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Charlie provides pre-built automation templates that leverage Shopify Flow to automatically update your fulfillment settings based on schedules, events, or conditions.
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.

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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

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How to access

Go to Charlie → Automations to browse available templates.

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Available templates

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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
  • Skip fulfillment entirely on specific days
How it works: All seven days are configured in one place. To skip a day entirely, set its value to null — the workflow will not update the capacity on that day. Example configuration:

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Setting up an automation

1

Browse templates

Go to Charlie → Automations and select a template that matches your needs.
2

Install the template

Click on the template card to open it in Shopify Flow.
3

Customize the workflow

Modify the template to match your requirements:
  • Adjust trigger timing
  • Change conditions
  • Update capacity values or other settings
4

Activate the workflow

Turn on the workflow in Shopify Flow. It will now run automatically based on your configuration.

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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
Templates are starting points. Once installed, you own the workflow and can modify it however you need.

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Building custom automations

Beyond templates, you can create your own automations from scratch using Charlie’s Shopify Flow actions:
More Flow actions coming soon. Contact support if you have specific automation needs.

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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

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Troubleshooting

Check in Shopify Flow that:
  1. The workflow is turned On
  2. The trigger conditions are met
  3. No errors appear in the run history
Verify that:
  1. The correct location is selected in the Flow action
  2. The capacity value is valid (positive integer)
  3. Charlie has permission to update the location
Ensure Charlie is properly installed and has the required permissions. Try disconnecting and reconnecting the app if issues persist.

Capacity Rules

How capacity affects order routing

Location Settings

Configure location details and capacity
Last modified on April 23, 2026