Order Management AutomationsPurpose
1.2. Purpose is to automate collating, aggregating, and distributing daily sales figures and performance KPIs per shift, menu category, or team.
1.3. Automated solution reduces manual compilation, errors, and reporting delays in a high-volume Mexican torta restaurant.
1.4. Enables automated multi-channel distribution (email, SMS, dashboard, Slack) for broader managerial awareness.
Trigger Conditions
2.2. Optionally, automates on POS 'end-of-day' report completion or manual prompt by manager.
2.3. Trigger adaptable to API webhook calls signaled by closing procedure or server.
Platform Variants
3.1. Square POS
• Feature/Setting: Orders API — Trigger export of sales data using /v2/orders/search endpoint with daily filter.
3.2. Toast POS
• Feature/Setting: Reporting API — Automated GET requests to /dailySales endpoint for transaction aggregation.
3.3. Lightspeed
• Feature/Setting: Reports API — Schedule GET /reports/sales-summaries with date parameter set to ‘today’.
3.4. Clover
• Feature/Setting: Payments API — Automate retrieval of daily payments using /v3/merchants/{mId}/orders.
3.5. Shopify POS
• Feature/Setting: Admin API — Automate fetching of orders with daily granularity using /admin/api/2023-01/orders.json.
3.6. Zapier
• Feature/Setting: Schedule trigger — “Every Day at X Time”; followed by data-fetch automation with POS integration.
3.7. Slack
• Feature/Setting: Incoming Webhooks — Automatedly post sales summary message to #management channel.
3.8. Google Sheets
• Feature/Setting: Sheets API — Automated append of daily row; create filtered Views for historical reporting.
3.9. SendGrid
• Feature/Setting: Mail Send API — Automate HTML email with /v3/mail/send containing formatted daily sales report.
3.10. QuickBooks
• Feature/Setting: Accounting API — Automate posting sales summary as journal entry via /v3/company/{companyId}/journalentry.
3.11. Microsoft Power Automate
• Feature/Setting: Scheduled Flow — Automates pulling data via POS connector, compiles summary, sends via multiple channels.
3.12. Trello
• Feature/Setting: Cards API — Auto-create sales summary card each day in “Metrics” list using POST /1/cards.
3.13. Airtable
• Feature/Setting: Automation — Schedule Script to fetch POS data and log in “Daily Sales” base.
3.14. Pipedream
• Feature/Setting: Scheduled Workflows — Automate data extraction and Slack/email push every evening.
3.15. Mailgun
• Feature/Setting: Send Message API — Automate dispatch of sales report with POST /v3/{domain}/messages.
3.16. Discord
• Feature/Setting: Bot Webhook — Automation posts summary to management Discord channel with embeds.
3.17. Twilio SMS
• Feature/Setting: Sms API — Automate SMS sending of key sales highlights using POST /2010-04-01/Accounts/{AccountSid}/Messages.json.
3.18. Monday.com
• Feature/Setting: Item Creation API — Automation adds sales entry as item in “Sales Daily Log” board.
3.19. Google Data Studio
• Feature/Setting: Scheduled Reports — Automate pulling POS data into dashboard, emailed to stakeholders nightly.
3.20. Dropbox
• Feature/Setting: Files API — Automatedly upload/export daily PDF or CSV sales reports to shared management folder.
3.21. Notion
• Feature/Setting: API Integration — Automatedly append record in dedicated Sales Report database page.
3.22. NetSuite
• Feature/Setting: SuiteTalk API — Automate posting summary as custom transaction.
Benefits
4.2. Ensures error-free, consistent, and timely automated reporting to all stakeholders.
4.3. Provides real-time visibility via automated multi-platform distribution (email, SMS, dashboards, chat apps).
4.4. Streamlines management decision-making through reliable, scheduled automating of daily performance data.
4.5. Ensures scalable automation as locations, order volume, or reporting needs grow.