MalleableMalleable
Retail

New store opening

Malleable keeps new store openings from turning into status-meeting chaos by coordinating the checklist, chasing updates, routing blockers, and packaging launch approval.

Malleable Workflow
For each confirmed store opening, keep a launch checklist current and prepare the regional approval packet from permits, vendor work, fixtures, POS, inventory, staffing, training, marketing, and inspections.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
Confirmed lease, store buildout, or launch date

Build Opening Plan

Create checklist from launch date, store type, market, and required workstreams.

Asana
Creates launch tasks from market, store type, and opening date.

Collect Launch Status

Gather permit status, vendor updates, POS setup, inventory, staffing, and training.

Asana
Collects task status for permits, vendors, staffing, and training.
NetSuite
Pulls inventory and POS readiness signals for the launch.

Route Blockers

Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.

Slack
Sends blocker requests to the responsible owners.

Refresh Launch Status

Fold resolved blockers back into the launch evidence and open-risk list.

Asana
Updates launch tasks with resolved blockers and remaining risks.

Prepare Launch Packet

Create launch packet with source links and residual risks after blockers are resolved.

Notion
Writes the launch packet after blocker evidence lands.

Approve Opening

Ask regional leadership to approve opening after blocker evidence is updated.

Slack
Sends the opening approval request to regional leadership.
Waits
Handoff to resume workflow
Route Blockers Review
Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.
Waits
Handoff to resume workflow
Approve Opening Review
Ask regional leadership to approve opening after blocker evidence is updated.
Complete
Building the store opening checklist...
How It Works
  1. 1Build Opening Plan: Create checklist from launch date, store type, market, and required workstreams.
  2. 2Collect Launch Status: Gather permit status, vendor updates, POS setup, inventory, staffing, and training.
  3. 3Route Blockers: Ask owners to resolve late permits, missing inventory, vendor gaps, or staffing risk.
  4. 4Refresh Launch Status: Fold resolved blockers back into the launch evidence and open-risk list.
  5. 5Prepare Launch Packet: Create launch packet with source links and residual risks after blockers are resolved.
  6. 6Approve Opening: Ask regional leadership to approve opening after blocker evidence is updated.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • Opening checklist stays current
  • Blocked work routes to owners
  • Leadership gets an evidence-backed launch packet

Integrations

AsanaNotionNetSuiteSlack

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