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FinanceFREE

Send a Daily Sales Close Report to the Owner Each Night

Know your numbers nightly — pull the day's POS sales, tips and covers and send the owner a clean close-of-day summary.

difficulty Beginnersetup 30 minresult Owners get a clear picture of each day's performance every night without pulling reports themselves.—
—
  1. 1

    Schedule After Close

    Add a Schedule Trigger running after closing time each night.

  2. 2

    Pull the Day's Sales

    Add an HTTP Request to your POS API for the day's totals, tips, covers and top items.

  3. 3

    Build the Summary

    Add a Code node formatting the figures with day-over-day comparison.

  4. 4

    Send to the Owner

    Add a Gmail node emailing the close report.

  5. 5

    Activate and Test

    Activate the workflow and run it for a test day. Confirm the numbers match the POS.

Frequently asked questions

Can I compare to last week?

Store daily totals and include same-day-last-week comparisons for meaningful context.

What about multiple locations?

Loop over each location and send a combined report plus a per-location breakdown.

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