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Most pricing work doesn’t need you sitting in front of it. The Automation tab on Price Optimization and Dynamic Pricing lets a run happen on a schedule, approve the prices that clear limits you set, and email you the outcome — so an overnight run is finished and reviewed by the time you open Grid. Automation is opt-in and per agent configuration. Nothing here changes how prices are calculated; it changes when a run happens and what happens to the proposals afterward.

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Open the Automation tab

Open Price Optimization or Dynamic Pricing from the Agents menu in the grid toolbar. The configuration dialog has an Automation tab alongside General and Source. Set your schedule and approval options there, then save them with the agent’s existing Enable automation / Apply settings action — the same action that saves the rest of the configuration.
The Automation tab on Price Optimization, showing the schedule controls and the run-finished email toggle

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Schedule a run

A schedule decides when the run fires. You can run:
  • Daily, at a time and timezone you set.
  • Weekly, on the weekdays you choose.
  • After data updates — the run fires when new data lands for the grid, so prices follow your latest imports without a fixed clock.
The tab shows the saved schedule, the next run, and the controls to change or disable it. A scheduled run appears in Runs like any other, triggered by system.

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Auto-approve prices that pass your guardrails

By default every proposed price waits for you in Price Approval. Auto-approval lets a scheduled run clear the safe, in-policy changes on its own and hold everything else for review. Turn on Automatically approve and export qualifying prices. It’s off for new and existing automations until you enable it. Two limits then apply to every proposal:
  • Minimum unit margin (%) — the smallest unit gross margin a proposed price may have, at the proposed price after tax treatment and unit cost.
  • Maximum price change (%) — the largest move from the current price, up or down, allowed in a single run.
The Price approval section of the Automation tab, with the auto-approve checkbox and the two guardrail fields
A proposal is approved and queued for export only when it clears both limits. Everything else stays in Price Approval with a reason that names the value and the limit it missed.

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What qualifies

Each proposal is judged after the full run finishes and all pricing rules and rounding have produced the final price:
  • Unit margin is measured against the proposed price net of tax and the item’s unit cost, following your organization’s prices-exclude-tax setting.
  • Price change is measured against the current price the run started from, and the same limit applies to increases and decreases. It’s a per-run limit, not a running weekly total — successive runs can accumulate a larger move as current prices change.
  • Rows are always held for review when an input is missing or invalid (no unit cost, no valid price, missing tax data), when a pricing rule is violated, or for No Change and manually overridden rows. A missing cost is never treated as zero.
Only fresh proposals from that run qualify. Existing overrides, earlier proposals, and rows you already decided are left alone.

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What auto-approval does and doesn’t do

  • It approves and queues qualifying prices for export, following the same explicit-export lifecycle as a manual approval. Queuing a price for export is not the same as changing your live price — delivery to your webshop, ERP, or Shopify happens through your existing export path.
  • It does not change the proposed price or bypass your pricing rules. The guardrails decide eligibility only.
  • Automatic decisions stay visible in Price Approval and in approved-price history, with the run, the user who set up the automation, the applied limits, and the values used.
  • Turning auto-approval off stops further automatic approvals, including a run already in flight that hasn’t reached that step. Prices already delivered are not rolled back; pending exports can still be cancelled through your normal export controls.

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Email a summary when a run finishes

Check Email me when the run finishes (including failures) on a schedule to get one message when its run completes. Existing schedules default to off. The email tells you what happened without opening the app:
  • The agent, the grid, and the run’s start and finish in your timezone.
  • The outcome, and a short impact summary — products in scope, prices raised, cut, and unchanged, the average change, and the forecasted effect on gross profit, revenue, and units.
  • A link that opens the run’s results straight in Grid.
You get one email per completed run. A chained run (Price Optimization → Dynamic Pricing → Price Approval) sends one email for the chain, not one per step, and retries or duplicate triggers don’t produce duplicate emails. A failure reports the failing step and reason instead of a misleading success.

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Common pitfalls

  • Expecting live prices to change. Auto-approval queues prices for export; it doesn’t push them live on its own. Confirm your export path is set up if you rely on downstream delivery.
  • Setting the change limit too tight. A very low maximum price change holds most proposals for review — useful when you’re cautious, but check the held count if you expected more to clear.
  • Forgetting the limits are per run. The maximum change caps a single run, not a week of runs. Frequent runs can move a price further over time as its current price shifts.