Tom Sailors
· Refreshed
Brief · Anonymized case study

Daily Operations Digest

Build a backend service that runs on schedule, pulls sales, forecast, shipping fallback events, support metrics, and tax status from connected systems, and pipes that data into a templated email. Send it to the ops team every morning at 7am via Shopify Flow. Optionally add a dashboard view for on-demand checks and trend analysis.

A mid-market ecommerce operation needs a single source of truth for daily performance. Each morning, leadership and operations need to see yesterday's sales against forecast, backup-rate events in fulfillment, support chat volume, and tax-filing status — all in one email at a consistent time, without manual aggregation.
Four pieces
Operations

Metrics Aggregator

Pulls yesterday's sales, forecasted revenue, backup-rate fallback events, chat conversations, and tax-filing status from across connected systems and writes them to a single data file.

Backend service + cron job
Operations

Email Template Renderer

Takes the aggregated metrics and formats them into a clean, scannable HTML email with sales vs. forecast, shipping-backup events, support volume, tax status, and deploy log.

Email template + Handlebars
Operations

Scheduled Digest Sender

Watches the calendar and sends the digest email to the team every morning at 7am, pulling fresh numbers at send time.

Shopify Flow
Shopify Flow editor: When → Then flow
Trigger: "Scheduled event" (recurring daily at 06:50am UTC)

Action 1: Run custom action → call your metrics aggregator endpoint
Action 2: Render email template using response data
Action 3: Send email to: ops@yourdomain.com, etc.

Condition (optional): Skip if it's a Sunday or holiday (add logic to skip non-business days)
Shopify Flow's scheduled event runs on UTC; adjust the time to match your timezone. If timezone is not UTC, your backend should adjust.
Operations

Metrics Dashboard (Optional)

A simple admin page where the team can pull up today's digest on demand without waiting for the email, and see week-over-week trends.

Custom Shopify app dashboard
theme/snippets/dashboard-metrics.liquid liquid
<!-- Paste into theme/snippets/dashboard-metrics.liquid -->
<div class="metrics-dashboard">
  <h1>Today's Digest — {{ 'now' | date: '%B %d, %Y' }}</h1>
  
  <div class="metric-card sales">
    <h2>Sales vs. Forecast</h2>
    <p class="value">{{ page.sales_actual | money }}</p>
    <p class="forecast">Forecast: {{ page.sales_forecast | money }}</p>
    {% if page.sales_variance > 0 %}
      <span class="positive">↑ {{ page.sales_variance | money }}</span>
    {% elsif page.sales_variance < 0 %}
      <span class="negative">↓ {{ page.sales_variance | money }}</span>
    {% endif %}
  </div>
  
  <div class="metric-card shipping">
    <h2>Backup Rate Events</h2>
    <p class="value">{{ page.backup_events | default: 0 }} fallbacks</p>
    <p class="detail">Avg cost delta: {{ page.backup_cost_delta | money }}</p>
  </div>
  
  <div class="metric-card support">
    <h2>Chat Conversations</h2>
    <p class="value">{{ page.chat_count | default: 0 }} chats</p>
    <p class="detail">Avg response time: {{ page.chat_response_time }}min</p>
  </div>
  
  <div class="metric-card tax">
    <h2>Tax Reconciliation</h2>
    <p class="status">{{ page.tax_status }}</p>
    <p class="variance">Variance: {{ page.tax_variance | money }}</p>
  </div>
</div>
Requires your backend to populate page.* variables from the aggregator. This is a fallback UI for manual checks.

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