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Retail & E commerce Industry Workflows

Retail & E-commerce Industry Workflows

Version: 1.0.0 Last Updated: December 12, 2025 Industry: Retail & E-commerce Total Workflows: 50

Workflow Overview​

This document provides 50 comprehensive retail and e-commerce workflows designed for retailers, online stores, and omnichannel operations. Each workflow includes automated steps, agent dependencies, quality assurance integration, and execution guidance for retail industry operations.

Key Features:

  • Automated retail workflows for operational efficiency
  • Integration with retail agents (inventory-manager, order-processor, merchandiser)
  • Omnichannel support for seamless customer experiences
  • Real-time inventory and order management

Phase 1: Discovery​

Before implementing retail workflows, organizations should:

  1. Assess current operations - Review existing inventory, order, and customer management processes
  2. Identify automation opportunities - Determine which workflows benefit from automation
  3. Map system integrations - Understand connections between POS, ERP, and e-commerce platforms
  4. Prioritize workflows - Select high-impact workflows for initial implementation

Phase 2: Implementation​

Execute retail workflows systematically:

  1. Configure agents - Set up inventory-manager, order-processor, and merchandiser agents
  2. Establish integrations - Connect inventory, order management, and fulfillment systems
  3. Deploy workflows - Implement workflows by category (inventory, orders, customer experience)
  4. Train staff - Ensure retail team understands automated workflows and exception handling

Phase 3: Optimization​

Continuously improve retail operations:

  1. Monitor performance - Track inventory accuracy, order fulfillment rates, and customer satisfaction
  2. Gather feedback - Collect input from store associates, customers, and fulfillment teams
  3. Refine processes - Optimize workflows based on performance data and seasonal patterns
  4. Scale adoption - Expand successful workflows across channels and locations

Inputs​

InputSourceDescription
Customer ordersE-commerce, POSOrder details, payment information, shipping preferences
Inventory dataWMS, ERPStock levels, locations, reorder points
Product catalogPIM systemsSKUs, descriptions, pricing, images
Customer dataCRM systemsProfiles, purchase history, preferences
Vendor dataSupplier systemsPurchase orders, ASNs, invoices

Outputs​

OutputDestinationDescription
Order confirmationsCustomersOrder status, tracking information
Inventory updatesWMS, ERPStock adjustments, transfers, receipts
Fulfillment instructionsWarehousePick lists, pack slips, shipping labels
Customer analyticsMarketingSegmentation, personalization data
Performance reportsManagementKPIs, sales metrics, inventory health

Success Criteria​

MetricTargetMeasurement Method
Inventory accuracy> 99%Cycle count variance
Order fulfillment rate> 99%OMS reporting
On-time delivery> 95%Carrier tracking data
Customer satisfaction> 90%NPS and survey results
Cart abandonment reduction> 20% improvementAnalytics platform
Shrinkage rate< 1%Inventory audit results

Table of Contents​

1. Inventory Management​

1.1. inventory-replenishment​

  • Description: Automated inventory replenishment based on demand forecasting and safety stock levels
  • Trigger: Reorder point reached or schedule
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: inventory-manager, procurement-specialist, demand-planner
  • Steps:
    1. Monitor stock levels - inventory-manager - Track current inventory
    2. Calculate reorder point - demand-planner - Determine replenishment trigger
    3. Generate purchase order - procurement-specialist - Create order
    4. Submit to vendor - procurement-specialist - Send PO electronically
    5. Track shipment - inventory-manager - Monitor delivery status
    6. Receive inventory - inventory-manager - Process receipt
    7. Update system - inventory-manager - Adjust stock levels
  • Tags: [inventory, replenishment, procurement, retail]

1.2. stock-transfer​

  • Description: Inter-store or warehouse-to-store stock transfer management
  • Trigger: Transfer request or allocation
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: inventory-manager, logistics-coordinator
  • Steps:
    1. Identify transfer need - inventory-manager - Flag stock imbalance
    2. Select source location - inventory-manager - Choose sending location
    3. Create transfer order - inventory-manager - Generate transfer document
    4. Pick inventory - warehouse-specialist - Prepare shipment
    5. Ship transfer - logistics-coordinator - Arrange transport
    6. Receive at destination - inventory-manager - Process receipt
    7. Confirm transfer - inventory-manager - Update both locations
  • Tags: [transfer, stock, logistics, retail]

1.3. cycle-counting​

  • Description: Systematic inventory cycle counting for accuracy maintenance
  • Trigger: Count schedule
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: inventory-manager, store-manager
  • Steps:
    1. Generate count schedule - inventory-manager - Select items to count
    2. Assign counters - store-manager - Allocate staff
    3. Perform counts - inventory-manager - Execute physical count
    4. Record results - inventory-manager - Enter count data
    5. Identify variances - inventory-manager - Compare to system
    6. Investigate discrepancies - inventory-manager - Research differences
    7. Adjust inventory - inventory-manager - Post corrections
  • Tags: [cycle-count, inventory, accuracy, retail]

1.4. dead-stock-liquidation​

  • Description: Identification and liquidation of slow-moving and obsolete inventory
  • Trigger: Aging threshold or seasonal end
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: merchandise-planner, pricing-analyst
  • Steps:
    1. Identify dead stock - merchandise-planner - Query aged inventory
    2. Analyze sell-through - merchandise-planner - Review sales velocity
    3. Determine strategy - pricing-analyst - Choose liquidation approach
    4. Set markdown pricing - pricing-analyst - Calculate discounts
    5. Execute markdowns - pricing-analyst - Apply price changes
    6. Monitor sell-off - merchandise-planner - Track liquidation progress
    7. Dispose unsold - inventory-manager - Process remaining items
  • Tags: [liquidation, dead-stock, markdown, retail]

1.5. seasonal-planning​

  • Description: Seasonal inventory planning and allocation
  • Trigger: Season planning cycle
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: merchandise-planner, demand-planner, buyer
  • Steps:
    1. Analyze trends - demand-planner - Review historical patterns
    2. Forecast demand - demand-planner - Project seasonal sales
    3. Develop assortment - merchandise-planner - Plan product mix
    4. Set buy quantities - buyer - Determine order amounts
    5. Place orders - buyer - Submit purchase orders
    6. Plan allocation - merchandise-planner - Distribute to locations
    7. Monitor performance - merchandise-planner - Track vs plan
  • Tags: [seasonal, planning, merchandise, retail]

1.6. supplier-ordering​

  • Description: Supplier order management and vendor performance tracking
  • Trigger: Replenishment need
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: buyer, procurement-specialist
  • Steps:
    1. Create order - buyer - Generate purchase order
    2. Negotiate terms - buyer - Confirm pricing and delivery
    3. Submit order - procurement-specialist - Send to vendor
    4. Track confirmation - procurement-specialist - Get order acknowledgment
    5. Monitor delivery - procurement-specialist - Track shipment
    6. Evaluate performance - buyer - Score vendor reliability
    7. Update scorecards - buyer - Record metrics
  • Tags: [supplier, ordering, procurement, retail]

1.7. warehouse-receiving​

  • Description: Warehouse receiving and putaway processing
  • Trigger: Shipment arrival
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: warehouse-specialist, inventory-manager
  • Steps:
    1. Schedule receipt - warehouse-specialist - Coordinate dock appointment
    2. Receive shipment - warehouse-specialist - Unload delivery
    3. Verify quantities - warehouse-specialist - Check against PO
    4. Inspect quality - warehouse-specialist - Check for damage
    5. Log discrepancies - warehouse-specialist - Document issues
    6. Process putaway - warehouse-specialist - Store in locations
    7. Update inventory - inventory-manager - Adjust stock levels
  • Tags: [receiving, warehouse, putaway, retail]

1.8. inventory-audit​

  • Description: Comprehensive inventory audit and reconciliation
  • Trigger: Annual schedule or variance trigger
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: inventory-manager, auditor, loss-prevention
  • Steps:
    1. Plan audit scope - auditor - Define audit coverage
    2. Freeze inventory - inventory-manager - Stop movements
    3. Conduct full count - auditor - Physical inventory
    4. Compare to records - auditor - Match to system
    5. Investigate variances - loss-prevention - Research discrepancies
    6. Document findings - auditor - Record audit results
    7. Post adjustments - inventory-manager - Update inventory
    8. Report results - auditor - Present to management
  • Tags: [audit, inventory, reconciliation, retail]

1.9. shrinkage-investigation​

  • Description: Inventory shrinkage investigation and loss prevention
  • Trigger: Shrinkage variance identified
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: loss-prevention, inventory-manager
  • Steps:
    1. Identify shrinkage - inventory-manager - Flag variance
    2. Analyze patterns - loss-prevention - Review shrink trends
    3. Review footage - loss-prevention - Check surveillance
    4. Interview staff - loss-prevention - Gather information
    5. Document findings - loss-prevention - Record investigation
    6. Recommend actions - loss-prevention - Suggest prevention
    7. Implement controls - loss-prevention - Apply countermeasures
  • Tags: [shrinkage, loss-prevention, investigation, retail]

1.10. demand-forecasting​

  • Description: Demand forecasting for inventory planning
  • Trigger: Planning cycle
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: demand-planner, data-analyst
  • Steps:
    1. Collect historical data - data-analyst - Gather sales history
    2. Analyze trends - data-analyst - Identify patterns
    3. Factor seasonality - demand-planner - Adjust for seasons
    4. Incorporate events - demand-planner - Add promotional impact
    5. Generate forecast - demand-planner - Create projections
    6. Validate accuracy - demand-planner - Check against actuals
    7. Distribute forecast - demand-planner - Share with planning
  • Tags: [forecasting, demand, planning, retail]

2. Order Fulfillment​

2.1. order-processing​

  • Description: E-commerce order processing from receipt to warehouse release
  • Trigger: Order placed
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: order-processor, inventory-manager
  • Steps:
    1. Receive order - order-processor - Capture order details
    2. Validate order - order-processor - Check completeness
    3. Verify payment - order-processor - Confirm payment
    4. Check inventory - inventory-manager - Verify availability
    5. Allocate stock - inventory-manager - Reserve inventory
    6. Release to warehouse - order-processor - Send pick instruction
    7. Update status - order-processor - Notify customer
  • Tags: [order, processing, ecommerce, fulfillment]

2.2. pick-pack-ship​

  • Description: Warehouse pick, pack, and ship execution
  • Trigger: Order released
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: warehouse-specialist, shipping-coordinator
  • Steps:
    1. Generate pick list - warehouse-specialist - Create picking instruction
    2. Pick items - warehouse-specialist - Retrieve from locations
    3. Verify picks - warehouse-specialist - Confirm correct items
    4. Pack shipment - warehouse-specialist - Prepare for shipping
    5. Generate label - shipping-coordinator - Create shipping label
    6. Ship package - shipping-coordinator - Hand to carrier
    7. Update tracking - shipping-coordinator - Record shipment
  • Tags: [pick, pack, ship, fulfillment]

2.3. returns-processing​

  • Description: Customer returns processing and restocking
  • Trigger: Return initiated
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: returns-specialist, inventory-manager
  • Steps:
    1. Receive return - returns-specialist - Accept returned item
    2. Inspect condition - returns-specialist - Check for damage
    3. Determine disposition - returns-specialist - Decide restock or dispose
    4. Process refund - returns-specialist - Issue credit
    5. Update inventory - inventory-manager - Adjust stock
    6. Restock item - inventory-manager - Return to shelf
    7. Update metrics - returns-specialist - Track return rates
  • Tags: [returns, refund, restocking, retail]

2.4. shipping-optimization​

  • Description: Shipping carrier selection and rate optimization
  • Trigger: Order ready to ship
  • Complexity: moderate
  • Duration: 5-15m
  • Dependencies:
    • Agents: shipping-coordinator, logistics-analyst
  • Steps:
    1. Analyze shipment - logistics-analyst - Review package details
    2. Compare carriers - logistics-analyst - Rate shop options
    3. Select carrier - shipping-coordinator - Choose best option
    4. Generate label - shipping-coordinator - Create shipping label
    5. Schedule pickup - shipping-coordinator - Arrange collection
    6. Track delivery - shipping-coordinator - Monitor status
    7. Measure performance - logistics-analyst - Evaluate carrier
  • Tags: [shipping, optimization, carrier, logistics]

2.5. backorder-management​

  • Description: Backorder management and customer communication
  • Trigger: Out of stock order
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: order-processor, customer-service-specialist
  • Steps:
    1. Identify backorder - order-processor - Flag unavailable items
    2. Check expected date - inventory-manager - Get replenishment ETA
    3. Notify customer - customer-service-specialist - Communicate delay
    4. Offer alternatives - customer-service-specialist - Suggest substitutes
    5. Monitor stock - inventory-manager - Track incoming inventory
    6. Fulfill when available - order-processor - Process when in stock
    7. Update customer - notification-specialist - Send shipping notice
  • Tags: [backorder, fulfillment, customer-service, retail]

2.6. dropship-coordination​

  • Description: Dropship order management with vendor coordination
  • Trigger: Dropship order placed
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: order-processor, vendor-coordinator
  • Steps:
    1. Identify dropship - order-processor - Route to vendor
    2. Transmit order - vendor-coordinator - Send to supplier
    3. Confirm receipt - vendor-coordinator - Get acknowledgment
    4. Track fulfillment - vendor-coordinator - Monitor progress
    5. Get tracking - vendor-coordinator - Obtain shipment info
    6. Update customer - notification-specialist - Share tracking
    7. Reconcile invoice - vendor-coordinator - Match vendor bill
  • Tags: [dropship, vendor, fulfillment, ecommerce]

2.7. gift-wrapping​

  • Description: Gift wrapping and special handling processing
  • Trigger: Gift wrap option selected
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: warehouse-specialist, order-processor
  • Steps:
    1. Identify gift order - order-processor - Flag special handling
    2. Print gift message - warehouse-specialist - Create gift note
    3. Select wrapping - warehouse-specialist - Choose materials
    4. Wrap package - warehouse-specialist - Apply gift wrap
    5. Include message - warehouse-specialist - Add gift note
    6. Pack for shipping - warehouse-specialist - Prepare shipment
    7. Update order - order-processor - Mark complete
  • Tags: [gift, wrapping, special-handling, fulfillment]

2.8. subscription-fulfillment​

  • Description: Subscription box fulfillment and renewal management
  • Trigger: Subscription cycle date
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: subscription-manager, warehouse-specialist
  • Steps:
    1. Identify due subscriptions - subscription-manager - Query renewal dates
    2. Process payments - subscription-manager - Charge customers
    3. Generate orders - subscription-manager - Create fulfillment orders
    4. Allocate inventory - inventory-manager - Reserve items
    5. Fulfill boxes - warehouse-specialist - Pick and pack
    6. Ship subscriptions - shipping-coordinator - Send to customers
    7. Update status - subscription-manager - Mark fulfilled
  • Tags: [subscription, fulfillment, recurring, retail]

2.9. bulk-order-handling​

  • Description: Bulk and wholesale order processing
  • Trigger: Bulk order received
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: wholesale-specialist, warehouse-specialist
  • Steps:
    1. Receive bulk order - wholesale-specialist - Capture large order
    2. Verify pricing - wholesale-specialist - Confirm wholesale rates
    3. Check inventory - inventory-manager - Verify bulk availability
    4. Coordinate fulfillment - warehouse-specialist - Plan picking
    5. Arrange shipping - logistics-coordinator - Schedule freight
    6. Process payment - wholesale-specialist - Handle payment terms
    7. Ship order - shipping-coordinator - Execute delivery
    8. Follow up - wholesale-specialist - Confirm receipt
  • Tags: [bulk, wholesale, fulfillment, b2b]

2.10. international-shipping​

  • Description: International order fulfillment with customs handling
  • Trigger: International order placed
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: shipping-coordinator, customs-specialist
  • Steps:
    1. Verify destination - shipping-coordinator - Check shippable country
    2. Calculate duties - customs-specialist - Estimate import fees
    3. Prepare documentation - customs-specialist - Create customs forms
    4. Select carrier - shipping-coordinator - Choose international carrier
    5. Pack for export - warehouse-specialist - Prepare shipment
    6. Submit customs - customs-specialist - File declarations
    7. Ship package - shipping-coordinator - Send internationally
    8. Track delivery - shipping-coordinator - Monitor customs clearance
  • Tags: [international, customs, shipping, global]

3. Customer Experience​

3.1. customer-onboarding-retail​

  • Description: New customer account creation and welcome journey
  • Trigger: Account signup
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: customer-service-specialist, marketing-specialist
  • Steps:
    1. Create account - customer-service-specialist - Register customer
    2. Verify email - customer-service-specialist - Confirm address
    3. Send welcome - notification-specialist - Deliver welcome email
    4. Apply promotion - marketing-specialist - Add signup offer
    5. Introduce features - notification-specialist - Send tutorial
    6. Set preferences - customer-service-specialist - Capture preferences
    7. First purchase incentive - marketing-specialist - Trigger offer
  • Tags: [onboarding, customer, welcome, retail]

3.2. loyalty-program-enrollment​

  • Description: Loyalty program signup and points activation
  • Trigger: Program signup
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: loyalty-specialist, customer-service-specialist
  • Steps:
    1. Enroll member - loyalty-specialist - Register in program
    2. Set tier - loyalty-specialist - Assign starting level
    3. Credit welcome bonus - loyalty-specialist - Add signup points
    4. Send welcome kit - notification-specialist - Deliver materials
    5. Explain benefits - loyalty-specialist - Communicate perks
    6. Track activity - loyalty-specialist - Monitor engagement
  • Tags: [loyalty, enrollment, rewards, retail]

3.3. product-recommendation-retail​

  • Description: Personalized product recommendations based on behavior
  • Trigger: Customer activity
  • Complexity: moderate
  • Duration: 5-15m
  • Dependencies:
    • Agents: personalization-specialist, data-analyst
  • Steps:
    1. Analyze behavior - data-analyst - Review browsing history
    2. Build profile - personalization-specialist - Create customer profile
    3. Generate recommendations - personalization-specialist - Apply algorithm
    4. Filter results - personalization-specialist - Remove purchased items
    5. Rank suggestions - personalization-specialist - Order by relevance
    6. Display recommendations - personalization-specialist - Show to customer
    7. Track engagement - data-analyst - Measure click-through
  • Tags: [recommendation, personalization, product, retail]

3.4. abandoned-cart-recovery​

  • Description: Abandoned shopping cart recovery campaign
  • Trigger: Cart abandonment detected
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: marketing-specialist, email-specialist
  • Steps:
    1. Detect abandonment - marketing-specialist - Identify abandoned carts
    2. Wait period - marketing-specialist - Allow recovery window
    3. Send reminder - email-specialist - Email cart contents
    4. Offer incentive - marketing-specialist - Include discount
    5. Follow up - email-specialist - Second reminder
    6. Track recovery - marketing-specialist - Measure conversions
    7. Analyze patterns - data-analyst - Review abandonment reasons
  • Tags: [abandoned-cart, recovery, email, ecommerce]

3.5. customer-feedback-retail​

  • Description: Customer feedback collection and analysis
  • Trigger: Post-purchase or interaction
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: customer-service-specialist, feedback-analyst
  • Steps:
    1. Send survey - notification-specialist - Request feedback
    2. Collect responses - feedback-analyst - Gather submissions
    3. Analyze sentiment - feedback-analyst - Process comments
    4. Calculate scores - feedback-analyst - Compute NPS/CSAT
    5. Flag issues - customer-service-specialist - Escalate negative
    6. Report results - feedback-analyst - Create dashboard
  • Tags: [feedback, survey, customer-experience, retail]

3.6. review-management​

  • Description: Product review management and response
  • Trigger: Review submitted
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: community-manager, customer-service-specialist
  • Steps:
    1. Receive review - community-manager - Capture submission
    2. Moderate content - community-manager - Check policy compliance
    3. Publish review - community-manager - Post to site
    4. Respond to review - customer-service-specialist - Reply if needed
    5. Flag issues - customer-service-specialist - Escalate complaints
    6. Aggregate ratings - community-manager - Update product scores
    7. Analyze trends - community-manager - Report insights
  • Tags: [reviews, ratings, ugc, retail]

3.7. personalization-engine​

  • Description: Real-time personalization engine configuration and optimization
  • Trigger: Customer session
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: personalization-specialist, data-analyst
  • Steps:
    1. Collect signals - data-analyst - Gather behavior data
    2. Segment customer - personalization-specialist - Classify visitor
    3. Apply rules - personalization-specialist - Execute personalization
    4. Test variations - personalization-specialist - A/B test content
    5. Measure impact - data-analyst - Track conversion
    6. Optimize rules - personalization-specialist - Refine algorithms
    7. Report results - data-analyst - Summarize performance
  • Tags: [personalization, optimization, customer-experience, retail]

3.8. customer-segmentation​

  • Description: Customer segmentation for targeted marketing
  • Trigger: Analysis schedule
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: data-analyst, marketing-specialist
  • Steps:
    1. Extract data - data-analyst - Pull customer data
    2. Analyze behavior - data-analyst - Review patterns
    3. Define segments - marketing-specialist - Create groupings
    4. Apply clustering - data-analyst - Run algorithms
    5. Validate segments - marketing-specialist - Review output
    6. Assign customers - data-analyst - Tag accounts
    7. Activate segments - marketing-specialist - Enable targeting
  • Tags: [segmentation, analytics, marketing, retail]

3.9. vip-customer-service​

  • Description: VIP customer service handling and escalation
  • Trigger: VIP customer contact
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: vip-specialist, customer-service-specialist
  • Steps:
    1. Identify VIP - vip-specialist - Recognize high-value customer
    2. Route to specialist - vip-specialist - Assign dedicated support
    3. Review history - vip-specialist - Check customer profile
    4. Resolve issue - vip-specialist - Address concern
    5. Offer gesture - vip-specialist - Provide VIP benefit
    6. Follow up - vip-specialist - Ensure satisfaction
    7. Document interaction - customer-service-specialist - Log case
  • Tags: [vip, customer-service, high-value, retail]

3.10. omnichannel-support​

  • Description: Omnichannel customer support across all channels
  • Trigger: Customer contact on any channel
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: customer-service-specialist, omnichannel-coordinator
  • Steps:
    1. Receive inquiry - omnichannel-coordinator - Capture across channels
    2. Identify customer - customer-service-specialist - Match to profile
    3. View history - omnichannel-coordinator - Pull all interactions
    4. Resolve issue - customer-service-specialist - Address concern
    5. Update all channels - omnichannel-coordinator - Sync information
    6. Close case - customer-service-specialist - Complete interaction
    7. Measure satisfaction - omnichannel-coordinator - Collect feedback
  • Tags: [omnichannel, support, customer-service, retail]

4. Marketing & Merchandising​

4.1. promotional-campaign​

  • Description: Promotional campaign planning and execution
  • Trigger: Marketing calendar
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: marketing-specialist, merchandiser, pricing-analyst
  • Steps:
    1. Plan campaign - marketing-specialist - Define promotion
    2. Select products - merchandiser - Choose items
    3. Set pricing - pricing-analyst - Calculate discounts
    4. Create assets - marketing-specialist - Design materials
    5. Configure system - pricing-analyst - Set up promotion
    6. Launch campaign - marketing-specialist - Go live
    7. Monitor performance - marketing-specialist - Track results
    8. Analyze results - data-analyst - Report effectiveness
  • Tags: [promotion, campaign, marketing, retail]

4.2. price-optimization​

  • Description: Dynamic pricing optimization based on demand and competition
  • Trigger: Schedule or trigger
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: pricing-analyst, competitive-analyst
  • Steps:
    1. Gather data - pricing-analyst - Collect pricing inputs
    2. Analyze competition - competitive-analyst - Monitor competitor prices
    3. Assess demand - pricing-analyst - Review demand curves
    4. Run optimization - pricing-analyst - Execute pricing model
    5. Review recommendations - pricing-analyst - Validate output
    6. Apply changes - pricing-analyst - Update prices
    7. Monitor impact - pricing-analyst - Track sales response
  • Tags: [pricing, optimization, dynamic, retail]

4.3. product-launch​

  • Description: New product launch workflow from planning to market
  • Trigger: Product development completion
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: product-manager, marketing-specialist, merchandiser
  • Steps:
    1. Finalize product - product-manager - Complete development
    2. Set pricing - pricing-analyst - Determine price point
    3. Create listing - merchandiser - Build product page
    4. Plan marketing - marketing-specialist - Develop launch plan
    5. Stock inventory - inventory-manager - Ensure availability
    6. Launch product - merchandiser - Go live
    7. Monitor performance - product-manager - Track sales
    8. Optimize - merchandiser - Refine based on data
  • Tags: [product-launch, new-product, marketing, retail]

4.4. category-management​

  • Description: Product category management and assortment planning
  • Trigger: Planning cycle
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: category-manager, merchandiser, buyer
  • Steps:
    1. Analyze category - category-manager - Review performance
    2. Define strategy - category-manager - Set category goals
    3. Plan assortment - merchandiser - Select products
    4. Optimize space - merchandiser - Allocate shelf space
    5. Set pricing - pricing-analyst - Price category
    6. Execute plan - buyer - Place orders
    7. Monitor results - category-manager - Track KPIs
  • Tags: [category, management, assortment, retail]

4.5. visual-merchandising​

  • Description: Visual merchandising planning and execution
  • Trigger: Season change or campaign
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: visual-merchandiser, store-manager
  • Steps:
    1. Develop concept - visual-merchandiser - Create display plan
    2. Design layouts - visual-merchandiser - Draw schematics
    3. Source materials - visual-merchandiser - Order fixtures
    4. Create instructions - visual-merchandiser - Document setup
    5. Distribute guidelines - visual-merchandiser - Send to stores
    6. Execute displays - store-manager - Implement in store
    7. Audit compliance - visual-merchandiser - Check execution
  • Tags: [visual, merchandising, display, retail]

4.6. email-marketing-retail​

  • Description: Email marketing campaign execution
  • Trigger: Campaign schedule
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: email-specialist, marketing-specialist
  • Steps:
    1. Define campaign - marketing-specialist - Plan email strategy
    2. Segment audience - email-specialist - Select recipients
    3. Create content - email-specialist - Design email
    4. Test email - email-specialist - QA content
    5. Schedule send - email-specialist - Set deployment
    6. Send campaign - email-specialist - Execute delivery
    7. Analyze results - email-specialist - Report metrics
  • Tags: [email, marketing, campaign, retail]

4.7. social-commerce​

  • Description: Social media commerce integration and management
  • Trigger: Social activity or campaign
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: social-specialist, ecommerce-specialist
  • Steps:
    1. Connect platforms - ecommerce-specialist - Integrate social shops
    2. Sync catalog - ecommerce-specialist - Push products
    3. Create content - social-specialist - Develop posts
    4. Tag products - social-specialist - Enable shopping
    5. Post content - social-specialist - Publish to social
    6. Monitor engagement - social-specialist - Track interactions
    7. Process orders - ecommerce-specialist - Fulfill social orders
  • Tags: [social, commerce, instagram, facebook]

4.8. influencer-collaboration-retail​

  • Description: Influencer partnership and campaign management
  • Trigger: Campaign planning
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: influencer-manager, marketing-specialist
  • Steps:
    1. Identify influencers - influencer-manager - Research candidates
    2. Evaluate fit - influencer-manager - Assess alignment
    3. Negotiate terms - influencer-manager - Agree on partnership
    4. Create brief - marketing-specialist - Develop guidelines
    5. Provide products - influencer-manager - Ship samples
    6. Review content - marketing-specialist - Approve posts
    7. Track performance - influencer-manager - Measure results
    8. Calculate ROI - marketing-specialist - Report effectiveness
  • Tags: [influencer, collaboration, marketing, retail]

4.9. seo-optimization-retail​

  • Description: E-commerce SEO optimization workflow
  • Trigger: Ongoing or audit
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: seo-specialist, content-specialist
  • Steps:
    1. Audit site - seo-specialist - Analyze current SEO
    2. Research keywords - seo-specialist - Identify targets
    3. Optimize content - content-specialist - Update copy
    4. Fix technical issues - seo-specialist - Address errors
    5. Build links - seo-specialist - Acquire backlinks
    6. Monitor rankings - seo-specialist - Track positions
    7. Report progress - seo-specialist - Document improvements
  • Tags: [seo, optimization, search, ecommerce]

4.10. competitive-analysis-retail​

  • Description: Retail competitive analysis and monitoring
  • Trigger: Schedule or event
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: competitive-analyst, marketing-specialist
  • Steps:
    1. Identify competitors - competitive-analyst - Define competitive set
    2. Monitor pricing - competitive-analyst - Track prices
    3. Analyze assortment - competitive-analyst - Compare products
    4. Review marketing - competitive-analyst - Monitor campaigns
    5. Mystery shop - competitive-analyst - Experience competitor
    6. Synthesize findings - competitive-analyst - Create report
    7. Recommend actions - marketing-specialist - Suggest responses
  • Tags: [competitive, analysis, intelligence, retail]

5. Store Operations​

5.1. store-opening-checklist​

  • Description: Daily store opening procedures and checklist
  • Trigger: Store opening time
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: store-manager, cashier-lead
  • Steps:
    1. Unlock store - store-manager - Secure access
    2. Disarm security - store-manager - Disable alarm
    3. Turn on systems - cashier-lead - Power up POS
    4. Count registers - cashier-lead - Verify starting cash
    5. Check displays - store-manager - Inspect floor
    6. Brief team - store-manager - Morning huddle
    7. Open doors - store-manager - Welcome customers
  • Tags: [opening, store, checklist, retail]

5.2. pos-reconciliation​

  • Description: Point of sale reconciliation and close-out
  • Trigger: End of day
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: cashier-lead, store-manager
  • Steps:
    1. Close registers - cashier-lead - End drawer sessions
    2. Count cash - cashier-lead - Physical cash count
    3. Compare to POS - cashier-lead - Match to system
    4. Investigate variances - store-manager - Research discrepancies
    5. Prepare deposit - cashier-lead - Bundle cash
    6. Submit report - store-manager - Record reconciliation
    7. Secure funds - store-manager - Lock in safe
  • Tags: [pos, reconciliation, cash, retail]

5.3. staff-scheduling-retail​

  • Description: Retail staff scheduling and shift management
  • Trigger: Schedule period
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: store-manager, scheduling-specialist
  • Steps:
    1. Forecast traffic - scheduling-specialist - Predict customer volume
    2. Calculate needs - scheduling-specialist - Determine staffing
    3. Collect availability - scheduling-specialist - Gather preferences
    4. Build schedule - scheduling-specialist - Create shifts
    5. Optimize coverage - scheduling-specialist - Balance workload
    6. Publish schedule - store-manager - Distribute to staff
    7. Manage changes - store-manager - Handle swap requests
  • Tags: [scheduling, staff, workforce, retail]

5.4. loss-prevention-retail​

  • Description: Loss prevention monitoring and incident response
  • Trigger: Alert or schedule
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: loss-prevention, store-manager
  • Steps:
    1. Monitor cameras - loss-prevention - Watch surveillance
    2. Review reports - loss-prevention - Analyze exceptions
    3. Investigate alerts - loss-prevention - Follow up on flags
    4. Document incidents - loss-prevention - Record findings
    5. Coordinate response - store-manager - Handle situations
    6. File reports - loss-prevention - Submit documentation
    7. Implement controls - loss-prevention - Add prevention measures
  • Tags: [loss-prevention, security, theft, retail]

5.5. customer-queue-management​

  • Description: Customer queue management and wait time optimization
  • Trigger: Queue threshold
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: store-manager, cashier-lead
  • Steps:
    1. Monitor queues - store-manager - Watch line length
    2. Open registers - cashier-lead - Add checkouts
    3. Deploy floor staff - store-manager - Assist customers
    4. Communicate wait - store-manager - Update signage
    5. Track metrics - store-manager - Record wait times
    6. Optimize staffing - scheduling-specialist - Adjust coverage
  • Tags: [queue, wait-time, customer-experience, retail]

5.6. click-and-collect​

  • Description: Buy online pick up in store (BOPIS) fulfillment
  • Trigger: BOPIS order placed
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: store-associate, order-processor
  • Steps:
    1. Receive order - order-processor - Get BOPIS notification
    2. Pick from store - store-associate - Locate items
    3. Prepare order - store-associate - Pack for pickup
    4. Notify customer - notification-specialist - Send ready alert
    5. Store in pickup area - store-associate - Place in holding
    6. Verify customer - store-associate - Check ID at pickup
    7. Hand off order - store-associate - Complete transaction
  • Tags: [bopis, click-collect, omnichannel, retail]

5.7. store-audit​

  • Description: Store audit and compliance inspection
  • Trigger: Audit schedule
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: auditor, store-manager
  • Steps:
    1. Schedule audit - auditor - Set audit date
    2. Prepare documentation - store-manager - Gather records
    3. Conduct inspection - auditor - Physical store review
    4. Review compliance - auditor - Check policies
    5. Document findings - auditor - Record observations
    6. Discuss results - auditor - Review with manager
    7. Create action plan - store-manager - Address issues
    8. Follow up - auditor - Verify corrections
  • Tags: [audit, compliance, inspection, retail]

5.8. planogram-compliance​

  • Description: Planogram compliance verification and correction
  • Trigger: New planogram or audit
  • Complexity: moderate
  • Duration: 15-30m
  • Dependencies:
    • Agents: visual-merchandiser, store-associate
  • Steps:
    1. Distribute planogram - visual-merchandiser - Send to stores
    2. Reset shelves - store-associate - Implement layout
    3. Verify compliance - visual-merchandiser - Check execution
    4. Document variances - visual-merchandiser - Note deviations
    5. Correct issues - store-associate - Fix non-compliance
    6. Report status - visual-merchandiser - Update completion
    7. Measure impact - merchandiser - Track sales lift
  • Tags: [planogram, compliance, merchandising, retail]

5.9. vendor-pop-setup​

  • Description: Vendor POP display and promotional setup
  • Trigger: Vendor promotion
  • Complexity: simple
  • Duration: 5-15m
  • Dependencies:
    • Agents: store-manager, visual-merchandiser
  • Steps:
    1. Receive materials - store-manager - Accept POP shipment
    2. Review instructions - visual-merchandiser - Understand setup
    3. Prepare location - store-associate - Clear space
    4. Assemble display - store-associate - Build POP
    5. Stock products - store-associate - Fill display
    6. Verify setup - visual-merchandiser - Check correctness
    7. Report completion - store-manager - Confirm to vendor
  • Tags: [pop, display, vendor, retail]

5.10. seasonal-transition​

  • Description: Seasonal merchandise transition and floor set
  • Trigger: Season change
  • Complexity: complex
  • Duration: 30m+
  • Dependencies:
    • Agents: merchandiser, store-manager, visual-merchandiser
  • Steps:
    1. Plan transition - merchandiser - Define changeover
    2. Clear old inventory - store-manager - Mark down seasonal
    3. Receive new product - store-manager - Accept shipments
    4. Reset floor - visual-merchandiser - Change displays
    5. Update signage - visual-merchandiser - Install new signs
    6. Train staff - store-manager - Educate on new products
    7. Launch season - merchandiser - Go live
    8. Monitor performance - merchandiser - Track results
  • Tags: [seasonal, transition, floor-set, retail]

Summary​

CategoryWorkflowsDescription
Inventory Management10Stock control, replenishment, forecasting
Order Fulfillment10Processing, shipping, returns
Customer Experience10Loyalty, personalization, support
Marketing & Merchandising10Promotions, pricing, campaigns
Store Operations10Daily operations, compliance, displays
Total50Complete retail operations coverage