TreliumTrelium

Order Entry AI Agent for Distributors

Orders spread across emails and attachments become clean ERP records.

Turns emails, PDFs, and forms into clean orders entered in your ERP. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.

Works with the tools your team already uses

GmailPrintavoShopWorksMany more

Where it starts

Start the workflow where the work begins

  1. 01

    Email

    An email starts the Order Entry AI Agent for Distributors, and the agent reads the request with the surrounding context.

  2. 02

    On demand

    Ask for the work when you need it, and the Order Entry AI Agent for Distributors starts from that request.

  3. 03

    Connected business data

    The agent reads the relevant records from connected systems so the result is based on the same data your team uses.

The impact

Orders spread across emails and attachments become clean ERP records.

The workflow

How it works

How does the Order Entry AI Agent for Distributors help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.

  1. 01

    Reads the incoming order and its attachments

    Reads order details from emails and attachments

  2. 02

    Extracts items, quantities, decoration, and shipping

    Attaches artwork and notes to the right job

  3. 03

    Attaches artwork to the job

    Enters the order without rekeying

  4. 04

    Enters the order and confirms the record

    Confirms receipt on the original thread

Key takeaways

Agent capabilities

  • Reads order details from emails and attachments: Orders spread across emails and attachments become clean ERP records.

  • Attaches artwork and notes to the right job: Orders spread across emails and attachments become clean ERP records.

  • Enters the order without rekeying: Orders spread across emails and attachments become clean ERP records.

See it on your workflow

See the Order Entry AI Agent for Distributors on your workflow.

Book a short demo and we'll show how this agent would handle work from your own process.