How to integrate Smaregi with Google Chat to retrieve the previous day's sales from Smaregi and notify Google Chat daily.

In store operations, checking and sharing daily sales data is an essential task, but doing it manually can be time-consuming and prone to human error, right? To address these challenges, we recommend integrating Smaregi with Google Chat! By utilizing this system, you can automatically notify Google Chat of the previous day's sales, allowing you to manage sales data efficiently and accurately. In this article, we will explain in detail the specific benefits and integration methods. Store managers aiming for operational efficiency should definitely take this into consideration. Recommended for: - Managers operating multiple stores - Those who want to understand sales status in real-time - Those who want to improve operations based on data Benefits and Examples of Integrating Smaregi with Google Chat Benefit 1: Speeding up decision-making through immediacy By integrating Smaregi with Google Chat, you can automatically notify Google Chat of the previous day's sales data registered in Smaregi. This allows managers and staff to grasp sales information from early the next morning and take specific measures based on the data within the same day. For example, if the previous day's sales were lower than expected, you can immediately respond by changing product displays, discounting specific products, or reviewing staff assignments. Additionally, during seasonal events or sales periods, you can identify sales trends unique to that period and finely adjust operational policies for the following days. This speed is a significant advantage in a highly competitive market. Benefit 2: Improving the efficiency of information sharing When there are multiple stores or multiple managers, improving the efficiency of information sharing is very important, right? By integrating Smaregi with Google Chat, sales data can be automatically shared collectively, allowing information to be communicated efficiently. For instance, if stakeholders can check sales information on Google Chat every morning, it reduces the hassle of sending data individually via email, and even if branches or stores are far apart, automation can eliminate information gaps. This quick information-sharing system enables consistent operations not only for managers but also for on-site staff. Benefit 3: Reducing the burden through automation of tasks Daily operations include many routine tasks, but by automating the acquisition and sharing of sales data through the integration of Smaregi and Google Chat, it is expected to reduce manual work for staff. For example, checking sales data, entering it into Excel, and then sending it to stakeholders takes time and effort. This automation eliminates manual hassle, allowing you to allocate that time to other important tasks such as customer service or product improvement. This can increase the speed of operations and improve the productivity of the entire team. [About Yoom] How to Create a Smaregi and Google Chat Integration Flow Let's create a flow together using a template to "retrieve the previous day's sales from Smaregi daily and notify Google Chat"! The template used this time can be copied by clicking "Try it" on the banner below.

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".

Yoom Account Issuance Page

First Time with Yoom

Now, let's get started together!

Step 1: Integrate Smaregi and Google Chat with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "＋New Connection".

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(2) From the list of new connections in My Apps, click on Smaregi.
(3) On the "New Smaregi Registration" screen, enter the account name and contract ID.
For detailed instructions on registering Smaregi with My Apps, please refer to the site below.

How to Register Smaregi with My Apps

Once the input is complete, click "Add".
(4) Next, integrate Google Chat. Similarly, click on Google Chat from the list of new connections in Yoom.
(5) Click "Sign in with Google".
(6) Enter the Client ID and Client Secret as prompted, then click "Register".
* It is recommended to use "Google Chat (OAuth)" for Google Chat. Please check the site below for the integration method.‍

How to Register Google Chat (OAuth) with My Apps

* Integration with Google Chat is only possible with Google Workspace. Please refer to the following for details.

How to Send Messages to Spaces in Google Chat

Once the integration is complete, Smaregi and Google Chat will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up a Schedule Trigger

(1) We will use the templates introduced earlier. Click "Try it" on the banner below.

Click on "At 9 AM every day" in the schedule trigger.

(2) From the "Specify Execution Time" screen of the schedule trigger, set the schedule.
This time, check the days of the week for notification and set the time to 9 AM.

Once the input is complete, click "Save" at the bottom.

Step 3: Integrate with Smaregi to Obtain Daily Closing Information

(1) Next, integrate with Smaregi to obtain daily closing information.
Click "Obtain Daily Closing Information".

(2) From the "Select Integration Account and Action" screen of Smaregi, check that there are no errors in the account information to be integrated with Smaregi, keep the action as "Obtain Daily Closing Information", and click "Next".

(3) From the "API Connection Settings" screen, enter the contract ID, closing date, and store ID.
・Contract ID: Enter directly after checking the red line
・Closing Date: Select from the date
・Store ID: Select from the options

Once the input is complete, click "Test", and if no errors occur, click "Save".

Step 4: Integrate with Google Chat to Send Messages to Space

(1) Next, integrate with Google Chat to send messages to space.
Click "Send Message to Space".

(2) From the "Select Integration Account and Action" screen of Google Chat, check that there are no errors in the account information to be integrated with Google Chat, keep the action as "Send Message to Space", and click "Next".

(2) From the "API Connection Settings" screen, enter the space ID, key, and token.
The content entered in the message will be the content notified to Microsoft Teams.
Please refer to the following site for how to check the space ID, key, and token.

How to Send Messages to Space in Google Chat

By including output in the message, you can use information from Smaregi.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(4) Finally, click "Turn ON Trigger".

This completes the flow bot "Obtain Previous Day's Sales from Smaregi Daily and Notify Google Chat".

Other Automation Examples Using Smaregi and Google Chat

At Yoom, we have many other examples of automation using Smaregi and Google Chat, and we would like to introduce a few of them.

1. Store Daily Closing Information (Sales Information) from Smaregi in Google Sheets

By storing daily closing information in Google Sheets, you can centrally manage sales information. Additionally, based on the information from Smaregi, you can utilize Google Sheets features to organize and aggregate data, create necessary reports, and visualize data, which can help improve business operations.

2. Add information to Microsoft Excel when a transaction is registered in Smaregi

By storing transaction information in Microsoft Excel, you can organize, aggregate, and visualize data from Smaregi. This flow is recommended for store managers who use Smaregi for transaction management.

3. Register member information in Smaregi when a row is added in Google Sheets

By integrating with Google Sheets, you can reflect member information in Smaregi in a timely manner. This eliminates the need for double entry, helping to prevent input errors and registration omissions. It is recommended for those who want to reduce the effort of manual input.

For those who want to check out templates using Smaregi and Google Chat, please visit the following site.

List of Flowbot Templates Using Smaregi

List of Flowbot Templates Using Google Chat

Summary

By integrating Smaregi and Google Chat, it seems possible to efficiently manage the previous day's sales data and create an environment where information can be accurately shared within the team! In addition to practical benefits such as improving work efficiency and preventing human errors, the simple implementation process is also a major attraction. By leveraging these advantages, it will be possible to solve store operation challenges and make daily tasks run more smoothly. For business owners aiming for operational improvement, the integration of Smaregi and Google Chat can be said to be a simple and effective option. Please consider implementing it on this occasion.