Malleable — Software that evolves with your workflow

Retail

New store opening

Malleable keeps new store openings from turning into status-meeting chaos by coordinating the checklist, chasing updates, routing blockers, and packaging launch approval.

Malleable Workflow

For each confirmed store opening, keep a launch checklist current and prepare the regional approval packet from permits, vendor work, fixtures, POS, inventory, staffing, training, marketing, and inspections.

Done. I built the workflow below with stages, handoffs, and integrations.

Start

Entry point to workflow

Entry Point

Confirmed lease, store buildout, or launch date

Build Opening Plan

Create checklist from launch date, store type, market, and required workstreams.

Asana

Creates launch tasks from market, store type, and opening date.

Collect Launch Status

Gather permit status, vendor updates, POS setup, inventory, staffing, and training.

Asana

Collects task status for permits, vendors, staffing, and training.

NetSuite

Pulls inventory and POS readiness signals for the launch.

Route Blockers

Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.

Slack

Sends blocker requests to the responsible owners.

Refresh Launch Status

Fold resolved blockers back into the launch evidence and open-risk list.

Asana

Updates launch tasks with resolved blockers and remaining risks.

Prepare Launch Packet

Create launch packet with source links and residual risks after blockers are resolved.

Notion

Writes the launch packet after blocker evidence lands.

Approve Opening

Ask regional leadership to approve opening after blocker evidence is updated.

Slack

Sends the opening approval request to regional leadership.

Waits

Handoff to resume workflow

Route Blockers Review

Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.

Waits

Handoff to resume workflow

Approve Opening Review

Ask regional leadership to approve opening after blocker evidence is updated.

Complete

Building the store opening checklist...

How It Works

1Build Opening Plan: Create checklist from launch date, store type, market, and required workstreams.
2Collect Launch Status: Gather permit status, vendor updates, POS setup, inventory, staffing, and training.
3Route Blockers: Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.
4Refresh Launch Status: Fold resolved blockers back into the launch evidence and open-risk list.
5Prepare Launch Packet: Create launch packet with source links and residual risks after blockers are resolved.
6Approve Opening: Ask regional leadership to approve opening after blocker evidence is updated.

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

Opening checklist stays current
Blocked work routes to owners
Leadership gets an evidence-backed launch packet

Integrations

Ready to build your own agentic workflow?

See Malleable build workflows that truly understand your business.

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