Automation guide
Business Automation for Distributors
Distribution runs on order volume, and most order volume still arrives as email, PDFs, and portal exports that someone re-types.
Typically done by hand today
- Orders re-keyed from email and PDFs
- Inventory reconciled between systems in a spreadsheet
- Status updates typed out to customers
- Supplier price lists updated manually
What can be automated
- Automated order extraction and entry
- Scheduled inventory reconciliation with exception alerts
- Triggered customer status notifications
- Price list ingestion and validation
An example workflow
- 01An order email arrives at the sales inbox.
- 02Line items are extracted and validated against the catalogue.
- 03A draft order is created for review, then released.
- 04The customer receives a confirmation without anyone writing it.
Order processing capacity increases without adding headcount, and re-keying errors fall.
Find the work your business should stop doing manually.
Take the 3-minute Automation Opportunity Assessment. You'll get a preliminary read on where your repetitive work sits — and a recommended next step based on your answers.
No payment required. The paid audit is offered afterwards only if it fits.