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Recipe library

Automation recipes for DTC brands.

Each one is a real, buildable automation — the full build, not a teaser. Use it to ship the thing yourself. Or, if you’d rather not, that’s what we’re here for.

Order & fulfillment ops

7 recipes

Order & fulfillment ops

Auto-cancel and refund orders unfulfilled after 14 days

Some orders are never going to ship — the item's gone, the supplier fell through, the address was bad. They sit open, tying up cash and phantom inventory while the customer waits. This finds them past your cutoff, refunds the Stripe charge, restocks the units, and emails a clear explanation — with guardrails so it never touches an order that's mid-fulfillment. Build it yourself with the steps below — or we build it, wire in the safeguards, and hand it over so you own it outright with no monthly fee. Free teardown of your current setup first.

  • Shopify
  • Stripe

Intermediate3-6 hrs

Order & fulfillment ops

Auto-tag high-risk orders for fraud review

Shopify scores every order for fraud, but the score is useless if a risky order is already out the warehouse door before anyone reads it. This watches for Shopify's risk verdict, tags the high-risk ones, puts a fulfillment hold on them so they can't ship, and posts the actual risk evidence to Slack for a human to clear. It never auto-cancels — a false positive kills a real sale. Build it yourself with the steps below, or we build it on your own Shopify and Slack, document it, and hand you the keys with no monthly fee. Free teardown of your current setup first.

  • Shopify
  • Slack

Intermediate2-4 hrs

Support & returns

7 recipes

Support & returns

Auto-close stale support tickets

Half your open queue isn't open — it's answered, sitting in 'waiting on customer', never closed. Those zombie tickets pad your open count and quietly wreck your resolution-time numbers. This runs a daily sweep over Gorgias, finds tickets that have gone quiet on the customer's side, sends one polite 'reply if you still need us' nudge, then closes the ones that stay silent — tagged so they're auditable, and set to reopen the instant anyone writes back. Build it yourself with the steps below — or we build it, tune the timing against your real inbox, and hand it over so you own it outright with no monthly fee. Free teardown of your current setup first.

  • Gorgias
  • n8n

Intermediate3-5 hrs

Support & returns

Auto-draft Gorgias replies to 'where is my order' tickets

'Where is my order?' is the most common ticket in DTC support, and almost every answer is the same lookup: find the order, find the tracking, paste it back. This watches Gorgias for WISMO tickets, pulls the live fulfillment status from Shopify (and ShipBob when Shopify's tracking is stale), and writes a ready-to-send draft into the ticket — your agent reviews, tweaks if needed, and hits send. It never auto-sends, and the messy cases (no order, delivered-but-missing) get flagged to a human instead of a canned reply. Build it yourself with the steps below — or we build it, wire in the guardrails, and hand it over so you own it outright with no monthly fee. Free teardown of your current setup first.

  • Gorgias
  • Shopify
  • ShipBob

Intermediate4-7 hrs

Support & returns

Auto-escalate angry support tickets to Slack

A customer threatening a chargeback at 9am shouldn't be discovered at 2pm. This watches every inbound Gorgias ticket, decides which ones are actually angry — not just mildly annoyed — and drops a Slack alert with the message, the customer's history, and a one-click link into the ticket, so the right person sees it in seconds instead of when the queue gets around to it. Build it yourself with the steps below — or we build it, tune the noise out, and hand it over so you own it outright with no monthly fee. Free teardown of your current setup first.

  • Gorgias
  • Slack

Intermediate2-4 hrs

Support & returns

Auto-issue store credit for returns

Every approved return that resolves as store credit ends the same way: an agent works out the amount, opens the customer up, and manually issues a gift card or credit — then writes the 'here's your balance' reply. It's small, it's identical every time, and it happens on every single case. This wires the credit to the return itself: when the package is back and the return is closed, Shopify credits the customer's store-credit account for the right amount and emails them — untouched. Build it yourself with the steps below — or we build it, wire in the guardrails, and hand it over so you own it outright with no monthly fee. Free teardown of your current returns flow first.

  • Shopify
  • Gorgias

Intermediate3-6 hrs

Support & returns

Auto-tag and route support tickets by topic

Most DTC inboxes are one big undifferentiated queue: a wholesale inquiry, a damaged-item photo, and a 'where's my order?' all sit in the same line, and whoever's free grabs the top one regardless of whether it's theirs to answer. This reads every inbound Gorgias ticket, decides what it's actually about from a taxonomy you define, tags it, and routes it to the right team or view — keyword rules for the obvious cases, an LLM fallback for the fuzzy ones, and a 'needs-triage' safety net for anything it isn't sure about. Build it yourself with the steps below — or we build it, tune the taxonomy against your real inbox, and hand it over so you own it outright with no monthly fee. Free teardown of your current setup first.

  • Gorgias
  • n8n

Intermediate3-6 hrs

Support & returns

Build a self-service return portal for Shopify

Right now every return is an email thread: the customer asks, you ask for the order number, you check the policy, you make a label, you wait, you refund. A self-service portal lets the customer do the routine part themselves — enter the order, pick items, get a label — while your policy runs server-side so nobody can return something they shouldn't. Gorgias only hears about the returns that actually need a human. Build it yourself with the steps below — or we build it, wire in the guardrails, and hand it over so you own it outright with no monthly fee. Free teardown of your current returns flow first.

  • Shopify
  • Gorgias

Advanced1-2 weeks

Support & returns

Send a CSAT survey after a ticket is resolved

Right now you close a ticket and move on, with no idea whether the customer left happy or just gave up. This watches for resolved tickets in Gorgias, waits a beat, and sends one short Klaviyo email with a single-click rating — then records the score against the agent who handled it and pings someone when a customer is unhappy enough to act on. Build it yourself with the steps below — or we build it, wire the score back into your reporting, and hand it over so you own it outright with no monthly fee. Free teardown of your current setup first.

  • Gorgias
  • Klaviyo

Intermediate2-4 hrs

Reviews & UGC

7 recipes

Reviews & UGC

Collect photo and video UGC in Airtable

Your best content is already being made — customers shoot it and drop it in photo reviews, email replies, and DMs, where it dies. This pulls every photo and video into one Airtable library the moment it lands: the file attached, who sent it, which product, which source, and — the part most teams skip — whether you actually have the right to run it in an ad. Build it yourself with the steps below, or we build it on the accounts you already pay for and hand you the keys, so you own the whole thing with no monthly fee. Free teardown of where your UGC is currently leaking first.

  • Airtable
  • Klaviyo
  • n8n

Intermediate4-6 hrs

Reviews & UGC

Export product reviews to Google Sheets

Your reviews live inside Judge.me, Loox, Okendo, or Yotpo, where you can read them one at a time but can't easily pivot by product, filter to the angry ones, or hand marketing a list of quotable lines. This pipes every review — the ones you already have and every new one after — into a Google Sheet with a clean column per field, so you can sort, filter, pivot, and share them like any other data. Build it yourself with the steps below, or we build it, backfill your history, and hand you the keys so you own it with no monthly fee. Free teardown of your current review setup first.

  • Google Sheets
  • n8n

Intermediate2-4 hrs

Reviews & UGC

Flag negative reviews for follow-up

A one-star review is a customer telling you something's wrong in the most public place they have. This watches every review as it's submitted, catches the low ones, and drops them in a Slack channel with the rating, the product, what they wrote, and who they are — so someone reaches out while it still matters instead of finding it a week later in the app's dashboard. Build it yourself with the steps below, or we build it, wire the routing, and hand you the keys so you own it with no monthly fee. Free teardown of your current review setup first.

  • Slack
  • Klaviyo

Intermediate1-3 hrs

Reviews & UGC

Post new 5-star reviews to Slack

Your worst reviews get found fast — a customer emails, a ticket opens, someone scrolls the dashboard. Your best ones just sit in Judge.me or Loox where nobody looks. This watches every review as it's submitted, catches the five-star ones, and posts them to a Slack channel with the product, the words, the customer, and the photo if there is one — so the team sees the wins as they happen, and the quotable ones get caught before they're buried. Build it yourself with the steps below, or we build it, wire the routing, and hand you the keys so you own it with no monthly fee. Free teardown of your current review setup first.

  • Slack
  • n8n

Intermediate1-3 hrs

Reviews & UGC

Reward customers with a discount code for reviews

Asking for a review is asking a customer for free work. A small reward for the people who actually do it lifts your response rate without bribing anyone for a five-star. Here's how to mint a unique, single-use discount code the moment a verified customer leaves a review, deliver it through the email you already send, and do it without the legal and abuse traps that come with paying for reviews.

  • Klaviyo
  • Shopify

Intermediate3-5 hrs

Inventory & suppliers

7 recipes

Inventory & suppliers

Sync inventory between Shopify and a second sales channel

When you sell the same SKUs on Shopify and a second channel — Amazon, eBay, TikTok Shop, a wholesale store, a second Shopify — the stock counts drift apart the moment either one makes a sale. Here's how to keep both numbers honest from a single source of truth, decrement on every sale wherever it happens, and hold a safety buffer so the gap between 'sold' and 'synced' never turns into an oversell.

  • Shopify
  • n8n

Advanced6-10 hrs

Lifecycle & marketing

7 recipes

Lifecycle & marketing

Build a browse abandonment flow for Shopify

Plenty of shoppers open a product page, look, and leave without ever adding to cart. A browse abandonment flow sends those people a quiet reminder of what they looked at. It's the lowest-intent recovery flow you'll build — and it has one hard limit worth saying out loud: it can only reach shoppers Klaviyo already knows. Here's how to wire it on your Shopify store, keep it from stepping on your higher-intent flows, and tell whether it's actually earning its place.

  • Klaviyo
  • Shopify

Starter2-4 hrs

Lifecycle & marketing

Build a win-back flow for customers lapsed 90 days

A customer who used to order every month quietly stops, and nothing in your store flags it — you only chase brand-new strangers while people who already loved the product drift to a competitor. Here's how to build a Klaviyo win-back flow that catches them on real purchase cadence (not a blanket 90 days), reconnects before it discounts, and self-exits the moment someone buys. It's a native Klaviyo build — no n8n or glue layer required.

  • Klaviyo
  • Shopify

Intermediate3-5 hrs

Lifecycle & marketing

Build an abandoned cart flow with Klaviyo and n8n

Klaviyo's built-in abandoned cart flow is good — when its onsite tracking actually sees your checkout. When it doesn't (a headless storefront, a custom cart, a checkout the snippet never loads on), the recovery emails just don't fire. Here's how to read the abandonment straight from Shopify with n8n, guard it so you never email someone who already bought, and hand Klaviyo a reliable event to send on.

  • Klaviyo
  • n8n
  • Shopify

Intermediate4-6 hrs

Lifecycle & marketing

Save at-risk subscriptions before they cancel

By the time the 'subscription cancelled' email lands, the decision is already made — and the next charge is already gone. But Recharge emits the signals that come before a cancel: an upcoming charge nobody managed, a second skip in a row, a card that just declined. Here's how to wire Recharge and Klaviyo so those signals trigger a save while the customer is still subscribed — and intercept the cancel itself instead of only logging it. It's mostly a native Recharge + Klaviyo build; the glue layer is optional.

  • Recharge
  • Klaviyo

Intermediate4-6 hrs

Lifecycle & marketing

Send replenishment reminders for consumable products

Your product is built to run out — that's the business. But if nothing reminds the customer the week they hit empty, the reorder either doesn't happen or happens on Amazon. Here's how to build a Klaviyo replenishment flow timed to each consumable's real run-out date, guarded so it never nudges someone who already restocked or is on a subscription. It's a native Klaviyo + Shopify build — no glue layer required for the common case.

  • Klaviyo
  • Shopify

Intermediate3-5 hrs

Lifecycle & marketing

Sync Shopify customers to a Meta Custom Audience

Your customer list lives in Shopify and your targeting lives in Meta, and the only thing connecting them is a CSV someone exports and re-uploads every few weeks. Here's how to wire Shopify customers to a Meta Custom Audience that stays current on its own — backfilling your existing list, adding new buyers, and (the part a CSV never does) removing people when they unsubscribe or get deleted.

  • Shopify
  • Meta Ads
  • n8n

Intermediate3-5 hrs

Reporting & dashboards

7 recipes

Reporting & dashboards

Auto-alert on a sudden drop in sales

When checkout breaks or an ad set gets paused, orders don't error out — they just stop, and the store looks fine until the next morning's numbers come in low. This watches the order flow in near-real-time, learns what a normal Tuesday 2pm looks like for your store, and pings a Slack channel within the hour when sales fall off a cliff against that baseline — with a triage checklist so someone can go look before the lost revenue stacks up. Build it yourself with the steps below, or we build it on your own accounts — the baseline, the sustained-breach logic, the cooldown so it never spams you — and hand you the keys so you own it with no monthly fee. Free teardown of where your store actually goes quiet first.

  • Shopify
  • Slack

Advanced4-8 hrs

Reporting & dashboards

Automate a daily ad spend vs revenue report

To know if yesterday's ad spend paid off, someone opens Ads Manager for the spend, opens Shopify for the revenue, and does the division in their head — across two timezones and two definitions of a 'sale.' This does it for you. Once a day it pulls yesterday's spend from Meta, yesterday's revenue from Shopify, lines the two day-windows up so they're actually comparable, computes blended ROAS (and shows Meta's own attributed ROAS next to it so the gap is visible), and posts one clean line to Slack. Build it yourself from the steps below, or we build it on your own accounts, reconcile the windows and the currency, and hand you the keys so you own it with no monthly fee. Free teardown of how you check whether ads are working first.

  • Meta Ads
  • Shopify
  • Slack

Intermediate3-5 hrs

Reporting & dashboards

Build a real-time sales dashboard in Google Sheets

Every week you export a Shopify CSV, paste it into the same spreadsheet, fix the columns, and rebuild the same pivot — to land on a number you could have had automatically. This wires it up instead: each paid order appends itself to a raw log tab in Google Sheets within a minute or two, a scheduled reconcile job catches anything the webhook missed, and a dashboard tab built on QUERY formulas recalculates the moment a row lands. Build it yourself with the steps below, or we build it on your own Shopify and Google accounts, reconcile it against your Shopify Analytics, and hand you the keys so you own it with no monthly fee. Free teardown of the report you rebuild by hand first.

  • Shopify
  • Google Sheets
  • n8n

Intermediate3-5 hrs

Reporting & dashboards

Monitor subscription MRR and churn from Recharge

Recharge knows exactly how much recurring revenue you have and how fast subscribers are leaving — but only if you log in, and only in its own definitions. This puts the numbers where you'll see them. On a schedule it pulls your active subscriptions from Recharge, normalizes every billing interval to a monthly figure so MRR is comparable, snapshots it to a Google Sheet so you have a history the API can't reconstruct, counts the period's cancellations with their reasons, and posts MRR, net movement, and churn to Slack. Build it yourself with the steps below, or we build it on your own Recharge, Sheets, and Slack accounts, reconcile it against your dashboard, and hand you the keys so you own it with no monthly fee. Free teardown of what you check by hand first.

  • Recharge
  • Slack
  • Google Sheets

Intermediate3-5 hrs

Reporting & dashboards

Post a daily Stripe payouts and fees summary to Slack

Stripe deposits money to your bank on a rolling schedule, nets out refunds and disputes, skims its fee, and tells you almost none of it unless you log in and dig. This closes that gap. When a payout lands, it pulls the exact transactions that make up the deposit, totals the gross, the fees, the refunds, and the net, works out your effective fee rate, and posts a clean summary to Slack — so the number in your bank account finally has a story attached. Build it yourself with the steps below, or we build it on your own Stripe and Slack accounts, reconcile it to the cent against your dashboard, and hand you the keys so you own it with no monthly fee. Free teardown of what you reconcile by hand first.

  • Stripe
  • Slack

Intermediate3-5 hrs

Reporting & dashboards

Send a daily revenue digest to Slack

Every morning starts the same way: open Shopify, wait for the dashboard to load, read yesterday's number, close the tab. This does it for you. Once a day it pulls yesterday's orders from Shopify, totals net sales, order count, AOV, and units, compares it to the same weekday last week so the number actually means something, and posts a clean digest to a Slack channel before you've finished your coffee. Build it yourself with the steps below, or we build it on your own accounts, wire the math and the comparison, and hand you the keys so you own it with no monthly fee. Free teardown of what you check by hand every morning first.

  • Shopify
  • Slack

Intermediate2-4 hrs

Reporting & dashboards

Track refund rate and reasons in a dashboard

Your refunds line goes up and all you can see is the dollar total — not what percentage of orders it is, whether it's getting worse, or which products and reasons are driving it. This wires the answer up: a Google Apps Script pulls every refund and its return reason from the Shopify Admin API into a logged-and-normalized refunds tab, alongside an orders tab for the denominator, and a dashboard tab built on QUERY formulas shows refund rate over time, reasons ranked, and the products doing the returning — recalculating on its own as new rows land. Build it yourself with the steps below, or we build it on your own Shopify and Google accounts, reconcile it against your Shopify reports, and hand you the keys so you own it with no monthly fee. Free teardown of your current refund reporting first.

  • Shopify
  • Google Sheets

Intermediate3-5 hrs