Automation Hub
Put AI agents on every quote, order, and invoice
Prebuilt agents that read the channels your documents arrive in, extract quotes, POs, and invoices, and keep your systems of record in step, with humans in the loop at every step.
An overlay that augments your system of record, not a rip-and-replace.
Agent library
Browse every prebuilt agent
10 results
Inbox automation agent
Classify, prioritize, and file every email and attachment in your shared inbox automatically. The Inbox Automation agent links messages to business transactions so nothing gets buried.
See how the agent worksDocument extraction agent
Read PDFs, images, and emails and turn them into structured data automatically. The Document Extraction agent feeds validated fields straight into your ERP, CRM, and workflows.
See how the agent worksOrder processing agent
Capture purchase orders from email, text, and voicemail, validate customer and product details, and post clean orders to your ERP, with review and approval where you want it.
See how the agent worksQuote agent
Read incoming RFQs from email, voicemail, and text, and generate accurate, ready-to-review quotes automatically, so you respond first and stop losing deals to slow follow-up.
See how the agent worksService call request agent
Capture service and support requests from shared mailboxes, portals, and phone notes, resolve the customer, site, and equipment against your master data, and open a complete record in your ERP or field-service system.
See how the agent worksInvoice processing agent
Extract supplier invoice data, run 2-way to 4-way matching against POs, receipts, and bank records, and keep your procure-to-pay cycle accurate and on time.
See how the agent worksCoA agent
Read CoA documents from any supplier, validate specs, lot numbers, and expiry dates, and file every certificate by supplier, product, and lot, with renewals tracked automatically.
See how the agent worksSDS agent
Collect safety data sheets from suppliers, read the hazard and composition data out of them, check each one against the revision you already hold, and file the current version where your team can find it.
See how the agent worksWeb Explorer agent
Sign in to supplier, carrier, and customer portals, find the documents and figures your team copies by hand, and bring them back as structured data, for the systems that never offered an API.
See how the agent worksCustom automation agents
Design, deploy, and orchestrate your own AI agents for document-centric operations, connecting intake, extraction, validation, and system entry into one governed workflow.
See how the agent worksUnder every agent: Document Intelligence
Every agent runs on Document Intelligence, which brings classifiers, field-level extractors, and reasoning to the paperwork of distribution: invoices, POs, bills of lading, CoAs, and more.
See an agent run on your own quotes and orders
See your own quotes, orders, and invoices processed in minutes.
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