Fulfillment
Fulfillment agents help you deliver what was sold: handling orders and returns, keeping listings and stock current, and sending onboarding packets to new clients. Delivery becomes consistent without adding headcount.
Top use cases
Handle Shopify orders, returns and refunds
Order support
A support agent cancels orders, tracks shipments, creates return labels and processes refunds directly from tickets.
Run store inventory, listings and product photos
Catalog upkeep
From a weekly inventory sheet, an agent updates prices and stock, writes listings and turns product shots into clean studio images.
Automate client onboarding packets
Client onboarding
A new row in a Google Sheet triggers a workflow that builds a PDF schedule, emails it to the client and sends reminders.
Fulfillment FAQ
Can an agent process refunds?
Within clear rules, yes — for example refunds under a set amount within a return window. Escalate anything outside those rules.
What does client onboarding automation look like?
A new client record triggers a welcome email, schedule or packet and reminders before the start date.
Do I need an online store for this section?
No. Service businesses use the same ideas for onboarding and delivery checklists.