Scheduled daily/weekly order performance reports

Purpose

1.1. Automate scheduled daily/weekly order performance reports for East African restaurants to optimize operations, monitor sales metrics, and improve supply chain management.
1.2. Ensure automated, consistent delivery of performance reports to relevant stakeholders—managers, chefs, and owners—with automated extraction of key performance metrics.
1.3. Automatedly aggregate order quantities, average ticket value, cancellation rates, turnaround times, and customer feedback across all ordering channels.
1.4. Automating the reporting cycle helps spot trends, improve menu management, and forecast inventory needs with greater accuracy.

Trigger Conditions

2.1. Schedule automation set for daily at 7:00 AM or weekly on Mondays.
2.2. Automation triggers based on time, order database update, or team request via chat or dashboard button.
2.3. Option for automated retry if delivery fails.

Platform variants

3.1. Google Sheets
• Feature/Setting: Use Apps Script triggers (time-driven) to automate data collation; generate report and send via email
3.2. Microsoft Power Automate
• Feature/Setting: Recurrence trigger; Outlook Send an Email API to automate report distribution
3.3. Airtable
• Feature/Setting: Automations tab "At a scheduled time" trigger; emailed CSV attachments
3.4. Slack
• Feature/Setting: Scheduled workflow; use chat.postMessage API for automated report delivery
3.5. Gmail
• Feature/Setting: Scheduled Google Apps Script for automated email with report attachment
3.6. Zapier
• Feature/Setting: Schedule by Zapier; Email by Zapier action to automate report delivery
3.7. Mailchimp
• Feature/Setting: Automate recurring email campaigns using "Recurring Email" API call
3.8. SendGrid
• Feature/Setting: Scheduled send via Email API with attached report PDF or CSV
3.9. Twilio SMS
• Feature/Setting: Automate with message scheduling API to send daily summary as SMS
3.10. Notion
• Feature/Setting: Notion API triggers to automate periodic report entries into dashboard
3.11. Dropbox
• Feature/Setting: API-based scheduled file upload for archived weekly reports
3.12. OneDrive
• Feature/Setting: Microsoft Graph API for automating report upload and sharing
3.13. QuickBooks Online
• Feature/Setting: Scheduled report automation using Reports API
3.14. Trello
• Feature/Setting: Automated card creation in "Reports" list via Butler automation at set intervals
3.15. Asana
• Feature/Setting: Scheduled task automation to attach and distribute reports
3.16. Salesforce
• Feature/Setting: Scheduled flow to automate report generation and email via Process Builder
3.17. Freshdesk
• Feature/Setting: Automate ticket updates with report links using API
3.18. Monday.com
• Feature/Setting: Automated board updates at scheduled intervals using integrations
3.19. Whatsapp Business API
• Feature/Setting: Use of Send Message API to automate report digests to manager phones
3.20. HubSpot
• Feature/Setting: Workflow automation to schedule and send marketing-style performance emails
3.21. Pabbly Connect
• Feature/Setting: Scheduler trigger to automate integrations between order systems and email.

Benefits

4.1. Automates regular delivery of actionable insights to decision-makers, improving time management.
4.2. Reduced manual work in data aggregation, increasing accuracy and speed through automation.
4.3. Automated reports boost visibility, ensuring operation gaps and opportunities are detected faster.
4.4. Automating repetitive reporting frees up valuable staff time and eliminates human errors.
4.5. Automated data flow supports real-time inventory and menu adjustment decisions for East African restaurants.