AI automation · Order desks · Quoting · Reporting
AI where it removes a step.
Not as a demo. Orders read out of email and PDF attachments, catalogue data cleaned up, drafts written inside the screens your team already uses. Anything that changes stock, a price or an order stops as a draft a named person approves.
Where it fits
Six places an agent earns its keep.
Not chat. Work: the steps a person on the order desk does by hand today, done as drafts the same person approves.
Orders out of email
The agent reads the order out of the email and its PDF, matches it to the account and the price list, and drafts it. The desk approves.
Quotes in minutes
Drafted from the real price list and the last three orders, in the format the buyer already gets.
Catalogue cleanup
Item data normalised across the ERP, the store and the spreadsheet nobody admits to.
The Monday numbers
Written as a note, exceptions first: late orders, short stock, accounts that went quiet.
Customer replies
Order status, invoice copies and delivery windows answered from the system, not from memory.
Reconciliation
Invoices, payments and credits matched in QuickBooks; the differences listed for a person.
The rule
A named person approves anything that changes stock, a price or an order.
Drafts, not actions. Every approval keeps the name and the date. That is what makes AI safe on an order desk, and it is how every system we build works.
Proof
AI is already inside the demos.
Both live systems draft orders from email and PDFs, clean item data and write the Monday note. Log in and try it on fictional data.
How it starts
One workflow first.
- 1
A twenty-minute call about the desk.
Which emails, which PDFs, which spreadsheet. We pick the one step worth removing first.
- 2
One workflow, fixed price, in writing.
Scope, price and the approval rule agreed before anything starts.
- 3
Live in weeks, measured in steps removed.
Your team keeps working the way it does; the drafts start appearing where they already look.
Answers
What owners ask about AI.
What if the agent gets it wrong?
It cannot act on its own. Anything that changes stock, a price or an order stops as a draft for a named person, and every approval keeps the name and the date.
Where does our data go?
It stays in your accounts. Agents read from and write to systems you own, through their APIs. Nothing is trained on your data.
Which models do you use?
Claude, ChatGPT and Google models, chosen per task. You are never locked to one vendor; the system keeps working if one changes.
Do we need new software for this?
Usually not. The layer sits on the ERP, the store and the inbox you already run.
What does it cost?
Quoted flat, in writing, after the first call, priced to the workflow, not the clock.
Show us the step you would remove first.
Twenty minutes with the person who builds. Bring the inbox, the PDF and the spreadsheet.
shivam@futurise.studio · any time, day or night