Scheduled sales and inventory reports via email

Purpose

1.1. Provide automated, scheduled distribution of detailed sales and inventory analytics by email to internal stakeholders, management, and external partners for abrasives wholesalers.
1.2. Ensure timely insights for stock level optimization, reordering decisions, and real-time sales performance tracking across SKUs and locations.
1.3. Minimize manual reporting work, ensuring accuracy and eliminating delays, supporting data-driven decision making in procurement and sales forecasting.

Trigger Conditions

2.1. Predefined schedule (e.g., daily, weekly, monthly) or specific events (inventory threshold crossed, new sales record added).
2.2. Manual trigger on-demand by authorized staff via dashboard/button/REST API.
2.3. Data updates in specified ERP, CRM, or warehouse management system.

Platform Variants

3.1 Microsoft Power Automate
• Feature: Scheduled flows; use "Recurrence" trigger; "Send an Email (V2)" for email dispatch; connect to Dynamics 365 data.
• Sample: Configure recurrence to trigger every Monday at 8 AM, retrieve data from SQL Server, send via Outlook.

3.2 Zapier
• Feature: Schedule by Zapier trigger; "Formatter" to prep data; "Email by Zapier" or Gmail action for sending.
• Sample: Set scheduler for end-of-day reports; filter sales from Google Sheets, email summary.

3.3 Make (Integromat)
• Feature: Scheduler module, Google Sheets or SQL module for data, SMTP or Gmail for email.
• Sample: Automate email every Friday 6 PM with CSV from database.

3.4 Google Apps Script
• Feature: Time-driven triggers; GmailApp.sendEmail; integrate Google Sheets APIs.
• Sample: Script runs at 7 AM, compiles inventory, sends summary PDF to stakeholders.

3.5 HubSpot Workflows
• Feature: Workflow triggers on property/date change, "Send Internal Email Notification."
• Sample: Weekly automated sales report to warehouse managers.

3.6 Salesforce Flow
• Feature: Scheduled Flows, "Send Email" action, built-in report scheduling.
• Sample: Reports auto-emailed from Opportunity and Inventory Objects every month.

3.7 Smartsheet Automation
• Feature: Recurring workflows; "Send Row" or "Send Report" to emails.
• Sample: Inventory depletion alerts sent every evening.

3.8 SAP Business Technology Platform
• Feature: SAP Cloud Workflow Service; schedule data extraction; SAP Email API.
• Sample: Automated sales report sent via SAP Mail.

3.9 Oracle Integration Cloud
• Feature: Scheduled orchestration; Oracle Email Delivery; connect to Oracle ERP.
• Sample: Monthly inventory levels compiled and distributed.

3.10 AWS Lambda with Amazon SES
• Feature: Scheduled Lambda invocation (CloudWatch Events); SES for email sending.
• Sample: Script extracts sales data, triggers SES send.

3.11 Google Cloud Functions + Gmail API
• Feature: Scheduled HTTP trigger; Integration with Sheets API and Gmail sending.
• Sample: Daily inventory table sent as attachment.

3.12 IBM Cloud Functions + SendGrid
• Feature: Cron event; call SendGrid API via REST action.
• Sample: Summary PDF generated, sent to recipients.

3.13 Sendinblue
• Feature: Automated transactional email; Scheduled API call using Sendinblue’s Campaigns.
• Sample: Weekly analytics compiled, sent to sales team.

3.14 Mailgun
• Feature: API-triggered scheduled mail with attachments.
• Sample: Inventory shortage alerts.

3.15 Zoho Flow
• Feature: Scheduler; "Send Mail" action; Zoho CRM/Inventory integration.
• Sample: Quarterly sales KPIs distributed.

3.16 Airtable Automations
• Feature: "At scheduled time" trigger; "Send email" with report views.
• Sample: Custom filtered sales table emailed.

3.17 Slack Workflow Builder
• Feature: Recurring workflow; "Send Email" or push notification to #reporting.
• Sample: Instantly notify team of out-of-stock items.

3.18 Trello Automation (Butler)
• Feature: Scheduled command; Email list summary to specified address.
• Sample: Alert on card activity related to purchase orders.

3.19 Monday.com Automations
• Feature: Custom scheduled automations; "Email someone" action.
• Sample: Weekly summary of inventory log.

3.20 Notion Automations via API
• Feature: External task scheduler; generate reports from Table DB; send via chosen mail service API.
• Sample: Email C-level execs the weekly performance report.

Benefits

4.1. Eliminates manual reporting and data collation errors.
4.2. Provides real-time actionable insights into sales and stock, boosting supply chain agility.
4.3. Frees staff time for value-added activities and enhances reporting transparency.
4.4. Scalable and customizable for multiple recipients, formats, and frequency.
4.5. Ensures compliance and traceability for audit requirements.