Daily AI Email Summary
Receive a daily AI-generated summary of your e-commerce performance via email. Configure sections, frequency, send time, and recipients in MerchantFlow.
Daily AI Email Summary
The Daily AI Email Summary in MerchantFlow delivers an AI-generated overview of your e-commerce performance directly to your inbox. Each email summarizes yesterday's key metrics, highlights winning products, flags operational issues, and provides actionable recommendations - all powered by the same AI engine behind Flow AI.
What Is the Daily Email Summary?
The daily email summary aggregates your previous day's performance data and passes it through MerchantFlow's AI to generate a concise, actionable report. Instead of logging into the dashboard every morning, you receive the most important insights before your day starts.
How to Enable the Email Summary
- Go to Settings > Notifications (
/dashboard/settings/notifications) - Turn on the Daily AI Summary Email toggle
- Configure your preferred sections, frequency, and send time
- Click "Save Changes" in the save bar that appears
The summary is off by default and available on every plan. Click "Preview Email" to see what it will look like with your current data before committing.
Integration requirement: the summary only sends once you have both a commerce platform (Shopify or WooCommerce) and an ad platform (Meta, Google, Snapchat, or TikTok) connected. Without both, the send is skipped silently.
Configurable Sections
Each section can be toggled on or off independently:
| Section | What It Includes |
|---|---|
| High-Level Metrics | Revenue, profit, orders, and AOV with trend comparisons |
| Channel Performance | Ad spend, revenue, and ROAS by marketing channel |
| Product Winners & Losers | Top products by profit and declining products |
| Operational Alerts | Delayed orders, refund spikes, and low stock warnings |
| Fulfilment Summary | 3PL costs, order status breakdown, and provider health |
| Retention Snapshot | New vs returning customer revenue breakdown |
| Region Breakdown | Top and loss-making regions by revenue, net profit, and margin |
| Business Valuation | Current valuation range, multiple, and top improvement opportunity (Plus tier) |
| Cohort Insights | Repeat purchase rate, customer count, and latest cohort first-order value |
| Funding Status | Active funding balances, repayment progress, and payoff projections (Plus tier) |
| AI Action Items | Prioritized recommendations with deep links |
Sections tied to Plus-tier features (Business Valuation, Funding Status) are marked Plus only in the form and cannot be enabled on Starter or Pro. Everything else is available on every plan.
The email always leads with a short TL;DR paragraph and a status colour, and carries a Key Metric Movements table near the end explaining the biggest changes. Those two are not section-controlled and cannot be turned off.
Section headings in the email are written in plain language rather than matching the checkbox names: Channel Performance appears as "Where your money went", Product Winners & Losers as "What sold yesterday", Region Breakdown as "Where you made money", Operational Alerts as "Order status alerts", and Retention Snapshot as "Who bought yesterday".
Profit Accuracy When Fulfillment Data Is Incomplete
If some orders do not yet have real 3PL or fulfillment cost data, MerchantFlow can adjust the email's profit figures with an estimate instead of showing a temporarily inflated profit number.
To enable it:
- Go to Settings > Notifications
- Turn on "Estimate missing fulfillment costs"
- Click "Save Changes"
When enabled, MerchantFlow:
- Uses your store's historical average fulfillment cost per order when enough real fulfillment data exists
- Falls back to your configured percentage-based fulfillment setting if that history is not available yet
- Adds a footnote in the email so recipients know fulfillment was estimated
If you leave this setting off, profit in the email can remain temporarily overstated until fulfillment costs arrive from your 3PL or sync pipeline.
Frequency Options
Choose how often you receive the summary:
- Every Day
- Weekdays Only (Mon-Fri)
- Weekly (Monday) - once per week on Monday morning
- Custom Days - pick any combination of days from Sunday to Saturday
Send Time
Configure the exact time you want to receive the email:
- Set the hour (00-23) and the minute (00, 15, 30, or 45)
- Delivery uses your store timezone, configured in General Settings. You cannot set a personal timezone here - change the store's.
- The email covers the previous calendar day's data in that same timezone
Additional Recipients
Add CC recipients to share the summary with your team:
- In Settings > Notifications, scroll to "Additional Recipients"
- Enter an email address and click Add
- Click "Save Changes"
All recipients receive the same summary email.
How KPIs Are Selected
The High-Level Metrics section automatically uses your North Star Metrics selection. If you have configured Revenue, Net Profit, Blended MER, and AOV as your North Star metrics, those same four KPIs appear in the email with yesterday's values and comparisons.
Frequently Asked Questions
Can I preview the email before enabling it?
Yes. Click "Preview Email" on the Settings > Notifications page. It runs the real pipeline against your current data, so the preview reflects exactly what would be sent.
How do I turn the summary off?
Use the Daily AI Summary Email toggle at Settings > Notifications. The summary is a transactional email you opted into, so the generic marketing unsubscribe link does not switch it off.
What time zone does the summary use?
The summary uses your configured workspace timezone for both the data window (yesterday) and the delivery time.
Why does the email say fulfillment cost was estimated?
When the estimate toggle is enabled and some orders are still missing real fulfillment cost data, MerchantFlow adjusts the profit figures using an estimated fulfillment cost and labels that adjustment in the email.
Does the email include data from all connected integrations?
Yes. The summary pulls from all connected data sources - commerce platform, ad platforms, analytics, and fulfillment - to provide a complete picture. It requires at least one commerce integration and at least one ad platform before it will send at all.
What if the AI cannot generate a summary?
The email still sends. MerchantFlow falls back to a deterministic, non-AI summary built straight from your metrics, so a model outage never costs you the digest.
Related Guides
- North Star Metrics - configure the KPIs shown in the email
- AI Insights - similar AI-powered analysis in the dashboard
- Flow AI - ask follow-up questions about your summary
- Reports - scheduled detailed reports
Last updated: August 29, 2026
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Share P&L - Post Your Numbers as an Image
Turn your MerchantFlow P&L into a branded image sized for Twitter/X, LinkedIn, Instagram, or Stories. Your store name is hidden unless you choose to include it, and your domain never appears.
In-App Notifications
Find sync events, anomaly alerts, and integration warnings in the MerchantFlow notifications dropdown. Configure email summary and notification preferences from settings.