Notify team of high-inventory or aging vehicles

Purpose

1.1. Automate proactive notifications to sales or management teams when vehicle inventory reaches surplus levels or units become aged, ensuring expedited sales efforts and optimal stock turnover.
1.2. Automating the alert process minimizes manual monitoring, increases sales cycle efficiency, mitigates depreciation losses, and strengthens team accountability for inventory management.
1.3. This automation tracks vehicle statuses across multiple systems, sends real-time notifications, and escalates based on customizable thresholds, driving better decision-making and faster response times.

Trigger Conditions

2.1. Vehicle listed in inventory for more than a defined number of days (e.g., >60 days).
2.2. Stock of any vehicle model exceeds predefined thresholds.
2.3. Scheduled trigger based on inventory report pulls (e.g., daily 7 a.m.).
2.4. Manual override or ad-hoc trigger for inventory audits.
2.5. Automated escalation if notification is ignored by primary recipient.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: SMS API; configure webhooks to trigger texts to team numbers using templated messages for aging vehicles.
3.2. SendGrid
- Feature/Setting: Email API; set up automated emails by connecting inventory database with dynamic email templates and event triggers.
3.3. Slack
- Feature/Setting: Incoming Webhooks; automate posting aging vehicle alerts to specific channels using custom payloads with vehicle details.
3.4. Microsoft Teams
- Feature/Setting: Adaptive Cards API; automated push of vehicle aging notifications to Teams channels with actionable links.
3.5. Discord
- Feature/Setting: Bot integration; configure automated messages to mod/admin channels upon qualifying inventory events.
3.6. HubSpot
- Feature/Setting: Workflow Automation; use CRM triggers to send internal alerts based on inventory field updates or custom properties.
3.7. Salesforce
- Feature/Setting: Process Builder/Flow; automated triggers based on inventory custom object threshold changes, emailing or pinging team users.
3.8. Zoho CRM
- Feature/Setting: Workflow Rules; automate internal notifications when aged vehicle records meet specified criteria.
3.9. Google Chat
- Feature/Setting: Google Chat API; push automated bot notifications directly to team spaces from inventory audit actions.
3.10. Microsoft Outlook
- Feature/Setting: Mail Flow Rules; automate sending detailed notification mails to distribution lists from external webhook triggers.
3.11. PagerDuty
- Feature/Setting: Event Trigger; escalates critical inventory events to ensure timely response using automated incident routing.
3.12. Asana
- Feature/Setting: Asana API Task Creation; automatically generates tasks when inventory meets high or aging thresholds.
3.13. Monday.com
- Feature/Setting: Automation Recipes; triggers notifications or owner assignments based on field values via connected automatable flows.
3.14. Trello
- Feature/Setting: Power-Up Webhooks; automate card creation or alerting in specific boards when aged inventory is detected.
3.15. Intercom
- Feature/Setting: Internal Note Automation; posts notes alerting team of aging/high-volume vehicles in shared inbox.
3.16. Freshdesk
- Feature/Setting: Ticket Automation Rule; auto-create internal tickets flagged with vehicle age/volume status.
3.17. Jira
- Feature/Setting: Issue Creation REST API; automates alert issue tickets tied to specific assignees on inventory triggers.
3.18. Notion
- Feature/Setting: Database Automation; update Notion DB status field and automate notifications to workspace members.
3.19. Gmail
- Feature/Setting: Automated Filters/Scripts; send templated alert emails from monitored inventory inboxes.
3.20. Airtable
- Feature/Setting: Automations Script; filters inventory data and pushes notifications to selected team members.
3.21. Pipedrive
- Feature/Setting: Workflow Automation; automatically sends warnings to deal owners or managers about affected inventory entries.
3.22. ClickUp
- Feature/Setting: Automation Triggers; create tasks/alerts whenever inventory records are tagged as 'Aging' or 'Overstock'.
3.23. WhatsApp Business API
- Feature/Setting: Automated messaging.

Benefits

4.1. Automates escalation and communication, reducing missed sales and aged stock.
4.2. Ensures automated and regular inventory review without manual intervention.
4.3. Fosters accountability by automatedly documenting alerts and responses.
4.4. Enables multi-channel automation for greater reach and flexibility.
4.5. Automator increases operational transparency, accelerating decisions.
4.6. Automation of this process lowers risk of financial loss by keeping inventory actionable and visible.