Sales report generation and scheduling

Purpose

1.1. Automate the generation, formatting, and distribution of customized sales reports for an industrial supermarket chain, including branch-level, product-level, and category-level breakdowns.
1.2. Automates data extraction from Point-of-Sale (POS), ERP, and inventory management systems.
1.3. Enables automated scheduling for daily, weekly, monthly, or custom intervals to deliver actionable insights.
1.4. Automates document creation (PDF, Excel, BI dashboards) and automates routing to internal teams or external stakeholders for KPI review, forecasting, and compliance.

Trigger Conditions

2.1. Automatedly triggered by preset calendar schedules (e.g., every Monday 8am).
2.2. Automates triggers from new sales data entries in POS or ERP systems.
2.3. Initiated on-demand via dashboard command or API call.
2.4. Triggered by threshold alerts (e.g., when sales exceed or fall below targets).

Platform Variants

3.1. Microsoft Power Automate
• Feature: "Schedule – Recurrence" trigger and "Excel Online (Business)" action for report extraction.

3.2. Zapier
• Feature: "Schedule by Zapier" for time-based automations, "Formatter" for report structuring.

3.3. Google Apps Script
• Feature: Scripted time-driven triggers with SpreadsheetApp to automate report generation and GmailApp for emailing.

3.4. Salesforce
• API: "Analytics API" for automating Einstein Analytics or report export, schedule via "Report Schedules".

3.5. HubSpot
• API: "Reports API" to automate extraction and "Workflow" to automate email dispatch.

3.6. Slack
• API: "chat.postMessage" to post auto-generated reports in channels.

3.7. AWS Lambda
• Feature: Automated scheduled function with Amazon EventBridge and S3/SES integration for report delivery.

3.8. Google Cloud Functions
• Feature: Pub/Sub scheduling to automate report generation from BigQuery; automated emailing via SendGrid.

3.9. Jira
• API: "Create Issue" with attached automated sales report in case automated thresholds are met.

3.10. Mailgun
• API: "messages.send" to automatably email attached reports.

3.11. Dropbox
• API: "files_upload" to automate archival of PDFs/CSVs.

3.12. Power BI
• API: "Reports – Export To File In Group" to automate dashboard export.

3.13. Tableau
• API: "REST API – Get Report" automates PDF export and distribution.

3.14. QuickBooks Online
• API: "Reports API" for automated data extraction and centralized reporting.

3.15. Monday.com
• API: "create_file" and automates scheduling via Workflows.

3.16. Smartsheet
• Feature: "Scheduled Report" and automated email delivery via "Send as Attachment".

3.17. Trello
• API: "cards.create" with automatised reports as attachment in sales dashboard board.

3.18. Notion
• API: "createPage" with automatised sales metrics tables.

3.19. Google Drive
• API: "Files: create" for uploading and automating sharing permissions.

3.20. SendGrid
• API: "Mail Send" with Scheduled Automation for tailored report blasts.

3.21. Asana
• API: "attachments.create" for automated report delivery in sales project tasks.

3.22. SFTP/FTP Server
• Automates delivery via scheduled SFTP/FTP upload for integration with other enterprise systems.

Benefits

4.1. Automates repetitive data gathering and formatting, reducing manual errors.
4.2. Accelerates internal reporting cycles and enhances real-time business visibility.
4.3. Ensures consistent, automated, and auditable report delivery processes.
4.4. Automates compliance with industry standards and reporting mandates.
4.5. Improves collaboration by automating sharing to all relevant stakeholders.
4.6. Supports decision-making by automatedly surfacing actionable insights faster.