Daily sales report distribution

Purpose

1. Automate daily extraction, formatting, and distribution of sales reports for organic shops to stakeholders, freeing staff from repetitive tasks.

2. Provide automated insights into transaction data, best-sellers, inventory movement, and revenue streams.

3. Ensure timely, consistent communication of sales analytics to inform restocking, promotions, and management decisions.

Trigger Conditions

1. Automated trigger at a scheduled time (e.g., 7:00 PM every day) using workflow scheduler.

2. Trigger on new data availability in POS or database at day’s end.

3. Trigger via manual override for ad hoc reporting needs.

Platform Variants

1. Google Sheets

- Feature: Scheduled export of daily sales data
- Setting: Configure trigger in Google Apps Script for auto-emailing sheets

2. Microsoft Excel 365

- Feature: Automate Power Automate Flow
- Setting: Automate export and attach via Outlook at expiry of business day

3. Slack

- Feature: Scheduled message via Slack API
- Setting: Automate post of CSV/XLS attachment to sales channel

4. Zapier

- Feature: Multi-app workflow automation
- Setting: Automate pulling sales data and emailing reports using built-in Zap triggers

5. Airtable

- Feature: Automated reporting via scripting API
- Setting: Automate summary view to be sent as an emailed snapshot

6. Mailgun

- Feature: Transactional email API
- Setting: Automate email send at end-of-day with attached sales PDF

7. SendGrid

- Feature: API for automated emails
- Setting: Automate scheduled report emails to distribution list

8. Twilio SMS

- Feature: SMS notification API
- Setting: Automate SMS alert with summary and link to full report file

9. Dropbox

- Feature: Automated file upload
- Setting: Automate upload of report PDF/CSV to teams folder using Dropbox API

10. OneDrive

- Feature: Automated file sync
- Setting: Automate report upload to shared OneDrive folder via API

11. HubSpot

- Feature: Workflow automator
- Setting: Automate daily report logging as a note for sales teams

12. Salesforce

- Feature: Process Builder/Flow
- Setting: Automate report generation as a Chatter post or email to team

13. Smartsheet

- Feature: Automated workflows
- Setting: Automate export and scheduled sharing of sales dashboards

14. Monday.com

- Feature: Automated email notification
- Setting: Automate notification to team with report link using app integrations

15. Notion

- Feature: API-based database update
- Setting: Automate insertion of daily report into shared database

16. Trello

- Feature: Butler automation
- Setting: Automate a new card with attached daily report in a “Reports” list

17. BambooHR

- Feature: Automated document distribution
- Setting: Automate pushing sales report to staff portal documents section

18. Asana

- Feature: Automated task creation
- Setting: Automate new report task with attachment every morning

19. Google Drive

- Feature: API upload
- Setting: Automate saving the daily report to predefined Drive location

20. Amazon SES

- Feature: Bulk transactional email send
- Setting: Automate report delivery to a defined mailing list nightly

Benefits

1. Automates the distribution process, ensuring report delivery without human intervention.

2. Automation reduces errors and ensures all stakeholders receive consistent, timely reports.

3. Staff productivity increases as report generation and sharing are fully automatedly handled.

4. Automating the sales report flow enables rapid business insight, forecasting, and workflow optimization.

5. Automation with platform diversity gives resilience; teams can shift tools if needed without process redesign.