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What You Can Automate

CategoryExamples
OrdersConfirmations, fulfillment, tracking, review requests
InventoryLow stock alerts, reorder automation, price monitoring
CustomersAbandoned cart recovery, win-back campaigns, VIP nurturing
AnalyticsDaily sales reports, cohort analysis, revenue forecasting

Integrations

  • Stripe — Payments and orders
  • Google Sheets — Data and reporting
  • Gmail — Customer emails
  • Slack — Team alerts
  • Shopify — Coming soon

Order Confirmations

Step 1 — Trigger:
Listen for new order events from @Stripe
Step 2 — Enrich:
Get customer history and loyalty tier
Check for special instructions
Step 3 — Generate:
Create personalized confirmation:
- Order details
- Estimated delivery
- Loyalty points earned
- Recommended products
Step 4 — Send:
Send via @Gmail
Update CRM
Notify #fulfillment on @Slack

Low Stock Alerts

Step 1 — Check inventory:
Get stock levels, compare to reorder thresholds
Step 2 — Identify reorders:
For items below threshold:
- Calculate reorder quantity
- Check supplier lead times
- Estimate stockout date
Step 3 — Alert:
Send to @Slack #inventory:
- Critical items (< 3 days supply)
- Items to reorder this week
- Recommended quantities
Step 4 — Approve:
@form Approve reorder for critical items?
Step 5 — Process:
Generate purchase orders
Send to suppliers
Update expected delivery dates

Abandoned Cart Recovery

Step 1 — Find abandoned carts:
Get carts abandoned in last 24 hours
Exclude: already recovered, opted out, purchased elsewhere
Step 2 — Segment by value:
High (>$200): Personal follow-up
Medium ($50-200): Email sequence
Low (<$50): Single reminder
Step 3 — Personalize:
For each cart:
- List abandoned items
- Add incentive based on history
- Include reviews and popularity
Step 4 — Schedule:
High value: Immediate + human review
Medium: 1h, 24h, 72h sequence
Low: 4 hours

Daily Sales Dashboard

Step 1 — Get data:
From @Stripe:
- Revenue (today, WTD, MTD)
- Average order value
- New vs returning customers
Step 2 — Calculate trends:
Compare to same day last week/month/year
Calculate % changes
Step 3 — Find insights:
Flag if:
- Revenue changed >20%
- Unusual product popularity
- Cart abandonment spike
Step 4 — Generate report:
Create HTML report with:
- Revenue metrics
- Orders by hour chart
- Top products table

Tips

  1. Test manually first — Understand edge cases before automating
  2. Handle errors — Retry failed emails, alert team if still failing
  3. Focus personalization — Product recommendations > subject lines
  4. Track performance — Open rates, recovery rates, time saved
  5. Respect preferences — Honor unsubscribes, don’t over-communicate

Next