Daily Squarespace sales digest in Slack

Every weekday at 9am ET, post a tidy summary of yesterday's Squarespace orders to Slack, with revenue, top sellers, and any orders still waiting to ship.

Agentic Task
Squarespace FormsSlack BotOperationsSalesDaily DigestsAI ReportsNotifications & Alerts

Build an agent workflow that posts a daily Squarespace sales digest to Slack. The trigger is a cron schedule: every weekday at 9am America/New_York. Make the channel ID, the SLA window in hours (default 48), and the timezone all configurable.

On each run the agent should: (1) Call the Squarespace Forms 'Retrieve All Orders' operation, filtered to the prior calendar day in the configured timezone, paginating until it has the full set. (2) Compute the daily metrics from that list: total revenue, order count, average order value, the top three SKUs by units sold, the number and total value of refunds, and the number of orders still pending fulfillment. (3) Spot anything unusual and call it out at the top of the digest, like a single order whose total is well above the recent average, or a day with noticeably more cancellations or refunds than usual.

Then handle the SLA list. For every order whose fulfillment status is still pending and whose creation time is older than the configured SLA window, call the Squarespace Forms 'Retrieve Specific Order' operation to pull line items and the customer name, and add it to a 'needs attention' section at the bottom of the message. Keep that section concise: customer name, order number, age in hours, and a one-line summary of what's in the order.

Post the digest to Slack with the Slack Bot 'Send a Message' operation, using Block Kit sections so the headline numbers, the unusual callouts, the top SKUs, and the 'needs attention' list each read as their own block. Tone is short and operational, no marketing language, no emoji-stuffed celebration. On a day with zero orders, still post a one-line message so the team knows the workflow ran.

Use the Squarespace Forms integration for the order data and the Slack Bot integration for posting. If a Squarespace call is rate limited or returns an error, retry with backoff a couple of times before giving up, and on a hard failure post a brief Slack message saying the digest could not be generated and why.

Additional information

What does this prompt do?
  • Pulls yesterday's Squarespace orders and rolls them into a single sales digest with total revenue, order count, average order value, top SKUs, refunds, and pending fulfillments.
  • Flags anything unusual at the top, like a single very large order or a spike in cancellations, so the team can react before the day gets going.
  • Lists any order that has been unfulfilled for longer than your chosen SLA window under a 'needs attention' section, with the customer name and items, so nothing slips.
  • Posts the whole thing to a Slack channel of your choice in a clean, sectioned message. No marketing fluff, just the numbers and the exceptions.
What do I need to use this?
  • A Squarespace site on a plan that includes the Commerce APIs (Core, Plus, Advanced, Business, Commerce Basic, or Commerce Advanced) and an API key with Orders access.
  • A Slack workspace and a channel you want the digest posted into.
  • A rough idea of the SLA window you want to enforce on unfulfilled orders (the default is 48 hours).
How can I customize it?
  • Change the schedule. 9am ET is the default, but you can move it earlier, later, or run it on weekends too.
  • Adjust the SLA. Pick how many hours an order can sit unfulfilled before it shows up in the 'needs attention' list.
  • Switch the Slack channel, or post to multiple channels (for example, one for the founders and one for the fulfillment team).
  • Tune what counts as unusual. The defaults flag single orders that are far above average and days with more cancellations than usual, but you can raise or lower those thresholds.

Frequently asked questions

What does the Slack message actually look like?
A short, sectioned post. Top line is yesterday's total revenue and order count. Below that is average order value, top three SKUs, refunds, and pending fulfillments. Anything unusual gets called out at the top. Orders past your SLA window are listed at the bottom under 'needs attention' with the customer name and items.
Does this work on every Squarespace plan?
You need a plan that includes the Commerce APIs. That covers Core, Plus, Advanced, Business, Commerce Basic, and Commerce Advanced. The free Personal plan does not include API access.
Can I get this on Saturdays and Sundays too?
Yes. The default is weekday mornings, but you can change it to run every day, or only on specific days. The schedule is just a setting.
What happens on a day with no orders?
You still get a short post that says yesterday had no orders, so you know the workflow ran and there's nothing to chase. You can also turn off the post on zero-order days if you prefer silence.
Can I send it somewhere other than Slack?
This template is built for Slack, but the same digest can be routed to email, a Google Doc, or a different chat tool. Tell the workflow author where you want it and it will swap the destination.

Stop refreshing the Squarespace orders page every morning.

Connect Squarespace and Slack once, and Geni delivers yesterday's sales numbers and any stuck orders straight to your team channel every weekday at 9am.