Online stores — Automation for online stores
Support email fills up with where-is-my-order questions, wholesale requests arrive as PDFs to retype, and stock counts drift between your store and marketplaces. These are the parts software can take over, with the owner still deciding on refunds, discounts and anything that looks off. 36 automations fit, each with an example and workflow written for online stores.
What online stores automate
Showing 36 use cases for online stores
- Calls & leadsBuilt for a clientInstant lead responseWholesale and bulk order inquiries get a reply right away with the line sheet and the questions you need answered.Online storesHow it works
- Calls & leadsBuilt for a clientLead qualification & routingWholesale, custom order and collab requests from the contact form are sorted by fit and sent to the right person.Online storesHow it works
- Calls & leadsLead nurture sequencesNew email subscribers get a short welcome series about the brand and best sellers, and it stops when they buy.Online storesHow it works
- Calls & leadsIn build for a clientWebsite chat assistantShoppers get answers on sizing, shipping and returns from your own policies, and order lookups, any time of day.Online storesHow it works
- Calls & leadsPlanned for a clientQuote follow-upSent bulk and wholesale quotes get a polite follow-up on schedule, and you're alerted the moment a buyer replies.Online storesHow it works
- Calls & leadsBuilt for a clientQuote & proposal builderBulk and corporate gift requests become a draft quote from your price breaks and shipping rules for you to review.Online storesHow it works
- SchedulingRecall remindersCustomers get a reminder when the filter, refill or cartridge they bought is due for replacement, with a reorder link.Online storesHow it works
- Intake & documentsClient onboardingNew stockists get terms, a resale certificate request, a wholesale login and a line sheet once you approve them.Online storesHow it works
- Intake & documentsBuilt for a clientDocument data extractionA new supplier's price list and spec sheets are read into product drafts with SKUs, costs, sizes and weights.Online storesHow it works
- Intake & documentsBuilt for a clientOrder entry automationWholesale orders from email and PDF purchase orders are entered as draft orders, matched to your SKUs and prices.Online storesHow it works
- Customer communicationCustomer status updatesShoppers get a text or email when the order ships, is delayed or is out for delivery, before they ask.Online storesHow it works
- Customer communicationInbox triageStore emails are sorted into orders, returns, wholesale, press and vendor mail, linked to the customer and routed.Online storesHow it works
- Customer communicationAI reply draftingDrafts replies to order and product emails from your policies and the order record, for support to check and send.Online storesHow it works
- Customer communicationReview requestsCustomers get a review request after delivery, and new low ratings are flagged for a reply.Online storesHow it works
- Customer communicationWin-back campaignsCustomers who haven't reordered get a message based on what they bought, when it's likely running out.Online storesHow it works
- Customer communicationRenewal remindersPrepaid subscribers get a reminder before their plan renews, with a link to skip, swap or change it.Online storesHow it works
- Customer communicationAbandoned cart recoveryShoppers who leave items in their cart get a reminder with the cart saved, by email or text if they opted in.Online storesHow it works
- Customer communicationSupport ticket triageHelp desk tickets are tagged by type and urgency, matched to the order, and drafted from your help content.Online storesHow it works
- Billing & paymentsBuilt for a clientInvoicing automationWholesale orders become draft invoices with the right terms when they ship, ready for the owner to send.Online storesHow it works
- Billing & paymentsPayment remindersShops on wholesale terms get reminders with a payment link before and after the due date, and they stop when paid.Online storesHow it works
- Billing & paymentsFailed payment recoveryDeclined subscription renewals hold the shipment, ask the customer to update their card, and flag what stays unpaid.Online storesHow it works
- Billing & paymentsSupplier invoice processingSupplier and 3PL invoices from email are read, matched to purchase orders and drafted as bills for review.Online storesHow it works
- Billing & paymentsExpense receipt routingAd invoices, packaging orders and supply runs are read, matched to card charges and coded before month end.Online storesHow it works
- Billing & paymentsBank and payment reconciliationShopify, PayPal and marketplace payouts are split into sales, refunds and fees and matched to bank deposits.Online storesHow it works
- Inventory & operationsBuilt for a clientInventory syncStock stays matched across your store, Amazon, Etsy and the warehouse, so you don't sell what you don't have.Online storesHow it works
- Inventory & operationsBuilt for a clientMulti-supplier stock lookupFor drop-ship and backordered items, your stock and each supplier's feed are checked at once, with cost and ship time.Online storesHow it works
- Inventory & operationsBuilt for a clientProduction tracking boardPersonalized and made-to-order items move across a board from proof to shipped, updated from the workbench.Online storesHow it works
- Inventory & operationsBuilt for a clientApproval workflowsRefunds over a limit, discount codes and replacement shipments go to the owner for a yes or no, logged.Online storesHow it works
- Inventory & operationsCompliance trackingSales tax registrations, product certificates and marketplace documents are tracked with reminders before they expire.Online storesHow it works
- Inventory & operationsRecurring task coordinationWeekly drops, photo days, stock counts and ad reviews are created on schedule, assigned and chased until done.Online storesHow it works
- Team & HREmployee onboardingNew packers and support staff get paperwork, logins, the packing guide and check-ins, in order.Online storesHow it works
- Team & HRTimesheets & payroll prepPackers' and part-timers' hours are pulled, checked for missed punches and overtime, and sent to payroll after approval.Online storesHow it works
- Team & HRStaff schedulingPacking and support shifts are drafted from order volume and availability, and open shifts are offered by text.Online storesHow it works
- Data & reportingBuilt for a clientSystem syncOrders, customers and refunds stay matched between the store, shipping, email and accounting tools.Online storesHow it works
- Data & reportingAutomated reportingA weekly report on sales, returns, ad spend and stock lands in your inbox with a short plain summary.Online storesHow it works
- Data & reportingData cleanup and alertsProducts missing weights, barcodes or images, and duplicate customers, are found and sent to whoever can fix them.Online storesHow it works
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