One order source
Agree the inbox, form or structured feed, required fields and supported product formats.
Order automation
Give every order a clear next step.
Turn an incoming order into checked details and an assigned next step. We connect your order source, stock records and warehouse tasks so your team spends less time retyping information. Shortages and unclear details go to the right person before work is released.
An order arrives in an inbox. Someone copies its details, checks stock in another tool and chases a purchasing or fulfilment decision. When the same order exists in several places, it becomes harder to know what can move forward.
After the stock check
Give the warehouse a task it can act on.
When an order is ready, the warehouse needs confirmed quantities, a stock location and delivery instructions. We connect the checked order to the picking task so those details do not have to be entered again.
This separate example shows 12 units already reserved. Orders with a shortage stay on hold until the responsible person agrees what happens next.
Connected at the point of work
Office records and warehouse tasks stay linked through the same order reference.
From handoff to next step
See where the work could change.
The systems, rules and review points are agreed during discovery.
Typical manual handoffs
- Read the request and copy the lines
- Look up the customer and stock separately
- Chase a shortage decision
- Re-enter the approved order and update the customer
Proposed workflow
Intake
Capture the request
Keep the original email or form alongside the proposed order.
AI-assisted
Read the order lines
Suggest product, quantity and delivery details from unstructured text. Flag unclear values.
Integration
Check the records
Match customer and product identifiers, check duplicates and retrieve available stock.
Human review
Resolve the exception
A named owner decides on shortages, substitutions or uncertain details.
Rule-based
Release the agreed action
Create the approved next step and record its outcome before preparing a customer update.
A focused first build
Define one pilot you can evaluate.
A reliable stock check
Define the stock-owning system, freshness requirements and when availability must be rechecked.
Approval and recovery
Define who can release an order, how repeated requests are recognised and where failed updates are resolved.
A visible handover
Keep source details, validation results, decisions and the downstream record reference together.
Stock reservations, purchasing and customer messages require agreed permissions and supported system access. AI extraction does not authorise an order or guarantee availability.
Check how your systems could connectEvidence before expansion
Agree what improvement means.
Measure the current process first. Set acceptance thresholds together, then compare the pilot against representative normal and exception cases. These are proposed measures, not promised savings.
- Manual entries per order
- Time from receipt to a reviewed next step
- Duplicate orders caught before release
- Shortages routed to an owner with enough context
Example and boundaries
Try the guided order and full workspace
The guided 14/12 sequence includes extraction, validation, approval or rejection, a failed-save retry and receipt before fulfilment.
Open the operations demoScope questions
Before you choose a pilot.
Start with the process and its exceptions, then establish what the systems can support.
Do orders have to arrive by email?
No. A pilot can start from a form or structured system feed. Structured inputs may not need AI; the source and rules determine the design.
What if stock changes after the first check?
Agree when to recheck or reserve stock using the source system’s supported features. An earlier snapshot should not be treated as a fulfilment guarantee.
How are duplicate requests and uncertain order details handled?
We agree reliable request identifiers and customer and product matching rules. A repeated request should not create another order. Missing or conflicting details go to a reviewer, with the original request available, before stock is reserved or a downstream action is released.
Can our team approve shortages, substitutions, or purchasing?
Yes. These are business decisions to scope explicitly. A reviewer can inspect the request and current records, then approve a permitted next step or reject it. An AI suggestion is not authority to buy stock, substitute a product, or make a delivery promise.
What do you need to scope our first order workflow?
Bring representative orders, the systems that hold customer and stock records, and examples of exceptions. We agree one starting source, required access, success measures, costs, and a manual fallback.
Next step
Bring us the workflow as it is.
Tell us how the request arrives, which tools it passes through and where your team needs to intervene.
Discuss your workflow