Choose a base your team already understands. Airtable offers relational links and permissions; Google Sheets wins on familiarity and speed; Baserow or Notion can work with caution. Evaluate limits on rows, API calls, and attachment storage. Plan for a reference table of statuses and carriers to keep integrations consistent and stop edge cases from multiplying.
Schedule incremental syncs, not full reloads, to avoid throttling. Prefer webhooks where possible so updates arrive instantly. Build idempotent steps using order IDs, and always log the before‑and‑after state. If a carrier delays, tag items as at‑risk and trigger a Slack mention, not a siren. The best automations feel invisible until they prevent a mess.
Limit who sees addresses, phone numbers, and payment references. Use views that hide personal data by default, sharing full detail only with those who need it. Create role‑based layouts for drivers, pickers, and managers. Track who changed what and when. With thoughtful access control, compliance becomes routine, customers trust you more, and audits stop feeling scary.
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