Email Shopify reports to your team on a schedule
Load Shopify into your data warehouse first, link it to the rest of your data with SQL keys, then send orders and their financial status, in the inbox of the people who report on revenue. The email comes from your source of truth, not from a hand-built export.
ShopifyConnectedAbandoned Checko…Article Metafiel…ArticlesBlog Metafields
EmailIdAband…Compl…Daily 09:00Whoever reports on revenue waits for a hand-built Shopify export to learn which orders are paid, pending or refunded.
Paste this into your AI assistant. It loads Shopify into your data warehouse with OWOX Data Marts and emails orders by financial status to the people who report on revenue, on a schedule.
The prompt
Read https://www.owox.com/ai-agent-setup.md and follow it to set up OWOX Data Marts for me, starting from /connectors/shopify-insights-to-email.md. The task: email our revenue reporting team every Monday with last week's Shopify orders by financial status, with totals and a short explanation of what moved. Tag the links you give me with utm_campaign=ai-task and utm_term=data-foundation. Use what you know about my context and goals
Shopify Endpoints
25 Shopify endpoints you can import. Each lands in its own table in your data warehouse.
Abandoned Checkouts
Checkout sessions that did not complete — customer info, items, and pricing for recovery campaigns.
20 fieldsTime seriesArticle Metafields
Custom metadata attached to articles — namespace, key, value, and type.
9 fieldsArticles
Blog articles — title, author, publication status, and timestamps.
15 fieldsBlog Metafields
Custom metadata attached to blogs — namespace, key, value, and type.
9 fieldsBlogs
Blogs in the store — title, handle, and template settings.
6 fieldsCollection Metafields
Custom metadata attached to collections — namespace, key, value, and type.
9 fieldsCollections
Product collections — title, sort order, product count, and last updated.
10 fieldsCustomer Metafields
Custom metadata attached to customers — namespace, key, value, and type.
9 fieldsCustomers
Customer accounts — contact info, marketing consent, order history, and lifetime spend.
22 fieldsTime seriesDiscount Codes
Discount codes — type, status, usage limits, and validity window.
12 fieldsFulfillment Orders
Fulfillment orders — items to ship, assigned location, delivery method, and status.
11 fieldsInventory Items
Inventory items (SKUs) — tracking status, shipping requirements, and country of origin.
9 fieldsLocation Metafields
Custom metadata attached to locations — namespace, key, value, and type.
9 fieldsLocations
Physical and virtual store locations — activity status, fulfillment capabilities, and address.
19 fieldsOrder Metafields
Custom metadata attached to orders — namespace, key, value, and type.
9 fieldsOrders
Orders placed in the store — financial and fulfillment status, customer info, totals, and timestamps.
96 fieldsTime seriesPage Metafields
Custom metadata attached to pages — namespace, key, value, and type.
9 fieldsPages
Static store pages — title, handle, publication status, and timestamps.
10 fieldsProduct Metafields
Custom metadata attached to products — namespace, key, value, and type.
9 fieldsProduct Variant Metafields
Custom metadata attached to product variants — namespace, key, value, and type.
9 fieldsProduct Variants
Product variants — SKU, price, inventory quantity, and availability.
18 fieldsProducts
Products in the store catalog — vendor, type, status, inventory, and price range.
21 fieldsTime seriesShop
Store settings — domain, currency, timezone, and plan details.
20 fieldsShop Metafields
Custom metadata attached to the shop — namespace, key, value, and type.
9 fieldsTender Transactions
Payment tender transactions — amount, currency, order reference, and processing time.
7 fields
Why Shopify does not go straight to email
Shopify records each order and its status, not which ad or session brought it. An email built straight from the source sends the source's own numbers to an inbox with nothing to check them against; a scheduled export is no better, because it does not tie them to the rest of the business reliably, at scale or business-ready, so the join happens in a warehouse first.
- An order has a total, a currency and a status, with no ad spend beside it
- The data analyst links the tables by SQL keys and controls what an email may say
- Recipients get one readable message instead of a CSV to open
ShopifyOrders, customersEmail
Data warehouseJoined by idStep 1: Load Shopify into your data warehouse first
Create a Data Mart with Shopify as the source and choose where the data lands. It works with any popular data warehouse.
- 25 endpoints to choose from, each endpoint in its own table
- Authorize with your shop domain and an Admin API access token
- Open the Shopify connector for your data warehouse below
ShopifyData MartGoogle BigQuery
AWS Athena
Snowflake
AWS Redshift
Databricksshopify.ordersStep 2: Link Shopify to ad spend and web analytics
In your data warehouse the model joins Shopify orders to web analytics sessions, and sessions to ad spend by date, source and medium. Pick an industry to see the shape of its model.
- Orders sit beside web analytics sessions, and sessions beside ad spend
- Sessions and orders join by SQL keys, not VLOOKUP and gut feeling
- The measures, such as conversion_rate, are defined once
ShopifyOrders
Facebook AdsAd spend
Google AdsAd spendStep 3: Email Shopify reports to your recipients
Add an email destination with the recipients' addresses, separated by commas, semicolons or new lines, and attach a report of the Shopify Data Mart. The subject and the body are Markdown, and a table placeholder drops the rows into the body.
- The table carries name, totalPrice, currencyCode and createdAt
- Allow-list the sending address insights@e.owox.com so the message reaches inboxes
- Run it once with Create & Run report to see the email before the schedule starts
EmailWeeklyShopify orders, week in reviewnametotalPricecurrencyCodecreatedAtStep 4: Schedule the Shopify email and add a short analysis
Add a trigger in the report's Automate Report Runs section or on the Data Mart's Triggers tab, for example every weekday morning or Monday and Wednesday at a set hour in your time zone. Write the reading under the table.
- Send always, only when the result is not empty, or only when it is empty
- The reading is drawn from the report's fields and says only what the data shows
- Attach a pre-built Insight instead of plain text when you want it written for you
EmailShopify orders, week in reviewnametotalPricecurrencyCodecreatedAtAnalysisEvery order with its totalPrice, currency and status.displayFinancialStatus separates paid orders from the rest.Check currencyCode before you add totals across stores.Step 5: Reuse Shopify inside OWOX MCP
The Data Mart behind your email report also works in OWOX MCP, your assistant for data. Request any report, chat with your data, then get the report in Google Sheets or Excel in one click.
- Ask in plain words; the answer comes from your data warehouse
- A Shopify question worth repeating becomes the next scheduled email
Google SheetsOpen
ExcelOpen
- 0.41.0Rotating a connector key is one change: Sources share reusable Credentials
- 0.39.0Reload a year of history in one backfill, not twelve
- 0.38.0Shopify connector: more orders fields, including line-item discounts
- 0.37.0Clearer connector errors, and custom connectors that handle more APIs
- 0.36.0Start a connector run without expanding the Input Source card
Why OWOX for Shopify by email
Scheduled exports and hand-mailed screenshots put numbers in an inbox. OWOX also keeps the data yours, linked and ready to model.
- You own the data. Shopify lands in your own data warehouse, in tables you control.
- Orders for the revenue report. Finance and leadership receive orders and their status by email and read revenue from one table.
- Nothing to open. Recipients read the table and the analysis in the message, with no login to a dashboard or to OWOX.
- Same numbers everywhere. The Shopify Data Mart behind the email also feeds your reports and your AI assistant.
- You set the rule. A report sends always, only when it has rows, or only when it is empty, so a quiet week does not fill inboxes.
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