Managed workflow · version 1

Wholesale email-to-order

Extracts an order from email, checks product data, requests approval and creates the order.

FICTIONAL DEMO
Fictional demonstration. Monthly value is projected from stated volume, observed demo success and the manual handling assumptions shown below.
EXECUTIONS21 completed
SUCCESS RATE50%0 failed
HUMAN REVIEWS2People remained in control
EST. MONTHLY TIME SAVED23.8 hrs130 projected successes
WORKFLOW

What happens

● active
01
Order email receivedtrigger
↓
02
Extract order linesConnected AI tool
↓
03
Check stock and pricingConnected AI tool
↓
04
Approve the orderHuman review
↓
05
Create orderConnected AI tool
↓
06
Draft acknowledgementConnected AI tool
↓
07
Order readyend
CONNECTED TOOLS

Tools used by this workflow

Manage connections →
Extract order linesStructured information extraction
WorkflowSelect managed
Check stock and pricingBusiness data lookup
WorkflowSelect managed
Create orderCRM and order actions
Your account
Draft acknowledgementEmail processing
WorkflowSelect managed
RECENT ACTIVITY

What happened