Services

AI Workflow Automation

A supplier sends a quotation. Someone opens the attachment, copies the details into a system and chases a missing delivery date. We build workflows that handle these repeated steps between your email, documents and business tools, with a place for your team to review anything that needs attention.

Example

Turn a quotation into something your team can review

Follow a supplier’s email into a clear record, with a missing delivery date called out.

Supplier email

From Cedar Office

Your desk quotation

Attached is our quotation for the desks you requested.

Quotation.pdf
ItemOffice desks
Quantity8 desks
Total4,800 SAR
Purchase review

Waiting for the quotation

Step 1 of 3. An email arrives with a quotation attached. Your team needs the details in its purchasing tool.

Sort enquiries into the right inbox

Messages about pricing go to sales; messages about a fault go to support. Each arrives with a short summary of what the sender needs.

Turn meeting notes into tasks

The workflow reads the notes and prepares a list of tasks, owners and dates for the team to check before adding them to its task tool.

What's included

What we build for you

Who it’s for

Teams that spend time copying information, sorting incoming requests or following up on missing details.

01

Read the information coming in

Pull names, dates, amounts and other needed details from the emails and documents your team receives.

02

Put it in the right place

Connect the tools you use so a request or document can become a record without someone copying each field.

03

Check what is missing

Flag an absent delivery date, a duplicate request or an unclear amount before the work moves on.

04

Keep the team informed

Show what has been processed, what is waiting and who needs to review it.

How we work

How we get started

  1. 01

    Walk through one task

    Show us how the work gets done today. We check the likely benefit and whether an existing automation tool is enough.

  2. 02

    Connect the steps

    We decide what comes in, where each detail goes and when someone needs to review it.

  3. 03

    Try your documents

    We test with the kinds of messages and files you receive, including incomplete or repeated ones.

  4. 04

    Start using it

    Your team gets the workflow, a view of work waiting for review and instructions for handling problems.

FAQ

Questions you might have

Do we have to change the tools we use?

We start with your current tools and check how they can connect. If something cannot connect reliably, we explain the options before you commit to a build.

What happens if a document is incomplete or read incorrectly?

We can hold the item for review and show the field that needs attention, alongside the original document. Your team can correct it or ask the sender for the missing detail.

Does every step need AI?

No. Sending a notification or copying a known field often needs a simple rule. AI helps with tasks such as understanding a message or finding information in differently formatted documents.

Contact

Which task keeps coming back?

Tell us what arrives, where you copy it and what happens next.

Start a project