Retrieve Shopify order data weekly, have AI analyze it and generate strategic recommendations, then save the results to Google Sheets

■Overview

Reviewing Shopify sales data every week is essential for analysis and strategy planning, but handling this manually can be time-consuming and tedious.
With this workflow, you can automatically retrieve Shopify order data on a set schedule, have AI analyze it and suggest strategies, and record the results in Google Sheets.
This helps you make data-driven decisions faster and improve operational efficiency.

■Who Should Use This Template

• E-commerce team members who manually compile Shopify order data and spend too much time on analysis
• Those who want to develop data-driven sales strategies but struggle with analysis and report creation
• Those who want to use AI to automate regular reporting and strategy recommendations

■Benefits of Using This Template

• Automate everything from weekly data retrieval to AI-powered analysis and recordkeeping, reducing the time spent on routine reporting tasks.
• Because AI handles the analysis and strategy recommendations, you can reduce reliance on individual team members, minimize variations in output, and gain consistent insights.

■Flow Bot Steps

1. First, connect Shopify and Google Sheets to Yoom.
2. Next, select the Schedule Trigger feature as the trigger and set when you want the flow to run, such as “Every Monday at 9:00 AM.”
3. Then, select Shopify as the operation and use the “Retrieve a list of orders (specify a period)” action to retrieve the order data to analyze.
4. After that, configure the AI feature’s “Generate text” action and write a prompt instructing it to analyze the retrieved order data and suggest strategies.
5. Finally, configure Google Sheets’ “Add a record” action and save the AI-generated text to the specified sheet.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options

• With the Schedule Trigger, set the day and time when you want the flow to run, such as “Every Monday at 9:00 AM.”
• When retrieving order information from Shopify, you can specify the period for the order data you want to analyze, such as “the past week.”
• You can freely customize the AI feature’s prompt. Add specific instructions, such as “Analyze trends among best-selling products and suggest three initiatives for the next campaign.”
• With the Google Sheets action, you can select the destination sheet or file and specify which information, such as the AI analysis results, should be added to which columns.

■Notes

• Connect both Shopify and Outlook to Yoom.
• Shopify is available only on the Team and Success plans.
  Please note that operations and Data Connect configured in Flow Bots will result in errors on the Free and Mini plans.
  Paid plans, such as the Team and Success plans, include a two-week free trial.
  You can use apps subject to plan restrictions during the free trial.
• Microsoft 365 (formerly Office 365) offers plans for home use and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.