Automate purchase order processing for a Fortune 500 Manufacturer

[Workflow snapshot]

The agent watches the shared customer mailbox, classifies inbound emails as purchase orders, and extracts structured PO data from bodies and attachments.

Extracted data is validated against ERP expectations; exceptions route to operators, and clean orders post directly to the ERP.

Volume: 400 customer purchase orders monthly across 800+ unique products.

[Key outcomes]

Coordinators approve exceptions using clear diffs and source captures.

• PO intent captured continuously from the shared inbox.
• Order data standardized to required fields for each PO type.
• Field validation happens before drafts hit the ERP.
• Missing details trigger contextual follow-ups to the customer.

[Controls applied]

Keeps downstream scheduling and fulfillment clean while reducing manual touches.

• Schema checks cover SKUs, quantities, and delivery constraints.
• Audit trails link every draft to user and model context.
• Low-confidence items route to specialists.

[Data and fulfillment alignment]

Reduces back-and-forth and protects production schedules from bad inputs.

• Orders are enriched with BOM data, inventory positions, and lead times.
• Conflicts (MOQ, pack size, allocation limits) are flagged before draft creation.
• Clean orders are pushed to the ERP with planner-review status.

[Exception handling]

Ensures edge cases get human eyes without slowing standard orders.

• Low-confidence SKUs or quantities require quick approvals with highlighted fields.
• Price or terms mismatches route to account owners with source evidence.
• Urgent orders are flagged for expedited planner review with SLA timers.

[Rollout checklist]

Build confidence in stages so ops and sales stay aligned on quality.

• Start with top customers and product families to maximize coverage.
• Validate SKU dictionary and synonyms to lift match rates.
• Enable auto-draft only after accuracy and exception routing hit targets.