CFO workflow
13-week cashflow coworker
Built with an extremely security-minded architecture around least-access finance inputs, approval gates, and clear source-of-truth boundaries. Instead of manually rebuilding cashflow weekly or monthly at best, the workflow can refresh daily, highlight risk weeks, explain changes, prepare questions, and draft a plain-English operator summary.
Daily automationSecurity-mindedCash visibility
CPO workflow
Inventory exception and replenishment monitor
Reviews inventory, sales velocity, open POs, demand signals, and known constraints. Flags stockout risk, overstock, vendor delays, stale replenishment decisions, and SKUs that need human review.
Stockout riskPO watchlistReplenishment
CPO workflow
Demand planning and site merchandising assistant
Supports seasonal planning, drop planning, product performance reads, collection pages, slow movers, sell-through patterns, and merchandising opportunities that should be reviewed by the team.
Demand planningMerchandisingSKU reads
CX workflow
Zendesk, Gorgias, returns, and exchanges monitor
Summarizes ticket themes, support backlog, order issues, return reasons, exchange friction, refund pressure, and repeat product/customer problems. Drafts replies or internal notes for approval when useful.
Ticket themesReturnsDraft replies
Operator workflow
Daily ecommerce operator brief
A morning readout across Shopify, finance, inventory, customer support, campaigns, and team workflows. The goal is simple: tell the operator what needs attention before they go hunting for it.
Morning briefExceptionsNext actions