Duplicate Tagged Draft Orders on a Set Day Each Month

This step defines when your workflow runs each month to look for draft orders that need duplicating. You'll configure the specific day of the month when MESA should check your store for matching draft orders. The schedule runs automatically once set, so you can choose a day that works best for your business cycle - like the first of each month for subscription renewals or mid-month for recurring services. Once configured, this timing remains consistent until you change it.

This step automatically fetches draft orders from your Shopify store for the workflow to examine. You'll configure how many recent draft orders MESA should review each time it runs - the default is 100 orders, but you can adjust this up to 8,000 if you have high draft order volume. The step pulls standard draft order data including tags, line items, and customer information. This data gets passed to the next step where it's filtered based on your tagging criteria.

This step examines each draft order from the previous step and identifies which ones should be duplicated based on your tagging rules. You'll specify the exact tag name that triggers duplication - MESA will only process draft orders containing this tag. The step also automatically excludes any draft orders already tagged with "MESA Duplicated Draft Order" to prevent endless duplication cycles. Each qualifying draft order gets processed individually through the remaining steps in the workflow.

This step automatically creates a duplicate of each qualifying draft order using Shopify's built-in duplication function. The new draft order contains identical line items, pricing, customer information, and shipping details as the original. No configuration is needed since the duplication process preserves all existing order data. The duplicated order gets assigned a new draft order ID, which gets passed to subsequent steps for tag management.

This step removes the duplication trigger tag from each newly created draft order to keep your tagging system clean and prevent infinite duplication loops. You'll specify which tag should be removed - this should match exactly the same tag you configured in Step 3 that triggers duplication. The tag name is case-sensitive and must match precisely. This cleanup ensures that next month's workflow run won't accidentally duplicate the same orders again.

This step automatically adds a "MESA Duplicated Draft Order" tag to each newly created draft order for identification and tracking purposes. The tracking tag helps you distinguish between original draft orders and automated duplicates in your Shopify admin, making it easier to manage your recurring billing process. This tag also prevents the Loop step from processing these duplicated orders in future workflow runs, maintaining clean automation cycles.