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MyStockPulse automation lets you build trigger-based rules that run routine inventory and fulfillment decisions for you. Instead of manually checking stock levels, assigning carriers, or flagging important orders, you can define conditions that automatically perform actions when they are met.

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How Automation Rules Work

Automation in MyStockPulse follows a simple trigger-action model:
Examples of rules you can create:
  • Stock threshold triggers reorder: when inventory for a product drops below a set level, create a purchase order or send a reorder alert.
  • Shipping criteria assigns carrier: when an order matches weight, destination, or delivery speed rules, assign the appropriate carrier automatically.
  • Order value applies high-value tag: when an order total exceeds a threshold, tag it for priority handling or additional verification.

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Roll Out Safely

Introduce automation gradually so your team can trust the outcomes before scaling up.
1

Document the manual decision the rule will replace

Write down the current process and who makes the decision today. This helps you define the right condition and action, and gives the team a reference if the rule behaves unexpectedly.
2

Use narrow conditions for the first version

Limit the rule to a single product category, one location, or a small order value range. Narrow conditions make it easier to spot problems early.
3

Test with a small segment

Run the rule against a limited product, location, or order segment. Watch the results for several cycles before expanding coverage.
4

Review resulting actions

Check that the automated actions match what a person would have done. Look for unexpected carrier assignments, wrong reorder quantities, or missed tags.
5

Expand only after the team trusts outcomes

Once the rule produces reliable results for the test segment, broaden the conditions or apply it to more products and locations.

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Automation Best Practices

  • Assign an owner per rule so someone is responsible for reviewing and updating it.
  • Use thresholds that reflect current lead times and demand, not historical defaults.
  • Review rules after catalog, carrier, or process changes so conditions stay relevant.
  • Keep exceptions visible to the operations team, even when automation handles the routine case.
  • Disable rules that require repeated manual correction. A rule that needs constant fixing is usually too broad or based on outdated data.
The automation actions available to you depend on your MyStockPulse plan and the integrations you have configured. Some actions, such as automatic carrier assignment or advanced tagging, require specific connectors to be enabled.