Shop Sync ยท Task Management & Automations
Give every task an owner, connect the steps with workflow automations and empower AI agents to help get the work done. Bring requests, deadlines and customer context togetherโso your team knows what comes next.
Built for custom apparel, printing and decoration businesses.
See the work, the owner and what needs attention.
AI assistance, connected to the task.
Extract request details, flag missing information and prepare a draft for your team to review.
Illustrative workflow. Automation and agent actions depend on connected tools and your shopโs configuration.
Three Parts Working Together
Task management defines the work. Automations keep the process moving. AI agents help prepare information and carry out supported stepsโall connected to the people and tools behind your shop.
Define the Work
Give each piece of work a clear owner, a deadline and the information needed to get started.
Connect the Steps
Set up repeatable rules that connect incoming activity to tasks, reminders and the next action.
Help Carry Out the Work
Equip agents with business context, prompts and connected tools to assist with specific parts of the task.
A simple assignment may only need an owner and a due date. Repeatable work can use automations, while information-heavy tasks can benefit from AI assistance. Your team stays connected to the work, with review and handoffs built around your process.
Current Tasks
Bring your teamโs outstanding work into one view. See assignments, deadlines and the customer or order behind each taskโwithout digging through messages or relying on memory.
Focus on your own assignments or review the teamโs workload to understand who owns the next step.
Find overdue tasks, work due today and upcoming commitments so priorities are easier to manage.
Bring instructions, files and relevant customer, order or store information alongside the task.
| โ Completion | Task | Type | Assigned To | Due | Related Record |
|---|---|---|---|---|---|
| Create staff apparel quote for Acme Customer email and artwork attached | Quote | Me | Overdue | Request RQ-1058 | |
| Test sew Central School embroidery Check stitch quality and placement | Test Sew | Me | Today | School Crest | |
| Add new performance polo to catalog Supplier details and product images included | Blank Product | Me | Today | Supplier Product | |
| Update City Athletics store Replace banners and add seasonal products | Store Update | Me | Tomorrow | City Athletics | |
| Build holiday promotional presentation Customer brief and budget included | Presentation | Me | This Week | Acme Co. |
Showing example tasks from a larger list. The live task view would support completion, reassignment and due-date updates. Related records depend on connected tools.
Start with what is due, open the task for its details and move the work forward. Keep everyday follow-ups and larger shop responsibilities visible to the people responsible for them.
Start a New Task
Choose the type of task and use a guided form to collect what your team needs. Keep instructions, files and deadlines together, with reusable prompts and AI assistance available where they can help.
Turn a customer request into a clear quoting task, with the requirements collected in one place.
Give the embroidery team the files and instructions needed to test the design before production.
Organize product setup requirements so catalog additions can be completed consistently.
Collect the brief for a new store or define the specific changes needed on an existing one.
Give your team a focused brief for customer-facing product ideas and promotional recommendations.
Create a task for anything else the business needs, from a supplier call to equipment maintenance.
A quick assignment can stay simple. More detailed work can use a task-specific form, saved instructions and optional AI assistance.
Start with a common workflow or create a general task.
Use guided fields, attachments and source links to keep the brief together.
Apply a saved template, generate a prompt or configure an agent for supported steps.
Review the details, assign the task and give the team a clear deadline.
Better input makes the next step easier. Task-specific forms and instructions help your teamโand any AI agents assisting themโwork from the same information. Physical test sews and quality checks remain hands-on work.
Workflow Automations
Connect incoming requests, status changes and deadlines to the actions they need. Build repeatable workflows that create tasks, prompt follow-ups and keep your team and customers informed.
An email or intake form brings new work into the shop.
Create and assign the task.
Match the customer, keep the request details together and route the work to the right person with a due date.
A quote reaches your chosen follow-up interval.
Keep the opportunity moving.
Create a follow-up task or send a configured reminder. Stop the sequence when the quote is accepted, declined or otherwise resolved.
A customer has not responded within the selected time.
Prompt the approval.
Send a reminder with the approval link or assign a personal follow-up. Alert the team when the delay puts a deadline at risk.
The order moves into the confirmed ready status.
Let the customer know.
Send pickup details through the selected channel. Schedule a reminder if the order remains uncollected, and stop reminders once pickup is confirmed.
A balance remains outstanding after its due date.
Coordinate payment follow-up.
Use the current balance and last-contact history to trigger a reminder or assigned task. Stop payment reminders when the balance is cleared.
Define what starts the workflow, what should happen and when it should stop. Keep automated steps connected to current information and the people responsible for the work.
Start with a request, status change, due date or a defined period of inactivity.
Assign work, notify the team or send a message using the right schedule and channel.
Check for replies, completed actions and updated statuses before continuing the sequence.
Examples illustrate potential workflows. Available triggers and actions depend on connected systems and data access. Customer messages follow your configured communication preferences and sending rules.
Empowering AI Agents
Connect AI assistance to real shop tasks. Equip agents with your instructions, reference materials and supported tools so they can help organize requests, prepare drafts and move repeatable work forward.
Useful assistance starts with the information and instructions behind the task.
Explain your processes, terminology, shop standards and the requirements for completing the work.
Turn repeatable requests into structured instructions, with the fields and questions each task needs.
Keep customer messages, artwork, product information and examples of the expected output with the task.
Give the agent access to the supported information and actions needed for its assigned workflow.
Match the agentโs role to the job, from preparing information to carrying out supported steps.
Extract customer requirements, products, quantities, dates and instructions from messages and attachments.
Flag unclear sizes, artwork requirements, fulfillment details or other information needed to proceed.
Draft task briefs, customer replies, quote requirements or presentation outlines for the team to build on.
Help create drafts or update records where the integration and assigned workflow support those actions.
Summarize the work completed, highlight open questions and give the assigned person a clear next step.
Example ยท A Quote Request
Read the customerโs email and collect the requested garments, decoration details and required date.
Flag a missing size breakdown and attach the source message so the assigned person can resolve it.
Confirm the requirements, review the prepared quote and continue with the customer.
Agent capabilities depend on the tools, information and actions connected to each workflow. Physical production, test sews and hands-on quality checks remain with your team.
Example Workflow ยท Email to Quote
Most quote requests start in your inbox. Connect the original message to an assigned task, use AI to organize the requirements and help prepare a DecoNetwork quoteโwithout losing the customerโs context along the way.
Incoming Quote Request
Illustrative customer email
โCan you quote 100 black tees with our logo on the front? We need them by November 20. Iโve attached the artwork.โ
Customer Email
Keep the message and attachments together as the starting point for the work.
GoHighLevel
Turn the request into visible work with an owner, a deadline and the relevant customer record.
AI Assistance
Use the request, shop instructions and connected information to structure the quoting requirements.
DecoNetwork
Once requirements are confirmed, use a supported connection to prepare the quote for team review.
The workflow should surface unanswered questions before treating the request as ready to quote.
Confirm the shirt style, size breakdown, decoration specifications and pickup or shipping requirements. Keep November 20 as the customerโs required date; set the quote task deadline separately.
Your team reviews the requirements and pricing before sending the quote according to your workflow. GoHighLevel keeps the request, task and quote link together, with follow-up driven by the latest available quote status.
Proposed workflow example. Email intake, AI actions, DecoNetwork quote creation and status updates require supported integrations or authorized browser automation.
Example Workflow ยท Email to Quote
Most quote requests start in your inbox. Connect the original message to an assigned task, use AI to organize the requirements and help prepare a DecoNetwork quoteโwithout losing the customerโs context along the way.
Incoming Quote Request
Illustrative customer email
โCan you quote 100 black tees with our logo on the front? We need them by November 20. Iโve attached the artwork.โ
Customer Email
Keep the message and attachments together as the starting point for the work.
GoHighLevel
Turn the request into visible work with an owner, a deadline and the relevant customer record.
AI Assistance
Use the request, shop instructions and connected information to structure the quoting requirements.
DecoNetwork
Once requirements are confirmed, use a supported connection to prepare the quote for team review.
The workflow should surface unanswered questions before treating the request as ready to quote.
Confirm the shirt style, size breakdown, decoration specifications and pickup or shipping requirements. Keep November 20 as the customerโs required date; set the quote task deadline separately.
Your team reviews the requirements and pricing before sending the quote according to your workflow. GoHighLevel keeps the request, task and quote link together, with follow-up driven by the latest available quote status.
Proposed workflow example. Email intake, AI actions, DecoNetwork quote creation and status updates require supported integrations or authorized browser automation.
Start With One Workflow
Start with the work that takes too much chasing, copying or reminding. Letโs map the steps, review your tools and identify where task management, automation or AI assistance can make a useful difference.
Bring one exampleโa customer email, a recurring follow-up or a task your team handles every week.
Find the repeated handoff, missing information or follow-up that slows the work down.
Define the owner, tools and next stepsโand where automation or an AI agent can help.
Start with a focused process, test it with your team and improve it through real use.
