How it works

Follow these 4 simple steps to start receiving daily order exports in Google Sheets automatically

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Schedule

App connector: Schedule • Time to complete: 1 minute
Why this matters: This trigger runs your workflow at the same time every day, ensuring you get consistent order exports without having to remember to run them manually.

This step automatically triggers the workflow daily at midnight but can be customized as needed. The Schedule trigger is pre-configured to run once per day and doesn't require any setup from you. When it fires, it passes the current timestamp to the next step, which gets used to determine which orders to export (typically the previous day's orders).

Custom SQL Query

App connector: Data • Time to complete: 2 minutes
Why this matters: This step retrieves the specific order data from your database that needs to be exported, filtering for orders created in the last 24 hours so you only get fresh data.

This step runs a SQL query against your order database to fetch records created since yesterday. You'll need to replace "Add table name here" with your actual orders table name (commonly "orders" or "shopify_orders"). The query automatically calculates yesterday's date and filters for orders created after midnight of the previous day. The retrieved order data gets passed to the Google Sheets creation step as a dataset ready for export.

Create New Spreadsheet

App connector: Google Sheets • Time to complete: 1 minute
Why this matters: This creates a new Google Sheets file with a timestamped name, so you can easily identify which day's orders each export contains.

This step creates a fresh Google Sheets spreadsheet with a title that includes the current date and time, like "Order Export for 2024-01-15T00:00:00+00:00". You'll need to connect your Google account and authorize MESA to create spreadsheets on your behalf. The newly created spreadsheet ID gets passed to the final step so the order data can be inserted into the correct file.

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Bulk Add Rows

App connector: Google Sheets • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step takes all the order data from your query and inserts it into the spreadsheet in one efficient operation, creating your final export file.

This step receives the order data from the SQL query and the spreadsheet ID from the previous step, then inserts all the order records as rows in the "Sheet1" tab. The bulk operation handles multiple orders at once, so whether you have 5 orders or 500 orders from yesterday, they all get added to your spreadsheet in a single action. Each order becomes one row with all the fields from your database query as columns.

*Required: These following must be installed before using this workflow.

Make it your own

Customize this workflow even further:

Add custom date ranges
Modify the SQL query to export orders from specific time periods, such as weekly summaries every Monday or monthly reports on the first of each month.
Include customer data enrichment
Connect additional steps to pull customer details, lifetime value, or purchase history and add those insights as extra columns in your export.
Send automated email reports
Chain an email step after the spreadsheet creation to automatically send the daily export file to your team or upload it to a shared drive.
Store summary metrics in tables
Add a step that calculates daily totals (revenue, order count, average order value) and saves those metrics to a separate tracking table for trend analysis.

Frequently asked questions

What happens if there are no orders to export on a given day?
The workflow will still create a new spreadsheet, but it will only contain the column headers with no data rows. This gives you a consistent daily file structure even on slow sales days.
Can I customize which order fields get exported to the spreadsheet?
Yes, you can modify the SQL query in step 2 to select only specific columns like order_id, customer_email, and total_price, or add calculated fields like profit margins or shipping costs.
Will this work with very large order volumes?
The bulk add operation can handle thousands of rows efficiently, but if you regularly process more than 10,000 orders per day, consider adding a step to split the data across multiple spreadsheet tabs or separate files.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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