Free 30-Day Shopify Automation Pilot — Looking for 2–3 Merchants

Ask & Offer
1

Hi Shopify merchants,

I’m an automation builder researching the repetitive work that still takes time inside Shopify businesses.

I’m looking for 2–3 merchants who have one manual, repetitive task they regularly deal with and would like to see whether it can be reduced or automated.

It could be something like:

  • Manually checking or updating data
  • Moving information between Shopify and another system
  • Inventory or order-related checks
  • Reporting or reconciliation
  • Supplier / purchase-order tracking
  • Repetitive administrative work

I’ll investigate the process with you and build a small automation pilot for free for 30 days.

No app to buy and no obligation to continue afterward. I’m doing this to work with real merchant workflows and measure whether the automation actually saves time.

I’m especially interested in hearing:

What task are you doing manually?
How often do you do it?
What tools are involved?

If you have one that’s eating up your time, I’d love to hear about it.

2

Hi @Tushlow
This is actually an interesting approach. There are so many repetitive tasks in Shopify that don’t seem like a big deal individually, but can take up a lot of time when you’re doing them every day.

I’m curious when you work with a merchant, do you usually start by looking at the tasks they repeat most often, or do you first look for processes where there’s a higher chance of human error?

4

Hi @KynaatJohn
I’d usually start with the tasks they repeat most often, then look at where errors, delays, or unnecessary manual steps happen.

The frequency tells me whether the task is actually worth solving, while the error/impact side tells me whether automation would make a meaningful difference.

I’m still testing this approach, so I’m trying to understand how merchants actually work through these tasks before deciding what should be automated.

Out of curiosity, when you’ve worked with Shopify merchants, what type of repetitive task has surprised you by taking up the most time?

5

From what I’ve seen, customer communication around orders can take up quite a bit of time — especially order confirmations, tracking updates, and answering “where is my order?” messages.

A lot of these questions are repetitive, but merchants still have to handle them manually when customers reach out through different channels.

That’s actually one of the areas we’ve been working on with our Shopify apps — automating order confirmations and tracking updates so merchants don’t have to keep responding to the same questions.

I’ve found that the repetitive tasks that look small individually can actually add up to a lot of time over the course of a day.

7

Hi @websensepro
thanks for sharing this — this is exactly the kind of real workflow I’m trying to understand.

The mixed-cart scenario is especially interesting because you’ve already mapped out the manual steps, frequency, and tools involved.

Since you work with Shopify merchants, have you seen this same issue across multiple stores, or is it mainly specific to stores handling pre-orders?

Also, when the team does the morning review, how are they determining which line items are in stock vs pre-order/backordered, and what exactly happens after they update the Google Sheet?

I’m trying to understand the process end-to-end before I build anything around it.

8

Glad this resonated! Here’s how that process typically looks end-to-end:

  1. Is it specific to pre-orders, or across multiple store types?

It happens across a few common setups, not just pre-orders:

Multi-location stores: Item A is in the primary fulfillment center, but Item B is in a secondary warehouse or transit hub.

Made-to-order / Customized goods: Standard items are ready to ship same day, while customized items require production lead time.

Stores with “Continue selling when out of stock” enabled: Selling through fast-moving SKUs while a container or supplier restock is already on the way.

  1. How the team identifies in-stock vs backordered items in the morning:

Usually through a combination of:

Inventory levels on the order: Spotting zero or negative inventory counts directly on the line items.

Product Tags & Metafields: Checking for tags like preorder, backordered, or custom line-item properties attached during checkout.

  1. What happens after the Google Sheet is updated:

Phase 1 (Immediate Ship): The warehouse/3PL filters the sheet for “In-Stock” lines, prints packing slips, and fulfills the available items.

Phase 2 (Holding Queue): The remaining line items sit in the sheet marked as “Pending Restock.”

Phase 3 (Restock & Manual Close): When new supplier inventory physically arrives at the warehouse, someone has to manually match the incoming units against the Google Sheet, find the corresponding open orders in Shopify Admin, release the fulfillment hold, and clear the order tags.

The biggest manual bottleneck is Phase 3—manually syncing the physical arrival of stock back to Shopify orders and clearing the fulfillment holds one by one. Hope this helps map out the workflow!

9

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Best regards,
Ben