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Airtable + Shopify Automation Expert

  • Posted:
  • Proposals: 20
  • Remote
  • #4358174
  • OPPORTUNITY
  • Awarded
Raj S.Jacob J.Jennifer P.Mony B.Regina D. + 15 others have already sent a proposal.
  • 3

Description

Experience Level: Expert
Budget: £200-500
Location: Remote
Project Type: One-time setup (potential for ongoing support)

Project Overview:
We run a Shopify-based doughnut bakery that ships nationwide in the UK. Currently, our team manually downloads outstanding orders as a CSV from Shopify and inputs them into Google Sheets to track production requirements. We want to automate this process using Airtable + Shopify, ensuring:
✅ Orders sync automatically from Shopify to Airtable.
✅ Doughnut flavours and quantities auto-organize into a production schedule.
✅ Ingredient calculations auto-update based on total doughnuts needed.
✅ Bakery staff can access real-time, shareable order data and use this data as a production schedule.

We’re looking for an Airtable + Shopify automation expert to set up this workflow.

Key Responsibilities:
Connect Shopify to Airtable using Make (Integromat) or Zapier.
Set up an Airtable base to track orders, doughnut flavours, and production totals.
Automate order imports into Airtable, eliminating manual CSV downloads.
Create formulas in Airtable to calculate the total ring/filled doughnuts per production day.
Develop ingredient-tracking formulas based on doughnut quantities.
Optimize Airtable views for easy access by bakery staff.
Test the system to ensure smooth automation and accuracy.
Provide basic training/documentation for our team to manage the system.

Requirements:
✔ Proven experience with Airtable & Shopify automation.
✔ Expertise in Make (Integromat) or Zapier for integrations.
✔ Strong skills in Airtable formulas, filters, and automations.
✔ Experience setting up inventory tracking and production workflows (preferred).
✔ Ability to create a user-friendly, scalable system for bakery operations.
✔ Excellent communication and ability to document the setup.

Deliverables:
✅ Fully automated Shopify → Airtable integration.
✅ Working Airtable base with order tracking, production planning, and ingredient calculations.
✅ Custom views for bakery staff to easily access relevant data.
✅ Step-by-step guide (or video tutorial) on how to use and maintain the system.

How to Apply:
Please share examples of similar Airtable + Shopify projects you've completed.
Let us know how you would approach this project and your estimated timeline.
Include your rate and any relevant experience.
Looking forward to working with an expert who can streamline our operations!

Below is an example of the google sheets document we are working with showing our baked doughnut schedule and fried doughnut schedules

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Clarification Board Ask a Question

  • MST. SURAEA B.

    What level of ongoing support do you anticipate needing once the system is set up, and would you prefer a training session or written documentation to help your team manage the Airtable base?

  • MST. SURAEA B.

    Are there any specific workflows or key features in your current Google Sheets document that you'd like to ensure are carried over or improved upon in the new Airtable setup?"

  • Aditya M.

    Hey Ryan,
    .
    This project sounds like a fantastic opportunity to streamline your bakery’s workflow! I just need a few quick clarifications to ensure the setup is fully optimized for your operations ..
    .
    (1) Order Syncing: Do you want all orders to sync from Shopify, or just specific types (e.g., only paid orders, or only nationwide deliveries) ?
    .
    (2) Historical Data: Should we import past orders into Airtable, or only focus on new ones going forward ?
    .
    (3) Production Breakdown: How do you currently separate baked vs. fried doughnut orders .. does Shopify tag them automatically, or does your team decide manually ?
    .
    (4) Ingredient Calculation: Do you want Airtable to just calculate daily ingredient needs, or should it also track available ingredient stock levels ?
    .
    (5) Real-time Updates: Would bakery staff need instant notifications when a new order comes in or an existing one changes ?
    .
    (6) Automation Platform: Would you prefer Zapier (easier but limited) or Make (Integromat) (more powerful but a bit technical) ?
    .
    (7) Access Levels: Who on your team needs access .. just the managers, or should production staff also have a simplified view ?
    .
    (8) Mobile Usability: Will bakery staff primarily use desktop or mobile to check the order schedules ?
    .
    (9) Scalability: Are you planning to expand operations (e.g., multiple locations) where this system might need future upgrades?
    .
    Would love to get your thoughts! Excited to help automate and make your workflow super smooth.
    .
    Looking forward to your response !
    .
    Best,
    Aditya