What does this Shopify automation do?
Once a week, checkouts are read and the pattern behind drop-off is written up as a project.
What can you do with it?
- Find the reason, not just the rate
- Turn the finding into experiments in place
- Keep the analysis on a schedule
The Steps
This automation runs in 4 steps:
- When Schedule — Every Week
- Then Shopify — Get Customers
- Then Taskade AI — Ask Agent ("Funnel Analyst")
- Then Taskade — Create Project
What makes this different from a Zapier-style flow?
The "Funnel Analyst" step is not a one-off model call. It is a Taskade AI agent that knows your checkout steps, offers and past experiments, remembers the drop-off pattern from earlier weeks, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by your other automations.
Who is this automation for?
Built for growth teams. Once a week, checkouts are read and the pattern behind drop-off is written up as a 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 Week" from Schedule.
- Add the action "Get Customers" from Shopify.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Funnel Analyst".
- 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, and the agent for you.