AI workflows for retail stores.

Businesses that sell goods to consumers through shops, chains or their own online store.

Who does this work

  • Store owner
  • Retail operations manager
  • Merchandising manager

10 workflow templates ready to adapt, and 33 workflows identified.

Updated

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Examples of the workflows identified
  1. Allocate landed costs to unit costs
  2. Audit how an online store reads to AI assistants
  3. Build the store facts file
  4. Fill the fact gaps on product pages
  5. Prepare a payment dispute response

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Allocate landed costs to unit costsRetail landed cost feeds product margin review by SKU.Workflow templateAudit how an online store reads to AI assistantsOnline store pages, product data and shopping agents.Workflow templateBuild the store facts fileAn online store's products, policies and approved statements.Workflow templateFill the fact gaps on product pagesOnline store product pages read the way a shopper's AI assistant reads them.Workflow templatePrepare a payment dispute responseCard network reason codes and deadlines set what evidence is needed for an online order.Workflow templatePrepare the replenishment orderWorks from store sales and stock exports, with safety stock, items not moving and a draft order per supplier.Workflow templateReconcile a physical stock count to the booksA store or warehouse count, with values for the bookkeeper.Workflow templateReconcile sales to payment settlements and depositsOnline stores reconcile several payment processors and marketplaces, each with its own payout schedule.Workflow templateReview slow-moving stockAdds sell-through, weeks of cover and a dated markdown plan with margins for a seasonal retail reset.Workflow templateWrite the store guide for AI shopping assistantsOnline store guidance placed where shopping assistants read it.Workflow template
Check a localized storefront for market detailsStorefront pages for a new country or region.Illustrative · not built yet
Check a provider's bill against the agreed ratesMarketplace referral, fulfillment and advertising fees are checked order by order and by SKU.Illustrative · not built yet
Show all 33 workflows
Check kit and bundle component availabilityA listed bundle cannot be picked; ratios and stock by location show the limiting component.Illustrative · not built yet
Check supplier delivery dates against open ordersFocuses on inbound stock due before a promotion or seasonal peak, by purchase order and SKU, including partial dispatches.Illustrative · not built yet
Compare campaign spend with the planSpend is set against store orders by channel, with platform-reported attribution kept apart from the shop's own figures.Illustrative · not built yet
Draft product and listing descriptions from approved factsBuilt from sparse supplier catalogs into channel-ready product fields.Illustrative · not built yet
Find products missing from store collectionsOnline store collections and the merchandising plan.Illustrative · not built yet
Find the themes in customer feedbackGroups return reasons by product and size for the buying team, with listing questions and handling costs.Illustrative · not built yet
Fix rejected product feed listingsMarketplace and shopping feed rules for product attributes and identifiers.Illustrative · not built yet
Investigate a receiving discrepancyConnects ordered, delivered and invoiced quantities for retail stock against the supplier packing list.Illustrative · not built yet
Plan a new employee's onboardingSeasonal store colleagues need a first-shift checklist covering tills, product locations, returns and escalation.Illustrative · not built yet
Prepare a return request for a decisionMatches online order lines and raises questions against the store's returns policy.Illustrative · not built yet
Prepare shift and roster options for expected demandCoverage by store for tills, floor, receiving and pickup around promotions and deliveries.Illustrative · not built yet
Prepare the shift handover briefThe handover covers online pickup orders awaiting picks, staged orders and stock or customer-contact issues.Illustrative · not built yet
Propose order reassignment when a fulfillment site overflowsOnline orders are routed between warehouses or stores.Illustrative · not built yet
Refresh the abandoned-checkout email sequenceOnline-store work: cart contents, product fields and discount offers drive the sequence.Illustrative · not built yet
Review a form or checkout flow for drop-offWorks on checkout steps, using step-level drop-off, screen captures and shopper reports after a store change.Illustrative · not built yet
Review date-coded stock nearing its limitsLots in the retailer's own locations approaching the team's approved date limits.Illustrative · not built yet
Review returns waiting too longSeparates missing receipts, exchanges and refund delays in the aging list.Illustrative · not built yet
Review stale promotion codesOnline-store discount codes and the campaigns linked to them.Illustrative · not built yet
Review unshipped and part-shipped ordersOnline orders must ship before a daily carrier cutoff.Illustrative · not built yet
Trace a stock difference through recorded movementsStorefront availability is traced against the warehouse system for selected SKUs.Illustrative · not built yet
Prepare the periodic sales tax filing packetMarketplace sales where the platform collected and remitted the tax are separated from sales the seller must report itself.Illustrative · not built yet

Workflow templates

Product landed cost worksheetAfter an import shipment lands, the owner or bookkeeper gets one worksheet: freight, duty, brokerage, insurance and inbound fees from the invoices spread over each product by a stated method, the landed unit cost beside the cost the store records, and the margin left. A person updates any cost.Workflow templateAI visibility audit for an online storeA store owner or marketer gets a dated audit of how the store reads to AI assistants and shopping agents, from its own saved public pages: eighteen fixed checks with evidence, a fix list in priority order, and a record of what the assistants actually said. Nothing on the store is changed.Workflow templateStore facts fileThe person who runs an online store builds the one file every other store workflow template reads first: what the store sells, the facts each product page should state, the statements it stands behind, buyers' questions, policies, roles and access. Nothing on the store is changed.Workflow templateProduct-page facts gap reviewProduct by product, your merchandiser sees what a shopper's AI assistant needs from each page and does not get: facts the description leaves out, images with no alt text, buyer questions left unanswered. Each gap comes with a sourced draft to fill it, waiting for the owner's approval.Workflow templateChargeback response packWhen a card dispute lands, the store owner or finance lead gets one pack: the dispute matched to its order, the evidence its reason calls for marked found or missing, a response drafted well inside the deadline, and the store's dispute ratio for the month. A person decides whether to contest and submits it.Workflow templateInventory reorder planThe store owner or buyer gets one plan from the latest sales and stock exports: each item's sales rate, the day it could run out, its reorder point and safety stock, what to order, what is not moving, and a draft purchase order per supplier. Nothing is ordered until a person approves.Workflow templateStock count reconciliationAfter a physical count, the bookkeeper and the warehouse or store lead get every item counted beside the quantity and value in the books, each difference in units and money, what to check for it, and the items to recount. Nothing is adjusted until a person approves.Workflow templatePayout reconciliation for an online storeEach month the bookkeeper gets every payout from the store's processors and marketplaces taken apart and tied to the bank: the orders, refunds, chargebacks and fees inside it, each fee checked against the agreed rate, every difference listed with its evidence. A person posts the entries and raises any dispute.Workflow templateSlow-moving stock and markdown planBefore a seasonal reset, the merchandiser or store owner gets one plan from the sales and stock exports: each item's sell-through and weeks of cover, the cash tied up in dead and slow stock, and a markdown plan in dated steps with the margin each leaves and a date to stop. The owner decides every price.Workflow templateStore guide for AI shopping assistantsThe person who runs an online store gets the plain-language guide a shopper's AI assistant reads about the store: what it sells, for whom, which product line suits which need, and where the policies are. Every line traces to the approved store facts file, and a person places it.Workflow template

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