Sales receipt automation: Google Sheets to Docs to email – Make.com

Description

Receipt Automation with Make.com

Receipt Automation, built using Make.com, streamlines your sales reporting by automating the entire process—from tracking data in Google Sheets to creating sales reports and sending them via email. This tool is perfect for businesses looking to save time and reduce manual tasks.

Key Features

1. Real-Time Data Tracking: Receipt Automation monitors changes in Google Sheets, keeping track of customer details, order IDs, products, and prices. It automates up to 15 rows in each flow, ensuring that data is always current.
2. Automatic Report Generation: Using a Google Docs template, Receipt Automation creates professional sales reports with details like customer name, product purchased, quantity, price, and total amount. Each report is named dynamically (e.g., “Sales Report for John Doe”) for easy organization.
3. Email Delivery: Once the report is generated, Make.com automates the process of sending a personalized email to the customer. The email includes a thank you message and attaches the sales receipt as a PDF, ensuring a smooth experience without manual effort.

Why Use Receipt Automation?

Receipt Automation is ideal for businesses that rely on Google Sheets for sales tracking and want to automate the workflow of report creation and email delivery. With Make.com, you can eliminate repetitive tasks, reduce errors, and provide your customers with timely, professional communication.