1. Order processing and fulfilment routing
Trigger: New order placed in Shopify or WooCommerce. Automated steps: Order data validated and mapped to fulfilment system format; sent to configured fulfilment platform; confirmation logged in CRM. Systems involved: Store platform API, n8n, fulfilment platform API, CRM. AI role: Optional - classifying order type or flagging unusual orders for review. Human approval/escalation: Orders flagged for manual review (e.g., high value, address mismatch, payment issue) held for team confirmation before fulfilment. Business outcome: Reduced manual data entry between store and fulfilment; faster order processing for standard cases.
2. Inventory monitoring and restock alerts
Trigger: Inventory level falls below a defined threshold. Automated steps: Alert sent to defined team channel (Slack, email or SMS); optional reorder signal sent to supplier system if configured. Systems involved: Store platform inventory API, n8n, notification channel, supplier system where available. AI role: None required for threshold-based alerts. Human approval/escalation: Reorder decisions remain with the team; the workflow provides the signal, not the decision. Business outcome: Faster awareness of low-stock situations; reduced risk of overselling.
3. Post-purchase communication
Trigger: Order status update (confirmed, shipped, delivered, delayed). Automated steps: Customer notification sent via configured channel (email or SMS) with relevant order information pulled from the store and fulfilment system. Systems involved: Store platform API, fulfilment platform API, n8n, email or SMS provider. Automated messaging enabled only where the business has an appropriate legal basis or consent. AI role: Optional - personalising message content based on order data. Human approval/escalation: None for standard status updates; edge cases (e.g., significant delay, partial fulfilment) flagged for team review. Business outcome: More consistent customer communication at defined fulfilment milestones.
4. Support inbox enrichment
Trigger: New support ticket received. Automated steps: Customer email looked up in CRM and store; order history, recent orders and tracking status pulled from configured sources; data surfaced in the support tool alongside the ticket. Systems involved: Support platform, store API, CRM, n8n. AI role: Optional - categorising ticket type or drafting a suggested response for agent review. Human approval/escalation: All responses reviewed and sent by a human agent. Business outcome: Support agents spend less time switching between systems for basic order information.
5. CRM synchronisation from store data
Trigger: New order placed, order status updated, or customer record created. Automated steps: Customer and order data mapped to CRM fields; record created or updated; purchase history and tags updated. Systems involved: Store platform API, n8n, CRM. AI role: Optional - enriching customer records with segment or value signals. Human approval/escalation: Conflicts or duplicate records flagged for manual review. Business outcome: More complete and current CRM data without manual export and import.
6. Automated operational reporting
Trigger: Defined schedule (daily, weekly or monthly). Automated steps: Data pulled from store, CRM, fulfilment and support platforms; report compiled and sent to defined recipients or written to a shared document. Systems involved: n8n, store API, CRM, fulfilment platform, reporting destination. AI role: Optional - summarising key trends or flagging anomalies in the data. Human approval/escalation: None; the report is informational. Action decisions remain with the team. Business outcome: Operational visibility without manual data consolidation.
7. Returns and refund workflow
Trigger: Return request submitted via configured channel (website form, email or support ticket). Automated steps: Return validated against order data; CRM record updated; fulfilment team notified; refund process initiated according to defined rules (where payment platform API supports it). Systems involved: n8n, store platform API, CRM, fulfilment platform, payment provider where supported. AI role: Optional - classifying return reason from customer input. Human approval/escalation: Refund actions requiring financial authorisation require human approval before execution. Business outcome: More consistent return handling with less manual coordination across systems.
8. Marketing platform synchronisation
Trigger: Order placed, customer tag updated, or defined segment condition met. Automated steps: Customer data and order signals synced to marketing platform; list membership updated; automation trigger sent where supported. Systems involved: Store platform API, n8n, marketing platform (e.g., Klaviyo, Mailchimp). AI role: Optional - generating personalised content or segment logic. Human approval/escalation: Marketing sends reviewed and approved by the team before dispatch. Business outcome: Marketing segmentation informed by current order data without manual exports.