How to integrate Smaregi with Slack to notify daily sales from the previous day on Slack

In the sales industry, daily sales management is a crucial task. Understanding the previous day's sales is particularly important as it helps in checking product performance and can sometimes lead to changes in store layout or staffing adjustments. Additionally, it is necessary for boosting team motivation and is data that area managers and executives should review. Therefore, this time, we introduce the integration of Smaregi and Slack apps, which makes it easier to grasp daily sales data! Please consider implementing this integration to improve daily work efficiency.

Recommended for

・Companies using Smaregi and Slack
・Stores frequently transferring Smaregi data to Slack
・Teams wanting to report sales on Slack and increase awareness of sales targets
・Leaders wanting to regularly grasp sales from multiple stores managed on Smaregi via Slack

Benefits and Examples of Smaregi and Slack Integration

Benefit 1: Easier Sales Grasp

With this integration, you can automatically receive the previous day's sales data from Smaregi at a set time every day and notify it on Slack. This saves the trouble of accessing Smaregi to check, making it easier to quickly grasp the data. Additionally, since sales data is notified on Slack at a set time every day, it should also be useful for store creation by sales staff. For example, if sales data is notified before opening, it can serve as a basis for deciding whether to leave the sales floor as it is if the numbers are good or to make adjustments if they are not.

Benefit 2: Simplified Sales Confirmation for Multiple Stores

For leaders or managers managing multiple stores, the task of checking daily sales for all stores every day can consume a considerable amount of time. By implementing this integration, you should be able to minimize such time consumption. For example, if sales data is notified on Slack the next morning, you can check sales even during commuting if you have the mobile version of Slack. Efficient data confirmation can lead to a reduction in work burden.

Benefit 3: Simplified Report Creation and Accurate Data Reporting

Are you manually reporting the day's sales after the store's closing tasks are completed? This integration is also recommended in such cases. Since the previous day's sales can be automatically reported at a set time every day, you can shorten the reporting tasks after closing. Additionally, there will be no worry about missing reports. Furthermore, it should help reduce errors such as incorrect data reporting due to numerical input mistakes. Since Smaregi's information is delivered directly to Slack, it is expected to maintain data accuracy more easily.

Now, let's introduce the flow of linking the apps using Yoom. First, register with Yoom. Yoom offers a two-week trial, allowing you to actually operate and check the usability.

[What is Yoom]

This time, we will automate the process of "obtaining the previous day's sales on Smaregi every day and notifying it on Slack" using the following template.

How to Create a Smaregi and Slack Integration Flow

The integration flow this time is broadly divided into the following processes.

・Integrate Smaregi and Slack with My Apps
・Set up to start at a specified time and retrieve data from Smaregi
・Set up to send to Slack
・Turn on the trigger button and check the integration operation between Smaregi and Slack

Step 1: Integrate Smaregi and Slack with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Integration between Smaregi and Yoom

1. Search

Enter Smaregi in the box and select the Smaregi icon.

2. Enter Required Fields

Let's enter the required fields.
Regarding the integration with Smaregi My Apps, it can be easily done by installing the Yoom app from the Yoom page of the Smaregi App Market.
For details, please check How to Register Smaregi My Apps.

3. Add
‍Once the required fields are entered, click Add at the bottom right.

The integration is complete when the above display appears.

Integration between Slack and Yoom

1. Search

Enter Slack and click the Slack icon.

2. Enter Required Fields

A screen like the above will be displayed, so select the channel where you want to post the translated message from the pull-down.
Then press "Allow".

The screen will automatically switch to Yoom, and if the above display appears, the integration is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this Template" at the bottom of the migrated screen
3. If you haven't registered with Yoom yet, please register‍

※ If you have already completed registration, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will be taken to a page like the image, so let's proceed with detailed settings.

Step 3: Set to start at a specified time and retrieve data from Smaregi

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.‍

2. Open the copied template
‍Click on "【Copy】Retrieve previous day's sales from Smaregi daily and notify Slack".‍

3. Select an app trigger

Click on the schedule icon "At 9 AM every day".
The title and other settings are complete, so press Next.‍

4. Set the schedule trigger

You will be taken to the page in the image.
On this page, you can set:

・Date

・Day of the week

・Time

As set here, Smaregi's sales will be notified to Slack.

In the image, it is set to start:

・Every day

・At 9 AM

If you want to change the day of the week, uncheck the red box above.

If you want to change the time, set the numbers in the red box above to your preference.
Once the settings are complete, click Save.

Next, retrieve the data from Smaregi.

1. Connect with the app

Select "Retrieve Daily Closing Information" from the Smaregi icon. Press Next.‍

2. Enter required fields

Enter the required fields.

For Contract ID and Store ID, set them according to the notes at the bottom of the box.

The closing date is the item to set when to retrieve sales data.
In the image, it is set to retrieve yesterday's sales.

If you want to change it, click inside the box and select a date.

As shown in the image, you can select various dates.

3. Run the test

Once the settings are complete, press the test button at the bottom of the screen.
If the test is successful, the setup is complete. Save it.

Step 4: Set up notifications to Slack

1. Connect with the app

Click "Send a message to a channel" from the Slack icon.
The title and other settings are complete, so press Next.‍

2. Set the channel ID for posting

Set which channel to post DocuSign contract completion data to.

Click the box to display a list of channels, then select the channel where you want to receive Smaregi's sales data.
By selecting, it will be inserted into the box, and the setting will be complete.

3. Set the message content

Next, set the message to be posted to Slack.
The settings are already complete, so only make changes if you want to add a message.

4. Run the test

Press the test button at the bottom of the screen.
If the test is successful, the setup is complete. Save it.

6. Turn the trigger ON

When the creation of the Flowbot is complete, the display above will appear. The trigger is initially set to OFF, so turn it ON.

‍

Flowbot template used this time
Retrieve previous day's sales from Smaregi daily and notify Slack

Other Automation Examples Using Smaregi and Slack

Here are some other examples of automation using Smaregi and Slack, as well as other Smaregi automations.

1. Notify Slack When a Transaction is Registered in Smaregi

It is also possible to automatically notify Slack of transactions made in Smaregi. This will make it easier to grasp the status of transactions in real-time.

2. Add to Notion when a transaction occurs in Smaregi

If you are accumulating and managing transaction data conducted in Smaregi, how about integrating with Notion?

3. Register transactions in freee Accounting when they are registered in Smaregi

It is also possible to link with freee Accounting. This eliminates the need to manually transfer transaction data, which should reduce your workload.

Summary

With the integration of Smaregi and Slack, it will become easier to understand sales data. This is expected to help team members involved in sales become more aware of sales figures.
Additionally, it eliminates the hassle of manual reporting, which should lead to business improvement.
Please try Yoom, which allows app integration without the need for programming.