Understand the document
Extracts customer references, delivery details, line items, quantities and requested dates.
Sales operations
The purchase-order agent
Order Intake Specialist
Turn incoming purchase orders into sales-ready work without rekeying every line.
An operations agent that reads purchase orders from email or PDF, extracts the details and prepares a quotation or sales order inside your existing workflow.
Customisable for your workflow
Shorter order-entry time, fewer copying mistakes and more capacity for exceptions that need human judgement.
The opportunity
Good people should not spend their day moving information between systems.
Purchase orders arrive in different layouts, naming conventions and levels of detail. Manually interpreting and re-entering them slows response times and introduces avoidable errors.
What this agent does
From incoming request to useful outcome.
The agent works inside a process designed around your team. It handles the repeatable path and brings people in when judgement, approval or a relationship matters.
Match your catalogue
Maps customer descriptions and codes to your products, pricing rules and account terms.
Prepare the transaction
Creates a draft quotation or order for review, with uncertainty clearly highlighted.
Connected to your world
Built around the tools you already use.
- Shared inbox
- ERP or order-management system
- Product catalogue
- Customer pricing rules
Control stays with you
Automation with boundaries.
- Human approval before submission
- Confidence checks on every extracted field
- Exceptions routed with the original source attached
Make Order Intake Specialist yours