DTC, multi-channel, marketplace, brick-and-mortar. We build the support, catalog, and post-purchase workflows that handle the routine work so your team can handle the exceptions.
Each card is a real persona, a real day-in-the-life narrative, a real automation playbook, and a real example with a number on it. Click in to see how the platform runs inside a firm shaped like yours.
$1M-$50M direct-to-consumer brand on Shopify or similar. Paid acquisition + lifecycle email + customer service is the operational stack.
Estimated annual value
Saves ~$200-400k/yr in CS labor at a $10M DTC brand + measurable CSAT/NPS improvement + capacity to scale 2-3x without proportional CS hiring.
Brand selling through own DTC + retail (Target, REI, Whole Foods) + Amazon. Channel coordination is the daily challenge.
Estimated annual value
Protects ~$200-500k/yr in channel margin from MAP erosion + reduces chargebacks 30-50% at a $30M multi-channel brand.
Amazon / TikTok Shop / eBay-first seller, $500k-$50M. Catalog scale + listing optimization + ad management is the work.
Estimated annual value
Improves ACoS 15-25% on $600k/year ad spend = $90-150k/yr direct ad savings + capacity to scale catalog without proportional team hiring.
Single or multi-location physical retail. Staff scheduling + inventory + local marketing + omnichannel is the spine.
Estimated annual value
Reduces stock-outs 20-30% + carrying cost 10-15% at a 6-location retailer = $200-500k/yr in additional captured sales + working capital efficiency.
We're not going to tell you retail & e-commerce is broken. You know what's broken. We're going to tell you which parts the system can run without you.
Inbox doubles in 24 hours; CSAT collapses; CS team burns out. AI handles the predictable 60-70% so the team focuses on the actual hard tickets.
An out-of-stock on Shopify shows in stock on Amazon. Lost sales + chargebacks + customer complaints. AI keeps everything in sync continuously.
Each return takes 10-20 minutes of CS + warehouse time. AI triage + auto-RMA + fraud detection cuts that 60%+.
Founder writes the abandoned cart email, the post-purchase email, the win-back. AI drafts; founder edits; cadence becomes consistent without the Sunday tax.
Marketer pulls reports Monday for last week. By the time underperforming creative is killed, $5k is gone. AI surfaces anomalies in real-time.
Brands learn about MAP violations from retailers calling angry, not from monitoring. AI monitors continuously.
One nervous system, written in your firm's language. n8n is the backbone. Zapier is the glue. Supabase + Claude is memory and reasoning. The result is a single layer that thinks, remembers, and acts on behalf of your team, without ripping out a single system you already use.
brain
n8n + Claude. CS triage, lifecycle email drafting, ad rebalancing, replenishment forecasting, listing optimization, anomaly detection.
memory
Supabase. Stores customer history, product attributes, channel performance, conversation memory, learned brand voice.
nervous system
Order events, inventory events, ad performance cycles, lifecycle behavior triggers, EDI cycles, MAP/pricing monitoring cycles.
hands
Sends customer comms, posts to channels, updates listings, rebalances ad campaigns, generates RMAs, triggers shipping.
eyes
Channel performance feeds, review feeds, social mention feeds, MAP monitoring (web scraping), competitor monitoring.
The point of separating these layers is reusability. The same Brain and Memory power your client acquisition, document handling, and compliance workflows. New automations are written as new Hands , not as a new system. That's the difference between an AI Operating System and a stack of one-off Zaps.
Each entry below is a named workflow, not a category, not a promise. Every row describes what the workflow actually does in verb form, what it touches, and how it slots into your stack.
Auto-resolution + intelligent escalation across every channel.
Customer service auto-resolution
Tickets auto-classified, 60-70% resolved with brand-voice replies, sentiment-triggered escalation, full history attached to escalations.
Returns triage & RMA generation
Return request → AI checks policy + condition + customer history → generates RMA + return label + refund instruction → routes to warehouse.
Order status push
Pre-empts 'where's my order?' with proactive shipping milestone updates via SMS/email.
Sentiment escalation alerter
Tickets / reviews / social mentions with negative sentiment thresholds trigger immediate human review with full context.
Drafted, scheduled, optimized, humans approve.
Lifecycle email drafter
Drafts welcome series, abandoned cart, post-purchase, win-back, replenishment emails from brand voice + product data + behavior triggers; queued for review.
Paid acquisition anomaly alerter
Daily: monitors campaign performance across Meta/TikTok/Google; surfaces material drops in CTR, conversion, ROAS within hours; recommends action.
Creative testing pipeline
Generates ad creative variants from product images + brand assets; queues for review; deploys winners; deprecates losers.
Local marketing auto-drafter
B&M: drafts Google Business posts, local social, email blasts based on location-specific events + inventory; queued for manager review.
Influencer / UGC outreach
Identifies brand-mention creators, drafts outreach, manages content licensing pipeline.
Cross-channel sync + replenishment + omnichannel routing.
Inventory cross-channel sync
Continuous sync across Shopify + Amazon + retailer EDI + brick-and-mortar POS; prevents overselling; surfaces drift.
Per-location replenishment forecaster
B&M / multi-channel: weekly replenishment recommendation per location based on sell-through + seasonality.
Inventory replenishment forecaster
Marketplace seller: forecasts FBA replenishment timing per ASIN to avoid stock-outs without overpaying for storage.
Omnichannel order routing
BOPIS / ship-from-store / online: routes order to optimal fulfillment location based on inventory + proximity + capacity.
Loss prevention pattern detector
B&M: surfaces unusual transaction patterns (high refund rate at one register, unusual void patterns, employee-driven discount stacking) for LP review.
Specialized workflows for Amazon-first and multi-channel sellers.
Amazon listing optimization engine
Continuously optimizes listings (title, bullets, backend keywords) against current search trend data; queues changes for review.
PPC campaign auto-rebalancer
Daily: rebalances Amazon Sponsored Products + Sponsored Brands based on performance + ACoS targets; surfaces shifts > threshold for review.
Account health monitor
Watches Amazon account health signals (suspended ASIN, IP claim, listing suppression, performance metrics); immediate alert with root cause + recommended action.
Review monitoring & response
Monitors product reviews on every channel; auto-classifies (positive / negative / question / fake-suspect); drafts responses for negative + questions; queues for brand review.
Cross-channel pricing / MAP monitor
Continuously monitors prices across own DTC + Amazon + retailer e-commerce + Google Shopping; flags MAP violations with screenshot evidence.
Retailer compliance scorecard tracker
Tracks retailer compliance metrics (on-time, fill rate, EDI exceptions, packaging compliance) in real-time so team intervenes before chargebacks.
Cross-functional dashboards and operational intelligence.
Daily ops digest
Each morning: revenue vs target, sell-through, inventory health, CS queue, ad performance, reviews, alerts. One screen.
Cohort + LTV tracker
Continuous cohort analysis (acquisition channel, first product, repeat behavior, LTV); surfaces channel ROI shifts before quarterly review.
Fraud / chargeback detector
Pre-shipment fraud screening + post-purchase chargeback pattern detection; surfaces high-risk orders before fulfillment.
EDI exception handler
Multi-channel: auto-handles routine EDI exceptions (qty changes, PO updates, ship date changes); escalates anything outside policy.
We don't ship a 30-workflow operating system on day one, that never works. We ship in phases, each with a measurable success criterion before the next phase begins.
Phase 1 · Weeks 1-4
Success criterion
By end of Phase 1, CS first-response under 10 min, 50%+ of tickets auto-resolved, and inventory drift across channels effectively zero.
Phase 2 · Weeks 5-12
Success criterion
By end of Phase 2, lifecycle cadence is consistent without founder Sunday tax, and ad performance issues surface in hours not days.
Phase 3 · Weeks 13-20
Success criterion
By end of Phase 3, MAP violations caught within 24 hours, retailer chargebacks down 30%+, and Amazon ad ACoS improves 15-25%.
Phase 4 · Weeks 21-26
Success criterion
By end of Phase 4, stock-outs drop 20-30%, omnichannel routing is automatic, and the brand has full operational intelligence by location and channel.
Honest compliance copy beats aspirational compliance copy. Below: the frameworks we're configured to support, the controls we ship with, and the explicit boundaries, actions the AI never takes without a human signing off.
Any system touching card data triggers PCI obligations. Most retail platforms tokenize but the integration layer matters.
Customer data triggers privacy obligations across jurisdictions, especially for DTC and marketplace sellers.
Marketplace sellers have strict ToS on review manipulation, off-platform comms, IP, and account practices. AI workflows must comply.
Marketing automation must comply with FTC truth-in-advertising + state UDAP rules. AI-generated marketing carries the same liability as human-written.
Volume + velocity make retail an automation-friendly surface. The boundaries are about brand voice + customer trust + regulatory advertising claims.
| Action | Decision | Why |
|---|---|---|
| Send order shipping update | AI | Operational, transactional. |
| Auto-resolve a return-policy CS ticket | AI | Within published policy; sentiment-flagged tickets escalate. |
| Generate an RMA and return label | AI | Within return policy; outside-policy returns escalate. |
| Send a marketing email | AI with human approval | Marketing reviews drafted email before send. |
| Update a product listing | AI with human approval | Brand reviews changes before publish. |
| Issue a refund above $X | AI with human approval | Configurable threshold; CS lead approves above. |
| Make a brand or PR statement | Human only | Always brand / leadership team. |
| Approve a regulatory submission or recall | Human only | Always executive + legal. |
Each of these is a real, measurable pilot you can run with us over a single quarter, with explicit success criteria so the answer at the end is "yes, kept" or "no, scrapped," not "maybe."
Run auto-resolution on top 5 ticket categories for 30 days. Measure resolution rate + CSAT.
Success criteria
Draft + queue lifecycle email cadence for 60 days. Measure open / click / revenue + founder time.
Success criteria
Run continuous MAP monitoring for 30 days. Measure violations caught + time-to-resolution.
Success criteria
Run rebalancer on $20k+ monthly ad spend for 60 days. Measure ACoS + revenue.
Success criteria
Run replenishment forecasting for 6-12 weeks across all locations. Measure stock-out rate + carrying cost.
Success criteria
Your firm has a system of record for a reason. We plug into it. The platform is the connective tissue between the systems you already pay for, not a competing system you have to migrate to.
E-commerce platform stays source of truth for orders + customers + products. We extend.
Marketplaces stay source of truth for listings + inventory + orders. We extend with optimization + monitoring.
ESP stays source of truth for lists + sends. We draft into it; humans approve.
Helpdesk stays source of truth for tickets. We extend with auto-resolution + drafting.
Fulfillment system stays source of truth. We orchestrate around it.
ERP / OMS stays source of truth. We extend with channel coordination + intelligence.
Below are the four pre-packaged engagement bundles available in retail & e-commerce - useful when you want a single signed PO instead of assembling the catalog. The full Retail & E-commercepractice covers more: see the full catalog and the multi-tab coverage matrix for the department, technology, and workflow lenses.
Tell us your brand size, primary channels, and the workflow that breaks most often. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.