Auto-generation and emailing of sales reports

Purpose

1. Automate the generation and distribution of detailed sales reports for computer wholesale businesses, ensuring accurate, timely insights delivered to key stakeholders without manual intervention.

2. Automates aggregation of sales data, formatting into pre-defined templates, and automatic emailing to management, sales teams, or vendors.

3. Automated workflows pull from ERP/CRM, summarize performance metrics, deliver dashboards or CSV/PDF files for decision making, compliance, and forecasting.

4. Includes automated scheduling, sales analytics, and dynamic emailing to scalable recipient lists for improved efficiency and rapid action.

Trigger Conditions

1. Scheduled triggers: daily, weekly, monthly defined by calendar rules or cron expressions.

2. Event-based triggers: on finalization of sales, after EOD batch closes, or upon new records in sales databases/CRMs.

3. Manual on-demand automation: sales teams or managers trigger automation via UI or webhook.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Schedule trigger, “Recurrence”; “Send an email (V2)” action using Office 365/Outlook.
• Configure: Select report generation time, email addresses, report file attachment.

2. Google Apps Script

• Feature/Setting: Time-driven trigger; MailApp.sendEmail API.
• Configure: Set trigger for report script, auto-generate Sheets, attach as PDF/CSV, define recipient list.

3. Salesforce Flow

• Feature/Setting: Scheduled Flow; “Send Email” action.
• Configure: Set scheduled report queries, format report, auto-send via Salesforce email.

4. HubSpot Workflows

• Feature/Setting: Scheduled workflow; “Internal email” action.
• Configure: Create sales data list, schedule automation, define recipients.

5. Zapier

• Feature/Setting: Schedule by Zapier; Gmail/Outlook “Send Email”.
• Configure: Schedule, report generation step, automated emailing.

6. Make (formerly Integromat)

• Feature/Setting: Scheduler, “Email”/“Gmail”/SMTP module.
• Configure: Automate report pull, assemble, and automatedly email.

7. AWS Lambda with Amazon SES

• Feature/Setting: Scheduled Lambda trigger; SES SendEmail API.
• Configure: Automate data fetch, report build, SES email send.

8. Google Cloud Functions with Gmail API

• Feature/Setting: Scheduled Function; Gmail API “messages.send”.
• Configure: Automate execution, format report, trigger automated email.

9. Airtable Automations

• Feature/Setting: Scheduled automation; “Send email” action.
• Configure: Define report-generating view, automate emailing.

10. Oracle Cloud ERP

• Feature/Setting: Scheduled Process; BI Publisher email burst.
• Configure: Automate report schedule, recipient mapping.

11. SAP Business Technology Platform

• Feature/Setting: Schedule-based workflow; SAP Mail API.
• Configure: Automate sales report query, triggered email delivery.

12. Smartsheet Automation

• Feature/Setting: Automated workflows trigger; alert or send sheet as attachment.
• Configure: Set timing, automate email report, recipient setup.

13. Slack Workflow Builder

• Feature/Setting: Scheduled workflows; “Send email” with email integration.
• Configure: Trigger, automated report file, email configuration.

14. Trello Automation (Butler)

• Feature/Setting: Scheduled command, “Send Email Report” via email integration.
• Configure: Scheduled automation, board report, auto-email.

15. Monday.com Automations

• Feature/Setting: Scheduled automations, “Send email” recipes.
• Configure: Configure trigger, report format, email setup.

16. Notion Automations (via third party)

• Feature/Setting: Scheduled export; automated emailing via Gmail/Outlook API.
• Configure: Automate Notion page export, attach in scheduled email.

17. ActiveCampaign Automation

• Feature/Setting: Automation workflow, “Send an Email”.
• Configure: Automate sales data pickup, format, send to stakeholders.

18. SendGrid

• Feature/Setting: Schedule API trigger; Mail Send API.
• Configure: Automatedly format report, send via SendGrid API.

19. Bitrix24 Workflow Automation

• Feature/Setting: Scheduled workflow; “Send email” action.
• Configure: Automate CRM data extraction, scheduled email delivery.

20. Freshsales Automations

• Feature/Setting: Workflow automation, scheduled email action.
• Configure: Set report generation time, auto-email to sales managers.

21. Pabbly Connect

• Feature/Setting: Scheduler; Email “Send Email” module.
• Configure: Automate fetching, assembling, and sending sales reports.

Benefits

1. Increase accuracy by automatedly pulling real-time data and reducing manual errors.

2. Save time and effort for sales teams with complete automation of the report workflow.

3. Ensure timeliness; automation delivers reports without delays.

4. Scalability – automating report delivery to any number of stakeholders.

5. Track compliance via automated report history and scheduling logs.

6. Enhance decision-making by automating immediate access to fresh insights.

7. Security – automate confidential report routing secure, encrypted delivery options.

8. Strengthen productivity and empower teams through automated, repeatable, and auditable workflows.