Who it is for
Owners who check four dashboards every morning and still worry they missed something. Also small teams that should all see the same numbers.
have all the important metrics combined in a paragraph format and presented as a summary every morning.Store owner on r/shopify
What you need
Connect these in Homla, under Connectors. Each person signs in with their own account.
- Shopify
- Google Analytics (GA4)
Steps in Homla
- 1ConnectConnect Shopify and GA4Shopify with a token that reads orders and products. Google Analytics with your own Google sign-in.
- 2SkillSave the report skillCopy the skill below. Change the metrics and the "worth a look" rules to yours.
- 3AgentCreate the agentName it "Morning briefing". Give it the skill, Shopify and GA4, both read only.
- 4PagePublish it as a pageThe agent publishes the report as a Homla page your team can open. Choose "Team" access, or a password.
- 5TriggerSet the schedule"On a schedule", every day at 7:30.
- 6ApprovalApprove the first onesPublishing waits for a yes. When you trust the format, set publishing to Auto for this agent.
The skill to save
Copy it into Skills, then New skill. Edit the parts in brackets.
Name: Morning store briefing Every morning, for yesterday: 1. From Shopify: sales, orders, average order value, top 5 products by units, refunds. 2. From GA4: sessions, conversion rate by device, revenue share by channel. 3. Compare each number with the same weekday over the last 4 weeks. That is "normal". 4. Write "Worth a look": only changes outside normal, 3 points max. Each names the number, why it matters and one next step. If nothing is unusual, say so in one line. 5. Flag any best seller with less than [2] weeks of stock left. 6. Keep it to one screen. No charts unless asked. 7. Publish it as a team-only page called "Briefing [date]". Only report numbers you read from the tools. If a number is missing, write "not available".
Agent settings
| Name | Morning briefing |
|---|---|
| Job, in plain words | Every morning, publish yesterday's store briefing and flag only what changed. |
| Skills | Morning store briefing |
| Tools | Shopify, orders and products Read · GA4, reports Read · Homla pages, publish Asks first |
| Trigger | On a schedule, daily 7:30, plus Run now |
| Approvals | Publishing asks first. You can switch it to Auto later. |
| Who can use it | Owner, team leads |
| Limits | 2 runs a day |
What stays under your control
- Read only on your data. It cannot change anything in Shopify or GA4.
- You choose who sees the page: the team, or anyone with the password.
- Numbers come from the tools only. Missing data says "not available".
Good to know
Shopify and GA4 never match exactly. The skill uses Shopify for money and GA4 for traffic. That is the usual split.
Ad spend and return on ad spend need Google Ads and Meta Ads. Those connectors are not in Homla yet.