Daily sales report generation and distribution

Purpose

1.1. Automate the end-to-end compilation, formatting, and distribution of daily sales data for a Japanese Monjayaki restaurant.
1.2. Automatedly aggregates order, payment, and inventory data into a sales report.
1.3. Automates email, SMS, and dashboard delivery to managers and stakeholders.
1.4. Reduces manual effort and error in reporting, ensuring timeliness and consistency.
1.5. Enables proactive inventory planning and trend analysis via automation.

Trigger Conditions

2.1. Scheduled automation triggers at restaurant close or a preset daily time (e.g., 11:59 pm).
2.2. Automated trigger upon successful closure of POS system daily shift.
2.3. Manual override available for management to automate generation on-demand.

Platform variants

3.1. Google Sheets
• Feature/Setting: Scheduled extract of sales data via Sheets API, automating report creation.
3.2. Microsoft Excel (Microsoft Graph API)
• Feature/Setting: Automates report compilation with worksheet automation and data insertion.
3.3. Slack
• Feature/Setting: Slack API for automating sales report delivery to specific channels.
3.4. Gmail
• Feature/Setting: Gmail API for automated report email distribution to staff.
3.5. Outlook
• Feature/Setting: Automates report emailing with Microsoft Graph SendMail endpoint.
3.6. Twilio SMS
• Feature/Setting: Automate SMS report summaries to owners via Twilio programmable SMS.
3.7. Telegram Bot API
• Feature/Setting: Automated report sharing as messages or attachments.
3.8. Dropbox
• Feature/Setting: Automated upload of daily reports to cloud folders via Dropbox API.
3.9. Google Drive
• Feature/Setting: Drive API automates report storage and access sharing.
3.10. AWS S3
• Feature/Setting: S3 automation for storing generated reports redundantly.
3.11. SendGrid
• Feature/Setting: SendGrid API automates professional email delivery with analytics.
3.12. DocuSign
• Feature/Setting: DocuSign API automates report sign-off workflow if required.
3.13. Monday.com
• Feature/Setting: Automates creation of dashboard widgets for sales figures.
3.14. Trello
• Feature/Setting: Automates report summary cards on daily board columns.
3.15. Notion
• Feature/Setting: Notion API automates new page creation for every daily report.
3.16. Asana
• Feature/Setting: Automated task creation for review of report by management.
3.17. Power BI
• Feature/Setting: Automates dataset refresh and report visualization.
3.18. Tableau
• Feature/Setting: Tableau Server API automates publishing of fresh visual reports daily.
3.19. Mailgun
• Feature/Setting: Automates batch email report sending using Mailgun messages endpoint.
3.20. Zapier Webhooks
• Feature/Setting: Automation of custom flows for sales report delivery via webhooks.
3.21. QuickBooks
• Feature/Setting: Automates extraction of financial figures & auto-attachment to report.

Benefits

4.1. Automates error-prone manual compilation, enabling reliable daily insight.
4.2. Ensures automated, timely report distribution to all stakeholders consistently.
4.3. Accelerates response to anomalies or trending menu items via automation.
4.4. Enables automators to focus on customer engagement and operational excellence.
4.5. Enhances data-driven decision-making through automated, actionable insights.