Business Automation Example.

Step-by-Step Workflow for Businesses

• 1. Order Trigger

  The automation starts with detecting a new order, initiating the workflow.

  A new order is placed on Shopify.

• 2. 'Your shop' Integration

  Fetch order details from 'Your shop' for further processing.

  Retrieve order details, customer data, and payment status.

• 3. Database Update

  Store the order information in the database for tracking and management.

  Add the order to the central database.

• 4. High-Value Order Notification

  Automatically identify high-value orders and notify the team via email.

  Send an email to the team with details of orders above £500.

• 5. Customer SMS Confirmation

  Send a confirmation SMS to the customer about their order.

  A message confirming the order and expected delivery date.

• 6. Order Confirmation Email

  Send an order confirmation email to the customer.

  Provide a summary of the order and tracking details.

• 7. Generate Sales Report

  Compile a detailed sales report and send it to the team.

  Daily sales performance analysis emailed to the management team.

• 8. Error Handling

  Handle errors during order processing and notify the team.

  Send an error report email if a transaction fails.

• 9. Invoice Email

  Generate and send an invoice to the customer automatically.

  Attach the invoice in a PDF format and email it to the customer.

• 10. Follow-Up Email

  Send a follow-up email a few days after the order to gather feedback.

  Thank the customer and ask for a review or feedback.