Daily Sales Scorecard for a Construction Materials SMB

The original automation, a sprawling Power Automate + AI Builder flow, broke during a Microsoft 365 tenant migration and couldn't be salvaged. Daily sales reporting to the C-suite stopped overnight. The rebuild swapped the no-code stack for a focused Python service. It watches a shared mailbox via Microsoft Graph, pulls in Crystal Report PDFs as they arrive, and uses Claude vision to extract the sales data directly from the page. No brittle template mapping. Live mix costs come from a SharePoint list so margins stay accurate as inputs shift. The service formats a clean executive scorecard and emails it to the C-suite at 5pm every business day. What it delivers: (1) Resilience. A small Python service is easier to monitor, version, and fix than a 200-step low-code flow. (2) Honest extraction. Vision-based parsing handles layout drift the old OCR template couldn't. (3) Same-day visibility. Leadership gets the scorecard in their inbox before they leave the office. Live in production. A reminder that the right tool isn't always the one with the biggest brand on it.