Daily Sales Summary Email

Tired of manually tracking sales data and sending reports? This automation template simplifies your daily routine by automatically compiling and delivering your sales summary.

Here’s how it works:

1. Every day, the automation starts automatically.
2. It then retrieves your sales data from a Google Sheet that you specify.
3. Next, it summarizes the collected data.
4. Finally, it uses Gmail to send the summarized sales report to the email recipients you've selected.

To get started with this automation template, you'll need a few things set up. This will ensure the template can access your data and send your reports.

• A Google account with access to Google Sheets.
• A Google Sheet containing your sales data.
• A Gmail account to send the sales summary reports.

Curious about what your automated sales summary will look like? Here's a glimpse! The template generates a concise daily sales report, sent directly to your inbox via Gmail. This report includes key performance indicators, giving you a quick and easy overview of your sales performance.

This way, you'll know exactly what to expect and how the automation will keep you informed. See your data at a glance and stay ahead of the game with the power of automated sales insights.

How often does this automation run?

This automation is designed to run daily. It's set to trigger at a specific time each day, fetching your sales data, summarizing it, and sending out the report.

Where does the automation get my sales data?

The automation pulls your sales data directly from a Google Sheet. You'll need to specify the Google Sheet that contains your sales information when you set up the template.

How do I specify who receives the sales report?

During the setup process, you'll designate the email address(es) to receive the daily sales summary report. The automation will use Gmail to send the report to the recipients you specify.