Getting Started

Last updated on 10 April 2026

Install OpsPilot, take a quick tour, and create your first note, task, and workflow in minutes.

OpsPilot

Up and Running in Minutes.

Install, set up, and start automating your Shopify store — no coding required.

Shopify admin with OpsPilot in the Apps sidebar

Shopify Integration

OpsPilot appears in your Shopify Admin sidebar under Apps — one-click access, no separate login.

Dashboard KPI cards — Checkout risk, Fulfillment, Inventory

Your Dashboard

After install, your dashboard shows real-time store health: KPIs, tasks, and automation performance.

Installing OpsPilot

Go to the Shopify App Store and search for OpsPilot

Click

Review the permissions OpsPilot needs (read orders, products, customers, inventory, checkouts)

Click

You'll be redirected to the OpsPilot dashboard inside your Shopify Admin

OpsPilot runs inside your Shopify Admin — there's no separate website to log in to. Just click the app from your Shopify sidebar.

First-Time Setup

When you install OpsPilot for the first time, the app automatically:

Creates your user account (using your Shopify staff email)
Sets up default task statuses (Pending, In Progress, Completed, etc.)
Detects your store timezone and currency
Prepares sample workflow templates to get you started

Quick Tour

After installation, you'll see the main navigation on the left sidebar:

Menu Item	What It Does
?? Dashboard	Your store health overview: KPIs, task stats, workflow performance
?? Notes	Create and manage notes attached to orders, products & customers
? Tasks	Create tasks, assign to team members, track progress
? Workflows	Set up automations that run when events happen in your store
?? Settings	Manage your team, task preferences, integrations & more
Activity History	Activity log — see everything that happened in the app

Your First Note

Create your first note in under 30 seconds:

Click Notes in the sidebar

Click the Create Note button

Choose an entity type (e.g., Order)

Select a specific order from the dropdown

Type your note content — you can use bold, italic, lists, and more

Click Save

Your First Task

Click Tasks in the sidebar

Click Create Task

Fill in the Title (e.g., "Follow up with customer about refund"), Priority, Due Date, and Assign To

Click Save

Task Form

Fill in title, description, priority, status, assignee, and due date — then click Save.

See It on the Dashboard

Your new task appears in the "Today's tasks" card showing open and overdue counts.

Your First Workflow

Click Workflows in the sidebar

Click

Choose a (e.g., "New Order ? Create Task") or start from scratch

Configure the Trigger (what starts the workflow), Conditions (optional filters), and Actions (what happens)

Click

Build Your First Automation

Choose a type, pick a template, and activate — your workflow runs 24/7.

Create new workflow — Event-based or Scheduled

Choose Type

Event-based (reacts to store events) or Scheduled (runs on a timer).

Pick a Template

40+ pre-built templates for common scenarios, or start from scratch.

Workflow detail page with operational summary and flow

Manage & Monitor

View summary, run tests, check history, and pause or edit anytime.

Use the "Test with latest order" button to try your workflow without waiting for a real event.

Inviting Team Members

Your Shopify staff members are automatically detected by OpsPilot. To manage who can access the app:

Go to Settings in the sidebar

Scroll to Team Management

Your Shopify staff members appear automatically — assign roles and permissions as needed

Team Management

Staff members are auto-detected from Shopify. Toggle roles between Admin and User to control access.

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