Use cases  /  Promotions
Plan a promotion the margin can survive illustration

Plan a promotion the margin can survive

Ask Claude to compare promotion structures against your objective, product economics, inventory, and customer behavior, then draft the safest setup for approval.

Try in Claude
Works with Shopify
1

Describe the store task

Ask Claude to compare promotion structures against your objective, product economics, inventory, and customer behavior, then draft the safest setup for approval.

Plan a Shopify promotion for [goal] during [dates]. Use the price, cost, order, and inventory information from my store plus the margin floor I provide. Compare at least three offer structures and recommend one. Do not create a discount yet.

2

Provide the working context

  • The business goal, promotion dates, products in scope, and customer group you want to move
  • Product price, cost, usual order pattern, and any margin floor you use for decisions
  • Inventory constraints, exclusions, stacking rules, and the message you are willing to send
3

Review what Claude does

  • Translates the promotion goal into the customer action the offer must encourage
  • Compares percentage, fixed, threshold, bundle, and gift structures using the economics you provide
  • Finds products, variants, and combinations where the proposed offer creates avoidable margin or stock risk
  • Returns one recommended structure with eligibility, exclusions, messaging, and a setup checklist for review
What you get

A promotion decision memo with compared offer mechanics, margin assumptions, guardrails, eligible items, exclusions, and launch checks.

Ready to run it?

Open the workflow in Claude, connect the store context you need, and keep consequential actions behind review.

Questions store operators ask

Can Claude plan a Shopify discount without wrecking margin?

Claude can compare offer structures using the costs, order patterns, inventory limits, and margin floor you provide. It returns a recommendation and setup checklist for review rather than quietly creating the promotion.

What context should I provide first?

Start with the business goal, promotion dates, products in scope, and customer group you want to move. Then add product price, cost, usual order pattern, and any margin floor you use for decisions.

What should be reviewed before acting?

A promotion decision memo with compared offer mechanics, margin assumptions, guardrails, eligible items, exclusions, and launch checks. Check the source records, assumptions, and any proposed store action before approval.