Automations are powered by Shopify Flow—Shopify’s native automation platform. This means you get the reliability and flexibility of Shopify’s infrastructure, with templates designed specifically for Charlie.
Why use automations
Native Shopify integration
Built on Shopify Flow—no third-party tools or custom code required
Pre-configured templates
Ready-to-use workflows designed for common fulfillment scenarios
Fully customizable
Modify templates to match your specific business needs
Reliable scheduling
Shopify handles execution, retries, and logging
How to access
Go to Charlie → Automations to browse available templates.Available templates
Schedule location capacity by day of week
Automatically set different order capacity limits for each day of the week. Perfect for locations with varying staff levels or operating hours. Use cases:- Set higher capacity on weekdays when more staff is available
- Reduce capacity on weekends for retail stores focused on walk-ins
- Block fulfillment entirely on specific days (capacity = 0)
| Step | Description |
|---|---|
| Trigger | Scheduled time — runs daily at midnight |
| Condition | Check which day of the week it is |
| Action | Set location capacity to the configured value for that day |
| Day | Capacity |
|---|---|
| Monday | 100 orders |
| Tuesday | 100 orders |
| Wednesday | 100 orders |
| Thursday | 100 orders |
| Friday | 80 orders |
| Saturday | 50 orders |
| Sunday | 0 orders (closed) |
Setting up an automation
Customize the workflow
Modify the template to match your requirements:
- Adjust trigger timing
- Change conditions
- Update capacity values or other settings
Customizing templates
Since automations run in Shopify Flow, you have full control to customize them:- Change the schedule — run at different times or frequencies
- Add conditions — only run on certain days, for specific locations, etc.
- Chain actions — combine with other Shopify Flow actions (send notifications, update tags, etc.)
- Create branches — handle different scenarios with conditional logic
Building custom automations
Beyond templates, you can create your own automations from scratch using Charlie’s Shopify Flow actions:| Action | Description |
|---|---|
| Set location capacity | Update the daily order capacity for a location |
More Flow actions coming soon. Contact support if you have specific automation needs.
Best practices
Test before activating
Use Shopify Flow’s preview feature to verify the workflow behaves as expected
Monitor execution
Check Shopify Flow’s run history to ensure automations are running successfully
Start simple
Begin with a template, then customize once you understand how it works
Document changes
If you modify a template significantly, rename it to reflect what it does
Troubleshooting
Automation not running
Automation not running
Check in Shopify Flow that:
- The workflow is turned On
- The trigger conditions are met
- No errors appear in the run history
Capacity not updating
Capacity not updating
Verify that:
- The correct location is selected in the Flow action
- The capacity value is valid (positive integer)
- Charlie has permission to update the location
Template not appearing in Shopify Flow
Template not appearing in Shopify Flow
Ensure Charlie is properly installed and has the required permissions. Try disconnecting and reconnecting the app if issues persist.