Overview
The Counter’s What’s new feed is a smart briefing that watches your bakery around the clock and surfaces only what needs your attention. This page is the full catalog: every card type, grouped by what it’s about, with what triggers it and what to do next. Keep it handy as a reference — you don’t need to memorize any of it. Knead raises the right card at the right time.
Good to know: On the Free plan the feed shows only the four essentials — new order, invoice overdue, production start, and payment received. The Trial, Starter, and Growth plans unlock the full set below, including the customer-growth nudges.
Order Lifecycle
These cards keep every order moving from first request to pickup.
| Card | What triggers it | What to do |
|---|
| New order | A customer placed a new order through your order form. | Open it, review the details, and accept. |
| New inquiry | A new order-form inquiry came in (a request, not a firm order). | Reply, then quote or convert it to an order. |
| Unanswered inquiry | An inquiry has sat 48+ hours with no reply. | Follow up before you lose the lead. |
| Stale sent quote | A quote you sent has gone 48+ hours without a response. | Nudge the customer — the card notes whether they’ve viewed it. |
| Customer approved your quote 🎉 | A customer accepted a quote you sent. | Turn it into an order and send the invoice. |
| Time to start baking | An order’s production day has arrived. | Start production. A Dismiss for today hides it until tomorrow if you still haven’t started. |
| Missed pickup | An order passed its pickup time and wasn’t collected. | Reach out to reschedule the handoff. |
| Stuck order | An order is awaiting action with no change for 7+ days. | Move it forward — invoice it, start it, or close it out. |
Money Guardrails
These cards protect your cash flow so nothing slips through unpaid.
| Card | What triggers it | What to do |
|---|
| Payment received 🎉 | A customer paid an invoice or deposit. | Nothing needed — this one’s a win. |
| Invoice overdue | An invoice passed its due date without payment. | Follow up with the customer. |
| Auto-invoice failed | An automatic invoice couldn’t be created. | Create the invoice manually. |
| Stripe payout | A Stripe payout was initiated, paid, or failed. | Confirm it landed in your bank, or check Stripe if it failed. |
| Deposit uncollected | A deposit-required order is in production with nothing collected yet. | Collect the deposit before you get further in. |
| Unpaid before pickup | A balance is still due within 3 days of pickup. | Top priority — collect before the handoff. |
| Month-end receipt nudge | After the 26th, you’ve taken payments but logged fewer than 2 expenses this month. | Snap your receipts so your Schedule C stays accurate. |
Capacity
These cards help you say yes to the right amount of work.
| Card | What triggers it | What to do |
|---|
| Capacity warning | A day is filling up — getting busy (70%), nearly full (90%), over 100%, or a date you’ve blocked. | Think carefully before accepting more for that day. |
| Monthly order limit | On the Free plan, you’ve reached your monthly limit of 5 orders. | Upgrade to keep taking orders this month. |
| Slow week ahead | It’s Thursday and next week is under about 40% full. | Run a promo or reach out to regulars to fill the gap. |
Grow Your Business
These are your Kitchen Table nudges — gentle prompts to build relationships and bring customers back. Many open a pre-filled outreach message you can edit and send in seconds.
| Card | What triggers it | What to do |
|---|
| New client added | You added a new client to your list. | Send a quick welcome. |
| Welcome to Knead 🎉 | You’re just getting started. | Say hi — this one’s a warm welcome. |
| Follow up with a top customer | A customer has spent $500 or more with you in the last year. | Send the pre-filled thank-you. |
| Customer milestone 🎉 | A customer just placed their 3rd, 5th, 10th, 25th, 50th, or 100th order. | Celebrate the milestone with them. |
| Win back a regular | A repeat client hasn’t ordered in 90+ days. | Reach out and remind them you’re here. |
| A seasonal regular is due | A customer ordered this same month last year. | Invite them back before the season passes. |
| Welcome them back | A first-time client, 2–14 days after their first order. | Send a thank-you and invite a second order. |
| Customer anniversary | It’s been a year since a customer’s first order. | Mark the anniversary with a note. |
| Ask for a referral | An engaged regular — 3+ orders and $300+ spent. | Ask them to refer a friend. |
Ingredients
These cards keep your recipes profitable and your shelves stocked.
| Card | What triggers it | What to do |
|---|
| Ingredient price changed | The cost of an ingredient in The Pantry moved. | Review the recipe margins that use it. |
| Low stock / out of stock | An ingredient dropped below its reorder threshold. | Restock before your next bake day. |
Messages
These cards make sure no customer message goes cold.
| Card | What triggers it | What to do |
|---|
| Unanswered message | A customer messaged you and it’s been over 24 hours with no reply. | Respond from the inbox. |
| Order intent detected | A message in your inbox reads like an order request — the card includes a live capacity read for the date. | Convert it to an order or quote. |
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