Run Your First Daily Brief

You've installed StoreBrief and connected your data. Here's what happens when you run your first daily brief - and what to do after.

The first-run experience

When you type "Run my daily brief" for the first time, StoreBrief will ask you to provide store context. This is a one-time setup - it saves this information for all future briefs.

StoreBrief will ask for:

STORE CONTEXT:
- Store name
- Shopify URL (your-store.myshopify.com)
- Monthly revenue range
- Number of SKUs
- Primary product category
- Average order value
- Main acquisition channels
- Team size

AD SPEND CONTEXT:
- Monthly ad spend
- Primary ad platform (Meta, Google, both)
- Target MER (default: 5x)

OPERATIONAL PREFERENCES:
- Your timezone
- Alert threshold (default: Tier 2+)

Just answer naturally - you don't need to fill out a form. Something like:

We're a supplement brand doing about $80K/mo. 45 SKUs, mostly sold through Meta ads.
AOV is around $65. Team of 3. We spend about $15K/mo on ads, mostly Meta with some Google.
We're in Eastern time.

StoreBrief will parse this and confirm what it understood.

What the daily brief looks like

After context is set, you'll get a brief like this:

STORE PERFORMANCE - Feb 28, 2026

Revenue: $4,847   | 7d avg: $5,120 | DoD: -5.3% ↓
Orders:  62       | 7d avg: 65     | DoD: -4.6% ↓
AOV:     $78.18   | 7d avg: $78.77 | DoD: -0.7% →
Sessions: 1,240   | 7d avg: 1,180  | DoD: +5.1% ↑
Conv Rate: 5.0%   | 7d avg: 5.5%   | DoD: -0.5pp ↓

⚠ WATCH: Sessions up, conversion down. Traffic quality issue
   or landing page friction.
→ Check top landing pages for yesterday - something may be
   underperforming.

Ad Spend: $620 | MER: 7.8x [Target: 8.5x] BELOW TARGET
→ Monitor for 48 hours. If MER doesn't recover, review ad
   creative performance by campaign.

EMAIL (Klaviyo):
  Flow revenue: $312 (6.4% of total) - Welcome: $180,
  Abandoned Cart: $92, Post-Purchase: $40
  Campaign sent yesterday: "Spring Sale Reminder" - 
  22.1% open, 3.2% click, $890 revenue
  List health: 12,400 subscribers, 0.3% unsubscribe rate ✓

INVENTORY WATCH:
  ⚠ Collagen Peptides (Unflavored) - 14-day supply remaining
     at current velocity. Reorder recommended.

NO ESCALATIONS.

The brief is typically 300-400 words. It covers the key metrics, flags anything worth watching, and gives specific recommendations - not generic advice.

Understanding the brief

Trend arrows:

↑ or ↓ = meaningful change (>2% day-over-day)
→ = flat / within normal range

Alert levels:

WATCH = worth monitoring, no action needed yet
ALERT = requires attention within 24-48 hours
ESCALATE = needs immediate action

MER thresholds:

5x+ = healthy
3-5x = monitor closely
Below 3x = escalation trigger

What to do after your first brief

Ask follow-up questions

The brief is a starting point. Dig into anything that looks off:

"Why is conversion rate down?" - StoreBrief will check landing pages, traffic sources, and recent changes
"Why is AOV dropping?" - triggers the 6-step AOV diagnostic tree
"Show me this week's trend" - 7-day view of all metrics
"What's driving the MER drop?" - channel-level ad performance breakdown

Try operational commands

"Create a product draft for [name]" - builds a draft product in Shopify
"What's my inventory risk?" - flags low-stock products by velocity
"Check for leaky discount codes" - finds codes shared on coupon sites
"Run a Klaviyo health check" - full email channel diagnostic

Set up a daily routine

StoreBrief works best as a daily habit. Each morning:

Open your AI client
Type "Run my daily brief"
Review the brief (~1 minute)
Ask follow-ups on anything flagged (~2-5 minutes)
Take action on recommendations

Total time: 5-10 minutes per day. Replaces 30-60 minutes of dashboard checking.

Optional: Connect your Brand Brain

If you own the DTC Stack, you can connect your Brand Brain for Tier 3 capabilities:

Connect my Brand Brain. Files are at: ./brand-brain/

This unlocks brand-native copy recommendations, collection SEO optimization, and review mining insights - all filtered through your brand voice and positioning.