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.agents/memory/2026-02-28-ig-dm-wholesale-automation-deliverable-validation.md

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2026-02-27 Session Notes

IG DM Wholesale Automation — Deliverable Validation

Nicholai reviewed and validated the IG DM Wholesale Automation project against the client brief. The project implements a 7-step buyer journey with automation across Make scenarios, Airtable, ManyChat, and Shopify.

Deliverables Status

All primary deliverables are complete and meet brief requirements:

Airtable Base — 5 tables (Retailers, Orders, Message Log, Follow-up Queue, Automations Log) with 7 pipeline stages matching brief exactly. Views include kanban board, follow-up queue, draft order readiness, error tracking.

Make Scenarios — 5 scenarios implement the full flow: (1) reply processing with intent classification, (2) email/shipping info extraction, (3) Shopify draft order creation with starter pack templates, (4) payment detection and pipeline update, (5) follow-up engine with daily reminders and reorder nudges.

Shopify Integration — Draft order automation with 3 starter pack templates (Best Sellers, New Arrivals, Full Range Sample). Webhook detection for payment completion. Invoice generation and DM/email sending.

ManyChat Flows — Inbound reply routing with keyword triggers, quick-reply buttons, 24-hour automation pause on live chat takeover. 14 response templates covering all buyer journey stages.

Documentation — SETUP.md (6-step setup + testing checklist), architecture.md (ASCII flow diagram, 6-step journey, tech stack), README.md.

Gaps Identified

  1. Loom walkthrough not in repo (expected as separate deliverable)
  2. Placeholder values in starter-pack-templates.json need real Shopify variant IDs/SKUs/prices before deployment
  3. No explicit error alerting configured (Automations Log captures but doesn't notify)
  4. Brandboom link is static/hardcoded, not dynamically looked up
  5. No fallback for messages outside Instagram's 24-hour window (acknowledged but not implemented)

Testing Plan

End-to-end testing requires 3 phases: OpenAI prompt validation, component integration, edge cases. Detailed test cases documented for all 4 AI components (intent classifier, info extractor, DM drafter, recommendation engine).