What does this automation do?
Every new order gets a follow-up written by an agent that knows your catalog and shipping windows and remembers what the customer bought before.
What can you do with it?
- Send a follow-up that references the actual order, not a template
- Set the right delivery expectation using your real shipping windows
- Build repeat-purchase context one order at a time
The Steps
This automation runs in 3 steps:
- When Shopify — New Order
- Then Taskade AI — Ask Agent ("Order Concierge")
- Then Gmail — Send Email
What makes this different from a Zapier-style flow?
The "Order Concierge" step is not a one-off model call. It is a Taskade AI agent that knows your catalog, shipping windows and returns policy, remembers what each customer ordered before, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for ecommerce teams that want post-purchase to feel personal. Every new order gets a follow-up written by an agent that knows your catalog and shipping windows and remembers what the customer bought before.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Order" from Shopify.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Order Concierge".
- Add the action "Send Email" from Gmail.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.