Automatic daily sales report generation and delivery

Purpose

1.1. Automate daily sales data gathering from POS systems in paan shops for accurate, immediate reporting.
1.2. Automates collation of total sales, payment methods, products sold, top-sellers, and summary metrics.
1.3. Automates report formatting into PDF, Excel, or email-ready HTML.
1.4. Enables automated delivery of sales summaries to shop owners or managers by email, SMS, or dashboard upload.
1.5. Ensures streamlined, error-minimized, and timely reporting with minimal human intervention for paan retail businesses.

Trigger Conditions

2.1. Time-based trigger: automatically scheduled execution at shop close or fixed daily time (e.g., 11:59 PM).
2.2. Event-based trigger: automate upon the last sale processed by POS for the day.
2.3. Manual override: automate on-demand execution for early closing or spot checks.

Platform Variants

3.1. Google Sheets
- Feature: Scheduled Scripts
- Setting: Triggers “Time-driven” + Apps Script to fetch data, automate formatting, and email.
3.2. Microsoft Power Automate
- Feature: “Scheduled cloud flow”
- Setting: Automates from POS export, uses “Send an Email (V2)” to deliver daily report.
3.3. Zapier
- Feature: Scheduled Zap
- Setting: Automates pulling data from POS, formatting, and emailing to a recipient list.
3.4. Integromat (Make)
- Feature: “Scheduler” Module
- Setting: Automates JSON/CSV data fetch, processes, and auto-delivers via Gmail/Slack.
3.5. Slack API
- Feature: Chat.postMessage
- Setting: Automates message posting to designated owner/manager channel with report file.
3.6. Twilio
- Feature: Programmable Messaging API
- Setting: Automates SMS delivery of sales KPIs or download link to shop mobile number.
3.7. SendGrid
- Feature: Mail Send API
- Setting: Automates report attachment delivery to specified emails.
3.8. AWS Lambda
- Feature: Scheduled Event (CloudWatch)
- Setting: Automator script gathers data and sends report to S3 or email.
3.9. Google Drive API
- Feature: Files.create
- Setting: Automates report upload for cloud storage access.
3.10. Dropbox API
- Feature: /files/upload
- Setting: Automates upload of formatted daily sales report.
3.11. Shopify
- Feature: Admin API — Reports
- Setting: Automates custom forget-to-export report and schedules email.
3.12. Square
- Feature: Reporting API
- Setting: Automates pulling sales summary, deliver via email or webhook.
3.13. WooCommerce
- Feature: REST API — Reports
- Setting: Automatedly fetches daily sales, pushes to email/Slack.
3.14. QuickBooks Online
- Feature: Reports API
- Setting: Automates “Sales by Product/Service Detail” summary delivery.
3.15. Xero
- Feature: Reports endpoint
- Setting: Pulls tracked sales data for automated daily send-out.
3.16. Mailgun
- Feature: Messages API
- Setting: Automates email delivery of attached or inline sales reports.
3.17. Notion API
- Feature: /pages
- Setting: Automates new daily report page per sales close.
3.18. Airtable
- Feature: Automations
- Setting: Automated record creation and summary email using “Send email” action.
3.19. Salesforce
- Feature: Analytics — Reports
- Setting: Scheduled automation for report export and email distribution.
3.20. Monday.com
- Feature: Automations
- Setting: Automates daily report update on board and notifies via email.
3.21. Gmail API
- Feature: users.messages.send
- Setting: Automates sending formatted reports with custom templates.
3.22. Zoho Mail
- Feature: SendMail endpoint
- Setting: Automates scheduled sending of sales data report PDF/Excel.

Benefits

4.1. Automates repetitive reporting, saving time and manual effort for paan shop owners.
4.2. Ensures automated accuracy, reducing human error in daily sales collation.
4.3. Facilitates data-driven decisions with timely, automated delivery of actionable insights.
4.4. Enables quick responses to sales trends with automatedly generated summaries.
4.5. Supports compliance and record-keeping with consistent, automated archiving.
4.6. Increases accountability with automated delivery to stakeholders and management.