Automation example

Email to ERP automation

Turn incoming orders, requests or documents into checked ERP actions without manual retyping.

In short

Turn incoming orders, requests or documents into checked ERP actions without manual retyping.

From trigger to result

A controlled workflow

Read the email and identify the requestChecked step in the process
Extract data from the message and attachmentsChecked step in the process
Match customer, items and referencesChecked step in the process
Validate business rules and required fieldsChecked step in the process
Create a draft or approved ERP recordChecked step in the process
Send confirmation or route an exceptionChecked step in the process

Systems and data

Email, ERP, CRM, PDF, Excel and master data

We confirm the exact interfaces and permissions before implementation.

Human control

Stop on uncertainty

Missing fields, ambiguous items, unusual prices or high-value orders should stop for review.

Keep evidence

Source documents, validation results and important actions should remain traceable.

Measure the result

Compare human time, errors, rework and exception rate before and after the pilot.

FAQ

Sometimes, but the safe level of autonomy depends on data quality, business rules and the impact of a wrong action.

The standard design is to stop, explain what is missing and route the case to a person instead of guessing.

Next step

Show us one repetitive process.

We will review how it works today, which systems are involved and what can realistically be automated.