A daily restaurant summary — by email

Each day the scenario collects sales, waste and feedback from Microsoft Excel 365, the AI draws conclusions and emails a combined day's read to Keap.

  • Sales, waste and feedback together
  • AI conclusions on each cut
  • An overall day's takeaway
  • Delivered to Keap
Set it upScriptera

How it works

To move data from Microsoft Excel 365 to Keap automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Daily Report Scheduler
  2. Then: Fetch Daily Sales Data
  3. Then: Normalize Sales Records
  4. Then: AI Sales Insights Generator
  5. Then: Format Sales AI Output
  6. Check: Combine All Insights
  7. Then: Wait for All Data Processing
  8. Then: Prepare Final Email Input
  9. Then: AI-Generated Daily Summary
  10. Then: Format Final Email Content
  11. Then: Email Final Report via Gmail
  12. Then: Fetch Daily Food Waste Records
  13. Then: Normalize Waste Data
  14. Then: AI Waste Reduction Insights Generator
  15. Then: Format Waste AI Output
  16. Then: Fetch Customer Feedback
  17. Then: Normalize Feedback Entries
  18. Then: AI Feedback Summary Generator
  19. Then: Format Feedback AI Output
  20. Then: Google Gemini Chat Model for summary
  21. Then: Think for summary
  22. Then: Google Chat Model
  23. Then: Think Tool
  24. Then: Chat Model For Food Waste
  25. Then: Think For Food Waste
  26. Then: Google Gemini Chat Model For Feedback
  27. Then: Think Tool For Feedback

You can launch this Microsoft Excel 365 + Keap integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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