Documentation

Automation Recipes

Orchestrate marketing, operations, and customer experience workflows using pre-built recipes.

Abandoned cart recovery

  1. Trigger when a cart remains idle for 2 hours
  2. Send a series of reminder emails with personalised product recommendations
  3. Optional: Include a one-time coupon if the customer does not convert after 48 hours

Tools required

Requires Email Marketing add-on and coupon service integration

Inventory alerts

  1. Monitor inventory levels every hour for your top-selling SKUs
  2. Notify purchasing team in Slack or email when stock falls below configured threshold
  3. Automatically create restock tasks in your project management tool

Tools required

Connect warehouse system, Slack, and Task Manager integrations

Order fulfilment routing

  1. Assign orders based on destination country to the appropriate warehouse
  2. Generate courier labels via EasyParcel integration
  3. Send tracking information to customers via email and WhatsApp

Tools required

Requires shipping connector and notifications settings

Workflow builder

Select trigger

Choose events such as cart abandoned, order created, or inventory threshold reached.

Add conditions

Filter by customer segment, order value, product category, or geography to tailor actions.

Configure actions

Send notifications, update CRM, create tasks, or call webhooks to external systems.

Test & activate

Run test payloads, verify logs, and schedule go-live with confidence.

Best practices

  • Start with templates and adjust thresholds gradually
  • Monitor automation logs weekly to catch failures early
  • Assign owners for business-critical workflows
  • Document external dependencies (CRM, shipping, marketing tools)