Order capture
Your orders come in by email. They go out to your ERP.
The agent extracts every order (PDF, Excel, plain text) and creates a draft ready to validate in your ERP. 70% less data entry time, from 10 minutes to 3 minutes per order.
What the agent changes, in numbers.
Orders scanned
Every order email is identified and processed, whatever the format.
Data-entry time saved
Measured across live customers, from email to a validated draft in the ERP.
Freed up per person
Data entry time given back to sales and customer relationships.
From email to ERP, no re-typing.
Every order email becomes a structured draft, checked by your teams before it enters the ERP. Data entry disappears. Control stays.
From email to an order draft in your ERP.
The agent identifies order emails, extracts the line items (PDF, Excel, email body) and creates an order draft. Your teams validate it in the interface, integrated into your ERP or CRM. Every order stays traceable from the original email to the record.
- Line extraction from PDF, Excel or plain text, including multi-page attachments
- An order draft created for validation by your teams before it is recorded in the ERP
- Full traceability: every order tied back to the email it came from
The agent captures. Your teams validate.
Nothing enters your ERP without validation. The draft waits for your teams, ambiguous cases go to manual review, and every order stays linked to its original email.
- Nothing enters the ERP without validation by your teams
- Every extraction is traceable back to the original email
- Ambiguous cases go to manual review, never forced through
Three things the agent does very well.
Multi-format
PDF, Excel, free text: the agent reads the formats your customers actually use, including page-range detection in PDFs.
Validation before recording
The draft waits for validation by your teams. Nothing enters the ERP without a check.
Integrated with your tools
Interface built directly into your ERP or CRM, or in the Catalog web app.
They switched this agent on.
Groupe HEDIS
“On every incoming order, the agent applies our opportunity rules. The opportunity is obvious, because it arrives with the order itself.”
Jean-François Le Rudulier
CIO, Hedis Group
context & challenges
At Hedis Group, the share of orders processed without any data entry went from 22% to 54% in a few months. The time freed raised a question: what to do with it? Rather than shrinking the team, HEDIS moved its sales support staff onto inside selling: restocking, complementary ranges, customer reactivation. The challenge: equip them with an agent that spots opportunities as the orders come in and hands them over ready to use.
22% to 54%
orders processed without data entry.
+3 levers
restocking, ranges, reactivation.
Frequently asked questions
Cannot find your answer here? Our team is around to help.
Yes, that’s where orders end up. Connection via API, webhook, or flat files: SAP, Sage, Cegid, Microsoft Dynamics, Sellsy, EBP, Divalto, AS/400, and several industry-specific or in-house ERPs. The interface can integrate directly into your ERP or CRM.
