Who should use the Personalized Shopping workflow?
Teams or solo builders working on marketing tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
5-step pipeline — follow each step in order
1Setup · Step 1 of 5
Open task pageAutomate personalized outreach
Prepare inputs and settings through Automate personalized outreach before running personalized shopping.
Why this matters
Automate personalized outreach sets up the foundation for personalized shopping; clean inputs here reduce downstream rework.
What you get
Inputs, context, and settings are ready so the workflow can move into execution without blockers.
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2Input · Step 2 of 5
Open task pagePersonalized Gifting
Use Personalized Gifting to build supporting assets that improve personalized shopping quality.
Why this matters
Personalized Gifting strengthens personalized shopping by feeding better supporting material into the pipeline.
What you get
Supporting assets from personalized gifting are prepared and connected to the main workflow.
3Core · Step 3 of 5
Open task pagePersonalized Shopping
Execute personalized shopping with Personalized Shopping to produce the primary final deliverable.
Why this matters
This is the core step where personalized shopping actually happens, so it determines baseline quality for everything after it.
What you get
A first-pass final deliverable is generated and ready for refinement in the next steps.
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4Refine · Step 4 of 5
Open task pageGenerate Personalized Recommendations
Refine and validate personalized shopping output using Generate Personalized Recommendations before final delivery.
Why this matters
Generate Personalized Recommendations adds quality control so issues are caught before the workflow is finalized.
What you get
The final deliverable is improved, validated, and prepared for final delivery.
5Deliver · Step 5 of 5
Open task pageStreamline sales cycles with personalized experiences
Package and ship the output through Streamline sales cycles with personalized experiences so personalized shopping reaches end users.
Why this matters
Streamline sales cycles with personalized experiences is what turns intermediate output into a usable, publishable result for real users.
What you get
A finalized final deliverable is ready for publishing, handoff, or integration.