Inventory, Suppliers & FinancePurpose
1.2. Automates data collection from POS, ERP, inventory, and supplier management systems to compile comprehensive reports.
1.3. Automatedly formats reports based on predefined templates, adjusting stock levels, revenue summaries, and supplier order suggestions.
1.4. Automates multi-channel distribution (email, cloud drive, Slack, SMS, CRM attachment), ensuring all stakeholders receive timely analytics.
1.5. Enforces scheduled, error-reduced report cycles, automating compliance and transparency across retail reporting chains.
Trigger Conditions
2.2. Automated manual trigger by finance manager for ad-hoc generation.
2.3. Trigger automation after monthly inventory reconciliation is closed.
2.4. Trigger immediate automation when low-stock threshold detected in core SKUs.
2.5. Automatable approval step for drafts before stakeholder distribution.
Platform Variants
3.1. Google Sheets
• Configure Sheets API for automated data extraction and report CSV/XLSX generation.
3.2. Microsoft Excel (Office 365)
• Use Excel REST API to automate pulling sales/inventory data and upload formatted reports to SharePoint.
3.3. QuickBooks Online
• Configure Reports API endpoint to automate pulling monthly financials and balance stock values.
3.4. SAP Business One
• Use Service Layer API to automate inventory and sales extraction, generating automated reports.
3.5. Shopify
• Automation via Admin API to export orders, product stock, and generate custom sales reports monthly.
3.6. Xero
• Use Accounting API/reporting endpoint to automate financials and inventory snapshots for inclusion in monthly reports.
3.7. Slack
• Automate message and file upload APIs to distribute finalized reports to #management and #suppliers channels, tagging relevant staff.
3.8. SendGrid
• Integration with Mail Send API to automate report attachments and personalized message delivery to supplier/manager lists.
3.9. Dropbox
• Automate uploads through Dropbox API to create read-only shareable links for monthly reports.
3.10. Salesforce
• Use REST API to automate report object creation and attach monthly inventory snapshot to opportunity or account records.
3.11. Twilio SMS
• Automate SMS API for critical low-stock alerts pushed with report key points to managers.
3.12. Zoho Inventory
• Use Inventory API to automate monthly stock export and automate Excel or PDF report generation/distribution.
3.13. Tableau
• Automate REST API to extract dashboards as PDFs/images and embed in monthly reporting process.
3.14. Amazon S3
• Automate S3 PutObject for saving monthly report files, generating pre-signed automated share links.
3.15. Outlook 365
• Automate Microsoft Graph API to send reports directly as email attachments with automated subject lines.
3.16. Mailchimp
• Automate Campaign API to create/send reports as automated email newsletters to stakeholder segments.
3.17. Trello
• Automate Card and Attachment APIs to create monthly "Finance & Stock" board cards per report cycle.
3.18. Monday.com
• Use Boards API to automate updating sales and inventory statuses and attaching distributed reports.
3.19. Asana
• Automate Task and Attachment APIs for creating monthly action items with attached reports for review.
3.20. Airtable
• Use REST API to automate data aggregation and report distribution workflows in integrated dashboard bases.
3.21. HubSpot
• Automate File and Email APIs for CRM record-level distribution and report archiving.
3.22. Google Drive
• Automate upload API for saving monthly reports to a secured folder and managing automated access controls.
Benefits
4.2. Enables automated, multi-channel stakeholder reach.
4.3. Automates compliance with retail reporting best practices.
4.4. Ensures automated, timely inventory and sales analytics for better supplier negotiations.
4.5. Supports scalable, automatable workflow growth as the supplier expands.