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 > Email Summary Preferences
- Toggle "Enable Daily Summary" to ON
- Configure your preferred sections, frequency, and send time
- Click "Save Preferences"
You can preview what the email will look like before enabling it by clicking "Preview".
Configurable Sections
Each section can be toggled on or off independently:
| Section | What It Includes |
|---|---|
| High-Level Metrics | Your key KPIs matched to your North Star Metrics selection, with period-over-period deltas |
| Channel Performance | Per-channel ad spend, revenue, and ROAS breakdown |
| Product Winners | Top-performing products by revenue or margin |
| Operational Alerts | Sync failures, integration warnings, or credential issues |
| Fulfilment Summary | 3PL fulfillment status and cost summary (if SpeedFulfill connected) |
| Retention Snapshot | Customer cohort and retention signals |
| AI Action Items | AI-generated recommended actions based on the day's data |
Frequency Options
Choose how often you receive the summary:
- Daily - every day
- Weekday only - Monday through Friday
- Weekly (Monday) - once per week on Monday morning
- Custom days - select specific days of the week
Send Time
Configure the exact time you want to receive the email:
- Set hour and minute
- Set your timezone to ensure correct delivery time
- The email covers the previous calendar day's data in your configured timezone
Additional Recipients
Add CC recipients to share the summary with your team:
- In Email Summary Preferences, scroll to "Additional Recipients"
- Enter email addresses
- Save
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.
Viewing Past Summaries
Go to Settings > Email Summary Preferences > History to view previously sent summaries and their delivery status.
Frequently Asked Questions
Can I preview the email before enabling it?
Yes. Click "Preview" on the Email Summary Preferences page to see what the email will look like with your current day's data.
What time zone does the summary use?
The summary uses your configured workspace timezone for both the data window (yesterday) and the delivery time.
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.
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: March 25, 2026