Workflow illustration · Fictional data
Sales: an inquiry becomes a review draft
Sales & business automationRFQ · X20
Please quote 1,000 units of model X20. Please share packaging options and the lead time.
- Model
- X20
- Quantity
- 1,000
- Destination
- To confirm
Thank you for your inquiry. Please confirm the destination and packaging requirements. We will check pricing and lead time before replying.
- 1Receive the email and identify customer requirements
- 2Check product sources; flag gaps and conflicts
- 3Prepare a requirement record, draft and follow-up task
- 4Sales staff review the reply and approve sending or updates
Current recurring work
A fictional email asks about packaging and lead time for 1,000 units of model X20. A salesperson copies the requirements, searches the catalog and prepares a reply.
Processing and result
Extract the model, quantity and questions, then check approved product material. Leave destination and unconfirmed lead time unresolved. Prepare a requirement record, reply draft and follow-up task for the salesperson to review and send.
Check required fields, sources and omissions. Compare the full time spent preparing, reviewing and correcting the reply.
When it needs a person
Missing specification, price or lead-time evidence stays unresolved. Sales staff check requirements and sources before approving the quote and sending; the workflow does not guess stock or lead times.
Finance: documents become a discrepancy list
Finance & back office| Item | Purchase order | Invoice |
|---|---|---|
| Model | X20 | X20 |
| Quantity | 1,000 | 1,020 |
Keep source documents and the discrepancy. No automatic payment.
- 1Receive an invoice, purchase order or expense document
- 2Extract fields and mark their source locations
- 3Match references; list missing fields and differences
- 4Finance staff review the result before the agreed approval steps
Current recurring work
A fictional invoice and purchase order show different quantities. Finance staff re-enter references, quantities and amounts before finding the mismatch.
Processing and result
Extract fields, match the purchase order reference and show differences beside the original documents. Prepare review and approval material; authorized staff decide on accounting entries and payments.
Check each field, duplicate documents and missed differences. Include the full time required for finance review.
When it needs a person
Duplicate invoice numbers, unreadable amounts or missing purchase orders remain unresolved. Finance staff decide how to handle differences; this example approves no accounting entry or payment.
Operations: updates become follow-up tasks
Operations & supply chain- Order details organizedMatched
- Production status to confirmAssign follow-up to the responsible person
- Shipping documents neededAssign follow-up to the responsible person
Use supplied records. Unconfirmed lead times stay unconfirmed.
- 1Receive an order sheet or approved status update
- 2Match the order, milestone and update time
- 3Identify missing, overdue or conflicting status
- 4Create a follow-up task for the owner to verify and update
Current recurring work
Production and shipping updates for a fictional order are scattered across email and spreadsheets. An order coordinator chases each update to prepare a report.
Processing and result
Group confirmed production, inspection and shipping milestones by order. List missing or overdue updates with an owner; keep conflicts unresolved and review any customer delivery commitment.
Check source references, status freshness and duplicate alerts. Compare reporting time and unresolved exceptions.
When it needs a person
No inspection result must not be treated as a pass. Conflicting messages require verification; delivery commitments, purchase changes and stock updates need the corresponding approval.
Keep exploring
Document & data processing
Organize catalogs, specification sheets, contracts, PDFs and spreadsheet versions into searchable records with source locations and visible conflicts.
Explore the solutionModel: X20
Document: v2
- Model
- X20
- Document version
- v2
- Source
- PDF · 02
Keep the source for each field. Flag missing information.
Human reviewCustomer support & operations
Organize messages and history, find approved reference material, and prepare tickets with source-backed reply drafts.
Explore the solutionWhat is the status of our last order? Please also send the specifications for X20.
Approved product catalog · X20 / v2
X20 specifications located. The operations team still needs to confirm the order status.
AI agents & custom workflows
Combine retrieval, rule checks and permitted tool actions around a business request. Produce results and an execution record, handing exceptions to a person.
Explore the solution- 01Receive a business request
- 02Organize fields using rules
- 03Route exceptions to a person
- 04Update records after approval
Tools, permissions and write operations are agreed per project.