What does this Shopify automation do?
A monthly read of transactions is totalled and written up as a reconciliation project.
What can you do with it?
- Get the month’s totals without exporting
- Keep the reconciliation next to its follow-ups
- Run it on the same day every month
The Steps
This automation runs in 4 steps:
- When Schedule — Every Month
- Then Shopify — Get Transactions
- Then Utilities — Sum
- Then Taskade — Create Project
Who is this automation for?
Built for finance and bookkeeping teams. A monthly read of transactions is totalled and written up as a reconciliation project.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every Month" from Schedule.
- Add the action "Get Transactions" from Shopify.
- Add the action "Sum" from Utilities.
- Add the action "Create Project" from Taskade.
- Connect your Shopify account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.