Workflow Automation

Automate the Operations Running Your Business

Eliminate manual, repetitive operational work across inventory, order processing, reporting, fulfillment, and internal communications — with custom-built automation systems.

Event-driven architectureMulti-tool orchestrationError handling & retriesFull audit logging
Automation Categories

Every Operational Process That Can Be Automated

We build workflow automation across the full operational stack — from inventory to reporting to internal communications.

Inventory Management Automation

  • Real-time inventory sync across channels and warehouses
  • Low-stock alerts with supplier PO triggers
  • Backorder notifications to customers
  • SKU mapping and multi-location sync

Order Processing Workflows

  • Automatic order routing to correct fulfillment location
  • Fraud risk flagging and hold automation
  • Wholesale order approval workflows
  • Split shipment handling and tracking merge

Customer Communication Automation

  • Post-purchase confirmation and tracking sequences
  • Delivery exception and delay alerts
  • Review request automation (post-delivery)
  • Re-engagement sequences for lapsed customers

Reporting & Analytics Automation

  • Daily/weekly revenue and ops report delivery
  • Automated P&L and margin reporting
  • Customer cohort and LTV dashboards
  • Ad spend and ROAS reporting pipelines

ERP & 3PL Integrations

  • Bidirectional sync between Shopify and ERP
  • 3PL API integration for fulfillment status
  • Automated ASN and receiving workflows
  • Supplier portal data exchange automation

Internal Operations Automation

  • Slack/Teams alerts for critical business events
  • Customer escalation routing and assignment
  • Team task creation from business triggers
  • Approval workflows for discounts and exceptions
Architecture

Event-Driven Automation Architecture

Every workflow starts with a trigger event and flows through a structured pipeline with error handling, retries, and logging.

1

Trigger Layer

Webhooks, scheduled jobs, API calls, or manual triggers initiate each workflow.

2

Processing Engine

Business logic processes the event, validates data, and determines the appropriate action chain.

3

API Orchestration

The system calls the relevant external APIs (Shopify, ERP, CRM, 3PL, messaging) in the correct sequence.

4

Error Handling & Retries

Failed steps are retried with exponential backoff. Persistent failures trigger alerts and fallback logic.

5

Notification Layer

Relevant stakeholders are notified via Slack, email, or SMS when key events occur or errors are detected.

6

Analytics & Audit Log

Every workflow execution is logged with full data lineage for debugging, compliance, and performance analysis.

Integrations

Connects to Your Existing Stack

ShopifyNetSuiteShipStationGoogle SheetsSlackAirtableHubSpotKlaviyoGorgiasStripeAmazonQuickBooksFedExUPSPostscript
FAQ

Common Questions About Workflow Automation

Find Out What Operations We Can Automate in Your Business

Start with a free audit. We'll map your current workflows and build a prioritized automation opportunity plan.

No commitment. No pitch deck. Just a focused audit of your automation potential.