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AutomationRefund → approval

Getting refunds approved with AI

A refund request goes past you first; once approved the customer is notified and administration gets the instruction.

Refund → approval is ready-made automation in Altramano for webshop and payments: a refund request goes past you first; once approved the customer is notified and administration gets the instruction.

It works with Microsoft Outlook.

Ready-made automation · department Webshop and payments

What it does

Refund requests (a form or a forwarded mail) land in the "Refunds" table. You approve; after that the customer gets a confirmation and administration gets the instruction to refund through Mollie or Stripe.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
  • Everything that goes out, this template puts to you first: you say yes before anything leaves.

How does getting refunds approved work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Refund requests (a form or a forwarded mail) land in the "Refunds" table. You approve; after that the customer gets a confirmation and administration gets the instruction to refund through Mollie or Stripe.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For webshop and payments: orders into the books and the planning, payments matched to invoices, stock in view. Those hours go into your range and your customers, instead of into hunting down orders and payments.

This department comes into play in wholesale and retail and webshops.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Refund → approval?

Microsoft Outlook and a Altramano environment. The approval step is on.

Which department is Refund → approval for?

Webshop and payments, in industries such as wholesale and retail and webshops.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for webshop and payments

SjabloonSoortWhat it does
Abandoned basket → reminderautomationA day after an abandoned basket, a friendly reminder, for approval.
Stock low → purchase proposalautomationIf a product drops below its minimum stock you get a purchase proposal; once approved the order goes to the supplier.
Order → confirmation and tableautomation + assistantEvery order (through a webhook from your webshop) lands in a table and the customer gets a confirmation, for approval.
All 9 templates for webshop and payments

Templates are updated in your Altramano environment.

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