Una Persona S.L.

Workflow guide · Retail and shops

Retail and shops
AI and automation with human control.

Where should automation for retail and shops start?

Start with a specific workflow: from product catalogue to fulfilled order. AI can help organise information and prepare tasks; a person should review exceptions and approve business decisions.

Connect product references, availability, orders and enquiries. AI responses should use the current catalogue and escalate returns, exceptions and unconfirmed information to a person.

Scope of the first pilot
AreaProposal to assess
Initial workflowFrom product catalogue to fulfilled order
Human reviewDecide prices, promotions, returns and stock commitments.
What to measureEnquiries per order, stock discrepancies and preparation time.
Condition for proceedingCheck permissions, data quality and pilot outcomes before expanding the workflow.

Choose your activity

From product catalogue to fulfilled order

Clothing and accessory shopsSizes, availability and order trackingShoe shopsSizes, models and exchange requestsJewellery and costume jewelleryMaterials, references and product enquiriesCosmetics and perfume shopsVerified product records and cosmetics enquiriesBookshops and stationery shopsBook references and reservationsToy shopsIndicated age and toy availabilityComputer and electronics shopsVerified compatibility and equipment enquiriesHardware shopsDimensions and requested part referencesFurniture and home decor shopsFurniture dimensions, delivery and assemblyFloristsOccasion, preferences and flower delivery datePet supply shopsSpecies and accessory availabilitySports shopsSport, size and sports catalogueSecond-hand shopsDocumented condition and item reservationsAntique salesDocumented provenance and item enquiriesOnline shopsCatalogue, order status and supportMarket stallsInventory and market stall preparationWholesale distributionApproved price lists and bulk ordersImport and exportTrade documents and shipment status

What to prepare before connecting tools

  • Real request examples, removing personal data that is not necessary.
  • A list of tools, fields and statuses you currently use.
  • Approved information for the workflow: from product catalogue to fulfilled order.
  • A person responsible for approving exceptions and a procedure for returning to manual work.

What should remain under your control

Decide prices, promotions, returns and stock commitments.

Set minimum permissions, review drafts before sending and stop the workflow when information is incomplete or no answer has been confirmed.

How to assess whether it adds value

Enquiries per order, stock discrepancies and preparation time.

Record these measures during a week of manual work and compare them with a pilot of the same scope. Include reviews and corrections in total time: fewer steps are not enough if error correction creates more work.

Guides to explore the workflow

How to automate customer support enquiries →How to automate request follow-up →
View all guides →

Questions before you start

Can every part of retail and shops be automated?

We do not assume so. This guide proposes assessing specific administrative tasks. Service delivery, physical work and professional decisions may require people and specific obligations.

Which tools do I need?

It depends on your existing tools and their integration permissions. Start with your calendar, documents or management system and validate which information can be read and written. We do not assume an integration works before checking it.

How do I request access information?

Join the waitlist or email jm@unapersona.es with your activity, the workflow you want to improve and the tools you use.

Illustrative organisation and automation proposals. Feasibility, qualifications, permissions and obligations for each activity must be checked before implementing a workflow.

Tell us about your workflow