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Generate and email daily/weekly inventory reports

Purpose

1.1. The automation generates and emails daily/weekly inventory reports to stakeholders, automating manual reporting, reducing errors, and ensuring timely visibility into stock levels and order needs.
1.2. Automated delivery enables managers to track fast-selling, out-of-stock, and surplus Irish goods, driving replenishment decisions and sale strategies.
1.3. Automates data extraction across inventory platforms, aggregating details on SKUs, reorder points, and supplier statuses for streamlined inventory control.
1.4. Ensures compliance and audit traceability by automatedly archiving each report, maintaining records for historical trend analysis and forecasting

Trigger Conditions

2.1. Trigger automates at scheduled times: daily or weekly as defined by business rules.
2.2. Optionally trigger upon inventory thresholds, automating urgent out-of-stock alerts.
2.3. Manual trigger by authorized personnel for ad-hoc reporting requirements.

Platform Variants

3.1. Microsoft Excel Online
• Feature: Automated file generation via "Create File" API; configure to export inventory data to XLSX format.
3.2. Google Sheets
• Function: Use "Append values" API to automate row addition and computation for the report dataset.
3.3. Gmail
• Setting: "Send Message" API for automated, periodic email dispatch of attached inventory reports.
3.4. Office 365 Outlook
• Feature: "Send Email" endpoint; automate report delivery to distribution groups.
3.5. Dropbox
• Setting: "Upload File" API; automate storage of inventory report archives in a designated folder.
3.6. Amazon SES (Simple Email Service)
• API: "SendEmail"; automate batch emailing of personalized inventory summaries to vendor lists.
3.7. Slack
• API: "chat.postMessage"; automate posting report links to inventory channels.
3.8. Microsoft Teams
• API: "Send message in channel"; automated notification with report attachments to retailer groups.
3.9. SAP
• Function: "Export Inventory Data" via integration module; automate pull for real-time report generation.
3.10. Shopify
• API: "GET /admin/api//inventory_levels.json"; automate fetching SKU counts for report.
3.11. QuickBooks Online
• API: "Reports API"; automate generation and retrieval of inventory valuation reports.
3.12. Xero
• API: "GET /reports/Inventory"; automates inventory snapshot gathering for automated reports.
3.13. Zoho Inventory
• Function: "GET /reports/inventory_summary"; automate full weekly summary pulls.
3.14. Mailgun
• API: "messages" endpoint for automating mass customized report dispatch.
3.15. SendGrid
• Feature: "Mail Send" API for automated email report distribution with attachments.
3.16. Airtable
• API: "List Records" and "Create Record" to automate fetching and archiving inventory data.
3.17. WooCommerce
• REST API: "GET /wp-json/wc/v3/reports/stock"; automate data pipeline to reporting.
3.18. MySQL
• Query: Schedule automated "SELECT" on inventory tables for live report builds.
3.19. Trello
• API: "Create Card"; automate creation of tracking cards with links to new inventory reports.
3.20. Notion
• API: "Append block children"; automate embedding latest report summaries in document databases.
3.21. SFTP
• Setting: Automate secure file transfer of inventory PDF/CSV reports to remote audit storage via SFTP.
3.22. Google Drive
• API: "Files: create" for automatedly storing and sharing output reports with stakeholders.
3.23. Monday.com
• API: Create item/update board with inventory status from automated reports.
3.24. Zoho Mail
• API: Send mail; automate custom recipient lists for report emailing.

Benefits

4.1. Automates repetitive inventory report creation and distribution, saving time and reducing manual errors.
4.2. Ensures consistent, audit-ready, and real-time information sharing about Irish goods inventory levels.
4.3. Automatedly enables proactive replenishment, reducing out-of-stock and overstock risks.
4.4. Streamlines compliance by archiving reports automatically, facilitating traceability and inspections.
4.5. Empowers data-driven stock decisions through instant automated access to historical and trending insights.

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