Work & examples
What we've done, and what's possible.
Below you'll find a worked purchase-order example, followed by illustrations of patterns we can build.
Worked example
Purchase orders and ERP entry
This example shows how order information could be extracted and checked against approved records, with a person reviewing a discrepancy and approving a corrected order.
- 01
Email and order attachment
- 02
Extracted order fields
- 03
Checks against approved records
- 04
Exception flagged for review
- 05
Employee approval
Person approves
- 06
Prepared ERP entry
Sample input
Email: “Please process attached PO-1042.” Attachment: Sample Buyer Co., item AX-204, quantity 12, unit price $48.00.
- Extracted purchase order
- PO-1042 · AX-204 · 12 units
- Attachment total
- $576.00 before tax
One discrepancy
The approved item record lists $45.00 per unit, but the order says $48.00. The item and quantity match; the unit price does not.
The employee checks the agreed price. They can request a corrected order, or approve $48.00 only with documented authorization. In this example, they request a correction to $45.00 and approve the corrected order.
Sample output
- Prepared ERP entry
- PO-1042 · Sample Buyer Co.
- Approved line
- AX-204 · 12 × $45.00 = $540.00
- Status
- Employee-approved draft; not posted
Sample data. Shows how the workflow runs, not a client result.
Illustrative workflows
These are examples of patterns, not client projects or live systems.
Client onboarding packet
Related service- 01
Onboarding form submitted
- 02
Missing items identified
- 03
Reminder drafted
- 04
Coordinator approves
Person approves
- 05
Records filed
Internal policy assistant
Related service- 01
Staff asks a question
- 02
Current policies searched
- 03
Answer drafted with source
- 04
Unclear cases escalated
Person approves
- 05
Owner updates content
Weekly operations report
Related service- 01
Data pulled from systems
- 02
Figures reconciled
- 03
Summary drafted
- 04
Manager reviews
Person approves
- 05
Report distributed
Have a workflow like these?
The free workflow review is your starting point. Bring a project, a process, or a question about where to start.
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We’ll discuss what you want to improve, the tools you use, and the constraints you’re working within. You’ll leave with 2 to 3 automation ideas, whether or not we work together.
Start with a defined project or an uncertain problem. You’ll leave with 2 to 3 automation ideas, whether or not we work together.
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