Daily Operations Digest Email

I'd build a scheduled digest that fires every morning at 7am. The system pulls yesterday's metrics from your sales data, forecast model, shipping logs, chat system, and tax reconciliation ledger—writes them to a single payload, renders a clean HTML email, and sends it to the ops team. On top of that, I'd add an optional dashboard snippet so they can pull the same metrics on demand during the day without waiting for the scheduled send.

An operations team at a mid-market DTC was manually compiling daily sales performance, shipping status, customer support metrics, and tax reconciliation into a summary each morning. This process consumed time and created gaps in visibility. They needed a single automated email at a fixed time each day to surface actual vs. forecasted revenue, shipping-fallback events, chat volume, tax filing status, and recent code deployments.

Four pieces

Operations

Metrics Aggregator

Pulls yesterday's sales, forecasted revenue, backup-rate fallback events, chat conversations, and tax-filing status from across your 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 your 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: you@yourdomain.com, 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 you 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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