The team reviewed manual billing workflows and integration architecture to identify opportunities for automation and system development. Daniel Castro walked through the existing multi-system process spanning Shopify, TechMS, and warehouse management tools. Discussion focused on pain points in the current billing cycle and the feasibility of building a proprietary intermediary system using agentic coding.
Billing Process Pain Points
The team prioritized automating manual billing tasks to mitigate volume increases during the holiday season. Primary barriers to automated inventory tracking identified:
Integration Architecture Review
Current stack involves intermediate software with significant limitations for connectivity between Shopify and warehouse management tools (TechMS / Camelot). Discussion of developing a proprietary system using agentic coding to replace or bridge this middleware layer.
Prototype Test Case
Decided to use a specific client as a prototype to validate automated shipping supply calculations. This initiative requires gathering product dimension data to eliminate manual input from the current workflow.
Update the shared system document — add specific system URLs, login methods, and Camelot endpoint details. Send revised document back to Diego.
Share TechMS access credentials with Diego Sanz.
Provide details on Camelot endpoints created for TechMS integration.
Request Shopify access credentials from Annie's team for sharing with Diego Sanz.
Digest the complex billing and system details. Analyze alternative automation solutions and schedule a follow-up meeting.
Review recording and synthesize all gathered information. Present resulting summary back to Daniel Castro and the team.
Establish recurring follow-up meetings with Daniel Castro for deeper project exploration.
Prior to this session, Daniel Castro emailed Diego 4 attachment documents (billing outline, system outline, automation notes) compiled via ChatGPT. Subject: "Billing, system outline, automation notes" — received May 4, 2026 at 10:26 AM. Files archived at docs/creme-collective/reference/danny-attachments/.
Diego sent Danny the client-facing documentation portal link: creme.datastudios.ai/admin/warehouse-billing-process. Danny replied confirming access and added Rita Murillo to the Session 2 invite — she processes EDI daily and her inclusion was flagged as high value for the follow-up scoping call.