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Daily sales and inventory summary reporting to management

**Purpose**

1.1. Automate daily compilation, analysis, and distribution of sales and inventory summary for a futon store, ensuring management receives up-to-date insights on product movement, low-stock alerts, revenue trends, and operational recommendations without manual intervention.
1.2. Automates extraction from POS systems, cross-checks inventory databases, auto-generates emails, and pushes reports to dashboards, automating workflow for accuracy, speed, and transparency.

**Trigger Conditions**

2.1. Scheduled trigger at store closing time (e.g., 9:30 PM).
2.2. Manual override trigger (management request).
2.3. New sales record entry or inventory update triggers a re-calculation.

**Platform Variants**

3.1. **Google Sheets API**
• Feature/Setting: Automates reading/writing sales and inventory data using Sheets API scopes.
• Sample: Enable "spreadsheets.readonly" for retrieval, use "append" for daily sales log.

3.2. **Microsoft Power Automate**
• Feature/Setting: Uses "Recurrence" trigger and "Excel Online (Business)" actions to automate pulling and pushing data.
• Sample: Set "Run every day at 9:30 PM"; automate "List rows present in a table".

3.3. **Slack Incoming Webhooks**
• Feature/Setting: Sends automated sales/inventory summary to management channel.
• Sample: Configure "/services/hooks/slackbot" URL for reporting.

3.4. **Email via Gmail API**
• Feature/Setting: Automates sending summary reports as PDFs/CSV.
• Sample: Use "users.messages.send" endpoint.

3.5. **Twilio SMS API**
• Feature/Setting: Automatedly alerts management via SMS when thresholds are crossed.
• Sample: Send POST requests to "/Messages.json" with dynamic body.

3.6. **Tableau Cloud API**
• Feature/Setting: Automates updating dashboard data sources for visual summaries.
• Sample: "Refresh Schedule" set to end-of-day pull.

3.7. **Zapier**
• Feature/Setting: Automates multi-app workflows linking POS output to email/slack/dashboard integrations.
• Sample: Trigger: "New Spreadsheet Row" → Action: "Send Email".

3.8. **QuickBooks Online API**
• Feature/Setting: Extracts daily sales figures, automating reporting using "Sales Receipts" endpoint.
• Sample: "GET /v3/company//salesreceipt".

3.9. **Salesforce Reports API**
• Feature/Setting: Automates fetching sales data for integration into summaries.
• Sample: Use "GET /services/data/v52.0/analytics/reports/".

3.10. **Shopify Admin API**
• Feature/Setting: Automates reading daily order and inventory data for stores using Shopify.
• Sample: "GET /admin/api/2022-07/orders.json" and "GET /admin/api/2022-07/inventory_levels.json".

3.11. **Microsoft Teams Webhook**
• Feature/Setting: Automatably posts daily summary to a Teams channel.
• Sample: Add connector/URL to flow.

3.12. **Airtable API**
• Feature/Setting: Automates storing and retrieving custom sales/inventory logs.
• Sample: "List Records", "Create Record" in Sales base.

3.13. **Notion Integration API**
• Feature/Setting: Automates populating a daily operations dashboard in Notion.
• Sample: Use "PATCH /v1/pages" for updates.

3.14. **Mailgun Email API**
• Feature/Setting: Automates advanced email formatting and scheduling of summary dispatch.
• Sample: POST "/messages" with HTML summary.

3.15. **Google Drive API**
• Feature/Setting: Automates generation and storage of historical summary files.
• Sample: "files.create" for uploading PDFs.

3.16. **Freshdesk API**
• Feature/Setting: Automates generating support tickets for anomalies (e.g., stockouts, over-sells).
• Sample: "POST /api/v2/tickets".

3.17. **Jira Cloud REST API**
• Feature/Setting: Automatably logs issues for recurring inventory mismatches.
• Sample: "POST /rest/api/2/issue".

3.18. **Dropbox Core API**
• Feature/Setting: Automates backup of daily reports to cloud storage.
• Sample: "files/upload" endpoint.

3.19. **Trello API**
• Feature/Setting: Automates creating cards for action items from sales/inventory insights.
• Sample: "POST /1/cards" to Operations board.

3.20. **Xero Accounting API**
• Feature/Setting: Automates importation of daily sales info into accounting system.
• Sample: "PUT /api.xro/2.0/Invoices".

3.21. **Asana API**
• Feature/Setting: Automates generation of tasks based on report insights (e.g., reorder futons).
• Sample: "POST /projects/{project_gid}/tasks".

3.22. **Miro API**
• Feature/Setting: Automates visual mapping of trends on a digital whiteboard for management.
• Sample: Use "cards.create" on dashboard board.

**Benefits**

4.1. Automated reporting eliminates manual errors and standardizes daily communication.
4.2. Automation accelerates decision-making by providing real-time insights with zero delay.
4.3. Automates integration across email, dashboards, chat, and storage, centralizing data dissemination.
4.4. Custom automation sequences can adapt to specific futon retail nuances, boosting operational efficiency.
4.5. Automator-level reporting is scalable and easily expandable as inventory or sales channels grow.
4.6. Daily task automation frees staff for higher-value duties and improves inventory management response.
4.7. Audit trails enabled by automated logs support compliance and trend tracking.

*This outline covers diverse software, the deepest structure, and showcases how daily sales and inventory summary reporting is automatable for the futon retail sector with the broadest automation platform support possible.*

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