Automate Workflows with Sidekick in Shopify Flow

Executive summary:

• Sidekick can now create automated workflows in Shopify Flow.
• Streamlines processes like tagging and notifications.
• Available for Shopify Basic, Shopify, Advanced, and Plus plans.

What changed

Shopify has introduced a new feature in Sidekick that allows it to create workflows in Shopify Flow. By clicking the Sidekick icon in Flow and describing your automation needs, Sidekick generates a workflow complete with triggers, conditions, and actions. Users can test, edit, and activate the workflows directly within the Flow editor.

Why it matters

This new capability significantly reduces the time spent on manual automation setups, allowing Shopify Plus merchants to automate repetitive tasks and focus on more strategic activities. It enhances efficiency and allows quick adjustments directly in the editor.

Role-specific impact

• Marketers: Easily automate customer communications and notifications, optimizing engagement efforts.
• Developers: Spend less time on coding custom flows, while still having flexibility for complex requirements.
• Store admins: Streamline inventory and order management processes, ensuring timely actions without manual oversight.

Use-case example

Real-world scenario & metric

A Shopify Plus electronics retailer used Sidekick to automate their order tagging process. They reduced manual order tagging time by 40%, allowing the team to focus on improving customer service and product offerings.

Implementation checklist

1. Ensure Shopify Flow is installed and open on desktop.
2. Open Flow and click the Sidekick icon.
3. Describe the automation needed to Sidekick.
4. Review the generated workflow in the editor.
5. Test the workflow and make any necessary changes.
6. Activate the workflow once satisfied.

FAQ

Q: Can all workflows be automated with Sidekick?
A: Sidekick can handle basic workflows, but those requiring advanced Liquid or custom code may need manual editing.

Q: Is this feature available on all devices?
A: It's currently available on desktop only.

Resources

For detailed instructions, visit the Shopify Help Center. Ensure you're logged in to avoid access issues.

Need guidance? Talk to Makro.