Visualize your new day
A retail shop that stays caught up.
Four bots clear the stock questions, register sales, shelves, posts, and review requests from open to close.
A person still decides.
An example day at a made-up shop. The names and numbers are illustrations, not results.
Today 7:02 AM
Morning summary: Support answered 6 stock questions overnight from the shop catalog. One needs a person.
Morning summary: Operations put yesterday’s register sales in the books.
Morning summary: Sales has 2 holds waiting on your yes. This week’s new-arrival posts are drafted.
7:00 AM
Support
Overnight stock questions, already answered
The Support bot answered last night’s stock questions from the shop’s own catalog: what’s in stock, the hours, and two holds. It handed the special order to a person.
This example shop runs
- Shopify
Special order, not in the catalog
- Customer
- R.K.
- Assigned
- Owner
- Channel
- Text, overnight
Note Customer wants a color the shop doesn’t stock. Prefers a call before noon.
Handed to a person by Support
Today 7:04 AM
Support: I answered 6 messages overnight from the shop catalog: in stock, hours, and two holds.
Support: One needs a person: a special order that isn’t in the catalog. Book a callback?
Owner: Yes, 10 AM.
Support: Booked for 10 AM. Their notes are on the question.
9:00 AM
Operations
Register sales, already in the books
The Operations bot put yesterday’s register sales in the books and matched the receipts. The owner opens the shop instead of the laptop.
This example shop runs
Square
QuickBooks
| A | B | C | |
|---|---|---|---|
| 1 | Item | Type | Status |
| 2 | Register sales | Sales | Logged |
| 3 | Card receipt | Receipt | Matched |
| 4 | Cash receipt | Receipt | Matched |
| 5 | Vendor delivery | Receipt | Logged |
| 6 | Vendor invoice | Bill | Held for owner |
Today 8:50 AM
Operations: Yesterday’s register sales are in the books. I matched 9 receipts to the register.
Operations: One vendor invoice doesn’t match the delivery. Hold it or pay it?
Owner: Hold it. I’ll check after lunch.
11:30 AM
Sales
Holds confirmed by lunch
The Sales bot follows up on special orders and holds. Two are confirmed for pickup, and the owner picks the day for the third.
This example shop runs
- Square
Hold
Prepared for T.R.
- Item held at the register
- Size and color
- Pickup
CustomerConfirmed today
Followed up by Sales, 2 of 3 confirmed
Today 11:28 AM
Sales: I followed up on 3 special orders and holds this morning. 2 are confirmed for pickup.
Sales: The third can come in Tuesday or Thursday. Which day?
Owner: Tuesday.
Sales: Confirmed Tuesday for pickup.
2:00 PM
Marketing
New-arrival posts, ready for a yes
The Marketing bot drafts this week’s new-arrival posts and a Google Business Profile update. Nothing posts until the owner says so.
This example shop runs
- Google Business Profile
New arrivals on the shelf this week.
Draft, waiting for a yesToday 1:55 PM
Marketing: This week’s 3 new-arrival posts and the Google Business Profile update are ready for review.
Marketing: Nothing goes up until you say so.
Owner: Swap the first photo for the shelf shot.
Marketing: Swapped. I’ll check back before close.
4:30 PM
Operations
Shipment checked in, reorder drafted
The Operations bot checks in today’s shipment, loads the sizes and colors, updates the shelf counts, and drafts the reorder. The owner stays on the floor with customers.
This example shop runs
- Square
- Shopify
Reorder slip
To: supplier
Today 4:26 PM
5 items running low
- Cream mugs1 case
- Navy tees, medium12
- Greeting cards4 boxes
- Candles6
- Gift bags2 bundles
Sent after owner yes
Navy tees skipped by owner
Today 4:26 PM
Operations: Today’s shipment is checked in. Sizes and colors are loaded, and the shelves are counted.
Operations: I drafted the reorder. Send it?
Owner: Send it, but skip the navy tees.
Operations: Sent without the navy tees.
6:30 PM
Marketing
One yes before close
The Marketing bot puts the new-arrival posts and the Google Business Profile update live once the owner says yes.
This example shop runs
- Google Business Profile
Today 6:24 PM
Marketing: The posts have the shelf photo now. Ready to go live?
Owner: Post it.
Marketing: Live now. The Google Business Profile update is up too.
7:30 PM
Marketing
Review requests for today’s pickups
The Marketing bot drafts a short review request for every pickup today. Nothing sends without the owner’s yes.
This example shop runs
- Google Business Profile
Picked it up this afternoon. They had my size and color waiting at the register.
Requested by Marketing after a yes
Today 7:28 PM
Marketing: 5 pickups wrapped up today. I drafted a short review request for each.
Marketing: 2 of them still have a special order open. Send to the other 3 now?
Owner: Yes, send those 3.
Marketing: Sent to 3 customers. The other 2 wait until the order is picked up.
Sales, Support, Operations, and Marketing.
Each one does one job.
This example shop runs
- Square
- Shopify
- QuickBooks
- Google Business Profile
Product names and logos belong to their owners. No partnership implied.