Use case
Convert customer emails, PDFs, spreadsheets, and EDI files into accurate Shopify draft orders. No middleware. No per-sender templates. Built for B2B wholesalers and distributors.
Draft order automation is the practice of programmatically creating Shopify draft orders from external inputs, emails, PDFs, spreadsheets, EDI files, so B2B teams can review, adjust, and ship orders without manual data entry. Each draft is created via the Shopify Admin API with line items, customer, address, and payment terms pre-filled.
Each option has its place. Here is what to expect from each in a B2B Shopify workflow, including the DIY route with Claude. Note on the DIY route: Claude is excellent at the AI extraction step. The other 80% of the workflow, email ingestion, attachment handling, SKU and customer matching against your live Shopify catalog, confidence scoring, error recovery, draft-order API plumbing, monitoring, and merchant feedback loops, is what LevelOps productizes so your team does not maintain it.
Two-minute install on Shopify, or a 15-minute live demo with a real PO of yours.
FAQ
A draft order is a pre-order draft your team reviews before charging. It supports custom pricing, discounts, B2B price lists, and split fulfillment. LevelOps creates draft orders so you can verify the extraction before charging the customer or releasing to your warehouse.
Yes. High-confidence orders can be configured to auto-convert to a paid order or a confirmed B2B order. Low-confidence orders are always held for review. Most customers run a hybrid: auto-complete on known senders, review on first-time POs.
The line item is flagged as unmatched and surfaced on the draft order. Your team resolves it manually once and LevelOps remembers the mapping for future orders from the same customer.
Yes. LevelOps creates the draft via the Shopify Admin API, so taxes, shipping rates, and applicable B2B price lists calculate the same way they do in your storefront.
Yes. Draft orders fire the standard Shopify Flow triggers, so any approval, fulfillment, or notification flow you already run will fire automatically when LevelOps creates a draft.
No. Draft order automation works on any Shopify plan that supports draft orders. Shopify B2B unlocks additional features, companies, price lists, payment terms, and store credit, that LevelOps will use automatically when present.
Two-minute install on Shopify, or a 15-minute live demo with a real PO of yours.
