Weekly summary reports to management

Purpose

1.1. Automate the generation and delivery of weekly summary reports for management, covering staff schedules, attendance, shifts, leave, overtime, staffing gaps, performance, and shift swaps for an African restaurant specializing in African cuisine.
1.2. Ensure consistent, timely, and actionable insights for management to optimize scheduling, reduce absenteeism, and improve HR operations across Food & Beverage staff.

Trigger Conditions

2.1. Scheduled trigger every Sunday at 23:00 local time.
2.2. Alternate trigger: completion of last staff shift of the week.
2.3. Manual override via authorized management portal.

Platform variants

3.1. Slack
• Feature/Setting: Incoming Webhooks; send formatted summary message to #management channel.
3.2. Microsoft Teams
• Feature/Setting: Teams Connector; “Send message (V3)” to management’s Teams group with chart and highlights attachment.
3.3. Gmail API
• Feature/Setting: “users.messages.send” method; send automated report email to management list.
3.4. Outlook/Office 365
• Feature/Setting: Graph API “sendMail”; include CSV staffing metrics and PDF shift summary.
3.5. Google Sheets
• Feature/Setting: “append” API to workbook, aggregate weekly data into summary tab.
3.6. Monday.com
• Feature/Setting: “create_update” mutation for weekly report pulse on management board.
3.7. Asana
• Feature/Setting: “tasks.create” with custom fields for shift stats and absentee logs.
3.8. Trello
• Feature/Setting: “addCard” on management board with weekly metrics as card description.
3.9. ClickUp
• Feature/Setting: “Create Task” with weekly staff summary attached as comment.
3.10. Notion
• Feature/Setting: “createPage” to management workspace with all metrics in blocks.
3.11. Salesforce
• Feature/Setting: REST API “create” Case with weekly report in Case feed.
3.12. Zoho CRM
• Feature/Setting: “insertRecords” API to generate weekly management notification.
3.13. Dropbox
• Feature/Setting: “files/upload” for PDF/Excel weekly report to management folder.
3.14. Google Drive
• Feature/Setting: “files.create” with staff report doc for collaborative notes.
3.15. HubSpot
• Feature/Setting: Engagements API, “create an Email” to send metrics to management hub.
3.16. SendGrid
• Feature/Setting: “mail/send” API to email report to all stakeholders, with analytics tracking.
3.17. Twilio SMS
• Feature/Setting: “Messages” API, send SMS alert with top stats and download link.
3.18. WhatsApp Business API
• Feature/Setting: Send weekly summary via WhatsApp message to designated manager contacts.
3.19. Facebook Workplace
• Feature/Setting: “messages” API to send summary post in management group.
3.20. AirTable
• Feature/Setting: “createRecord” for summary in management dashboard base.
3.21. Power BI
• Feature/Setting: Push API to update management workspace with dynamic charts.
3.22. Tableau
• Feature/Setting: Publish REST API to refresh and deliver weekly dashboard to managers.

Benefits

4.1. Eliminates manual report compilation, reduces management overhead.
4.2. Enables proactive scheduling decisions and staff recognition.
4.3. Ensures data accuracy and transparency for management.
4.4. Delivers consistent insights through multiple communication and storage platforms for flexible manager access.
4.5. Accelerates incident response to absenteeism and staff shortages in African cuisine operations.