Done For You

Done-For-You Operations & Supply Chain Automations

Orders, purchasing, suppliers, documents and schedules moving without copy-paste. Each automation is built, connected and run for you, live in 3 to 6 weeks.

Order Entry & Processing

Emailed and PDF purchase orders become checked ERP sales orders

Same-day order release. Clean orders are created as drafts within minutes of arriving, so the warehouse sees them on the first pick wave instead of the next morning.
Fewer order disputes. Every line is checked against the customer's price list, item cross-reference and open credit before it reaches the ERP, so mistakes are caught before they ship.
CSRs back on customers. Your team spends its time on exceptions, allocations and customer calls instead of copy and paste.

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Purchasing & Inventory Replenishment

Reorder suggestions your buyers trust, drafted as POs every morning

Fewer stockouts on top sellers. Demand is read with stockout days removed, so items that sold out are not mistaken for slow sellers and get reordered in time.
Cash not tied up in slow stock. Each suggestion weighs lead time, open supply and your target cover, so slow movers are bought in smaller, less frequent orders.
Buyers who trust the list. Every suggested line shows why it was flagged, so buyers spend time on supplier terms and exceptions rather than checking arithmetic.

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Supplier & Vendor Follow-Up

Every open PO confirmed, chased and dated without inbox hunting

Real promised dates in the ERP. Confirmed ship and delivery dates are written back to each PO line, so planners and customer service work from facts.
Early warning on late supply. Lines at risk are flagged while there is still time to expedite, split or source elsewhere.
Changes caught before invoicing. Price, quantity and date differences in supplier confirmations are surfaced to the buyer instead of surprising AP later.

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Document Intake & Data Extraction

Bills of lading, packing slips and forms read straight into your systems

Data in the system the same day. Receipts, shipments and certificates are posted within minutes of the paperwork arriving instead of piling up for batch entry.
Fewer keying errors. Extracted values are checked against the PO, shipment or item record, so mismatched quantities and weights are flagged before they cause disputes.
Every document findable. Each file is classified, named and linked to its order, shipment or supplier record, so anyone can pull it up in seconds.

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Scheduling & Dispatch

Jobs, deliveries and dock slots scheduled and rebooked without phone tag

Plans that adjust themselves. When a stop runs long or a driver is out, the agent proposes a reworked plan in minutes, so dispatchers approve changes rather than rebuild the day.
Customers informed without calls. Customers get booking confirmations, day-before reminders and live arrival updates, so fewer of them phone the dispatch desk.
Less waiting at docks and sites. Appointments are booked and confirmed ahead of time, cutting idle time for drivers and crews.

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Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

Which customers' orders took longest to enter this week, and what held them up?
Which of our top sellers are at risk of running out in the next two weeks?
Which open purchase orders are at risk of arriving late this month, and which customers do they affect?

Live in 3 to 6 weeks

1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.