Shopify makes it easy to sell. But keeping your team in sync behind the scenes — that’s a different challenge.
When a large order drops, does fulfillment know? If a VIP customer needs extra care, does support hear about it? Who’s tracking low inventory, delays, or untagged edge cases?
As your store grows, staying aligned requires more than dashboards. It requires automation.
In Part 4 of our What You Should Automate in Shopify series, we’re focusing on team notifications and internal workflows, the automations that keep your team informed, proactive, and efficient without needing to manually watch for problems.
Automations that keep your team informed in real time
When something important happens — like a big order, a risky payment, or a stockout — your team needs to know right away. But they shouldn’t have to live inside the Shopify admin to find out.
Send Slack or email alerts for key events
Whether your team lives in Slack, email, or another tool, workflows can push notifications the moment something happens.
Examples:
- Notify fulfillment when an order includes a fragile item
- Receive an email notification when a customer changes their default address
- Email your ops lead when a flagged product is ordered or low in stock
- Send a message when an order contains items tagged with specific quantity
You define what matters, and workflows handle the rest.
Customize messaging by team or channel
With a Shopify workflow app, you can send different messages to different destinations, so ops gets inventory alerts while support handles customer flags. One event can trigger multiple workflows tailored to your team’s workflow, not just the store’s.
Automations that create better visibility and reporting
Not every insight comes from a one-off event. Some issues build over time and automation helps surface them before they become a problem.
Daily or weekly updates
Instead of chasing updates, you can automate summary emails and Slack posts to give your team a running snapshot.
Examples:
- Send email notifications for unfulfilled orders after a week
- Get a daily email summary of yesterday’s orders, listing purchased items and their quantities
- Tag and untag the best-selling products weekly
These summaries help your team stay proactive, not reactive.
Flag exceptions and delays
If an order is sitting for too long or marked high-risk, workflows can escalate it automatically.
Examples:
These alerts keep high-impact issues from slipping through the cracks.
Automations that streamline internal handoffs and tasks
Shopify might be your hub — but your team runs on more than just admin tabs.
Create Trello cards or task items automatically
When workflows detect something that needs attention, they can push tasks directly into your project tools.
Examples:
- Create a Trello card when an order includes file from Upload Kit
- Track price changes with Airtable
- Get an alert when a customer places an order when they still have an unpaid order
This helps teams act without needing to check multiple tools.
Use metafields or tags to guide fulfillment actions
You can include special instructions right inside Shopify’s data, so the warehouse, packaging team, or support staff sees exactly what they need to do.
Examples:
- Tag orders going to a certain state or province
- Transfer Shopify draft order metafields to order metafields
- Set a metafield value when a product is sold out
These details streamline operations and reduce back-and-forth between departments.
Conclusion: Shopify workflow automation makes your team faster, not busier
You don’t scale by working harder — you scale by making smarter handoffs, faster decisions, and fewer mistakes.
Shopify workflow automation doesn’t just organize your backend. It helps your team stay aligned, act on the right signals, and move faster without checking every detail manually.
If you’re looking for a flexible automation tool that lets you build internal alerts, daily reports, and cross-team workflows without writing code, Arigato Automation makes it possible: no developer, no duct tape, no stress.