Trade and distribution

AI workflows for orders, deliveries and invoice follow-up.

A customer order, a warehouse update and an invoice may sit in three different places. We design AI workflows that compare those records, identify missing details and prepare a follow-up list for purchasing, operations and finance.

Example workflows

What could an AI agent help your team prepare?

Each example pairs a practical information task with an output and a human decision.

A purchase request needs clarification

An item, quantity or required date is missing before a supplier request can be prepared.

Proposed output: A completeness check and a short clarification draft for review.
Human decision: The buyer confirms the request and approves any supplier contact or order.

The order and fulfillment record disagree

A partial delivery, changed date or quantity discrepancy needs a coordinated response.

Proposed output: An exception list linking the order, supply update and unresolved delivery question.
Human decision: The operations owner approves the allocation, promise or escalation.

An invoice needs a considered follow-up

A payment query may depend on a delivery issue or an unresolved document.

Proposed output: An invoice follow-up brief with the relevant references and a proposed message.
Human decision: Finance verifies the account and authorizes contact, terms or any adjustment.

Starting a project

Your information. An agreed result.

Begin with a small permitted sample and make the review responsibilities explicit.

Required inputs

Anonymized order, fulfillment and invoice examples.
Your matching rules, units, payment terms and exception definitions.
The roles allowed to inspect pricing, stock and customer information.
The owners of purchasing, delivery commitments and collection decisions.

Proposed deliverable

A prioritized follow-up list and a proposed next step for the responsible owner.

Acceptance checks

Orders, deliveries and invoices are matched using agreed identifiers.
Disputed items remain visible and are not treated as undisputed debt.
A suggested message is clearly separated from a message that has been sent.

Decision ownership

Your teams retain pricing, stock allocation, payment, credit and customer-commitment decisions.

Project boundary

No inventory, ERP, payment or messaging connection is active by virtue of this example. A custom project defines access, matching rules and approval requirements before live actions.

These are workflow examples we can design around your organization’s data and permissions. They are not claims of existing sector deployments, active connections or customer results.

Your next step

Tell us which task you want to improve.

Prepare a brief with the task, the available sources and the result your team needs to review.

Prepare a project brief Open the design assistant