Post Shopify reports to Microsoft Teams
Shopify orders, prices and payment status, once a week. Shopify goes into your data warehouse first, is linked there by SQL keys, and only then reaches Microsoft Teams. Colleagues read the answer in Teams, not an export of the source.
Shopify payment status gets checked order by order, so unpaid orders reach the Microsoft Teams channel late.
Paste this into your AI assistant. It loads Shopify into your data warehouse with OWOX Data Marts and posts a weekly report of orders, prices and payment status to your Microsoft Teams channel.
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-microsoft-teams.md. The task: post a weekly Shopify report to our Microsoft Teams channel with orders, average order value and payment status for the last seven days, and a short analysis under the table. 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 post straight to Microsoft Teams
Shopify knows every order, but nothing about the ad that brought the customer. A message built from the store shows revenue and statuses alone, so nobody can tell from it which campaigns earned the sales. A Teams channel is read by people outside the team that built the report, so every number needs to explain itself. The join belongs in a warehouse first.
- Shopify orders carry price and status, not the campaign that brought the buyer
- A Teams channel reaches colleagues who never saw the source, so definitions must travel with the figures
- The data analyst links the sources by SQL keys and controls what the message says
Step 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
Step 2: Link Shopify orders to ad spend and sessions
In your data warehouse the model merges Shopify orders with Facebook Ads and Google Ads spend, then joins web analytics sessions and customers by an order key. Pick an industry to see the shape of its model.
- Orders and ad spend sit in one table
- Sessions and customers join by SQL keys
- Measures such as orders_count are defined once
Step 3: Post Shopify reports to a Teams channel
Create a Microsoft Teams destination in OWOX with the email address of the channel, taken from the channel menu in Teams, then add a report to the published Data Mart. Write the message in Markdown and check it in Preview.
- Every Teams channel can receive email, and OWOX sends the report to that address
- Type / to place the Orders table: name, totalPrice, currencyCode, createdAt and the number of rows you pick
- Create & Run posts the first report straight away
Step 4: Put a short analysis under the Shopify table in Teams
Add two or three lines beneath the table in the same message. Pick a send condition on the report, and open the Triggers tab to set the day and time of the run.
- The lines rest on totalPrice and currencyCode from the table above them
- Figures come from a fresh run of the Data Mart before each message
- Send always, only when empty or only when not empty: chosen per report
Step 5: Reuse Shopify inside OWOX MCP
The same Data Mart works in OWOX MCP, your assistant for data. Request any report, chat with your data, then get it in Google Sheets or Excel in one click.
- Ask in plain words; the answer comes from your data warehouse
- Define the numbers once and every report reads them
- 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 in Microsoft Teams
Hand-built flows that read the Shopify account and post to Teams carry the account's numbers only. OWOX posts the answers your data warehouse calculated, to the channel of your choice.
- Sales and marketing, one view. Teams shows Shopify orders in the same message as the spend that drove them.
- You own the data. Shopify lands in your own data warehouse, in tables you control, before anything reaches Teams.
- Nothing to build in Teams. The channel email address is all it needs: no custom connector, no flow to maintain on the Microsoft side.
- A message with a condition. Each report has its own send condition, so a Teams channel hears only when there is something to say.
- Maintained for you. When the source changes, the connector is updated; your Teams channel keeps getting the report.
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