What it does
- Create or complete a record
- Prepare an order or acknowledgement
- Update the ERP or CRM
- File documents
Business function
An AI employee to keep records, orders and documents moving.
It prepares records, checks documents, updates tools and hands discrepancies to authorised people under the organisation’s rules.
A clear mission. Controlled execution.
What it checks
- Document presence and legibility
- Consistency of references, dates and amounts
- Duplicates and incompatible statuses
- Access-right and threshold compliance
Your tools
- ERP and sales-operations software
- CRM
- DMS and email
- Customer or supplier portals
Start with one process.
- Order entry and checks
- Record creation and completeness
- Document filing
- Repository updates
Indicative subscription : €1,000 / month per AI employee, excluding integration and AI brain. View plans
FAQ
Questions before scoping.
Can the AI employee approve an order on its own?
Orders matching explicit rules can reach controlled execution. Thresholds, exceptions and commitments remain subject to defined approvals.
Can it work with a legacy ERP?
An API or connector is preferred. If no adequate connection exists, an interface-interaction scenario can be tested and controlled.
