Store automation · Runs every week
Draft a weekly store update for team chat.
Sales, orders, and bestsellers in a message for your approval. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Draft a weekly store update for team chat — Sep 14
Automation run • Sep 14
Draft a weekly store update for team chat
Output
Revenue rose 5% despite fewer orders at Harbor & Pine. Compared September 7–13, the last completed week, with August 31–September 6.
Proposed team chat message:
Harbor & Pine’s September 7–13 update: store revenue reached $12,600 across 140 orders, averaging $90 per order. The previous week brought $12,000 across 150 orders at an $80 average.
Bestsellers by units were Mariner Wool Sock with 30, Summit Alpaca Beanie with 20, and Cascade Merino Crew with 15.
The unusual result was higher revenue with 10 fewer orders. Average order value increased 12.5%, explaining the gain. No other unusual results were found.
Revenue assumes order totals after discounts and refunds, excluding tax and shipping.
Which channel should this use, #weekly-update or another channel? The message is here for review. Nothing was posted, and no mailbox draft was saved.
Automation steps. The agent follows these 4 steps each time it runs, using your connected store and team chat.
- 1
Get this week's store revenue, orders, average order value, bestsellers, and any unusual results.
- 2
Draft a short team chat message summarizing them.
- 3
Ask me which channel to use.
- 4
Draft everything for my review and don't send anything until I approve it.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Compare sales with the same week last year.
- Rank bestsellers by revenue instead of units.
- Prepare the message for #buying.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Drafts for your review
The report includes the full proposed messages for you to review and send. No mailbox draft is saved, and an automated run cannot send, post, or reply.
This automation reads your store and team chat. Connect Shopify, BigCommerce, or WooCommerce for your store and Slack or Microsoft 365 for your team chat to Fieldwork.
More automations for store.
Questions about this automation.
- What do I connect?
- Connect a store, such as Shopify, BigCommerce, or WooCommerce, and chat, such as Slack. Choose weekly runs or run it in chat on demand.
- Where does the draft go?
- The proposed message appears in the report for review, not in Slack or a mailbox. The automation cannot post or send it.
- Can I change the update?
- Ask in chat to change the metrics, comparison period, or channel. Ask to schedule that adjusted version for future reports.
- How will I receive it?
- Scheduled reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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