Helium
Ecommerce/Playbook

⊕ Playbook 01 / Catalog

Build catalog truth before you automate the work around it.

Map sources, make attributes explicit, and attach every generated value to the product record that owns it.

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Editorial catalog foundation cover with product cards, attribute sheets, and archival tray
⊕ The operating model

Source, structure, program, review, deliver.

The catalog becomes useful when every value has a subject, a definition, and a destination.

HELIUM / COMMERCE WORKSPACELIVE CONTEXT
RESOURCE / PRODUCTOne source of product truth
ATTRIBUTESMEDIALINEAGE
01

Sources

Store, feed, ERP, media, and approved operator inputs.

02

Structure

Products, collections, attributes, taxonomy, and relationships.

03

Programs

Versioned enrichment with reviewable outputs.

⊕ Run the playbook

Six phases from scattered fields to durable catalog truth.

  1. 01
    DISCOVER

    Inventory the source systems

    Name which system owns each product fact and where conflicts appear.

    OPERATE
  2. 02
    STRUCTURE

    Define the resource model

    Separate products, collections, native attributes, generated values, and relationships.

    OPERATE
  3. 03
    CONTRACT

    Set required fields

    State what must exist before downstream programs can run.

    OPERATE
  4. 04
    PROGRAM

    Author enrichment columns

    Generate, classify, calculate, or fetch with explicit inputs and outputs.

    OPERATE
  5. 05
    QUALITY

    Review exceptions and evidence

    Inspect failures, stale values, and outputs that need operator judgment.

    OPERATE
  6. 06
    OUTPUT

    Bind approved values

    Deliver catalog truth to feeds, storefronts, campaigns, and applications.

    OPERATE
⊕ What the work produces

Operational artifacts, not another spreadsheet export.

01
OPERATIONAL ARTIFACT

Source ownership map

A field-level record of where truth originates and how conflicts resolve.

02
OPERATIONAL ARTIFACT

Catalog contract

Required attributes, allowed values, relationships, and readiness rules.

03
OPERATIONAL ARTIFACT

Quality queue

Missing, failed, stale, or review-required values grouped for action.

⊕ Catalog governance

Generated does not automatically mean true.

Operators approve definitions, exceptions, and customer-facing delivery.

HELIUM / APPROVAL QUEUECONSEQUENCE VISIBLE
01

Prepare the work

Agents assemble the change and its evidence.

READY
02

Review the exact output

The operator sees what changes and where it goes.

READY
03

Approve the consequence

Publishing remains a deliberate human decision.

APPROVE
⊕ Before expanding the loop

Catalog foundation checklist.

01

Every critical field has an owner

Source priority is explicit.

CHECK
02

Every value belongs to a resource

No detached generated copy.

CHECK
03

Every generated field has a versioned program

Inputs and outputs are inspectable.

CHECK
04

Exceptions have a review path

Failure does not disappear into a queue.

CHECK
05

Publishing destinations are controlled

Approved values reach only intended surfaces.

CHECK
⊕ Common questions

Catalog foundation FAQ.

Why is a spreadsheet not enough?

It can hold values but does not reliably preserve programs, lineage, evaluations, relationships, and delivery state.

Do we need to replace Shopify?

No. Treat the store as a connected operating surface and add durable catalog intelligence around it.

Where should the first project start?

Choose one product workflow with a clear subject, required inputs, output, and destination.

What should remain manual?

Definitions, ambiguous exceptions, proof claims, and consequential publishing decisions need operator judgment.

⊕ A working session, not a sales theater

Bring one catalog problem.

We will map its sources, program, review boundary, and destination.

Book a working session↗