setting: Automate “recurring email reminder” piped to management with sales attachment.

3.17. Intercom
• Feature/Setting: Automate “Outbound Messages” API; summary as plain text or attachment.

3.18. Airtable
• Feature/Setting: Automate script block: fetch sales data, auto-email with Airtable's integration actions.

3.19. ClickSend
• Feature/Setting: Automate “SendEmail” endpoint; set contact group, HTML summary format.

3.20. Zapier
• Feature/Setting: Automator for schedule trigger, fetch sales from POS or spreadsheet, “Send Email” action via preferred email or webhook output.

Benefits

4.1. Automates repetitive tasks, freeing management from manual sales reporting.
4.2. Automation provides timely and accurate sales oversight.
4.3. Automating summary delivery ensures management makes decisions based on latest sales data.
4.4. Reduces errors, accelerates end-of-day closing, and supports growth with scalable, automatable processes.