Cash Reconciliation

Triggered at month end. Pulls GL transaction data from Snowflake, pulls bank balance data via HTTP (or from an Excel file you upload), uses AI to reconcile the two numbers, flags any discrepancies with explanations, writes the reconciliation report to Excel, and alerts the finance team.

BOM Reporting and Reconciliation

Pulls product/style data from your PLM or product management system via HTTP, pulls component cost data, merges everything using AI to calculate cost per BOM, flags any components with pending approval status, writes the full BOM report to Excel, and emails the production team via Slack.

Multi-platform price sync (AI-driven)

You trigger it manually when you want to run a price update. It pulls all products from Shopify, sends them to Anthropic to suggest competitive price adjustments based on the product names and current prices, then pushes the updates to both WooCommerce and BigCommerce simultaneously.

Stripe payment → Airtable CRM → Klaviyo VIP tag

Every time a Stripe payment succeeds, the webhook fires this workflow. AI classifies the customer as standard or VIP based on payment size, logs them to your Airtable CRM, updates their Klaviyo profile with the right tag, and pings your sales team.

Amazon order → WooCommerce sync → FedEx ship

Every morning pulls new Amazon orders, creates matching orders in WooCommerce to keep inventory in sync, then ships them via FedEx and notifies your ops team on Discord.

Inventory check

Inventory check if it is in stock ships normally, but if out of stock triggers reorder + customer hold into a reusable template

End of Day Fulfillment Reconciliation

Runs every evening, compares ShipStation fulfillments against Shopify completed orders, uses AI to find any mismatches, logs them to Google Sheets, and pings ops on Discord.

Weekly Customer Win-Back Campaign

Runs every Monday, gets customers who haven't ordered in 30+ days from Shopify, uses AI to write a win-back message, updates their Klaviyo profile with a tag, then alerts your marketing team.

PayPal Dispute → Log → Team Alert

Manually triggered when a dispute comes in. Uses AI to draft a response based on the order details, logs it to Google Sheets, and alerts your disputes team on Slack.

WooCommerce Order → ShipStation → Tracking Back to WooCommerce

What it does: Pulls processing WooCommerce orders, creates a ShipStation shipment and label, then updates the WooCommerce order with the tracking number automatically.

Abandoned Cart Recovery with AI Personalization

Triggered manually or on a schedule, pulls recent Klaviyo profiles, uses AI to write a personalized recovery email for each customer, then sends it via Klaviyo.

Low Inventory Alert + Auto Reorder Sheet

Runs every day, checks Shopify inventory levels, uses AI to identify which items need reordering, logs them to Google Sheets, and alerts your buying team on Slack.