MalleableMalleable
Customer onboarding

Custom purchase concierge

Malleable handles the messy buying moments that do not fit a standard checkout flow, turning ambiguous customer requests into priced, approved, customer-ready quotes.

Malleable Workflow
When a customer emails about a nonstandard purchase, draft a priced quote or payment link using our catalog, inventory, discount rules, and customer history.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Customer custom purchase request

Parse Purchase

Extract requested items, quantities, shipping needs, dates, and constraints.

Gmail
Extracts requested items, quantities, dates, and shipping constraints from email.

Check Options

Review inventory, customer status, previous purchases, and approved bundles.

Shopify
Checks inventory, purchase history, and bundle eligibility.

Price Quote

Calculate quote, discount, tax, fulfillment estimate, and payment path.

Stripe
Prices the quote, tax, discount, and payment path.
Shopify
Checks product availability and fulfillment estimates for the quote.

Approve Margin

Ask sales or ops to approve nonstandard price, margin, or delivery terms.

Slack
Sends the margin exception request to sales or ops.

Send Offer

Send approved quote and log fulfillment instructions.

Gmail
Sends the approved offer back to the customer.
Stripe
Creates the payment or billing path for the approved offer.
Waits
Handoff to resume workflow
Approve Margin Review
Ask sales or ops to approve nonstandard price, margin, or delivery terms.
Complete
Parsing the custom purchase request...
How It Works
  1. 1Parse Purchase: Extract requested items, quantities, shipping needs, dates, and constraints.
  2. 2Check Options: Review inventory, customer status, previous purchases, and approved bundles.
  3. 3Price Quote: Calculate quote, discount, tax, fulfillment estimate, and payment path.
  4. 4Approve Margin: Ask sales or ops to approve nonstandard price, margin, or delivery terms.
  5. 5Send Offer: Send approved quote and log fulfillment instructions.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Custom orders become structured quotes
  • Sales reviews pricing with margin context
  • Customers receive timely next steps

Integrations

ShopifyStripeGmailSlack

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