Receive and sort
It reads the orders mailbox and separates orders from everything else: questions, invoices or advertising.
In many distributors and factories someone spends every morning copying orders from email into the ERP, line by line. It can be automated: the system reads the email and the PDF, recognises the customer and the products, checks prices and stock, and enters the order. It only asks you about what isn’t clear.
It reads the orders mailbox and separates orders from everything else: questions, invoices or advertising.
It takes customer, item codes, quantities and dates from the email body, a PDF or an attached Excel file.
It checks with your ERP that the customer and items exist, and flags prices, minimums or stock that don’t add up.
It enters the order in the ERP through its API or whatever route it supports, and keeps the original email linked.
A review tray with anything doubtful and a daily summary of what came in, what was entered and what is waiting.
n8n, Python, AI (OpenAI or Claude), Microsoft 365 or Gmail, ERP API, SQL Server
What changes compared with hiring an agency or off-the-shelf software
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