When in doubt? Ask yourself these 3 questions
How we fixed this client's inventory headaches + 3 questions to ask yourself to know if Automation is right for you!
Running a product-based business is exciting… until inventory management turns into a nightmare.
👉 One system (Shopify) is tracking online orders.
👉 Another (Square) is tracking in-person sales.
👉 Your packaging supplies (boxes, thank-you cards, inserts) don’t always line up.
The result? Hours of manual tracking, constant double-checking, and the occasional panic when you realize an order can’t ship because something’s out of stock.
I worked with a business owner who was in exactly this position. Every week she was manually pulling numbers from Shopify and Square, trying to reconcile them in a spreadsheet, and then estimating what packaging supplies she needed.
It wasn’t sustainable.
So we automated it.
Quick segway…I joined a build challenge this week and brought my web app to life!!
It’s available for beta testing till 7:00 pm EST today. You can access it HERE
Leave your feedback on the form provided
Back to regular programming….
📦 The Automation Solution
Here’s what we built:
Automatic data transfer from Shopify + Square into a central database
Smart logic that deducts packaging supplies (like boxes + thank-you cards) with every order
Real-time visibility into what’s in stock, so she never had to second-guess
The result?
✅ No more late orders
✅ No more scrambling to restock packaging last minute
✅ Hours saved every single week
That’s the power of automation: eliminating repetitive tasks and creating peace of mind.
🔎 How to Know If a Process Is Ready for Automation
You might be wondering: Could this work for my business?
At the webinar last month on How to setup your first automation, I taught the participants a simple 3-question test:
Is the process repetitive?
Do you do it the same way every time?Are the inputs the same?
Are you pulling the same type of data (emails, names, orders, etc.)?Are the outputs the same?
Do you need the same result every time (new record created, update sent, report generated)?
If you answered “yes” to all three → you’ve found a prime candidate for automation.
Inventory management is a perfect example: same inputs, same outputs, highly repetitive.
🛠️ Tools You Can Use
If you’re curious to test this out, here are a few tools I recommend exploring:
Airtable → as your central inventory hub
Zapier or Make → to connect Shopify + Square and automate the data flow
Google Sheets → if you want to keep it lightweight and familiar
Even a simple version of this setup can save hours each week.
🚀 Want to Go Deeper?
This kind of real-world system is exactly what we’ll be building inside my AI & Automation Bootcamp.
Over 6 weeks, you’ll learn how to:
⚙️ Lay strong process foundations (so you don’t “automate chaos”)
⚡ Build simple + advanced workflows
🤖 Add AI into the mix for even more power
✅ Leave with automations running in your business
Enrollment is now open, and spots are limited.
Your future self (and your customers) will thank you.
Yvonne
P.S. I know some of you would prefer to hand this off completely.
That’s why I’m offering an alternative:
Instead of joining the Bootcamp, you can swap your enrollment for a Done-For-You Automation Setup.Here’s how it works:I’ll design and implement either:
🔹 One cross-app automation like the one I described above
🔹 OR two workflows within the same app
That way, you walk away with automation up running in your business right away in less than 2 weeks🚀
Interested? Reply to this email, or submit an intake using the form HERE.