by Agmo Studio
Retail teams juggle stock counts, supplier paperwork, promotions and customer comments across many stores. Lark guides describe tracking inventory in Sheets and collecting counts with Forms, and its AI tools can help with the text-heavy parts of the job.
Lark Sheets Lark Base AI Lark Forms Lark Meetings
Lark's retail basics
A guide from a Lark partner on retail describes using Lark Sheets as an inventory tool: tracking stock levels and movements, building custom dashboards and reports, and creating sales forecasting models based on market trends and historical sales. It says staff can submit inventory levels through Forms, which update the sheet automatically.
The same guide describes Docs for supply chain paperwork such as purchase orders, invoices and shipping papers, Slides for presenting plans and results, and Calendar for campaign deadlines. It also suggests project plans for tasks like opening a new store or launching a product line.
Where AI adds value
The AI features Lark documents for Base can take on the repetitive writing and reading around those basics. According to Lark's materials, AI fields can classify data, translate text and extract key information from images or PDFs, and the smart toolbar can fill, polish, translate and summarise text in a cell. Lark Minutes can turn supplier or store-manager calls into transcripts with AI notes. Our earlier guides cover both in more detail.
None of this replaces a point-of-sale or inventory system. A sensible setup keeps stock of record in your retail systems and uses Lark for the coordination, reporting and communication around it.
Ideas for a retail team
These are suggestions for how a retailer could apply the features above, not published results.
- Product copy: store product attributes in a Base table, use AI to draft a description, then translate it for other markets and have a person approve it.
- Customer feedback: collect reviews and enquiries in one table, add AI tags such as delivery, quality or price, and a short summary for the weekly store meeting.
- Supplier invoices: extract amounts and dates from invoice images or PDFs into fields and check them against the original before payment.
- Store reporting: use a form for weekly store checklists and a shared dashboard so head office sees all stores in one place.
- Promotion planning: draft the campaign brief in Docs, and ask an assistant to turn it into a short slide deck for review.
- Supplier calls: use Lark Minutes to capture agreed delivery dates and follow-ups.
What to be careful about
Pricing, stock and promotion details must be correct, so keep a person responsible for checking AI-generated text and extracted numbers. Be careful with customer data: only put personal information into a table if your policy allows it, and limit who can see it.
Lark's features, plans and language support change over time and differ by region, so check what your workspace includes.
Start with one store or one process
Pick a single store and one process, such as weekly stock counts or customer feedback, and run it in Lark for a month. Compare the time it takes with the old way, collect the staff's comments and fix the template. Then roll the same template out to the other stores.
Try it: step by step
- Create a Sheets or Base table for stock counts and share a Lark form so staff can submit levels.
- Build a simple dashboard that shows low stock by store.
- Create a Base table for customer feedback and add an AI column for translation and tags.
- Store supplier invoices with each order record and try extraction on a few samples.
- Review the AI results with the store manager and correct mistakes.
- Run a short Lark meeting each week to review the dashboard and feedback summary.
- Copy the template to a second store once the first store is comfortable.
Lark features, plans, languages and availability change and can differ by region and plan, so check your own Lark admin settings and Lark's Help Center before you rely on a feature. Review AI output before you use it. This article is compiled with AI assistance from Lark's published material and written in our own words.
Want help rolling out Lark in your business? Agmo Studio is a Lark partner in Malaysia: read about our Lark Malaysia partner services, or book a demo. More from the Lark AI Corner.