Automation

How to Use Shopify Flow Ai to Create Workflows

  • September 7, 2026
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If you want to learn how to use Shopify Flow AI to create workflows, the process is now much easier than building every automation manually. Shopify Flow works

How to Use Shopify Flow Ai to Create Workflows

If you want to learn how to use Shopify Flow AI to create workflows, the process is now much easier than building every automation manually. Shopify Flow works with Sidekick, Shopify’s AI assistant, to turn a plain-English description into a workflow containing triggers, conditions and actions.

The important part, however, is not simply getting AI to build a workflow. Warehouse Automation Systems You need to give it clear instructions, review what it creates, test the logic and only then activate it.

What Is Shopify Flow AI?

The term “Shopify Flow AI” usually refers to using Shopify Flow with Sidekick.

Shopify Flow is Shopify’s no-code automation platform. It monitors events in your store and performs actions based on rules you define.

Sidekick adds the AI layer. When Flow is open in your Shopify admin, you can describe the automation you want in natural language and Sidekick can generate or modify the workflow for you.

A simple Flow can be understood as:

Trigger → Condition → Action

For example:

Order created → Order value is above £500 → Add VIP tag

This structure is the foundation of almost every Shopify Flow automation.

How to Use Shopify Flow AI to Create Workflows

1. Install and Open Shopify Flow

Shopify Flow is a free app available on the Basic, Grow, Advanced and Plus plans. Some advanced actions have additional plan requirements.

In your Shopify admin:

Apps → Flow

For AI-generated workflows, Shopify currently requires you to use a desktop device. Flow also needs to be open in your Shopify admin when you ask Sidekick to create the workflow.

2. Decide What You Want to Automate

Before writing your AI prompt, define the manual process.

Ask yourself:

  • What event starts the workflow?
  • What condition must be true?
  • What should happen afterwards?
  • What should be excluded?
  • Who needs to be notified?
  • What happens if the condition is false?

This step is often overlooked.

AI can build a technically valid workflow from a poorly defined business rule. That does not mean the workflow is useful.

3. Open Sidekick in Shopify Flow

With Flow open, launch Sidekick and describe your desired automation in plain English.

For example:

When an order over £500 is created, check whether the customer is buying for the first time. If they are, add the tag “VIP-first-order” and notify our operations team in Slack. Do not add the tag if it already exists.

This is much better than:

Tag my VIP customers.

The first prompt gives Sidekick enough information to understand the workflow structure.

Shopify itself recommends describing the automation clearly so Sidekick can translate the request into the appropriate Flow components.

The Best Shopify Flow AI Prompt Formula

A reliable prompt should contain five elements:

Trigger + Condition + Action + Exception + Goal

For example:

When inventory changes, if a product variant falls below 10 units, AI automation tools send a Slack notification to the operations team. Do not send another notification if the product is already tagged “low-stock”. The goal is to help the team reorder products before they sell out.

This gives Sidekick a much clearer specification.

Weak prompt

Alert me about low stock.

Better prompt

When a product variant’s inventory falls below 10 units, notify the operations team in Slack and include the product title and current inventory quantity.

Specific thresholds, destinations and exceptions reduce ambiguity.

4. Review the AI-Generated Workflow

Never assume an AI-generated workflow is correct simply because the diagram looks professional.

Check these elements before activating it:

  • Trigger: Is the correct event being used?
  • Condition: Is the correct Shopify field being checked?
  • Operator: Is it “greater than”, “equal to” or “at least”?
  • Object: Are you changing the order, customer or product?
  • Action: Does it perform exactly what you requested?
  • Tags: Do the tags already exist?
  • Notifications: Is the recipient or channel correct?
  • Branches: Are the AND/OR rules correct?
  • Exceptions: Are important exclusions actually included?

Shopify specifically warns that Sidekick can omit business-specific logic from complex workflows, so generated workflows should be reviewed and tested before use.

5. Test the Workflow Before Turning It On

Testing is one of the most important parts of Shopify Flow automation.

Shopify Flow allows you to test workflows without actually performing the actions against your live store. You can use existing store data, create simulated events or have Sidekick generate test events.

For a workflow with conditions, test both sides.

For example:

Test 1: Order value = £700
Expected result: VIP action runs.

Test 2: Order value = £200
Expected result: VIP action does not run.

For more complex workflows, test every branch rather than testing only the “successful” scenario.

Also check the variables used by the workflow. A small difference between an order field and a customer field can completely change the result.

6. Activate the Workflow Manually

Sidekick-generated workflows are inactive by default.

After reviewing and testing the workflow, you must manually turn it on.

This is an important safety feature.

AI creates the draft. You make the final decision.

For that reason, it is better to think of Sidekick as an automation assistant rather than an autonomous system that should be trusted without supervision.

Shopify Flow AI Workflow Examples

Here are several practical automations you can create.

VIP Customer Tagging

Trigger: Order created
Condition: Customer lifetime spend exceeds £1,000
Action: Add VIP customer tag

Useful for identifying high-value customers automatically.

Low Inventory Alert

Trigger: Inventory quantity changes
Condition: Quantity falls below 10
Action: Notify the operations team

This can help reduce the risk of unexpected stockouts.

High-Value Order Alert

Trigger: Order created
Condition: Order total exceeds £1,000
Action: Send an internal notification

This can create an additional review step for valuable orders.

Fraud Review

Trigger: Order risk analysed
Condition: Risk level meets your review criteria
Action: Tag the order and notify the appropriate team

For risk-based automation, Shopify recommends using an event-specific trigger such as Order risk analyzed where appropriate rather than relying on Order created.

Customer Segmentation

Trigger: Customer or order event
Condition: Customer meets your defined criteria
Action: Add or remove a customer tag

This can help organise customers for future marketing or operational processes.

What Shopify Flow AI Is Good At

Sidekick is particularly useful when the workflow has clear, rule-based logic.

Good starting points include:

  • Customer and order tagging
  • Inventory alerts
  • Internal notifications
  • Simple operational checks
  • Scheduled processes
  • Straightforward order rules
  • Basic review queues

These workflows are easier to describe and easier to validate.

Shopify also highlights tagging, notifications and inventory-related automations as practical use cases for Sidekick-generated workflows.

What Shopify Flow AI Should Not Handle Alone

Not every automation should be handed completely to AI.

Be more cautious with:

  • Complex multi-branch logic
  • Customer-facing emails
  • Sensitive order decisions
  • Complicated third-party integrations
  • Workflows depending on inconsistent data
  • Advanced Liquid or custom logic
  • Decisions requiring information from several external systems

If a workflow needs Shopify data combined with warehouse, CRM, analytics and marketing information, a broader automation architecture may be more appropriate.

The goal is not to automate everything. The goal is to automate the right processes reliably.

A Simple Shopify Flow AI Workflow Checklist

Before activating any AI-generated workflow, check:

  • The trigger is correct.
  • The conditions use the correct fields.
  • Numbers and thresholds are correct.
  • AND/OR logic is correct.
  • Customer, order and product objects are not confused.
  • Tags and destinations are correct.
  • Exceptions are explicitly included.
  • Every branch has been tested.
  • Customer-facing actions have been reviewed carefully.
  • Someone on your team owns the workflow.

This simple review can prevent a small configuration mistake from becoming a large operational problem.

Shopify Flow AI vs Manual Workflow Creation

You do not have to choose between AI and manual automation.

The strongest approach is often a combination of both.

Use Sidekick when you want to quickly create the first version of a workflow.

Use the visual editor when you need precise control over conditions, branches, variables or actions.

This gives you the speed of AI with the control of manual workflow design.

Shopify’s current Flow editor supports both approaches, allowing generated workflows to be manually adjusted before activation.

Also Read: How AI Marketing Tools Can Improve Your Strategy

The Best Way to Use Shopify Flow AI

The biggest lesson is simple:

Do not ask AI to automate a process you have not clearly defined.

First define the business rule. Then describe it precisely to Sidekick. Review the generated workflow, test realistic scenarios and activate it only when the result matches your intended process.

For low-risk automation, this can save considerable manual work without requiring coding knowledge.

For complex processes, treat AI as the starting point rather than the final authority.

Conclusion

Learning how to use Shopify Flow AI to create workflows is not difficult. The real skill is learning how to describe your business rules clearly and verify what Sidekick creates.

Use AI to speed up workflow creation, but keep human review in the process. Start with simple, low-risk automations such as tagging, inventory alerts and internal notifications. As your confidence grows, you can move into more advanced workflows.

The best Shopify automation is not the workflow with the most steps. It is the workflow that performs the right action, at the right time, with the least manual effort.

Frequently Asked Questions

1.How do I use Shopify Flow AI to create workflows?

Open Shopify Flow in your Shopify admin on a desktop device, launch Sidekick and describe the workflow in plain English. Sidekick generates the trigger, conditions and actions. Review and test the result before manually activating it.

2.Is Shopify Flow AI free?

Shopify Flow is a free app available on Basic, Grow, Advanced and Plus plans. Some capabilities, such as Send HTTP Request, have plan-specific requirements.

3.Can Shopify Sidekick create complex workflows?

It can create workflows from natural-language descriptions, but complex workflows may require manual refinement. Shopify specifically advises reviewing generated workflows because business-specific logic can be omitted.

4.Can I test a Shopify Flow AI workflow before activating it?

Yes. Shopify Flow provides testing options using real store data and simulated events. Sidekick can also generate test events for workflows, allowing you to check different paths before activation.

5.What is the best prompt for Shopify Flow AI?

The best prompts clearly state the trigger, condition, action, exception and intended outcome. Instead of saying “alert me about large orders”, specify the exact order threshold, notification destination and any exclusions.

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