Fulfilment performance reporting requires manual extraction of order and inventory data from multiple systems, followed by error-prone calculations and formatting. This daily task consumes significant coordinator time and delays visibility into key metrics.
Automation pulls data directly from order and inventory systems, calculates on-time delivery and error rates automatically, and distributes polished reports to management and team channels in real time. Coordinators focus on exception handling rather than data entry.
The full workflow, from trigger to completion.
Automation runs at 5 PM each business day, or on-demand when requested by the operations manager. The trigger pulls the current date and time to confirm the report window.
Automation queries the API to retrieve all orders from the previous 24 hours, including order ID, status, value, and promised delivery date. Data is stored in memory for processing.
Automation queries inventory endpoints to pull current stock levels for all active SKUs. Low-stock items are flagged for the report.
Processes order and inventory data to calculate on-time delivery rate, fulfilment error rate, order count, and revenue. Results are formatted as JSON.
Automation creates a formatted report with headers, metrics, and charts. The sheet is saved with a timestamped filename for archival.
Automation sends the completed report as an attachment to the operations manager and stakeholder list with a summary in the email body.
Automation sends a formatted message to the fulfilment team channel with key metrics and a link to the full report.
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