Workflow automation

Workflow automation is rules that act on events in your wholesale data — an order confirmed, stock running low, a drop shared — without somebody watching for them.

Oct 5, 2026

What is worth automating#

The candidates are tasks that are frequent, rule-shaped, and currently done by someone remembering: notifying a rep when their account confirms an order, flagging a style that has fallen below a threshold, chasing an order that has sat unconfirmed for a week.

What is not worth automating is anything needing judgement. Deciding whether to backorder or cancel a short line is a commercial call, and a rule that makes it silently will make it wrong in precisely the cases that matter most.

Events, not schedules#

Automation built on a nightly job is always working from yesterday. Automation built on events — an order confirmed, a shipment booked, availability crossing a threshold — acts when the thing happens, which is the difference between a useful alert and a report nobody opens.

That is what webhooks are for, and it is why the first question about any automation is which event it hangs off. A workflow with no event behind it is a scheduled script, and it will drift out of step with the data it is supposed to be watching.

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