Scheduled Automations

Create recurring jobs or one-time jobs to send reports or automate tasks.

• Recurring = Runs on the days of the week you pick (ex: every weekday, or only Mondays), at the time you choose.
• One-time = Runs once on the date and time you choose.

Task types

• Execute a rule = Runs an order tag, customer tag, or fulfillment rule on matching orders.
• Enable or disable a rule = Turns a rule on or off on a schedule.
• Send a report = Emails a report: Best Sellers, Slow Sellers, Low Stock Alert, Recent Orders, or Unfulfilled Orders.
• Custom Action = Built by our team for your store. Contact us if you need one.

Examples

• Every day send a list of unfulfilled orders that are > X days old
• Every day send a list of new orders in the past 24 hours
• Send a report every Monday with the top 5 selling products that week
• Every Friday send a Slow Sellers report

Notification Template

Create custom notifications for you or team members.

Use the Preview tab to send an email with the report's settings to see what it looks like.

Variables

{data} = Used to show the generated information from the report.

{orders_count} = Total number of orders from the generated data (ex: a report for unfulfilled orders will show the number unfulfilled orders in the time range).

{products_count} = Total number of products from the generated data (ex: a best sellers report will show the number of products in the report).

If you'd like any other variables let us know and we'll make them for you.