Step 2: Connect WooCommerce and Global Settings

Define global variables and connect WooCommerce credentials for the order retrieval steps.

1. Open Global Settings Map and set trend_threshold to 5.
2. Set teams_webhook_url to [CONFIGURE_YOUR_TOKEN] and google_sheet_id to [YOUR_ID].
3. Open Retrieve Current Week Orders and confirm Resource is order, Operation is getAll, and Return All is enabled.
4. Set After to ={{ $('Compute Date Windows').first().json.current.after }} and Before to ={{ $('Compute Date Windows').first().json.current.before }}, and set Status to completed.
5. Credential Required: Connect your wooCommerceApi credentials in Retrieve Current Week Orders, Retrieve Prior Month Orders, and Retrieve Prior Year Orders.

Step 3: Set Up Date Windows and Trend Processing

Generate date ranges and compute the trend summary from current, prior month, and prior year orders.

1. Open Compute Date Windows and keep the provided JavaScript that builds current, lastMonth, lastQuarter, and lastYear ranges.
2. In Retrieve Prior Month Orders, set After to ={{ $('Compute Date Windows').first().json.lastMonth.after }} and Before to ={{ $('Compute Date Windows').first().json.lastMonth.before }}.
3. In Retrieve Prior Year Orders, set After to ={{ $('Compute Date Windows').first().json.lastYear.after }} and Before to ={{ $('Compute Date Windows').first().json.lastYear.before }}.
4. Open Build Trend Summary and confirm it references Global Settings Map, Retrieve Current Week Orders, Retrieve Prior Month Orders, and Retrieve Prior Year Orders.
5. Verify the execution chain: Compute Date Windows → Retrieve Current Week Orders → Retrieve Prior Month Orders → Retrieve Prior Year Orders → Build Trend Summary.

Step 4: Configure Output Destinations

Send the trend summary to Google Sheets and Slack, with parallel execution after the summary is built.

1. Open Append Sheet Log and set Operation to append and Sheet Name to Sheet1.
2. Set Document ID to ={{ $('Global Settings Map').first().json.google_sheet_id }}.
3. Post Slack Update should use the provided message template with dynamic fields like {{ $json.revenue.current }} and {{ $json.orders.vsYear.trend }}.
4. Set Channel to [YOUR_ID] and keep Include Link to Workflow set to false.
5. Credential Required: Connect your slackApi credentials in Post Slack Update.
6. Confirm the parallel execution: Build Trend Summary outputs to both Append Sheet Log and Post Slack Update in parallel.

Step 5: Test and Activate Your Workflow

Run a manual test to validate order retrieval, trend calculations, and notifications before going live.

1. Click Execute Workflow to run a manual test from Weekly Schedule Start.
2. Verify Retrieve Current Week Orders, Retrieve Prior Month Orders, and Retrieve Prior Year Orders return orders without errors.
3. Confirm Build Trend Summary outputs fields like revenue.current, orders.vsMonth.percent, and topSku.
4. Check that Append Sheet Log appends a new row to Sheet1 and Post Slack Update posts the formatted trend report to the selected channel.
5. Activate the workflow by toggling it to Active so Weekly Schedule Start runs every week at the scheduled time.