Repeat patterns still need a person
The same exception types appear every week, but each one still depends on someone noticing and opening work by hand.
Shopify task automation
Turn store events into owned work automatically.
ShopTasks automation policies create operational tasks when store events need human follow-through — so critical work is never left to someone remembering to open a ticket.
Manual task creation does not scale with exceptions
When refunds, low stock, fulfilment issues, or review queues arrive, someone has to remember to create the follow-up — and under volume, that step is the first thing that slips.
Creation lag becomes customer lag
By the time the task is created, the order clock has already been running and the customer is already waiting.
Inconsistent routing
Without a policy, similar events get assigned to different people — or to nobody — depending on who saw the alert.
Operational consequence: High-volume stores drop the same kinds of work repeatedly because creation itself is manual, inconsistent, and easy to skip during peak hours.
From store event to assigned work
- 1
Define the trigger
Use ShopTasks automation policies for the store events that consistently require human action.
- 2
Create the task automatically
When the event fires, ShopTasks opens work with the right Shopify context attached.
- 3
Assign and date it
Policies can route to a named owner or queue with a due date so follow-through starts immediately.
- 4
Notify the owner
Email or Slack alerts pull the right person into the work without waiting for someone to notice a dashboard.
Automation policy scenarios
Low-stock signal becomes a check task
- Trigger
- A product crosses a stock threshold that still needs a human count or replenishment decision.
- ShopTasks work
- An automation policy creates a product-linked task for the inventory owner with a due date.
- Outcome
- The check happens because the work was created — not because someone remembered the alert.
Order review queue that never relied on memory
- Trigger
- Certain orders need a manual review before fulfilment can proceed.
- ShopTasks work
- A policy opens an order-linked task for ops with the review reason in context.
- Outcome
- Review work enters the board the moment the condition appears.
Exception pattern that used to depend on a sharp-eyed teammate
- Trigger
- A fulfilment issue type that historically only got handled when someone happened to spot it.
- ShopTasks work
- The policy creates the task, notifies Slack, and assigns the warehouse lead.
- Outcome
- Coverage no longer depends on who is watching the right screen.
What automation policies change
-
Work appears when the event appears
Human follow-through starts from the store event, not from someone remembering to create a task later.
-
Consistent routing
Similar exceptions reach the right owner with context and timing already set.
-
Fewer silent drops
Repeat operational patterns stop disappearing between the alert and the assignment.
-
Notifications that mean action
Email and Slack alerts point at owned work — not another unread status ping.
Who this is for
- Ops leads with repeat exception patterns
- High-volume stores where manual task creation lags
- Teams that already use email or Slack for alerts
- Merchants who want policies — not one-off reminders
Integrations that support the workflow
Shopify Admin
Work stays attached to orders, products, and customers.
Shopify Flow
Trigger ShopTasks work from Shopify Flow so store events become assigned human follow-through.
Sidekick
Ask about overdue, blocked, or unowned work and open tasks without leaving Shopify.
Notify owners when work is assigned, due, or updated.
Slack
Send task and board notifications to Slack channels.
From a Shopify team using ShopTasks
“Great app! We were looking for an app to manage order workflow tasks across our staff and wanted something that integrated natively with Shopify on the backend. ShopTasks delivered and the level of customization was quite appealing.”
Free to install on Shopify
Up to 500 active tasks (not Done or Cancelled), unlimited staff, and unlimited boards. Need more active-task capacity? Contact us.
Go deeper
Related solutions
FAQ
Does ShopTasks work with Shopify Flow?
Yes. Use Shopify Flow to trigger operational work in ShopTasks so store events become assigned human follow-through. ShopTasks also has its own automation policies for creating tasks from store events.
What do automation policies actually create?
They create operational tasks in ShopTasks — with Shopify context, ownership, and due dates — so a person can finish the work the event requires.
Can owners be notified in Slack?
Yes. Task and board notifications can go to email and Slack so assignees see new work without living in another inbox.
Do I still need manual tasks?
Yes. Policies cover repeatable patterns. One-off exceptions and judgment calls are still created manually with the same ownership model.
How much does ShopTasks cost?
ShopTasks is free to install with up to 500 active tasks, unlimited staff, and unlimited boards. Contact us for higher active-task capacity.