Use Cases
Orders entered. Quotes chased. Invoices matched, automatically. Trelium's AI employees handle the repetitive work across your systems.
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Sales
7 agents
Proposal Follow Up AgentChases open proposals before they go cold and keeps the CRM updated.Learn more
Quoting AI Agent for Email RequestsReads quote requests and drafts replies with supplier and margin context.Learn more
Sales Brief AI Agent for Account TeamsDelivers PDF sales briefs on your cadence: open, pending, WIP, and more.Learn more
Social Media Idea Generator AgentTurns recent customer activity into social post ideas, image direction, and proof.Learn more
Customer Anniversary Campaign AgentFinds customers due for re-engagement and drafts personalized outreach.Learn more
Customer Insights AgentAnswers account questions with order history, issues, and next steps.Learn more
Outbound Sales AI Agent for PipelineFinds likely buyers and preps rep-ready follow-ups from reorder signals.Learn moreOperations
8 agents
Business Reporting AI Agent for OperationsBuilds a clear report of the business done and sends it to your inbox.Learn more
Company Store to ERP Sync AgentSyncs company store orders into the ERP with every order field mapped.Learn more
Order Entry AI Agent for DistributorsTurns emails, PDFs, and forms into clean orders entered in your ERP.Learn more
Order Status AI Agent for Customer UpdatesSends order status and tracking without digging through systems.Learn more
PO Creation AI Agent for SuppliersCreates supplier-ready POs from a plain-language Slack request.Learn more
PO Entry AI Agent for Purchase OrdersTurns incoming purchase orders into complete orders in your system.Learn more
Order Modification AgentTurns plain-language change requests into validated order updates.Learn more
Proof Approval AgentDrives every proof from sent to approved without manual chasing.Learn moreLogistics
3 agents
Inventory AI Agent for Stock ChecksChecks supplier and warehouse stock and flags risks early.Learn more
Shipment Tracking AI Agent for LogisticsMonitors carriers and drafts proactive delay notes for customers.Learn more
Shipping Label Creation AgentCreates labels, validates addresses, and attaches tracking to orders.Learn moreAccounting
6 agents
Invoice Follow-Up AgentKeeps overdue invoices moving with timely, context-aware reminders.Learn more
Invoice Matching AI Agent for AccountsMatches supplier invoices to sales orders and creates the bills.Learn more
Aging & Cash Forecasting AgentExplains overdue receivables and forecasts the cash most likely to arrive each week.Learn more
AR Inbox AgentHandles routine billing requests and escalates payment exceptions with context.Learn more
Invoice Creation AgentCreates accurate invoices from approved orders, contracts, usage, and milestones.Learn more
Invoice Reconciliation AgentFlags duplicates, tax issues, and mismatches before month-end.Learn moreIntelligence
5 agents
Margin Analysis AI Agent for Finance TeamsFlags low-margin jobs, missing charges, freight gaps, and recoverable amounts.Learn more
Customer Intelligence AgentShows customer health, escalations, and accounts needing attention.Learn more
Financial Intelligence AgentSummarizes revenue, open orders, and risks for leadership.Learn more
Sales Intelligence AgentExplains sales performance by week, customer, channel, and rep.Learn more
Supplier Spend Report AgentShows supplier spend, trends, concentration, and negotiating leverage.Learn more
