Mastering Daily Sales Reports A Workflow Automation Tale

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1. 🕗 Use a Cron node to schedule the workflow to start each day at 8 AM server time.
2. 🛒 Add a Shopify Trigger node configured to monitor 'Orders' events in the prior 24 hours.
3. 🔄 Integrate an HTTP Request node to acquire the newest exchange rates from the Open Exchange Rates API.
4. 🔧 Attach a Function node to manage the Shopify orders, modifying necessary fields and adjusting foreign currency transactions according to the rates from the third step.
5. 📊 Implement another Function node to summarize total sales, tax, shipping fees, and other pertinent financial data from the processed orders.
6. 📄 Employ the PDF Export node to form a PDF document using the summary data from step 5; apply HTML and CSS templates for PDF format.
7. 📧 Organize an Email node with SMTP credentials that enable it to attach the PDF and personalize the subject line with the current date.
8. 🚨 Activate the workflow with error handling features using an Error Trigger node that will alert an administrator by email or Slack if issues occur.
9. ✔️ Save and manually run the workflow to ensure that all nodes are correctly configured and the email is received.
10. ⚙️ Allow the workflow to automatically run according to schedule, inspecting the next execution time matches the Cron node setup.

**Summary of APIs, Scripts, and Tools Used:**
– Shopify API for monitoring orders and managing sales data.
– Open Exchange Rates API for obtaining exchange rates to convert foreign currency transactions.
– n8n workflows for automation and integration of different nodes and services.
– SMTP for sending automated emails with sales reports attached.
– HTML and CSS templates for styling and formatting the generated PDF sales report.

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