Daily sales, revenue, and occupancy report automation

Purpose

1.1. Automate daily generation and distribution of sales, revenue, and occupancy reports for French restaurant managers and auditors.
1.2. Provide real-time automated insights by consolidating POS, reservations, accounting, and inventory data sources for compliance and operational optimization.
1.3. Ensure all stakeholders receive automated daily breakdowns of revenue streams, occupancy rates, and compliance data for data-driven decision making.
1.4. Centralize historical report storage and automate audit trail creation for regulatory requirements.

Trigger Conditions

2.1. Scheduled daily time-based automation (e.g., 11:55 pm daily).
2.2. Completion of POS batch closing.
2.3. New reservation/occupancy log entry detection in restaurant software.
2.4. Manual webhook/API trigger from management portal.
2.5. Automated detection of accounting entry finalization.

Platform Variants

3.1. Square POS
• Feature/Setting: Use "Sales" and "Transactions" API endpoints; automate data extraction for daily summary.
3.2. Toast POS
• Feature/Setting: Use "Reports API" (Sales Summary, Labor, Product Mix); schedule automated daily pulls.
3.3. Lightspeed
• Feature/Setting: Configure "Daily Report" auto-export via Back Office API; automate integration.
3.4. OpenTable
• Feature/Setting: Reservation Export API; automate occupancy detail extraction nightly.
3.5. Resy
• Feature/Setting: Use "Bookings API" for automated occupancy data retrieval.
3.6. Xero
• Feature/Setting: Accounting API "Reports" endpoint; automate revenue/expense data synchronization.
3.7. QuickBooks Online
• Feature/Setting: "Report API"; automate retrieval of P&L and sales receipts daily.
3.8. Google Sheets
• Feature/Setting: Automation via "Append Rows" API to log each daily report.
3.9. Microsoft Excel Online
• Feature/Setting: Use "Excel REST API" automation to store and share reports in real-time.
3.10. Zapier
• Feature/Setting: Multi-app workflow automator to merge, format, and email reports.
3.11. Slack
• Feature/Setting: "Chat.PostMessage" for automated daily report notifications in defined channels.
3.12. Microsoft Teams
• Feature/Setting: Use "Webhook Connector" to automatedly send report messages to group chats.
3.13. Google Drive
• Feature/Setting: "Drive API – Files:Create" to automate archiving of PDF/CSV daily reports.
3.14. Dropbox
• Feature/Setting: "File Upload" via API for automated report backups.
3.15. SendGrid
• Feature/Setting: "Mail Send API"; enable automated emailing of compliance-ready report PDFs.
3.16. Gmail
• Feature/Setting: "Send" API for automated, personalized report dispatch to stakeholders.
3.17. Mailgun
• Feature/Setting: "Messages API" for automating regulatory and management reports delivery.
3.18. Tableau
• Feature/Setting: "REST API" automated dataset update and auto-generate visualization dashboards.
3.19. Power BI
• Feature/Setting: "Push Datasets" API to automate report upload for live compliance dashboards.
3.20. AWS S3
• Feature/Setting: Automation via "PutObject" for secure, compliant automated report storage.
3.21. Twilio SMS
• Feature/Setting: "Messages API" to automate SMS alerts for critical sales/occupancy thresholds.
3.22. Monday.com
• Feature/Setting: "Boards API" for automated population of daily compliance tracking boards.
3.23. Notion
• Feature/Setting: "Database API" for automating report records and occupancy tracking.
3.24. Salesforce
• Feature/Setting: Use "Reports API" for automated CRM analytics of daily restaurant metrics.

Benefits

4.1. Automates the end-to-end reporting workflow for French restaurants with zero manual intervention.
4.2. Automatedly improves daily compliance and audit readiness by producing, distributing, and archiving reports.
4.3. Enables automated, real-time analytics and performance tracking by integrating data sources.
4.4. Reduces human error with reliably automated data consolidation and aggregation.
4.5. Provides automatable agility for swift business insights and operational decisions.
4.6. Increases team productivity by automating repetitive and daily reporting workloads.
4.7. Automated notifications and escalations ensure management is always informed of key sales and occupancy dynamics.
4.8. Scalability across branches and franchises via an automation-first ecosystem.
4.9. Facilitates secure, automated, and compliant storage and sharing for regulatory audits.
4.10. Reduces operational bottlenecks through consistent, automator-driven reporting standards.