Case Studies
Data from many sources to one database
• Ecomm APIs • Woocommerce • Etsy • GSheets • Airtable • Phone notifications
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Issue
Key data siloed in different systems is time-consuming to manage. Off the shelf solutions are too complex and too high cost.
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Example Case Study
Creation of order management system (database)
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Tech Used
E-commerce APIs eg Etsy, Woocommerce; custom API links; GSheets, Airtable, Gmail, Phone Notfications
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Description
Creation of single database with dashboards and key views. All orders imported in chronological order, dashboards of SKUs to pick, monitor orders by key features eg process step, postage method or fulfilment location.
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Outcome
Hours saved and mistakes eliminated. New central data source now also used for data analysis.
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Other similar use cases
Ticket requests, customer questions from many sources.
Data updated across locations
• Airtable • GSheets • Ecommerce platforms
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Issue
Data needing regular updates across multiple locations. Inaccurate data leading to time-intensive checking and counting.
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Example Case Study
Updating stock levels
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Tech Used
Airtable, GSheets, Ecommerce platforms
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Description
Fulfilment locations updated in order management dashboard trigger stock reductions at the relevant location. Low stock levels flagged.
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Outcome
Accurate view of stock by SKU by location ready to fulfil. Better data when to re-order.
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Other similar use cases
Project updates, appointment availability
Editing data to enhance its use
• AI • APIs • Functions • Airtable • GSheets
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Issue
Standard order information, including what’s available from APIs, doesn’t always provide all the details you need.
Some sales channels don’t support product variations, which leads to problems in fulfilling orders and updating inventory.
Fulfilment partners require data to be formatted in different ways eg address format, plus end format eg csv, links or API
Users enter data in confusing or non-standard ways
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Example Case Study
Enhanced E-Commerce Order Processing
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Tech Used
AI, APIs, Functions, Airtable, GSheets
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Description
Generating data for variations by linking descriptions to SKUs. Formatting order details for fulfilment partners as needed. AI to help standardise user data
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Outcome
Product variations keep inventory accurate. Items sent direct to fulfilment partners. Clearer usable data from users
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Other similar use cases
Areas where initial data needs more information added
Instant alerts instead of checking
• E-commerce APIs • Airtable • Gmail • Phone notifications
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Issue
On some e-commerce platforms, customers may be able to check out on a cheaper option, but still add details for a more expensive option, such as personalisation. This can be easily missed if reveiwing manually.
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Example Case Study
Customer checks out on a cheaper option than they have ordered.
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Tech Used
E-commerce APIs eg Etsy, custom API links; Airtable, Gmail, Phone Notifications
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Description
Smart formulas created to fit with the different order infomration from each platform. An alert is created against the order in the order management dashboard and a draft message created to send the customer.
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Outcome
Revenue saved from incorrect orders. Time saved manually checking.
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Other similar use cases
Instead of checking for a key email, create a phone alert to let you know the second it arrives. Useful for urgent issues.
Flagging key customs or tariffs needed depending on order location.
Automated Review emails after set time
• Woocommerce • Gmail
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Issue
Positive reviews drive sales, trust and credibility, but asking for them can be time-consuming, and if it’s not super easy for the customer, they won’t add theirs.
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Example Case Study
Requesting reviews after e-comm sales.
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Tech Used
Woocommerce, Gmail
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Description
Customer order date is saved and a date is calculated for a set period. At this time, a draft email is created to send customers a personalised email with a direct link to leave a review. The draft allows any edits to be made before sending, but emails can be sent direct.
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Outcome
More reviews than hoping customers will come back to do this, or from sending them a link to the product page. Sending to the exact review section makes it very easy.
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Other similar use cases
Other e-comm platforms; sending post purchase email info; emailing renewal info
Forms to database including analysis
• Jotform • Airtable
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Issue
Manually copying and pasting results from customer input forms (eg Google Forms or Jotform via a call centre) is a heavy time cost and also prone to errors. Spreadsheet complexity meant that only one or two people understood the system.
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Example Case Study
Linking call centre data automatically to a database instead of manually pasting into multiple unlinked spreadsheets.
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Tech Used
Jotform, Airtable
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Description
By automatically linking the data to where it was needed in a database (Airtable), the data became instantly available. Additionally senior execs were able to see performance dashboards based off this data.
The incoming data was also formatted to fit needs, such as correct time zone, form references or client categorisations.
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Outcome
Employee time saved not copying and pasting, plus error reduction. Having data in a database also allowed easier instant analysis for frequent use cases and via performance dashboards.
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Other similar use cases
Data received through forms can be formatted and sent to other tools to use and/ or summarise eg survey responses.