Daily sales reporting and summary delivery to management

Purpose

1.1. Automate the daily extraction, aggregation, and formatting of sales data from POS and delivery platforms for a Mexican restaurant.
1.2. Automate the creation of actionable summaries, including total sales, transaction counts, top-sellers, and comparison with previous days.
1.3. Automate delivery of formatted reports to management via email, SMS, chat, or dashboards, minimizing manual reporting.
1.4. Enable real-time or scheduled sales visibility for informed decision-making and rapid operations adjustments.

Trigger Conditions

2.1. Automator is scheduled daily at a fixed close-of-business time.
2.2. API/webhook event from POS system on daily reconciliation.
2.3. Detection of new sales report files in cloud storage.
2.4. Manual trigger by kitchen or shift supervisor via a mobile form or chat command.

Platform Variants

3.1. Square POS
• Feature/Setting: “Sales Reports API” – configure automated data extraction of daily sales.
3.2. Toast POS
• Feature/Setting: “Daily Sales Export” – automate scheduled export to email or cloud.
3.3. Lightspeed
• Feature/Setting: “Analytics API” – automate daily summary data pull.
3.4. Clover
• Feature/Setting: “Orders API” – automate retrieval and aggregation of sales receipts.
3.5. Zapier
• Feature/Setting: “Schedule” – automate workflows to connect POS to Google Sheets/Email.
3.6. Make (Integromat)
• Feature/Setting: “Scenario Scheduler” – automate multi-step recipe for report generation/delivery.
3.7. Google Sheets
• Feature/Setting: “App Script / API” – automate import and formatted report template generation.
3.8. Slack
• Feature/Setting: “Incoming Webhooks” – automate sending daily sales summaries to a management channel.
3.9. Microsoft Teams
• Feature/Setting: “Adaptive Cards API” – automate sending structured sales reports.
3.10. Gmail
• Feature/Setting: “Send Email API” – automate sending HTML/PDF summary attachments.
3.11. Mailgun
• Feature/Setting: “Messages API” – automate outbound email delivery of sales summaries.
3.12. SendGrid
• Feature/Setting: “Send Email API” – automate batch summary emailing to management group.
3.13. Twilio SMS
• Feature/Setting: “Programmable SMS API” – automate critical summary delivery via SMS.
3.14. Google Drive
• Feature/Setting: “Upload API” – automate archiving of daily sales report files.
3.15. Dropbox
• Feature/Setting: “Files Upload API” – automate backup and access to historical reports.
3.16. OneDrive
• Feature/Setting: “File Create and Share” – automate generation and sharing of reports.
3.17. Notion
• Feature/Setting: “Database API” – automate logging of sales and summary notes.
3.18. Monday.com
• Feature/Setting: “Boards API” – automate visual reporting for management using dashboards.
3.19. PowerBI
• Feature/Setting: “Push Data API” – automate pushing summary data to daily dashboards.
3.20. Tableau
• Feature/Setting: “REST API” – automate refresh and distribution of visual sales performance dashboards.
3.21. WhatsApp Business
• Feature/Setting: “Business API” – automate delivery of concise summaries directly to owners or managers.
3.22. Airtable
• Feature/Setting: “Bases API” – automate logging and cross-referencing daily performance metrics.

Benefits

4.1. Automated reporting eliminates human error and reduces manager workload.
4.2. Automation provides timely, consistent, and actionable insights daily.
4.3. Automated delivery enables management to rapidly respond to business trends.
4.4. Automator improves security by restricting raw data access.
4.5. Automating the sales summary flow improves data-driven decision-making for Mexican restaurant operations.
4.6. Automatable workflows enhance cross-platform integration with minimal IT effort.
4.7. Automated archiving strengthens compliance and financial record-keeping.
4.8. Automation adapts easily to enterprise expansion or multiple restaurant locations.