Shopify workflow automation brief

SHOPIFY WORKFLOW AUTOMATION BRIEF
Store URL:
Shopify plan:
Person responsible:

THE REPEATED TASK
What do you do manually now?
How often does it happen?
What starts the task?
Which apps or spreadsheets are involved?

THE FINISHED RESULT
What should be created, changed or sent?
Where should it appear?
Who checks or uses it?

EXCEPTIONS TO TEST
Normal example:
Missing information:
Mixed or unusual order:
Order changed or cancelled:
Duplicate event or repeat run:
Connection or notification failure:

PROJECT DETAILS
Required permissions:
Setup budget and target date:
Expected recurring costs:
Workflow and account owner:
Handover and ongoing support:
Pilot success criteria:

Use redacted examples. Share passwords through neither this brief nor a message.


From Automations For Business
https://automationsforbusiness.com/blog/who-can-help-me-automate-my-shopify-workflow