Weekly performance analytics emails

Purpose

1.1. Automate generation and distribution of weekly performance analytics for an American restaurant, covering key KPIs such as sales, labor, food costs, customer ratings, and compliance metrics.
1.2. Ensure management and owners receive actionable insights on a scheduled basis, supporting data-driven decisions and regulatory reporting.
1.3. Aggregate data from POS, staff management, and review platforms into summarized emails for streamlined oversight.

Trigger Conditions

2.1. Scheduled weekly (e.g., every Monday at 7:00 AM) based on the business timezone.
2.2. Optionally triggered by completion of weekly sales data upload or end-of-week report finalization.
2.3. Manually triggered by a management user through a dashboard or admin interface.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Recurrence trigger + Outlook Send Email connector; set scheduled recurrence and dynamic data fields.
3.2. Google Workspace (Gmail, Sheets)
• Feature/Setting: Apps Script time-driven trigger; configure Gmail API to send custom report emails pulling from Sheets.
3.3. Zapier
• Feature/Setting: Schedule trigger + Gmail/Outlook Send Email Action; link to POS/Sheets for analytics extraction.
3.4. Make (Integromat)
• Feature/Setting: Scheduler + Email module; fetch KPIs from POS, merge into HTML email.
3.5. HubSpot
• Feature/Setting: Workflows + Marketing Email API; schedule workflow to send templated emails with report data.
3.6. Salesforce
• Feature/Setting: Scheduled Reports + Email Alerts; automate report generation and delivery to stakeholders.
3.7. SendGrid
• Feature/Setting: SMTP/API Send Mail; configure API endpoint with analytics payload as email body or attachment.
3.8. Twilio SendGrid
• Feature/Setting: Automated transactional emails; create templates and use dynamic fields from daily metrics.
3.9. Mailchimp
• Feature/Setting: Campaign Scheduler + API for custom content; use merge tags for inserting data.
3.10. Slack
• Feature/Setting: Scheduled message via Incoming Webhook API; format summary into Slack channels for management.
3.11. Amazon SES
• Feature/Setting: SendRawEmail API; programmatic sending of multipart analytics summaries.
3.12. AWS Lambda
• Feature/Setting: Scheduled function; aggregate weekly data, generate HTML, send via SES or another service.
3.13. Smartsheet
• Feature/Setting: Automated workflows; use "send row as email" after weekly aggregation macro.
3.14. Airtable
• Feature/Setting: Automations > Scheduled trigger + "Send an email" action; use formulas to create summaries.
3.15. Notion
• Feature/Setting: Database automation tool + email integration; trigger based on updated weekly KPI pages.
3.16. Asana
• Feature/Setting: Rules > Notify via Email; automatic email summary based on weekly task/project completion.
3.17. Monday.com
• Feature/Setting: Automations > "Email someone when status changes"; fire on end-of-week update.
3.18. Pipedream
• Feature/Setting: Cron trigger + workflow steps to fetch, format, and deliver analytics email.
3.19. QuickBooks
• Feature/Setting: Scheduled Reports > Email to recipients; include weekly P&L or sales by item.
3.20. Oracle NetSuite
• Feature/Setting: Saved Search > Schedule Email; configure to aggregate weekly financial and compliance KPIs.
3.21. Klaviyo
• Feature/Setting: Flow based on scheduled trigger; send custom reporting emails using templates.
3.22. Intercom
• Feature/Setting: Scheduled outbound messages; send report summaries to internal teams.

Benefits

4.1. Consistent delivery of performance insights without manual data compilation.
4.2. Improved operational visibility; faster response to weekly changes/trends.
4.3. Facilitates compliance monitoring and documentation for audits.
4.4. Reduces managerial workload, ensuring focus on actionable information.
4.5. Enables easy integration with other business intelligence dashboards or storage platforms.