Pulls sales data from Shopify, support tickets from Zendesk, and tasks from Notion, then writes a concise "state of the business" digest email for the owner to send to themselves every Friday.
Each step shows the tools it's allowed to touch.
Fetch this week's orders, revenue, average order value, top-selling products, and any notable refunds or chargebacks from Shopify.
Fetch this week's ticket volume, resolution rate, average first-response time, open tickets, and top issue categories from Zendesk.
Fetch all tasks due or completed this week, overdue items, and upcoming priorities from Notion.
Using all gathered data plus the owner's context input, write a polished 'state of the business' email in markdown. Structure it with: a brief executive summary paragraph, then three labeled sections — 💰 Sales, 🎧 Support, ✅ Tasks — each with 3–5 bullet points of key metrics and callouts, and close with a 'Top 3 priorities for next week' section. Address it to the owner by name, sign off from the business name.
Every number here is platform-tracked, not self-reported.