Daily Shopify order reconciliation in Excel with Slack flags
Every morning at 7am, log yesterday's Shopify orders to an Excel sheet and post a Slack flag list for cancellations, partial refunds, and high-risk orders.
Integrations
Shopify
Microsoft Excel
Slack Bot
Type
Categories
- Operations
- Finance
Every weekday at 7am Eastern, build me an ecommerce ops digest that reconciles yesterday's Shopify orders into Excel and surfaces anything that needs a human look.
Trigger: cron, every day at 7:00 America/New_York.
Step 1, pull orders. Call Shopify "List Orders" filtered to orders created in the last 24 hours. Include cancelled and refunded orders too, not just open ones. Paginate through the full set if there are more than a single page of results.
Step 2, log each order to Excel. For every order in the batch, call Microsoft Excel "Add Table Row" to append a row to my workbook's "Order Log" table. Each row should include: order id, order number, customer name, customer email, order total, currency, financial status, fulfillment status, refunded amount, line item count, and the created-at timestamp. Keep these appends quiet. Do not post anything to Slack about routine appends.
Step 3, reason across the batch for exceptions. After the rows are written, look at the whole day's orders and identify anything worth flagging. Flag an order if any of these is true:
1. The order is cancelled.
2. The order has a partial refund (refunded amount is greater than zero but less than the order total).
3. The order total is above $500 (make this threshold easy to change).
4. The shipping address looks risky: country and billing zip do not match, the address resembles a known freight forwarder, or the postal code matches a known high-fraud pattern.
5. The customer email has appeared on a refunded order in the past 30 days (repeat refund customer). You can check this by scanning recent orders for the same email with a non-zero refunded amount.
Step 4, post the Slack digest. If at least one order was flagged, call Slack Bot "Send a Message" to the #ops channel with a concise digest. For each flagged order include the order number, customer name, order total, the reason it was flagged, and a link to the order in the Shopify admin. If nothing was flagged, do not post anything. The goal is to keep #ops quiet on clean days.
Use my connected Shopify store, the Excel workbook I pick during setup, and post as the Slack bot in #ops.
What it does
- Pulls every Shopify order from the last 24 hours into one tidy view.
- Appends each order to your Order Log table in Excel with customer, total, financial and fulfillment status, refunded amount, and item count.
- Reads across the whole day's orders and flags the ones worth a human look: cancellations, partial refunds, large orders, repeat refund customers, and shipping addresses that look off.
- Posts a short Slack digest to your ops channel only when something actually needs attention, so the channel stays quiet on clean days.
What you’ll need
- A Shopify store you can connect with order read access.
- A Microsoft Excel workbook in OneDrive for Business or SharePoint with a table called Order Log set up with the columns you want to track.
- A Slack workspace and a channel like #ops where the alerts should land.
How to customize it
- Change the run time, switch to a different time zone, or skip weekends and holidays.
- Adjust the dollar threshold and the other flagging rules to match what your team actually cares about.
- Point it at a different Excel workbook, a different table name, or a different Slack channel.
Use cases
- Daily Digests
- Notifications & Alerts
- Data Sync
