Daily sales report distribution

Purpose

1.1. Deliver consolidated daily sales reports from POS and back-office systems to stakeholders, ensuring timely compliance, performance analysis, and operational transparency.
1.2. Support financial oversight, management decision-making, and adherence to reporting standards required in the food & beverage sector.
1.3. Automate report format conversion, generation, and secure delivery across selected channels and recipient groups as per compliance needs.

Trigger Conditions

2.1. Scheduled daily at business closing or a fixed time (e.g., 2:00 a.m.).
2.2. Completion of daily sales data upload or POS batch closeout.
2.3. Manual trigger by manager or compliance officer in exceptional cases.

Platform Variants

3.1. Microsoft Power Automate
• Feature: Scheduled flow; configure daily trigger and Outlook/Teams action for report email/slack notification.
3.2. Slack
• Feature: Incoming Webhook; send PDF or CSV attachment as a direct message or group channel post.
3.3. Gmail API
• Feature: Send email; use ‘users.messages.send’ with sales report as attachment and fixed subject line.
3.4. Twilio SendGrid
• Feature: Mail Send API; POST to ‘/mail/send’ endpoint with daily report as PDF/CSV to management addresses.
3.5. Dropbox
• Feature: File upload API; automatically deposit the PDF/CSV into compliance and finance folders.
3.6. Google Drive
• Feature: Files.create; upload and set access for the day’s report to selected manager group.
3.7. Zapier
• Feature: Scheduled Zap; download POS data, create report, and distribute to multiple endpoints.
3.8. AWS Lambda
• Feature: Scheduled invocation; generate and push report files to S3/bucket, notify via SNS.
3.9. Google Sheets API
• Feature: Append; log daily data, format sheet, and trigger export to PDF for distribution.
3.10. PagerDuty
• Feature: Event Trigger; send urgent notification if daily report run fails or data anomalies are detected.
3.11. Monday.com
• Feature: Scheduled Automation; notify team leads by updating board and sending attached documents.
3.12. Asana
• Feature: Auto-task creation; assign daily report review and attach generated file for compliance check.
3.13. Trello
• Feature: Card attachment; create a new card with the day’s report, tag key staff for review.
3.14. Salesforce
• Feature: Files Connect; upload daily summary, link to management dashboard or alert via Chatter.
3.15. SFTP/FTP Server
• Feature: Scheduled file transfer; upload compliant report to finance team’s secure endpoint.
3.16. Atlassian Confluence
• Feature: API content creation; automatically post each report to a secured compliance space.
3.17. Smartsheet
• Feature: Update row; log daily totals and attach source reports for quick dashboarding.
3.18. Notion
• Feature: Database entry; create new row per report date, upload file, set reminder mention.
3.19. Zoho Mail
• Feature: Send mail; daily automation using server-side workflow to distribute report files.
3.20. DocuSign
• Feature: Envelope creation; attach report and route for digital sign-off if required by compliance.

Benefits

4.1. Seamless, error-free, and timely distribution of compliance reports.
4.2. Ensures management and compliance teams receive verified, auditable documents daily.
4.3. Strengthens operational transparency, regulatory adherence, and decision support.
4.4. Reduces manual intervention, labor costs, and potential data handling errors.
4.5. Enables multi-channel, role-based delivery to align with internal policy and external regulations.