Inventory & Supply ChainPurpose
1.2. To deliver automated stock level reports to stakeholders (managers, suppliers) using multi-channel communication, enabling proactive inventory decision-making and automating operational checks.
1.3. To automate notifications, restocking triggers, and inventory forecasting which supports efficient supply chain and automates compliance with sales and inventory policies.
Trigger Conditions
2.2. Inventory threshold: Automatically triggered when stock drops below predefined levels.
2.3. New inventory entries: Automated trigger on receiving stock or sales updates.
2.4. Manual trigger: Staff or management request instant automated reports.
Platform Variants
• Feature/Setting: Automates flows between POS, Excel, and SharePoint. Configure "When a row is added or modified" trigger in Excel sheet, then use "Send an email notification" action.
3.2. Zapier
• Feature/Setting: Entry-level automation links e-commerce (Shopify), Google Sheets, and Gmail. Setup "New Spreadsheet Row" trigger and "Send Email" action.
3.3. Make (Integromat)
• Feature/Setting: Automates multi-step workflows. Set "Watch Rows" Google Sheets trigger and "Create Report" PDF module.
3.4. Google Apps Script
• Feature/Setting: Script to automate data extraction from Google Sheets and email reports. Setup Time-driven triggers in Apps Script.
3.5. AWS Lambda
• Feature/Setting: Code event-driven automation for stock API, schedules via Amazon EventBridge.
3.6. Shopify Admin API
• Feature/Setting: Setup webhook for automated inventory_level/adjustment event; fetch and format data using "inventory_levels.json".
3.7. QuickBooks Online API
• Feature/Setting: Automate inventory summary fetch with "Reports API", then email or post to Slack.
3.8. Slack
• Feature/Setting: Configure automated message in a channel using "Incoming Webhooks" for sending stock reports.
3.9. Twilio SMS API
• Feature/Setting: Automates SMS sending on low stock event; setup webhook to automatedly trigger SMS with stock data.
3.10. Airtable
• Feature/Setting: Use Automations: "When record matches conditions", send automated email with stock level summary.
3.11. Google Sheets
• Feature/Setting: Use "Notification Rules" to automate emails on cell changes representing stock events.
3.12. Oracle NetSuite
• Feature/Setting: Schedule automated Inventory Reports via SuiteAnalytics Scheduler, email reports to recipients.
3.13. SAP Business One
• Feature/Setting: Configure "Alerts Management" to automate sending inventory level reports on condition trigger.
3.14. Salesforce
• Feature/Setting: Use Flow Builder to automate extraction from Inventory Object and email a report.
3.15. Monday.com
• Feature/Setting: Automate via "When inventory column changes", send a dashboard summary to team.
3.16. Asana
• Feature/Setting: Automate task creation for stock level review; use Asana API and scheduled triggers.
3.17. ServiceNow
• Feature/Setting: Use Flow Designer, automate report generation and distribution upon inventory update events.
3.18. Pipedrive
• Feature/Setting: Automate notification and summary report based on custom inventory stage using Workflow Automation.
3.19. Xero API
• Feature/Setting: Automates pulling inventory summary via "Reports – Inventory" API endpoint and emailing report.
3.20. Mailgun API
• Feature/Setting: Automate outbound email with attachment of inventory report using "Messages API".
3.21. SendGrid
• Feature/Setting: Setup automations to send daily inventory status using Marketing Campaigns or "Send Email" API.
3.22. Microsoft Teams
• Feature/Setting: Use "Incoming Webhook" to automate delivery of inventory reports to a channel.
Benefits
4.2. Instant, automated communication ensures stakeholders act on real-time inventory data.
4.3. Prevents stockouts by automatedly flagging low levels and triggering restock.
4.4. Automates compliance and reporting, reducing administrative overhead.
4.5. Enables continuous improvement in supply chain efficiency by automating trend analytics and forecasting.