Send Scheduled Reports to Shopify Flow

Automatically trigger Shopify Flow workflows when your scheduled reports run. Connect your inventory reports to Slack, email, ERPs, and 100+ other apps.

Overview

With Shopify Flow integration, you can now send your scheduled report data directly to Shopify Flow. This enables powerful automations like:

• Low stock alerts to Slack - Get notified when inventory falls below threshold
• Weekly sales summaries to email - Automatically send reports to your team
• Sync data to ERPs - Push report data to QuickBooks, NetSuite, etc.
• Trigger reorder workflows - Automatically create draft POs when stock is low

How to Set Up

Step 1: Create or Edit a Scheduled Report

1. Please navigate to the left menu: Automate My Work > Scheduled Reports
2. Click Create Schedule or edit an existing schedule
3. Configure your report settings (measure, dimension, filters, time range)

Step 2: Select Shopify Flow as Output

1. In Step 4: Output Configuration, click the Shopify Flow tab
2. You'll see the Flow trigger settings

Step 3: Configure Trigger Settings

Step 4: Save and Test

1. Click Save to create your scheduled report
2. The report will run automatically based on your schedule (daily, weekly, monthly)
3. When the report runs with data, it will trigger the Shopify Flow workflow

Creating a Flow Workflow

Once your scheduled report is set up, create a workflow in Shopify Flow:

Step 1: Open Shopify Flow

1. In your Shopify admin, go to Apps > Flow
2. Click Create workflow

Step 2: Select the Trigger

1. Search for Assisty Scheduled Report
2. Select it as your trigger

Step 3: Add Conditions (Optional)

Filter by report type using conditions:

• scheduledReport.title equals low stock
• scheduledReport.totalItems is greater than 0

Step 4: Add Actions

Add actions like:

• Send Slack message - Use {{ scheduledReport.summaryMessage }} for a pre-formatted message
• Send email - Notify your team with report data
• HTTP request - Send data to external systems

Available Data Fields

When your report triggers Flow, these fields are available:

Report Information

Report Configuration

Summary Data

Pre-formatted Fields (for Slack/Teams/Discord)

Raw Data

Example: Low Stock Alert to Slack

Here's a complete example of sending low stock alerts to Slack:

Part 1: Create the Schedule in Assisty

1. In Assisty, go to Reports > Scheduled Reports
2. Click Create Schedule
3. Configure the report:

• Report Type: Low Stock or Reorder Report
• Measure: Low Stock / Inventory Levels
• Dimension: Product Variant
• Filters: Add filters like "Quantity less than Reorder Point"
• Time Range: Select your preferred range (e.g., Last 7 Days)

4. Set the schedule:

• Interval: Daily (or your preferred frequency)
• Delivery Time: Choose when to run (e.g., 8:00 AM)

5. In Output Configuration, select the Shopify Flow tab
6. Configure Flow settings:

• Enable Only trigger when report has data
• Set Minimum items to trigger to 1
• Leave Maximum items in payload at 50

7. Click Save

Part 2: Create the Flow Workflow in Shopify

1. Trigger: Assisty Scheduled Report
2. Condition: scheduledReport.title equals Low stock
3. Action: Send Slack message

Slack Message Template

Use the pre-formatted summaryMessage field:

{{ scheduledReport.summaryMessage }}

This produces a message like:

📊 Scheduled Report: Low Stock Alert

Report: Low Stock by Product Variant
Interval: daily

━━━━━━━━━━━━━━━━━━━━━━
📈 Summary
• Date Range: Dec 10 - Dec 17, 2025
• Total Items: 127

📋 Top 5 Items:
SKU | Product | Variant | Quantity | Reorder Point | Status
1. SKU-001 | Premium Wireless Headphones | Black | 3 | 20 | Critical
2. SKU-002 | Bluetooth Speaker | Blue | 5 | 15 | Low
3. SKU-003 | USB-C Cable | White | 8 | 25 | Low
4. SKU-004 | Phone Case | Clear | 10 | 20 | Warning
5. SKU-005 | Screen Protector | Standard | 12 | 30 | Warning

━━━━━━━━━━━━━━━━━━━━━━
📥 Download Full Report:
report-123.csv

Custom Message Template

Or build your own message:

🚨 *{{ scheduledReport.title }}*

Found {{ scheduledReport.totalItems }} items that need attention.

{{ scheduledReport.topItemsPreview }}

Download full report: {{ scheduledReport.downloadLink }}

Example: Weekly Sales Report to Email

Flow Workflow Setup

1. Trigger: Assisty Scheduled Report
2. Condition:

• scheduledReport.title equals Weekly sales

3. Action: Send email

Email Template

Subject: `Weekly Sales Report - {{scheduledReport.totalItems}} products`

Body:

Hi Team,

Your weekly sales report is ready!

{{ scheduledReport.summaryMessage }}

Best,
Assisty

Frequently Asked Questions

What happens if my report has more than 50 items?

The payload is limited to 50 items to stay within Shopify Flow's size limits. When your report has more items:

1. scheduledReport.itemsTruncated will be true
2. scheduledReport.downloadLink will contain a link to download the full CSV
3. You can reference this in your message: "Download full report: {{scheduledReport.downloadLink}}"

Can I filter which reports trigger Flow?

Yes! Use Flow conditions to filter by:

• Report type: scheduledReport.reportConfig.measureCode (e.g., low_stock, sales)
• Item count: scheduledReport.totalItems greater than X
• Schedule title: scheduledReport.title contains "Alert"

Why didn't my Flow trigger?

Check these settings:

1. "Only trigger when report has data" - If enabled and report is empty, Flow won't trigger
2. "Minimum items to trigger" - If your report has fewer items than the minimum, Flow won't trigger
3. Report schedule - Verify the schedule is active and the next run time

Can I send to multiple destinations?

Yes! In Shopify Flow, you can add multiple actions to a single workflow:

• Send to Slack AND email
• Send to multiple Slack channels
• Trigger multiple webhooks

What report types work with Flow?

All report types work with Shopify Flow! This includes:

• Inventory levels
• Low stock / reorder reports
• Sales reports
• Dead stock / overstock
• Custom reports with any measure/dimension

Need Help?

If you have questions or run into issues:

• Chat with us: Click the chat icon in the bottom-right corner
• Email: customer.services@assisty.ai
• Documentation: Shopify Flow Integration Guide

Last updated: December 2025

Updated on: 19/12/2025