Do E-Commerce Sales Analysis
Analyze sales, ad spend, and inventory daily to optimize ROAS and prevent stockouts with actionable executive reports.
E-Commerce AnalyticsInventory ManagementAd Spend OptimizationExecutive Reporting
This workflow automates key e-commerce operations tasks: consolidating sales data, evaluating ad performance, and flagging inventory issues before stockouts occur. Running daily, it produces a detailed executive report with actionable insights.
Key Capabilities
This workflow performs the following steps:
- Generates realistic sample data from Shopify (orders and inventory), Meta Ads (ad spend and conversions), and Square (fulfillment data) for testing.
- Normalizes and validates the combined data – converting currencies, standardizing dates, and detecting quality or attribution inconsistencies.
- Analyzes Return on Ad Spend (ROAS) per campaign and inventory burn rates per SKU, identifying campaigns to optimize and products at risk of stocking out.
- Compiles insights into a structured dashboard and a formatted Slack alert for executive review.
What You Need
- No initial setup is required to test the workflow; sample data is included.
- For live use, connect your Shopify store, Meta Ads account, and Square account via API.
- To output results, add Google Sheets and Slack nodes following the last agent.
- Optionally, link a Needle Collection containing your company’s operations policies to enhance inventory recommendations.
How It Works
- Scheduled Trigger fires daily at 6 AM Eastern, starting the workflow.
- Sample Data Generator (Code node) creates sample orders, campaigns, and fulfillment data. Replace this with API requests to your real systems.
- Agent 1: Data Normalizer validates inputs, converts currencies to USD, standardizes dates, and reconciles Shopify sales with Meta ad attributions, flagging discrepancies for accuracy.
- Agent 2: Inventory & ROAS Strategist calculates campaign ROAS, recommends budget shifts, analyzes SKU sell-through rates, flags stockout risks, identifies slow movers, and suggests reorder quantities including safety buffers.
- Agent 3: Executive Reporter compiles all findings into structured dashboard rows for Google Sheets and crafts a concise Slack message highlighting revenue, risks, and recommended actions.
Outputs
Agent 3 delivers:
| Output | Description |
|---|---|
| dashboard_rows | Tabular data for revenue, campaign performance, inventory risks, reorder recommendations, and health score suitable for Google Sheets |
| slack_alert_message | Executive summary in Slack markdown with key metrics and calls to action |
| health_score | Overall operations health on a scale from 1 to 100 |
| top_action_items | Prioritized list requiring attention |
Extending and Using the Workflow
- Replace the sample data node with HTTP requests to your Shopify, Meta Ads, and Square APIs.
- Add nodes to output data to Google Sheets and Slack.
- Update variables with your API keys and account IDs.
- (Optional) Connect a Needle Collection for policy-aware inventory guidance.
- Use the Slack alert as a human checkpoint before approving reorder actions.
Notes
- The workflow highlights issues like attribution inflation between Meta Ads and Shopify to improve accuracy.
- The daily alert ensures timely detection of underperforming ad spend and stockout threats.
- This tool can save 15+ hours weekly by automating deep operational analysis with actionable intelligence.
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