Purpose
1. Automate sending comprehensive daily or weekly operational summaries to designated staff/managers in an Anago restaurant.
2. Include kitchen prep stats, sales metrics, top/bottom performing menu items, inventory updates, shift notes, and customer feedback aggregation.
3. Enhance timely decision-making, improve communication, and support compliance with business and food safety protocols.
Trigger Conditions
1. Scheduled time: 7:30 AM daily or every Monday at 9:00 AM.
2. New operational data posted or updated within POS or workforce management systems during the reporting period.
3. Successful reconciliation of inventory or staff logs completed.
Platform Variants
1. Slack
- Feature/Setting: Incoming Webhooks. Configure a Slack app, use webhook URL as POST endpoint. Send formatted JSON payload with report summary.
2. Microsoft Teams
- Feature/Setting: Incoming Webhook Connector. Set up in Teams channel, push adaptive card or text summary via POST to webhook.
3. Gmail
- Feature/Setting: SMTP or Gmail API. Use ‘messages.send’ for scheduled email dispatch. Set recipient and attach PDF/HTML summary.
4. Outlook 365
- Feature/Setting: Microsoft Graph API ‘/sendMail’. Define message body, list address, and configure scheduled execution.
5. Twilio SMS
- Feature/Setting: SMS API. Use ‘POST /Messages’ to send SMS report brief or alert with report link.
6. WhatsApp Business API
- Feature/Setting: Send templated message to staff WhatsApp groups using ‘/messages’ endpoint, attach report snapshot.
7. SendGrid
- Feature/Setting: ‘Mail Send’ API. Prepare email report as HTML and schedule/send automatically to recipients.
8. Mailgun
- Feature/Setting: ‘messages’ endpoint. Automate email report as inline HTML/text or attach PDFs.
9. Telegram Bot API
- Feature/Setting: ‘sendMessage’ and ‘sendDocument’. Push plaintext summary or PDF to Telegram channels.
10. Discord
- Feature/Setting: Webhook integration. POST formatted embed message with operations data.
11. Notion
- Feature/Setting: Notion API ‘pages.create’. Add new report entry to specified Notion database.
12. Google Sheets
- Feature/Setting: Sheets API ‘spreadsheets.batchUpdate’. Append fresh data row, generate formatted summary from templates.
13. Asana
- Feature/Setting: ‘tasks.create’. Post a new task or comment with summary in ‘Daily Ops Summary’ project.
14. Trello
- Feature/Setting: ‘cards.create’ or ‘cards.comments’. Add card or comment with report content.
15. Monday.com
- Feature/Setting: ‘create_item’ mutation. Create a new item under “Operations Summary” each period.
16. Jira
- Feature/Setting: ‘issue.create’ API. Open Ops report ticket for reference or action tracking.
17. Dropbox
- Feature/Setting: ‘/files/upload’. Save generated PDF report to staff-accessible folder.
18. Google Drive
- Feature/Setting: ‘files.create’. Upload report document, update link in staff group.
19. SAP SuccessFactors
- Feature/Setting: ‘odata/v2’ API, send report as document or update location in staff portal.
20. Zapier
- Feature/Setting: Scheduler + supported app action. Chain steps: schedule, fetch data, assemble, push report.
21. Salesforce
- Feature/Setting: Marketing Cloud ‘messageSend’ or CRM ‘feedItem’. Distribute report email or share in Chatter group.
22. HubSpot
- Feature/Setting: ‘Email API’ or ‘timeline event create’. Automate stakeholder notification.
23. ClickUp
- Feature/Setting: ‘task create’ or ‘comment add’. Add each summary as a new ClickUp task/comment.
Benefits
1. Reduces manual effort in data collection and reporting.
2. Ensures consistent and timely communication to managers/staff.
3. Proactively highlights trends, exceptions, and opportunities.
4. Supports compliance, traceability, and better operational oversight.
5. Enhances staff coordination and morale by keeping everyone informed.
Staff & Operations Management