Map the real workflow
Follow an actual product update, lead, order or reporting task across the tools and people involved. Capture the manual checks that make it work.
Connect the tools and steps behind your store, with clear rules for what runs automatically and what needs a person.
Discuss your storeBook a free 20-minute callThe handoff needs a route.
Define the exception and its owner before connecting tools.
Illustrative concept. The actual work is shaped around your store.
Before automating a process, make its inputs, exceptions and owner clear. A faster version of an unclear process can create more work elsewhere.
Connected decisions, practical implementation and a scope shaped around your store.
Follow an actual product update, lead, order or reporting task across the tools and people involved. Capture the manual checks that make it work.
Specify required inputs, duplicate handling, permissions and approval points. Decide what can proceed automatically and what should stop for review.
Build the agreed integrations, transformations and routing. Test missing data, retries and failed steps alongside the ordinary path.
Provide a clear exception route, operating notes and ownership. A workflow should remain understandable when the person who built it is not available.
Scope, deliverables, responsibilities and timing are agreed for each engagement.
Decisions with uncertain inputs, sensitive consequences or frequent exceptions may need review. The aim is a dependable workflow with an understandable handover.
The handover should make the next decision easier. Depending on the agreed scope, that can include:
One real example of the task, the tools involved and the point where work gets repeated or lost.
Product-data handling, content operations, reporting and enquiry routing are useful starting points. The actual scope depends on APIs, access, data quality and the consequences of a mistake.
No. Review can be the right design for uncertain inputs or important decisions. We make the boundary between automatic work and human approval explicit.
Explore the disciplines that connect to commerce automation.
Bring the challenge. We’ll help you work out a useful starting point.