A Growing Business Challenge

Our client, a high-growth e-commerce business selling direct-to-consumer apparel, was facing a major bottleneck in its operations. As orders surged, the small team was overwhelmed with manual tasks that consumed valuable time and resources.

• Order Intake: New orders from their Shopify store would trigger a series of manual steps.
• nventory & Shipping: A team member had to manually check inventory levels in a separate spreadsheet, create shipping labels, and then update the order status in their CRM.
• Customer Communication: Post-purchase communication, including order confirmations and shipping updates, was manually drafted and sent.
• Data Silos: Data for sales, marketing, and logistics were fragmented across multiple disconnected platforms, making it impossible to get a real-time overview.

The Solution of Seamless, Automated Workflow

After a comprehensive discovery phase, we designed and implemented a custom no-code automation solution that connected their key platforms—Shopify, Airtable, and Mailchimp—using Make (formerly Integromat).

• Instant Order Sync: A new order placed on Shopify automatically created a record in a centralized Airtable database.
• Automated Inventory & Shipping: The Airtable database triggered a Make scenario that checked inventory, generated a shipping label via a third-party service, and updated.
• Real-Time Communication: Once the shipping label was created, an automated email confirmation with a tracking number was sent to the customer via Mailchimp.
• Consolidated Reporting: All sales and inventory data from Shopify and shipping information were synchronized in real-time within Airtable, allowing the client to create powerful, automated dashboards and reports.

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Implementation

Our implementation process followed a clear, four-phase methodology:

• Phase 1: Discovery (1 Week): We mapped the client's existing process, identified key bottlenecks, and selected the ideal no-code tools for their specific needs.
• Phase 2: Design (1 Week): We architected the new workflow using a visual canvas in Make, ensuring all integration points were secure and scalable.
• Phase 3: Build & Test (2 Weeks): We built the automations and conducted rigorous testing to ensure 99.9% accuracy, addressing edge cases and potential errors.
• Phase 4: Optimization & Training: We provided comprehensive training to the client's team and implemented a monitoring dashboard for ongoing optimization and maintenance.

Quantified Results

The no-code automation solution delivered an immediate and measurable impact on the client's bottom line.

• 100+ Hours Automated per Month
• 15% Increase in Monthly Revenue
• 99.9% Accuracy in Data Entry
• Reduced Order Fulfillment Time