How to Create Shopify Workflows in Cheerio AI

1. Open the Workflows in Cheerio

• In Cheerio, go to the navigation bar.

• Under AI Workflows, click Workflows.

• Select Add Flow to start creating a new automation.

2. Make sure Shopify is connected first

• Before Shopify events will appear, your Shopify account must be connected to Chirio.

• If Shopify is not fully configured, you won’t be able to access Shopify trigger events in the platform.

3. Choose a Shopify trigger event

• Cheerio provides multiple Shopify trigger events.

• Examples mentioned in the Loom include:

  • Prepaid order created

  • COD order created

  • Abandoned cart

  • Order fulfillment / out for delivery

• Pick the event that matches the workflow you want to automate.

4. Select a WhatsApp template and map Shopify variables

• After choosing a trigger, select the WhatsApp template you want to send.

• Cheerio shows Shopify-related attributes you can insert into the message.

• Common variables used in the example:

  • Customer name

  • Order ID

  • Total amount / total price

  • Product names

  • Store or brand name

• Replace the template placeholders with the relevant Shopify data fields from the dropdown.

5. Save the order confirmation workflow

• The example shows a confirmation-style message being customized.

• The brand name was set to GEO in the demo.

• Once the message content and variables are filled in, click Save.

• This creates your first Shopify workflow.

6. Build abandoned cart drip sequences

• You can create additional workflows for abandoned carts.

• Example flow:

  • Send a WhatsApp template when the cart is abandoned.

  • Wait 55–60 minutes.

  • Send a follow-up WhatsApp template if the customer still hasn’t returned.

• These can be chained into a drip sequence for better recovery.

7. Create fulfillment and delivery update workflows

• Shopify fulfillment events can also trigger workflows.

• Example shown: Out for Delivery.

• Use a template such as Delivery Tracking to notify the customer.

• This is useful for sending tracking or shipping updates automatically.

8. Add fulfillment details and save the flow

• Insert the relevant Shopify variables into the message, such as:

  • Customer name

  • Order ID

  • Tracking or delivery-related details

• You can also configure links like:

  • Shop URL

  • Checkout link

• Name the flow (the demo uses Shopify) and click Save Flow.

9. Enable the workflow

• After saving, go back to the workflows list.

• Your new Shopify flow will appear there.

• Toggle it on to activate it.

• Once enabled, the workflow is live and ready to run for Shopify events.