The Automation Overview page is your central hub for everything automation in ShipStation. It’s designed to give you a clear, complete picture of how automation can simplify your workflow, reduce manual tasks, and keep your operations running smoothly.
At the core of this experience is the Automation Playbook. These ready-to-use, out-of-the-box automation rules are built from workflows proven to work well for most merchants. These templates give you a strong starting point, so you don’t have to build automations from scratch. Instead, you can easily customize key details or conditions, like quantities, insurance, or shipping methods, to fit your specific needs while still benefiting from best-practice defaults.
The Automation Playbook also provides a consolidated view of the automation tools available within ShipStation. This view makes it easier to discover, enable, and manage automated features in one place. Whether you’re just getting started or looking to expand your use of automation, this page helps you take action quickly and with confidence.
By reducing setup friction and surfacing proven approaches, the Automation Overview page helps you unlock immediate value and scale your automation efforts over time.
For more help setting things up and to learn how to manage your Automation Overview and use tools like Auto-Routing to streamline your workflow, check out our guide on how to Enable and Modify Automation Templates and our Automation overview FAQ page..
Plan Compatibility and Availability
Some automation features may not be available on all ShipStation plans. Availability depends on your current subscription. To access the full set of automation capabilities, you may need to upgrade your plan. Learn more about ShipStation Subscription Plans.
The Automation Overview page is designed to simplify how you discover, set up, and scale automation by delivering clear, practical benefits from day one. This table describes some benefits:
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Benefit |
Description |
|---|---|
|
Faster setup with proven templates |
Get started quickly using pre-built automation rule templates based on workflows that work for most merchants. |
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Easy customization |
Tailor templates to your needs by adjusting key variables like shipping methods, quantities, and conditions. |
|
Centralized visibility |
Access a consolidated view of automation tools to discover, enable, and manage features in one place. |
|
Streamlined and scalable operations |
Reduce manual work by automating repetitive tasks, ensure consistent order handling with standardized rules, and easily scale up your processes as your business grows without added complexity. |
The Automation Overview brings together ready-to-use templates and automation tools in one place. This helps you quickly enable, customize, and manage automation across your workflows.
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Browse the Automation Playbook: Explore all available automation rule templates and tools in one centralized view, with clear visibility into which automations are currently enabled.
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Discover and assess options: See which automation features are available to you, identify gaps, and find new opportunities to streamline your workflow.
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Configure recommended automations: Choose a recommended automation within the playbook or automation feature that fits your needs.
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Enable or configure automation: Choose a recommended automation within the automation playbook or turn on new automations or update existing rules and features to fit your workflow.