Most business owners start Monday morning drowning in catch-up work: pulling weekend sales numbers, checking inventory levels, reviewing open orders, and compiling reports for the team meeting. By the time the actual strategic work begins, it is already Tuesday afternoon.
What if you walked in on Monday morning and every report was waiting in your inbox, every alert had already fired, and every routine task was already done? These ten Monday morning automations run on a schedule (typically Sunday night or early Monday) so your week starts with clarity instead of chaos.
How scheduled automations transform your Monday morning from reactive to proactive
The 10 Monday Morning Automations
1. Weekly Sales Performance Report
Schedule a report that pulls last week's revenue, order count, average order value, and top-selling products from all your sales channels and delivers a formatted summary to your inbox by 7 AM Monday. Include week-over-week comparisons so trends are immediately visible. Platforms like QuickBooks and Make.com can generate and email these automatically.
2. Low Inventory Alert Digest
Instead of checking stock levels manually, automate a Monday morning digest that lists every SKU below its reorder point, sorted by urgency. Include current quantity, weekly velocity, and estimated days until stockout. Your purchasing team can place orders within 15 minutes of receiving this alert instead of spending two hours reviewing spreadsheets.
3. Open Orders Aging Report
Generate a report of all unfulfilled orders, segmented by age (1-2 days, 3-5 days, 5+ days). Flag anything that should have shipped last week. This catches fulfillment bottlenecks before customers start complaining and helps warehouse managers prioritize the day's workload.
4. Accounts Receivable Summary
Automatically compile a list of outstanding invoices, aging buckets, and total AR balance. Highlight invoices approaching or past due date. Your finance team walks in knowing exactly which customers need follow-up and how much cash is expected this week. Pair this with our invoice automation checklist for maximum impact.
5. Customer Service Ticket Queue Summary
Pull a digest of all open support tickets, categorized by type (returns, shipping issues, product questions) and age. Highlight tickets that have been unresolved for more than 48 hours. This gives your support lead a clear view of the week's workload before the first call comes in.
6. Scheduled Social Media Content Check
Verify that all planned social media posts for the week are queued and approved. Send an alert if any day is missing content or if a scheduled post failed to publish. This prevents the common Monday afternoon scramble when someone realizes nothing is scheduled for Tuesday.
7. Weekly Cash Flow Snapshot
Automatically calculate current bank balances, expected incoming payments, and upcoming expenses for the week. Present a simple "available cash this week" number along with any large outgoing payments. Business owners need this information to make decisions, and manually assembling it takes 30-45 minutes.
8. Team Task and Project Status Rollup
Aggregate task completion rates, overdue tasks, and upcoming deadlines from your project management tool. Send each team lead a summary of their team's status and the overall company's progress on key projects. This replaces the standing Monday meeting where everyone gives verbal status updates.
9. Supplier and Vendor Order Status
Check the status of all outstanding purchase orders with suppliers. Flag any orders that are delayed, partially shipped, or have delivery dates that conflict with your inventory needs. Proactive supplier management prevents the fire drills that derail mid-week operations.
10. Week-Ahead Calendar and Deadline Digest
Compile a summary of the week's key dates: subscription renewals, contract deadlines, scheduled maintenance windows, marketing campaign launches, and payment due dates. Send this to each stakeholder so nothing falls through the cracks.
Start with the easy automations and add medium and advanced as you build confidence
How to Build These Automations
Most of these automations follow the same pattern: a scheduled trigger (Sunday night or Monday morning), a data pull from one or more systems, formatting into a readable report, and delivery via email or Slack. Make.com is ideal for this because its scheduler, HTTP modules, and email modules handle the entire flow visually.
"We set up all ten Monday morning automations in a single sprint. The Monday team meeting went from 90 minutes of status reporting to 25 minutes of strategic discussion. That alone justified the investment."
Start This Week
Pick the three automations that would save your team the most time and build them this week. The easy tier (sales report, social check, calendar digest) can each be set up in under two hours. By next Monday, you will wonder how you ever started the week without them.
For more ways to eliminate manual work from your week, explore our 20 tasks to stop doing manually guide and our workflow templates library for pre-built automation blueprints.
Want Us to Set These Up for You?
Our automation engineers can implement any of these workflows for your business. Get a free process audit to prioritize your quick wins.
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