Workflow Patterns

Repeatable workflows — pricing app imports, RS ticket sync, ESA order processing, and more.

The repeatable workflows that come up often enough to deserve a permanent home. If you find yourself running a sequence of three or more tool calls twice, it belongs here.

Pages in this section

  • Pricing App File Import — bulk and single-SKU CSV imports through the pricing app, including the path rules that aren’t obvious from tool signatures
  • RS Ticket Sync — the hourly RepairShopr ticket invoice sheet sync: cadence, log paths, the target sheet, and the benign models warning
  • ESA Order Processing — RS customer ID lookup by program, net-30 payment terms, and bundle-aware processing
  • Vendor Price List Intake — vendor email pipelines (Aqua Systems, D&H tenant header), parsing, and the handoff to the file import workflow
  • M365 Incident Investigation — homoglyph fraud detection, header forensics, abuse reports, and IC3 filings
  • RepairShopr Ticket Workflows — finding records, the ticket lifecycle, comment visibility control, and seeding Leif tasks from tickets
  • QuickBooks Reporting & Lookups — the query-first approach, standard report recipes (P&L, balance sheet, A/R aging), CSV export, and the sync-token rule
  • Hudu Documentation Workflows — company-scoped reads/writes, archive-over-delete discipline, and correlating assets with other systems
  • Growably CRM Workflows — discovering IDs, upserting contacts, the tag-overwrite trap, opportunities, and the confirm-before-send rule
  • Cloudflare Pages Deploys — how this site deploys, applicable to any future static site