Daily Sales Report Generator

1. The Problem

Leadership and sales teams need daily visibility on revenue, pipeline, and key metrics to make timely decisions. But pulling that data manually from a CRM, an e-commerce platform, and a payment processor — and compiling it into a formatted report — takes 30–45 minutes each morning. When the report-builder is on leave, the team operates blind. When it is rushed, it contains errors.

2. Integration & Webhook Setup

Follow the exact steps below to configure and deploy this automation inside your OpenClaw workspace.

1. 1Create a new agent named `sales-report`.
2. 2Connect your data sources: the agent supports Salesforce, HubSpot, Pipedrive (CRM), Shopify, WooCommerce (e-commerce), and Stripe/GoCardless (payments). Connect only the platforms you use — partial configurations are fully supported.
3. 3Configure your `REPORT_TEMPLATE` section: define which metrics appear in the report, in what order, and what comparison periods to use (vs yesterday, vs last week, vs same day last month).
4. 4Set your `TARGET_VALUES` for the current period — the agent will calculate and display percentage attainment alongside raw numbers.
5. 5Configure your recipient list and delivery time. The 07:00 default works for most teams — adjust for shift workers or international teams by modifying the cron schedule.

3. The Context Payload (context.json)

Save this file as: .openclaw/agents/daily-sales-report-generator/context.json

{
  "automation_id": "9",
  "title": "Daily Sales Report Generator",
  "level": 1,
  "tier": "Solopreneur Engine",
  "setup_time": "Under 60 min",
  "estimated_api_cost": "~$3–$7/mo",
  "client_price_range": "$250–$500",
  "agents": [
    {
      "role": "orchestrator",
      "model": "claude-3-5-sonnet",
      "temperature": 0.2,
      "max_tokens": 4096
    }
  ],
  "memory": "session",
  "output_format": "structured_json",
  "human_review_gate": true,
  "documentation_standard": "required"
}

4. Execution Commands

Run these commands from your openclaw-workshop/ directory to validate, test, and schedule this automation. Commands are taken directly from The OpenClaw Income Engine, Appendix E.

# ── STEP 1: Test all data source connections ──
$ openclaw run sales-report --test --verbose
$ 
# ── STEP 2: Generate a report for yesterday (review accuracy) ──
$ openclaw run sales-report --date yesterday --dry-run
$ 
# ── STEP 3: Send a test report to yourself only ──
$ openclaw run sales-report --recipients "you@yourdomain.com"
$ 
# ── STEP 4: Verify numbers against source systems manually ──
# Compare output to HubSpot/Shopify dashboards for the same period.
# Adjust report_metrics in context.json if any field is wrong.
$ 
# ── STEP 5: Schedule for 07:00 weekday delivery ──
$ openclaw schedule sales-report --cron "0 7 * * 1-5"
$ 
# ── Generate a report for a specific historical date ──
$ openclaw run sales-report --date 2025-12-15
$ 
# ── Change target values (start of new quarter) ──
$ openclaw config edit sales-report
# Update targets.daily_revenue and targets.monthly_revenue