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Restaurant Automation

Daily Sales Report

Email and Slack daily P&L snapshot with comps vs. last week and food cost ratio.

Automation overview

What this automation does

This automation starts when scheduled daily — 11 PM local time. It google sheets compute food cost and gmail email owner pdf, then slack headline numbers with week-over-week deltas and anomaly flags. AI handles generation and decision logic in the middle of the flow.

Trigger
Scheduled daily — 11 PM local time
Main actions
Google Sheets compute food cost → Gmail email owner PDF
Final outcome
Slack headline numbers with week-over-week deltas and anomaly flags
Execution time
30–90 seconds
Apps used
4 integrations
AI-powered
Yes
Difficulty
Intermediate
AIIntermediate
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
Shata POS
Daily 11 PM cron
Step 1
Google Sheets
Compute food cost
Step 2
Gmail
Email owner PDF
Result
Slack
Post headline metrics
Step-by-step

How each step runs

  1. 1
    Shata POSTrigger
    Daily 11 PM cron

    Scheduled pull of day sales from Shata POS

  2. 2
    Google Sheets
    Compute food cost

    Labor hours and food cost ratio from inventory depletion logs

  3. 3
    Gmail
    Email owner PDF

    Google Slides one-page P&L PDF emailed to owners

  4. 4
    Slack
    Post headline metrics

    Slack headline numbers with week-over-week deltas and anomaly flags

Apps used

Connected applications

Shata POS

Pulls

Google Sheets

Pulls

Gmail

Pulls

Slack

Logs

Summary

Automation summary

Trigger
Scheduled daily — 11 PM local time
Inputs
Scheduled daily — 11 PM local time, Business Name, Notification Email, Timezone
Outputs
Slack headline numbers with week-over-week deltas and anomaly flags, Google Sheets compute food cost, Gmail email owner PDF
Business goal
Automate daily sales report end-to-end with accurate app routing.
Execution frequency
Daily
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
Shata POS, Google Sheets, Gmail, Slack, AI provider API
Benefits

Why use this automation?

Save ~4 hours/week

Remove repetitive steps from Daily Sales Report so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Requirements

What you need to get started

Required apps

  • Shata POS
  • Google Sheets
  • Gmail
  • Slack

Required accounts

  • Active Shata POS workspace with API access
  • Active Google Sheets workspace with API access
  • Active Gmail workspace with API access
  • Active Slack workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OpenAI or compatible AI provider API key
  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)
  • Permission to send prompts to your AI provider

Estimated setup time

  • 1 hour including app authorization and test run
  • Difficulty: Intermediate

Automation runtime

Activate this template

Live

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~9 min

Required connections

  • shata pos(required)
    Previewshata-pos: workflow actions run in preview
    ⚠ Missing
  • Google Sheets(required)
    ⚠ Missing
  • Gmail(required)
    ⚠ Missing
  • • Missing connection: shata pos
  • • Missing connection: Google Sheets
  • • Missing connection: Gmail
Manage all connections →View all installations →

Workflow summary

Trigger
Scheduled daily — 11 PM local time
Steps
4 nodes
Required apps
3
Optional apps
1

Trigger

Schedule trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

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Analytics

Template performance

2.4k
Views
8.3k
Installs
766
Favorites
4.2
Avg rating
338.8%
Conversion
1 min
Setup time
95%
Success rate
94
Trending score
Most used integrations
shata-posGoogle SheetsGmail

11 PM local cron pulls Shata POS day sales—gross, net, discounts, voids, payment mix, top 10 items, labor hours from scheduling Sheets—and computes food cost from inventory depletion logs. Google Slides one-page PDF emails owners; Slack posts headline numbers with red/green deltas vs. same weekday last week; anomaly flags if voids >3% or discounts >8%.

Required apps
Shata PosPreviewGoogle SheetsLiveGmailLive
Optional apps
SlackLive
All integrations
Shata PosGoogle SheetsGmailSlack
Workflow preview

How Daily Sales Report runs

1
Trigger
Define comp baseline
2
Process
AI decision layer
3
Action
shata-pos
4
Notify
Alert & log
Shata PosGoogle SheetsGmailSlack
Setup steps

Get started in 5 steps

  1. 1
    Connect POS and labor data

    Shata POS API, inventory depletion, Google Sheets labor, Slides, Gmail, Slack.

  2. 2
    Define comp baseline

    Same weekday last week and same date last year toggles on report.

  3. 3
    Calculate food cost %

    COGS from depletion ÷ net sales; flag if above target from Sheets config.

  4. 4
    Build PDF template

    Slides master with charts auto-updated via API data merge.

  5. 5
    Validate against POS

    Manual Z-report cross-check first week nightly.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification Emailemail—Yes
Timezoneselect—Yes
Brand VoiceselectProfessionalNo
Slack Channeltext#generalNo
Google Sheet IDtextNo
Sheet RangetextSheet1!A:ZNo
Gmail Search Querytextis:unreadNo
FAQ

Frequently asked questions

Multi-branch rollup?

Separate section per location plus consolidated total row.

Cash vs card split?

Payment tender breakdown included with reconciliation hint.

Weather correlation?

Optional OpenWeather note on report for outdoor seating venues.

Manager-only view?

Slack channel per location restricts sensitive labor data.

Get started

Customize Daily Sales Report for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert