Guides · NZ Automation
Nine guides covering the automations that come up most often — what they are, why off-the-shelf tools don't quite cover them, and what it costs to leave them running by hand.
Order operations
Cin7's native sync handles the clean path. The emailed PO, the PDF order, the phone order — that still goes in by hand, one line at a time. This covers the gap.
Read the guide →Orders arrive by email, phone, fax, portal, and spreadsheet attachment. Automating the entry isn't a single connector — it's a flow that handles all of the above.
Read the guide →Supplier POs involve stock levels, lead times, and approval steps that native tools don't automate. The result is manual PO creation even when the trigger is obvious.
Read the guide →Wholesale orders placed by phone or email don't go through Shopify's checkout — so Shopify's notification emails never fire. Someone answers the "where's my order?" emails by hand.
Read the guide →Data & reporting
The answers to most questions already exist somewhere in your business. An AI knowledge base built on your own documents so staff get instant, sourced answers instead of interrupting the one person who knows.
Read the guide →The same spreadsheet rebuilt every Monday. Managers waiting for someone to have time to pull numbers together. This covers cross-system reports that need assembly.
Read the guide →Finding out you're out of stock when a customer calls. Threshold alerts that watch Cin7 and notify you — or draft a PO — before the shelf runs out.
Read the guide →Emailed orders, remittances, packing slips — read by AI and turned into clean records in Cin7 or Xero. Checked by a person on the uncertain ones, not blindly trusted.
Read the guide →Integrations & connections
Deals in Pipedrive, orders in Cin7, and nobody agreed on which is the source of truth. Generic connectors handle the basic path — custom fields, business logic, and edge cases are still manual.
Read the guide →Two systems that should talk don't have a native connection that actually works. A purpose-built integration with your business logic, proper error handling, and no silent failures.
Read the guide →The calculator gives you a number in 30 seconds. The free call helps you figure out where to start.