Inbox-style order queue
Incoming messages are grouped by intent, status, and confidence.
AI Email Order Intake Copilot
A prototype workflow for turning inbound order emails and PDF purchase orders into structured, reviewable order data.
The problem
Orders get lost when inboxes become the operating system.
Wholesale and B2B suppliers often receive orders by email or PDF. Staff need to read each message, understand the request, extract product names or SKUs, match them against a catalogue, and enter confirmed orders into inventory or accounting systems. This creates delays, errors, and missed orders.
Intent
New orderProduct match
8oz White Takeaway CupsAmbiguous
2 group coffee machineOutput
Inventory API payloadWhat the prototype shows
Product matching
Extracted product names are matched against a sample catalogue with confidence scores.
Human review
Ambiguous products are flagged instead of guessed, so staff stay in control.
Draft reply
The system prepares a customer reply for approval.
PDF simulation
Demonstrates purchase order extraction from text or PDF-like input.
API payload preview
Shows what could be sent to Unleashed, Xero, Zoho Inventory, Cin7, Shopify, or a custom tool.
Workflow
Inbound Email/PDFIntent ClassificationData ExtractionProduct MatchingHuman ReviewDraft ReplyAPI Payload
Best for
- Wholesale suppliers
- B2B distributors
- Sales operations teams
- Companies receiving orders by email or PDF
- Teams using inventory or accounting systems
A real version could include
- Shared inbox integration
- PDF OCR and parsing
- Product catalogue sync
- Role-based approval dashboard
- Audit logs and confidence thresholds
- API integration with inventory/accounting tools
Want a similar order intake workflow?
Send us your current process and sample order formats. We can suggest a focused prototype before building the full system.