Email and document intake
Extract customers, line items, quantities, dates and delivery details into a consistent order record.
Check required fields and source locations; route uncertain extraction.
Order Operations
From incoming order to work in motion.
Turn orders arriving in inboxes, PDFs and portals into checked records and clear next steps. Give your team the context to resolve the exceptions.
Discuss your use case
Built around the work
The order is simple. The work around it rarely is.
Where AI can help
The everyday work.
Thought through.
Customer references do not match product codes. Details are missing. Pricing lives somewhere else. We connect intake, business rules and system actions so the team can focus on orders that need a decision.
Product and customer matching
Resolve aliases and descriptions against approved customer and product master data.
Use exact identifiers where available; ask for a decision on competing matches.
Price and availability checks
Retrieve contracted prices, stock and delivery constraints before preparing the order.
Use current records and system calculations; approval owns substitutions and discounts.
Order entry and verification
Create the approved record through the supported ERP interface, then read back the result.
Prevent duplicates with a request identifier and verify the accepted fields.
Status and delivery enquiries
Bring order, inventory and shipment facts together to prepare a useful status response.
Only communicate verified status and commitments the business authorizes.
Returns and exception intake
Collect evidence, check explicit return rules and assemble a case for the responsible team.
A person decides ambiguous eligibility, credits and commercial concessions.
Follow the workflow
Every step.
A clear result.
See how context, checks and human decisions fit into a connected process. Select a stage to follow the work.
Meet the platform behind itIllustrative workflow01 / 04
An emailed purchase order, handled end to end.
Step 1 · Receive
A purchase order arrives with an unfamiliar product description.
Original email and document retained with the case.
Context → decision → verified result
A practical first deployment
Start with a scope
you can prove.
One order channel, one business unit and a bounded set of products. Begin in review mode, then automate the well-understood cases after acceptance testing.
Connect the right systems.
- Shared inbox and document store
- ERP and order management
- Product and customer master data
- Inventory and shipment systems
Measure useful outcomes.
- Accepted-order accuracy
- End-to-end handling time
- Exception and rework effort
- Duplicate or incorrect records
Where people decide
Keep pricing overrides, credit decisions, substitutions and ambiguous product matches with authorized people.
A few useful answers
Before we begin.
Build from what works
Where it goes next.
Your next step
Bring AI into order operations.
A recurring challenge. A process that slows your team down. Let us find a practical starting point.
Discuss your use case