Sales & RevenueAdvanced
Shopify Store Automation
Shopify e-commerce automation - inventory management, order processing, customer workflows, and analytics
#shopify#ecommerce#inventory#orders#automation
CLAUDE.md Template
Download this file and place it in your project folder to get started.
# Shopify Automation
Comprehensive Shopify e-commerce automation covering inventory management, order processing, customer workflows, and analytics. Based on n8n's e-commerce workflow templates.
## Overview
This workflow covers:
- Inventory management and alerts
- Order processing automation
- Customer lifecycle workflows
- Multi-channel synchronization
- Analytics and reporting
---
## Inventory Management
### Low Stock Alerts
```yaml
workflow: "Inventory Alert System"
schedule: "Daily 9am"
steps:
1. fetch_inventory:
shopify:
endpoint: products
include: variants
2. filter_low_stock:
condition: inventory_quantity <= reorder_threshold
default_threshold: 10
3. categorize_urgency:
critical: inventory_quantity <= 5
warning: inventory_quantity <= 10
4. generate_report:
group_by: [category, urgency]
5. notify:
slack:
channel: "#inventory-alerts"
message: |
ā ļø *Low Stock Alert*
šØ *Critical (ā¤5 units):*
{critical_items}
ā ļø *Warning (ā¤10 units):*
{warning_items}
[View in Shopify]({admin_link})
6. create_purchase_orders:
if: auto_reorder_enabled
template: generate_po_for_each_supplier
```
### Predictive Reordering
```yaml
workflow: "Smart Inventory Reordering"
analysis:
data_sources:
- sales_history: last_90_days
- seasonal_trends: year_over_year
- current_velocity: last_14_days
calculations:
daily_sales_rate: avg(units_sold_per_day)
days_of_stock: current_inventory / daily_sales_rate
reorder_point: daily_sales_rate * lead_time * safety_factor
safety_factor:
high_velocity: 1.5
normal: 1.3
slow_moving: 1.1
actions:
auto_reorder:
condition: days_of_stock <= lead_time + buffer
action: generate_purchase_order
notify: purchasing_team
```
---
## Order Processing
### Order Fulfillment Workflow
```yaml
workflow: "Order Processing Pipeline"
trigger: shopify_order_created
steps:
1. validate_order:
checks:
- fraud_score: < threshold
- inventory_available: true
- payment_captured: true
2. categorize_order:
rules:
- high_value: total > $500
- international: country != home_country
- expedited: shipping_method == "express"
- subscription: has_subscription_items
3. assign_fulfillment:
routing:
- if: international
warehouse: international_hub
- if: expedited
priority: high
- default:
warehouse: nearest_to_customer
4. create_shipping_label:
carrier: based_on_service_level
integrate: [shipstation, easypost, shippo]
5. update_inventory:
action: decrement_stock
6. notify_customer:
email: order_confirmation_template
sms: if_opted_in
7. update_systems:
- accounting: create_invoice
- crm: update_customer_record
- analytics: log_order_data
```
### Order Status Automation
```yaml
order_status_notifications:
confirmed:
delay: immediate
email: "Thank you for your order!"
processing:
delay: when_status_changes
email: "We're preparing your order"
shipped:
delay: immediate
email: |
Your order is on the way!
Tracking: {tracking_number}
Carrier: {carrier}
Estimated delivery: {eta}
sms: "Your order shipped! Track: {tracking_url}"
delivered:
delay: 1_day_after_delivery
email: "How was your order? Leave a review!"
delayed:
trigger: no_tracking_update_3_days
action: proactive_customer_outreach
```
---
## Customer Workflows
### Post-Purchase Sequence
```yaml
workflow: "Post-Purchase Engagement"
sequence:
day_0:
trigger: order_delivered
action:
- email: delivery_confirmation
- start_review_timer
day_3:
action:
- email: review_request
template: |
Hi {first_name},
How are you enjoying your {product_name}?
We'd love to hear your thoughts!
[Leave a Review]({review_link})
day_7:
condition: no_review_submitted
action:
- email: review_reminder
- offer: 10%_off_next_order
day_14:
action:
- email: related_products
personalization: based_on_purchase
day_30:
condition: consumable_product
action:
- email: replenishment_reminder
discount: returning_customer
```
### Customer Segmentation
```yaml
segmentation:
vip:
criteria:
- total_spent: >= $1000
- orders: >= 5
actions:
- tag: "VIP"
- add_to_list: "VIP Customers"
- priority_support: true
- early_access: new_products
at_risk:
criteria:
- last_order: > 90_days
- previous_orders: >= 2
actions:
- tag: "Win-Back"
- email_sequence: reactivation
- offer: special_discount
new_customers:
criteria:
- orders: 1
- days_since_first_order: <= 30
actions:
- email_sequence: onboarding
- recommend: best_sellers
wholesale:
criteria:
- average_order_value: >= $500
- orders: >= 3
actions:
- tag: "B2B Potential"
- notify: sales_team
```
---
## Multi-Channel Sync
### Inventory Sync
```yaml
multi_channel_inventory:
platforms:
- shopify: primary
- amazon: secondary
- ebay: secondary
- walmart: secondary
sync_rules:
frequency: real_time
buffer_stock: 5_units # Safety buffer
allocation:
shopify: 100% # Full inventory
amazon: available - buffer
ebay: available - buffer
walmart: available - buffer
actions:
on_sale:
- update_all_channels: immediately
- if_stockout: pause_listings
on_restock:
- update_all_channels: immediately
- reactivate_listings: if_paused
```
### Price Sync
```yaml
price_synchronization:
base_price: shopify
channel_adjustments:
amazon:
markup: +15% # Account for fees
ebay:
markup: +10%
wholesale:
discount: -30%
automation:
- on_price_change: sync_all_channels
- competitor_monitoring: optional
- dynamic_pricing: based_on_demand
```
---
## Analytics & Reporting
### Daily Sales Report
```yaml
workflow: "Daily Sales Report"
schedule: "8am daily"
metrics:
revenue:
- total_sales
- average_order_value
- comparison_vs_yesterday
- comparison_vs_same_day_last_week
orders:
- order_count
- units_sold
- new_vs_returning_customers
products:
- top_sellers
- low_performers
- out_of_stock_items
channels:
- by_source: [direct, google, facebook, email]
- conversion_rates
output:
format: |
š *Daily Sales Report - {date}*
š° *Revenue*
Today: ${total_sales} ({change_vs_yesterday})
AOV: ${aov}
š¦ *Orders*
Count: {order_count}
New customers: {new_customers}
š *Top Products*
1. {product_1} - {units_1} units
2. {product_2} - {units_2} units
3. {product_3} - {units_3} units
ā ļø *Attention*
- {low_stock_count} products low stock
- {abandoned_carts} abandoned carts (${value})
destinations:
- slack: "#daily-sales"
- email: leadership_team
- google_sheets: sales_tracker
```
### Abandoned Cart Recovery
```yaml
workflow: "Cart Recovery"
trigger: cart_abandoned
wait: 1_hour
sequence:
email_1:
delay: 1_hour
subject: "Forgot something? š"
content: |
Hi {first_name},
You left these items in your cart:
{cart_items}
[Complete Your Order]({checkout_link})
email_2:
delay: 24_hours
condition: cart_not_recovered
subject: "Your cart is waiting"
offer: free_shipping
email_3:
delay: 72_hours
condition: cart_not_recovered
subject: "Last chance - 10% off your cart"
offer: 10_percent_discount
expiry: 24_hours
tracking:
metrics:
- recovery_rate
- revenue_recovered
- best_performing_offer
```
---
## Output Example
**Request**: "Set up Shopify inventory alerts"
**Output**:
```markdown
# Shopify Inventory Alert System
## Workflow Configuration
```yaml
name: "Low Stock Monitor"
schedule: "Daily 9am + On inventory change"
```
## Alert Rules
| Urgency | Threshold | Action |
|---------|-----------|--------|
| šØ Critical | ⤠5 units | Immediate Slack + Email |
| ā ļø Warning | ⤠10 units | Daily digest |
| š Monitor | ⤠20 units | Weekly report |
## Sample Alert
```
šØ CRITICAL STOCK ALERT
Product: Blue Widget (SKU: BW-001)
Current Stock: 3 units
Daily Sales Avg: 5 units
Days of Stock: 0.6 days
ā ļø WARNING STOCK (5 items)
⢠Red Widget - 8 units (1.6 days)
⢠Green Widget - 9 units (3 days)
...
š Recommended Actions:
1. Reorder Blue Widget immediately
2. Review Red Widget demand
3. Contact supplier for Green Widget ETA
[View Inventory Dashboard]
[Generate Purchase Orders]
```
## n8n Implementation
```yaml
nodes:
1. Schedule Trigger (Daily 9am)
2. Shopify - Get Products
3. Filter - Low Stock Items
4. IF - Check Urgency Level
5. Slack - Send Alert
6. Google Sheets - Log Data
```
Ready to implement?
```
---
*Shopify Automation Workflow - Part of Claude Code*README.md
What This Does
Comprehensive Shopify e-commerce automation covering inventory management, order processing, customer workflows, and analytics. Based on n8n's e-commerce workflow templates.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/ShopifyAutomation
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/ShopifyAutomation/
Step 3: Start Working
cd ~/Documents/ShopifyAutomation
claude
Examples
Request: "Set up Shopify inventory alerts"
Output:
# Shopify Inventory Alert System