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7 processes every online store should automate

From order processing to invoicing – which processes will save you the most time and where to start with automating your online store.

Do you run an online store and spend hours every day copying data between systems, sending invoices manually and answering the same customer questions over and over? You are not alone. Most Czech online stores still run on manual processes that reliably eat up time, energy and money.

Yet a large part of these routine tasks can be automated — without any programming and without changing your entire infrastructure. You just need to know where to start and which processes bring the biggest savings.

In this article we go through 7 key processes that every online store should automate. For each one we explain what the problem is, what the automation looks like in practice and how much time it actually saves you.

1. Order processing

Problem: After every order you have to send a confirmation e-mail manually, update the order status, pass the information on to the warehouse and inform the customer about shipping. With dozens of orders a day that means hours of clicking and copying.

What the automation looks like: Once an order comes in, the system automatically sends the customer a confirmation, adds the order to the processing queue, updates stock levels and informs the customer at every step — from receipt through packing to shipping and delivery.

What it saves: On average 2–4 hours a day for an online store with 50+ orders. On top of that, errors from typos and forgotten notifications are eliminated — the customer is always informed and you have peace of mind.

2. Invoicing and accounting

Problem: Issuing an invoice manually for every order, exporting data to the accounting system, matching payments. For online stores with a higher order volume this turns into a nightmare that also generates errors in the accounts.

What the automation looks like: The invoice is generated automatically the moment the order is completed. It contains the correct customer details, an itemised breakdown and VAT, and is sent by e-mail automatically. Data is exported continuously to accounting software (Pohoda, Money S3, Fakturoid) and payments are matched automatically by variable symbol.

What it saves: Whole hours a month spent issuing invoices, and a practically zero error rate. Your accountant gets data ready for processing instead of a pile of unsorted documents.

3. Inventory management

Problem: Updating stock levels by hand is a reliable recipe for trouble. You sell goods you no longer have. You fail to reorder in time. A customer orders a product that is actually sold out — and you end up dealing with a complaint and a negative review.

What the automation looks like: Stock levels are updated in real time after every sale. The system automatically alerts you when stock drops below a defined threshold. With some solutions it even creates an order with the supplier automatically. If you sell across several channels (your own online store, marketplaces), synchronisation runs across all platforms.

What it saves: It prevents losses from unavailable goods and overselling. Online stores that automate inventory management report up to 30 % fewer availability problems and significantly fewer negative reviews.

4. Customer communication

Problem: After the order is delivered, most online stores go silent. The customer gets no follow-up, no request for a review, no recommendation of related products. Yet this is exactly the moment that is key for building loyalty and collecting feedback.

What the automation looks like: After delivery, an e-mail asking about satisfaction is sent automatically. A few days later comes a request to write a review. If the customer did not buy a complementary product, they receive a personalised recommendation. VIP customers get exclusive offers for their birthday or the anniversary of their first purchase.

What it saves: Automated post-purchase communication increases repeat purchases by 15–25 %. On top of that you collect reviews that improve conversion among new customers — and all of it without a single manual e-mail.

5. Returns and complaints

Problem: For most online stores, the process of returning goods or handling a complaint is an administrative nightmare. The customer writes an e-mail, an agent forwards it to another department, someone looks up the order number, someone else generates a return label. The whole process takes days and in the meantime the customer writes a negative review.

What the automation looks like: The customer fills in a simple form with the reason for the return. The system automatically verifies the order, checks whether it is within the statutory period, generates a return label and informs the warehouse about the expected incoming goods. Once the returned goods arrive, the refund is processed automatically and the customer receives a confirmation.

What it saves: The returns process shrinks from several days to minutes. The customer has a positive experience even when returning something — and that is exactly what decides whether they buy from you again.

6. Reporting

Problem: Every Monday you spend an hour pulling data from Google Analytics, your e-commerce platform, ad systems and Excel. You put together an overview of sales, conversions and marketing results by hand. By the time you finish it, the data is already out of date.

What the automation looks like: Every morning (or at any interval you choose) you get an automatically generated report straight to your e-mail or Slack. It contains the key metrics: revenue, number of orders, average basket, conversion rate, best-selling products and ad performance. Everything in one place, without a single click.

What it saves: Hours a week spent compiling data. On top of that you always have an up-to-date overview and can react to problems immediately — not with a delay of several days.

7. Marketing

Problem: A customer adds products to the basket and leaves. Nobody contacts them. A customer buys once and never comes back, because they receive no follow-up communication. Marketing runs manually, unsystematically and without personalisation.

What the automation looks like: Automated abandoned-cart e-mails go out 1 hour, 24 hours and 72 hours after abandonment — with a reminder of the products and possibly a discount code. After the purchase, an automated post-purchase sequence runs with recommendations for complementary products. Customer segmentation happens automatically based on purchasing behaviour and frequency.

What it saves: Abandoned-cart e-mails have an average 45% open rate and can recover 5–15 % of orders that would otherwise be lost. Automated sequences generate revenue literally while you sleep.

Where to start

You do not have to automate all 7 processes at once. We recommend starting where you spend the most time on manual work:

  • If you handle dozens of orders a day — start with order processing and invoicing
  • If you have a high cart abandonment rate — start with marketing automation
  • If customer enquiries are overwhelming you — start with automating customer communication
  • If you sell across several channels — start with inventory management

Every automated process frees up time and capacity for what really moves the business forward — strategy, products and customer relationships.

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