Auto Generate and Send Sales Reports to Management

Learn how to automate sales reports using Pabbly Connect. This detailed guide walks you through integrating Google Sheets and WhatsApp for seamless reporting. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your sales reports, first, access Pabbly Connect by visiting pab.com/connect. This platform allows you to integrate various applications seamlessly, making it easier to manage your workflows.

If you are new to Pabbly Connect, you can create a free account by clicking the ‘Sign Up Free’ button. This account grants you 100 free tasks every month, enabling you to explore the automation capabilities without any cost.

2. Creating Your Sales Report Workflow in Pabbly Connect

After logging into your Pabbly Connect account, you can start creating your workflow. Click on the ‘Create Workflow’ button to initiate the setup process. Choose between the new beta version or the classic version based on your preference.

• Select a meaningful name for your workflow, such as ‘Daily Sales Report to WhatsApp’.
• Choose a folder to save your workflow and press the ‘Create’ button.

Now, you are ready to integrate applications. Start by selecting the trigger application, which will initiate the workflow. In this case, you will use the ‘Schedule by Pabbly’ to run the workflow every day at 8 PM.

3. Setting Up the Trigger in Pabbly Connect

To set the trigger, click the plus button and search for ‘Schedule by Pabbly’. Select it, then press the ‘Connect’ button. Choose the frequency as ‘Every Day’ and set the time to ‘8:00 PM’ in the appropriate time zone. using Pabbly Connect

After configuring the schedule, click the ‘Save’ button to finalize your trigger setup. This step ensures that your sales report will be generated automatically every day at the specified time, making it convenient for management to access timely data.

4. Integrating Google Sheets and OpenAI in Pabbly Connect

Next, you will set up the action applications that will process the sales data. Start by adding Google Sheets as the action application. Click the plus button and search for ‘Google Sheets’, then select it and press the ‘Connect’ button.

• Choose the option to add a new connection and sign in with your Google account.
• Select the spreadsheet named ‘Daily Sales Data’ and specify the sheet to pull data from.

After retrieving the necessary data from Google Sheets, you can add OpenAI as the next action application. This will help calculate total orders and revenue based on the sales data collected. By integrating these applications through Pabbly Connect, you automate the entire reporting process.

5. Sending the Sales Report via WhatsApp

Finally, you will use Pabbly Chatflow to send the sales report via WhatsApp. Select Pabbly Chatflow as your action application and choose the ‘Send Text Message’ event. Press the ‘Connect’ button and add your WhatsApp number.

Compose your WhatsApp message including dynamic data such as total orders and revenue. For example, you can map these values directly from the previous steps. After saving and testing the request, your sales report will be sent automatically to your WhatsApp account.

Conclusion

By following these steps, you can effectively automate the generation and sending of sales reports using Pabbly Connect. This integration ensures that your management receives timely and accurate updates without manual effort, enhancing decision-making efficiency.