How it works

Follow these 5 simple steps to start tracking orders with incomplete shipping addresses in Google Sheets for easy follow-up

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every new order as it comes in, ensuring no incomplete addresses slip through the cracks before fulfillment begins.

This step automatically monitors your Shopify store for new orders and kicks off the workflow whenever a customer places an order.

No configuration is needed - the trigger activates as soon as you enable the workflow. When an order is created, all the order details including shipping address, buyer information, and order specifics get passed to the next step for analysis.

Retrieve Shop
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches your store's domain name to build proper links to orders in your Shopify admin, making it easy to jump directly to problem orders.

This step automatically pulls your shop's basic information from Shopify, including your store's domain name and settings. The main purpose is to get your myshopify domain so that direct links to orders in your admin panel can be created in the spreadsheet.

No configuration is required - MESA retrieves this data automatically using your connected Shopify account.

Review the Shipping Address to Confirm if it's Complete
App connector: Ask • Time to complete: 0 minutes (Auto-configured)
Why this matters: This AI-powered step intelligently evaluates each shipping address against completeness standards, eliminating manual review while maintaining accuracy.

This step uses AI to analyze the shipping address from the order and determine if it's missing critical information like street address, city, state, or ZIP code. The AI follows specific rules to identify incomplete addresses - it looks for all required components and responds with either "Yes" (incomplete) or "No" (complete). The evaluation happens automatically using the shipping address data from the previous step, and the result determines whether the workflow continues to log the order.

Is the Shipping Address Incomplete?
App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter prevents complete addresses from cluttering your follow-up spreadsheet, ensuring you only see orders that actually need attention.

This step acts as a checkpoint that only allows orders with incomplete shipping addresses to proceed to the Google Sheets logging step. It checks the AI's response from the previous step - if the response was "Yes" (meaning incomplete), the workflow continues to create a spreadsheet row. If the response was "No" (meaning complete), the workflow stops here and no action is taken. This filter ensures your tracking spreadsheet only contains orders that require follow-up.

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Add Buyer and Incomplete Shipping Details for Follow-Up
App connector: Google Sheets • Time to complete: 2 minutes
Why this matters: This step creates an organized record of problematic orders with all the information you need to contact customers and resolve shipping issues quickly.

This step creates a new row in your Google Sheets spreadsheet with details from orders that have incomplete shipping addresses. During setup, you'll name your spreadsheet and choose which columns to include - options like Order URL, Order Name, Buyer Name, Buyer Email, and shipping address components (Address 1, Address 2, City, State, Zip). The spreadsheet will be created automatically with your chosen columns, and each incomplete order will add a new row with the relevant information for easy follow-up.

Make it your own

Customize this workflow even further:

Add email notifications
Send automatic alerts to your fulfillment team or customer service when incomplete addresses are detected, so issues get resolved immediately.
Include order value filtering
Skip low-value orders or prioritize high-value orders by adding filters based on order total, ensuring your team focuses on the most important incomplete addresses first.
Connect to customer service tools
Automatically create support tickets in Help Scout or Zendesk when incomplete addresses are found, streamlining your customer outreach process.
Set up automated follow-up emails
Chain this workflow with email automation to automatically send address verification requests to customers, reducing manual follow-up work.

Frequently asked questions

Will this capture orders from all sales channels or just my online store?
This workflow only captures orders from your main Shopify store, not from other sales channels like POS, Facebook, or Amazon. If you need to track incomplete addresses from multiple channels, you'll need separate workflows for each channel.
What happens if a customer updates their shipping address after the order is created?
The workflow only runs when orders are initially created, so address updates made later won't remove the order from your tracking spreadsheet. You'll need to manually remove resolved orders or check order status before following up with customers.
Can I modify what counts as an "incomplete" address?
Yes, you can edit the AI instructions in the "Review the Shipping Address" step to change the completeness criteria. For example, you could require phone numbers or exclude PO boxes, depending on your shipping requirements.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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