Order Processing Inventory Check Slack Alerts

Step by Step

Setup Tutorial

mission-briefing.md

What This Agent Does

This Order Processing & Inventory Management Agent automates the complete order fulfillment workflow—from receiving customer orders to validating stock availability, generating invoices, and sending real-time alerts. When a customer places an order, this agent instantly checks your inventory levels, determines fulfillment capability, and notifies your team via Slack while maintaining a comprehensive audit log of all transactions.

Key benefits and time savings:

Eliminate manual order processing: Automatically validate and process orders 24/7 without human intervention
Prevent overselling: Real-time inventory checks ensure you never promise stock you don't have
Instant team notifications: Slack alerts keep your team informed of successful orders and stock shortages immediately
Complete audit trail: Every order is logged for compliance, analysis, and dispute resolution
Reduce processing time: Transform a 15-20 minute manual process into seconds

Target use cases:

E-commerce platforms managing multiple SKUs
Subscription box services with variable inventory
Dropshipping operations requiring real-time stock validation
Retail businesses integrating online and offline inventory
B2B order management systems requiring automated workflows

Who Is It For

This agent is ideal for operations managers, e-commerce business owners, and automation engineers who need reliable, scalable order processing without building custom code. Whether you're running a small online store or managing enterprise-level order volumes, this workflow adapts to your needs. No coding experience required—just basic familiarity with spreadsheets and Slack.

Required Integrations

Google Sheets

Why it's needed: Google Sheets serves as your lightweight database for inventory tracking and order logging. This integration eliminates the need for expensive database infrastructure while keeping your data accessible and shareable across your team.

Setup steps:

Enable Google Sheets API
- Visit Google Cloud Console
- Create a new project or select an existing one
- Search for "Google Sheets API" and click Enable
Create a Service Account
- In the Cloud Console, navigate to APIs & Services → Credentials
- Click Create Credentials → Service Account
- Fill in the service account name (e.g., TaskAGI-Sheets-Integration)
- Click Create and Continue
- Grant the service account Editor role for Google Sheets
- Click Continue and then Done
Generate API Key
- Click the newly created service account
- Go to the Keys tab
- Click Add Key → Create new key
- Choose JSON format and click Create
- Save the downloaded JSON file securely
Prepare Your Spreadsheets
- Create two Google Sheets:
  - Inventory Sheet: Columns for SKU, Product Name, Current Stock, Reorder Level
  - Order Logs Sheet: Columns for Order ID, Customer, Product, Quantity, Status, Timestamp, Notes
- Share both sheets with the service account email (found in the JSON file)
- Copy the sheet URLs for configuration
Configure in TaskAGI
- In your workflow, locate the Get Inventory Data node
- Paste your Inventory Sheet URL in the sheet_url parameter
- Locate the Save to Order Logs node
- Paste your Order Logs Sheet URL in the sheet_url parameter
- Upload the JSON credentials file when prompted

Slack

Why it's needed: Slack provides instant team notifications, ensuring your operations team responds immediately to successful orders and inventory issues. Real-time alerts prevent communication delays and keep everyone synchronized.

Setup steps:

Create a Slack App
- Visit Slack API Dashboard
- Click Create New App → From scratch
- Name your app (e.g., TaskAGI Order Agent)
- Select your workspace and click Create App
Enable Required Permissions
- In the left sidebar, click OAuth & Permissions
- Under Scopes, add these Bot Token Scopes:
  - chat:write (send messages)
  - channels:read (view channels)
- Click Install to Workspace and authorize the app
Obtain Your Bot Token
- Copy the Bot User OAuth Token (starts with xoxb-)
- Store this securely—you'll need it for TaskAGI
Identify Target Channels
- In Slack, create two channels:
  - #order-success (for successful order confirmations)
  - #inventory-alerts (for stock shortage warnings)
- Note the channel names exactly as they appear
Configure in TaskAGI
- In the Slack Success Alert node, enter:
  - Bot Token: Your xoxb- token
  - Channel: #order-success
  - Message Template: Configure the success message format
- In the Slack Shortage Alert node, enter:
  - Bot Token: Your xoxb- token
  - Channel: #inventory-alerts
  - Message Template: Configure the shortage alert format

Configuration Steps

Step 1: Configure the Order Webhook Trigger

The Order Webhook node is your workflow's entry point. This receives order data from your e-commerce platform.

What it does: Listens for incoming order events
Configuration:
- Copy the webhook URL generated by TaskAGI
- Add this URL to your e-commerce platform's webhook settings (Shopify, WooCommerce, custom API, etc.)
- Expected payload should include: orderId, customerId, productSku, quantity, customerEmail

Step 2: Validate Order Data

The Validate Order function ensures incoming data is complete and properly formatted.

Parameters to configure:
- Check that orderId is not empty
- Verify quantity is a positive integer
- Confirm productSku matches your inventory system
Example validation rule: orderId != null AND quantity > 0 AND productSku.length > 0

Step 3: Retrieve Inventory Data

The Get Inventory Data node pulls your current stock levels from Google Sheets.

Configuration:
- Ensure your Inventory Sheet URL is entered (configured in integrations section)
- The node automatically reads all rows and columns
- Data flows to the next node as a structured array

Step 4: Check Stock Levels

The Check Stock Levels function compares order quantity against available inventory.

Logic:
- Find the product matching the order's productSku
- Compare requested quantity against Current Stock
- Calculate remaining stock after fulfillment
- Output: hasStock (boolean), availableQuantity (number)

Step 5: Decision Point - Enough Stock?

The Enough Stock? conditional node splits the workflow into two paths.

True Path (sufficient inventory):
- Proceeds to invoice creation and success notifications
- Deducts quantity from inventory
False Path (insufficient inventory):
- Triggers shortage alerts
- Logs the unfulfilled order for manual review

Step 6: Create Invoice (Success Path)

When stock is available, the Create Invoice function generates order documentation.

Generates:
- Invoice number (auto-increment)
- Line items with SKU, quantity, unit price
- Total amount due
- Customer and shipping information
Output: Structured invoice object passed to logging

Step 7: Send Success Notifications

The Slack Success Alert node notifies your team of successful orders.

Message includes:
- Order ID and customer name
- Product details and quantity
- Invoice number
- Remaining stock level
Example: "✅ Order #12345 processed successfully. Invoice #INV-001 generated. 15 units remaining in stock."

Step 8: Prepare Shortage Alert (Failure Path)

When inventory is insufficient, the Prepare Shortage Alert function formats alert details.

Includes:
- Order ID and requested quantity
- Current stock level
- Shortage amount
- Suggested reorder quantity

Step 9: Send Shortage Notifications

The Slack Shortage Alert notifies your team of inventory issues.

Message includes:
- ⚠️ Warning icon
- Product name and SKU
- Shortage details
- Recommended action (reorder, backorder, cancel)

Step 10: Merge and Log All Data

The Merge Logs node combines success and failure path data into a unified log entry.

Consolidates:
- Order information
- Inventory status
- Processing result (success/shortage)
- Timestamp

Step 11: Save to Order Logs

The Save to Order Logs node appends the complete record to your Google Sheet.

Ensures: Every order is permanently recorded for auditing and analysis
Enables: Historical reporting and trend analysis

Step 12: Respond to Webhook

The Respond to Webhook node sends confirmation back to your e-commerce platform.

Response body:

{
  "success": true,
  "orderId": "[[nodes.8.orderId]]",
  "invoiceId": "[[nodes.10.invoiceNumber]]",
  "status": "processed"
}

Testing Your Agent

Test Execution Steps

Prepare Test Data
- Create a test order with known inventory levels
- Example: Order 5 units of SKU WIDGET-001 when 20 are in stock

Trigger the Workflow

Send a test webhook request using Postman or curl:

curl -X POST https://your-webhook-url \
  -H "Content-Type: application/json" \
  -d '{"orderId":"TEST-001","productSku":"WIDGET-001","quantity":5,"customerId":"CUST-123"}'

Verify Each Step
- ✅ Webhook received: Check TaskAGI execution logs
- ✅ Order validated: Confirm no validation errors
- ✅ Inventory retrieved: Verify stock data loaded correctly
- ✅ Stock checked: Confirm quantity comparison executed
- ✅ Slack notification: Check #order-success channel for message
- ✅ Log saved: Open your Order Logs sheet and verify new row
Test Shortage Scenario
- Create an order exceeding available stock
- Verify the false path executes
- Confirm shortage alert appears in #inventory-alerts
- Check that order is logged with "SHORTAGE" status
Success Indicators
- Workflow completes in under 5 seconds
- All Slack messages are properly formatted
- Google Sheets updates reflect accurate data
- Webhook receives success response

Your order processing agent is now ready to scale your operations! 🚀

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