> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.assisty.ai/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Send Scheduled Reports to Shopify Flow

# 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

![Shopify Flow Output Tab](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/schedule-output_kvo13w.png)

### Step 3: Configure Trigger Settings

| Setting | Description |
| ---- |
| **Only trigger when report has data** | Skip the Flow trigger if your report returns zero results. Recommended to avoid unnecessary notifications. |
| **Minimum items to trigger** | Only send to Flow if the report has at least this many items. For example, set to 5 to only trigger when 5+ items need attention. |
| **Maximum items in payload** | Limit items sent to Flow (max 50). Larger reports will include a download link to the full CSV file. |

### 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

![Select Assisty Trigger](https://storage.crisp.chat/users/helpdesk/website/-/4/a/1/1/4a116e5f64029800/select-trigger_1r49fph.png)

### 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

| Field | Description | Example |
| ---- |
| `scheduledReport.id` | Schedule ID | `123` |
| `scheduledReport.title` | Schedule title | `Daily Low Stock Alert` |
| `scheduledReport.interval` | Frequency | `daily`, `weekly`, `monthly` |
| `scheduledReport.timezone` | Schedule timezone | `America/New_York` |

### Report Configuration

| Field | Description | Example |
| ---- |
| `scheduledReport.reportConfig.name` | Report name | `Low Stock Report` |
| `scheduledReport.reportConfig.measureCode` | Measure type | `low_stock`, `sales`, `inventory_levels` |
| `scheduledReport.reportConfig.dimensionCode` | Dimension | `product_variant`, `location` |

### Summary Data

| Field | Description | Example |
| ---- |
| `scheduledReport.totalItems` | Total items in report | `127` |
| `scheduledReport.itemsIncluded` | Items in payload | `50` |
| `scheduledReport.itemsTruncated` | Was data truncated? | `true` / `false` |
| `scheduledReport.downloadLink` | Link to full CSV | `https://...` |

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

| Field | Description |
| ---- |
| `scheduledReport.formattedDateRange` | Human-readable date range (e.g., "Dec 10 - Dec 17, 2025") |
| `scheduledReport.topItemsPreview` | Pre-formatted text of top 5 items with columns |
| `scheduledReport.summaryMessage` | Complete ready-to-use notification message |

### Raw Data

| Field | Description |
| ---- |
| `scheduledReport.itemsJson` | JSON string containing all report items. Parse this for custom processing. |



## 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](https://help.shopify.com/en/manual/shopify-flow)



*Last updated: December 2025*