Daily
Hear when daily sales look unusual
You get an email on mornings when yesterday's sales were far above or below normal.
- Runs
- Daily
- Apps
- QuickBooks
- AI
- Not needed
- Access
- read
Send this to your assistant
Create a ClickRuntime automation: every morning at 7am, total yesterday's QuickBooks invoices and sales receipts, compare it with the 30-day average, and email me if it differs by more than 30%.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A normal Tuesday brings in about $4,000 of invoices and cash sales. On the Tuesday the website checkout breaks or a big client orders three times as much, nobody notices until the monthly report, because daily totals are not something anyone watches in QuickBooks. Both a collapse and a spike deserve a same-day look.
Each morning, ClickRuntime totals yesterday's invoices and sales receipts from QuickBooks, compares the figure with the daily totals it has stored over recent weeks, and emails you only if yesterday falls outside the normal band. On ordinary days you hear nothing, so an email means something unusual happened.
Retailers, subscription sellers and any business with steady daily volume benefit most, since deviation is easy to define when the baseline is stable, and who cannot afford to learn about a bad day from the monthly close.
What you get out of it
Broken checkout flows are found fast
A sudden drop in sales often means a payment page, a form or a store integration stopped working. Seeing it the next morning limits the loss to a day instead of a month of missed orders.
Big wins get acknowledged
An unusually high day might be a large client order or a promotion landing. Knowing it happened lets you thank the customer, check stock and make sure fulfillment keeps up.
Suspicious entries get a look
A spike can also come from a duplicate import or a mistaken entry. Spotting it early means correcting the books before they are used in a report, a tax calculation or a bank discussion.
Silence means normal
You are only emailed on exceptions, so there is no daily report to skim and ignore. The alert keeps its value because it only appears when the numbers deserve attention. Alerts you only see when needed get read.
The baseline builds from your own history
Comparison uses totals the automation has stored from previous days, so a business with high weekday volume and quiet weekends is judged against itself, not against a generic number. A quiet shop and a busy one each get judged fairly.
How it works
What happens, step by step
Every morning, ClickRuntime adds up yesterday's invoices and sales receipts in QuickBooks.
It compares the total with the average of the last 30 days, which it keeps up to date each run.
If yesterday was more than 30% above or below normal, you get an email with the total, the average and the difference. On a normal day nothing is sent.
Before it runs live
- Connect QuickBooks
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Run it at a different time, more or less often, or only on weekdays
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other QuickBooks steps into one automation
Under the hood
The code that runs this automation
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, state, notify
REALM_ID = "1234567890"
API = f"https://quickbooks.api.intuit.com/v3/company/{REALM_ID}"
def qb(method, path, **kw):
headers = {"Authorization": f"Bearer {credentials.connection('quickbooks', 'company')}", "Accept": "application/json"}
resp = http.request(method, f"{API}{path}", headers=headers, params={"minorversion": 73, **kw.pop("params", {})}, **kw)
resp.raise_for_status()
return resp.json()
def query(sql):
return qb("GET", "/query", params={"query": sql})["QueryResponse"]
@on_trigger
def run(event):
day = (date.today() - timedelta(days=1)).isoformat()
invoices = query(f"select * from Invoice where TxnDate = '{day}'").get("Invoice", [])
receipts = query(f"select * from SalesReceipt where TxnDate = '{day}'").get("SalesReceipt", [])
total = sum(i["TotalAmt"] for i in invoices) + sum(r["TotalAmt"] for r in receipts)
history = state.get("history") or []
average = sum(history) / len(history) if history else None
state.set("history", (history + [total])[-30:])
if average and abs(total - average) / average > 0.3:
notify.email_me(f"Unusual sales day: ${total:,.2f} on {day}",
f"Invoices + sales receipts: ${total:,.2f}\n30-day average: ${average:,.2f}\n"
f"Difference: {(total - average) / average:+.0%}")
return {"total": total, "average": average}FAQ
Common questions
How does it decide that a day is unusual?
Are weekends and holidays handled differently?
Does it include refunds and credit memos?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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