Retail and commerce / 15 workflow briefs

AI retail and commerce use cases

Connect the work across stores, stock and selling channels. Prepare replenishment, order exceptions and customer service tasks without losing the commercial rules or the person who approves a change.

Workflow possibilities for a diagnostic. Scope, feasibility and approvals are agreed for your systems before a build begins.

A practical first step

Bring one real example.

Bring an order, a receiving record and an example return. Agree the authoritative stock source, the customer promise and the approval limits for price changes, credits and substitutions.

Workflows to scope with your team

01Link to this workflow

Product choice assistance

The workflow
Match shopper-stated requirements with verified catalogue specifications and stock, explaining relevant product differences.
Human approval
Merchandising sets recommendation rules and customers choose purchases.
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02Link to this workflow

Store stock balancing

The workflow
Compare store inventory, sales and transfer constraints to prepare a proposed stock balancing list.
Human approval
Retail operations approves transfers and replenishment quantities.
Discuss this workflow
03Link to this workflow

Retail price review

The workflow
Bring current prices, approved margin rules and permitted market observations into a proposed price-change worksheet.
Human approval
Commercial owners approve all price and promotion changes.
Discuss this workflow
04Link to this workflow

Store opening and closing tasks

The workflow
Convert the approved store checklist and unresolved issues into shift tasks with owners and completion evidence.
Human approval
The store manager confirms completion and handles exceptions.
Discuss this workflow
05Link to this workflow

Retail demand planning

The workflow
Combine sales history, planned promotions and stock availability into demand scenarios with assumptions recorded.
Human approval
Merchandising approves forecasts and purchase commitments.
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06Link to this workflow

Loyalty programme reporting

The workflow
Summarise permitted programme activity and customer-stated preferences into aggregate engagement and redemption insights.
Human approval
The loyalty owner approves audience use and offer changes.
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07Link to this workflow

Return evidence review

The workflow
Compare a return request with order, receipt and earlier return records, flagging inconsistencies for a staff review.
Human approval
Staff determine validity; an anomaly alone never rejects a return.
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08Link to this workflow

Merchandising brief preparation

The workflow
Bring approved product ranges, stock availability and campaign priorities into a draft merchandising plan.
Human approval
Merchandising owners approve placement and promotional claims.
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09Link to this workflow

Orders across channels

The workflow
Reconcile store, marketplace and website order events into a shared fulfilment queue with duplicates and conflicts flagged.
Human approval
Operations approves cancellations, substitutions and refunds.
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10Link to this workflow

Shelf replenishment checks

The workflow
Compare shelf observations and stock records to prepare replenishment tasks with the relevant product and location.
Human approval
Store staff verify observations before stock adjustments.
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11Link to this workflow

Retail campaign review

The workflow
Combine campaign dates, sales measures and stock constraints into a report that distinguishes observed changes from attribution assumptions.
Human approval
Marketing and finance validate results before reallocating budget.
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12Link to this workflow

Till exception investigation

The workflow
Group voids, refunds and transaction mismatches with supporting till records for a store operations review.
Human approval
Managers investigate exceptions without automatic accusations or sanctions.
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13Link to this workflow

Store supplier delivery checks

The workflow
Match expected supplier deliveries with receiving records and flag shortages, late arrivals and missing paperwork.
Human approval
The buyer approves claims and revised delivery commitments.
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14Link to this workflow

Retail customer feedback themes

The workflow
Combine permitted store and online feedback into recurring product and service themes with examples attached.
Human approval
The customer experience lead validates themes and responses.
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15Link to this workflow

Retail procedure assistance

The workflow
Retrieve approved store, product and returns guidance for an employee question and identify escalation owners.
Human approval
Store managers approve exceptions and resolve conflicting guidance.
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Make it yours

Start with the work that keeps coming back.

Bring one repeated task, the systems it touches and the person who approves the result. We will map the handovers, check the evidence and scope a workflow around your team.