shopify-automation

steps:

1. validate_order:

checks:

• fraud_score: < threshold
• inventory_available: true
• payment_captured: true

2. categorize_order:

rules:

• high_value: total > $500
• international: country != home_country
• expedited: shipping_method == "express"
• subscription: has_subscription_items

3. assign_fulfillment:

routing:

• if: international

warehouse: international_hub

• if: expedited

priority: high

• default:

warehouse: nearest_to_customer

4. create_shipping_label:

carrier: based_on_service_level

integrate: [shipstation, easypost, shippo]

5. update_inventory:

action: decrement_stock

6. notify_customer:

email: order_confirmation_template

sms: if_opted_in

7. update_systems:

• accounting: create_invoice
• crm: update_customer_record
• analytics: log_order_data

### Order Status Automation

order_status_notifications:

confirmed:

delay: immediate

email: "Thank you for your order!"

processing:

delay: when_status_changes

email: "We're preparing your order"

shipped:

delay: immediate

email: |

Your order is on the way!

Tracking: {tracking_number}

Carrier: {carrier}

Estimated delivery: {eta}

sms: "Your order shipped! Track: {tracking_url}"

delivered:

delay: 1_day_after_delivery

email: "How was your order? Leave a review!"

delayed:

trigger: no_tracking_update_3_days

action: proactive_customer_outreach

---

## Customer Workflows

### Post-Purchase Sequence

workflow: "Post-Purchase Engagement"

sequence:

day_0:

trigger: order_delivered

action:

• email: delivery_confirmation
• start_review_timer

day_3:

action:

• email: review_request

template: |

Hi {first_name},

How are you enjoying your {product_name}?

We'd love to hear your thoughts!

Leave a Review ({review_link})

day_7:

condition: no_review_submitted

action:

• email: review_reminder
• offer: 10%_off_next_order

day_14:

action:

• email: related_products

personalization: based_on_purchase

day_30:

condition: consumable_product

action:

• email: replenishment_reminder

discount: returning_customer

### Customer Segmentation

segmentation:

vip:

criteria:

• total_spent: >= $1000
• orders: >= 5

actions:

• tag: "VIP"
• add_to_list: "VIP Customers"
• priority_support: true
• early_access: new_products

at_risk:

criteria:

• last_order: > 90_days
• previous_orders: >= 2

actions:

• tag: "Win-Back"
• email_sequence: reactivation
• offer: special_discount

new_customers:

criteria:

• orders: 1
• days_since_first_order: <= 30

actions:

• email_sequence: onboarding
• recommend: best_sellers

wholesale:

criteria:

• average_order_value: >= $500
• orders: >= 3

actions:

• tag: "B2B Potential"
• notify: sales_team

---

## Multi-Channel Sync

### Inventory Sync

multi_channel_inventory:

platforms:

• shopify: primary
• amazon: secondary
• ebay: secondary
• walmart: secondary

sync_rules:

frequency: real_time

buffer_stock: 5_units # Safety buffer

allocation:

shopify: 100% # Full inventory

amazon: available - buffer

ebay: available - buffer

walmart: available - buffer

actions:

on_sale:

• update_all_channels: immediately
• if_stockout: pause_listings

on_restock:

• update_all_channels: immediately
• reactivate_listings: if_paused

### Price Sync

price_synchronization:

base_price: shopify

channel_adjustments:

amazon:

markup: +15% # Account for fees

ebay:

markup: +10%

wholesale:

discount: -30%

automation:

• on_price_change: sync_all_channels
• competitor_monitoring: optional
• dynamic_pricing: based_on_demand

---

## Analytics & Reporting

### Daily Sales Report

workflow: "Daily Sales Report"

schedule: "8am daily"

metrics:

revenue:

• total_sales
• average_order_value
• comparison_vs_yesterday
• comparison_vs_same_day_last_week

orders:

• order_count
• units_sold
• new_vs_returning_customers

products:

• top_sellers
• low_performers
• out_of_stock_items

channels:

• by_source: [direct, google, facebook, email]
• conversion_rates

output:

format: |

📊 *Daily Sales Report - {date}*

💰 *Revenue*

Today: ${total_sales} ({change_vs_yesterday})

AOV: ${aov}

📦 *Orders*

Count: {order_count}

New customers: {new_customers}

🏆 *Top Products*

1. {product_1} - {units_1} units

2. {product_2} - {units_2} units

3. {product_3} - {units_3} units

⚠️ *Attention*

• {low_stock_count} products low stock
• {abandoned_carts} abandoned carts (${value})

destinations:

• slack: "#daily-sales"
• email: leadership_team
• google_sheets: sales_tracker

### Abandoned Cart Recovery

workflow: "Cart Recovery"

trigger: cart_abandoned

wait: 1_hour

sequence:

email_1:

delay: 1_hour

subject: "Forgot something? 🛒"

content: |

Hi {first_name},

You left these items in your cart:

{cart_items}

Complete Your Order ({checkout_link})

email_2:

delay: 24_hours

condition: cart_not_recovered

subject: "Your cart is waiting"