Task & Workflow

Detect repetitive supply chain tasks and propose lightweight automations—with human approval gates at every step

How Task & Workflow Works

AI identifies automation opportunities—you approve, test, and control when they run

Coordinate

AI detects repetitive patterns in your order processing, inventory updates, and carrier coordination workflows.

Simplify

Proposes simple automations explained in plain language—no technical setup or coding required from you.

Empower

Review each automation step, approve execution, disable anytime, and maintain full audit trail of all actions.

Example: Automated Order Status Updates

See how AI detects repetitive work and proposes automation you control

AI Detection

"I've noticed you manually update customer order status after receiving carrier tracking updates 8-12 times daily. I can help automate this with your approval at each step."

Proposed Automation Workflow:

1. Monitor carrier tracking systems

Check for status changes every 30 minutes

Auto
2. Match tracking updates to customer orders

Link carrier updates to order numbers in system

Review
3. Propose order status changes

Suggest updating "In Transit" to "Out for Delivery"

Your Review
4. Apply updates to order management system

Execute changes only after your approval

Approval Gate

Your Control Points

  • Review all proposed status changes
  • Approve batch or individual updates
  • Set exceptions for priority customers
  • Pause automation anytime
  • View full audit trail of changes
  • Rollback incorrect updates
  • Adjust automation rules
  • Disable permanently if needed

Business Impact

8.5hrs
Saved per week
96%
Accuracy maintained
100%
Audit trail compliance

Workflow Capabilities for Supply Chain & Distribution

Automate repetitive tasks while maintaining complete human oversight

Smart Automations

  • Pattern Detection: AI identifies repetitive tasks like daily inventory checks or weekly carrier reporting
  • Automation Proposals: Get step-by-step workflows explained in plain language before enabling
  • Approval Prompts: Set when you want to approve: every time, daily summary, or weekly review
  • Exception Handling: AI requests your input when situations don't match normal patterns
  • You Control Runtime: Decide when automations run and pause them anytime

System Updates

  • Order Management: Auto-update order status, shipping info, and delivery confirmations from carrier feeds
  • Inventory Systems: Propose stock level adjustments based on received shipments and cycle counts
  • Customer Records: Extract delivery preferences, address changes, and contact updates from emails
  • Supplier Data: Update lead times, minimum order quantities, and pricing from supplier notifications
  • No Auto-Commits: All database changes require your review and approval

Adaptive Guidance

  • Dynamic Checklists: Get task lists that adapt based on order type, customer priority, or shipment urgency
  • Next Best Step: AI suggests the most efficient next action based on current workload and deadlines
  • Bottleneck Alerts: Get notified when workflows slow down with suggestions to resolve
  • Progress Tracking: See real-time status of multi-step processes like returns or quality holds
  • Your Autonomy: Guidance is optional—ignore suggestions and work your way anytime

Quality Gates

  • Pre-Execution Review: See exactly what will happen before any automation runs
  • Batch Approval: Review and approve multiple similar actions at once
  • Exception Flags: Unusual cases automatically flagged for manual review
  • Rollback Capability: Undo automated changes if something unexpected happens
  • Audit Trails: Complete history of who approved what and when for compliance

Common Workflow Automations

Real repetitive tasks where automation saves hours while maintaining control

Receiving Workflows

Automate PO matching, packing slip verification, and inventory system updates when shipments arrive. AI flags discrepancies for your review.

Impact: 45 minutes saved per receiving session

Returns Processing

Coordinate RMA creation, carrier pickup scheduling, refund processing, and restocking decisions. You approve high-value returns before processing.

Impact: 67% faster returns processing with full tracking

Invoice Matching

Match carrier invoices to shipments, flag billing errors, and prepare payment approvals. Discrepancies >$100 automatically escalated for review.

Impact: 89% reduction in duplicate payments

Your Control Points

Task & Workflow keeps you in command at every step

What You Control

  • Approve each proposed automation
  • Set approval frequency (every time, daily, weekly)
  • Define exception rules for manual review
  • Pause or disable automations anytime
  • Review full audit trail of all actions
  • Rollback automated changes if needed

What AI Never Does

  • Commit database changes without approval
  • Execute financial transactions automatically
  • Make high-stakes decisions independently
  • Override your exception rules
  • Hide automation actions from audit trail
  • Continue running if you disable it

What Distribution Teams Say

Real feedback from professionals using Task & Workflow automation

Distribution Center Manager

"Our team loves it—if we took it away, we'd have mutiny. The system reduced time for order entry substantially and improved accuracy on large orders that would take hours before."

Impact: Hours saved per large order, near-perfect accuracy

Order Processing Supervisor, B2B Distributor

"Handles 100+ line items in 20 minutes versus all day before. The AI reads orders from any format—PDF, Excel, handwritten notes—and processes them for approval before ERP entry."

Impact: 95% time savings on complex orders

Fulfillment Director, Multi-Channel Retailer

"Easy to configure, very supportive implementation team. We processed 83,000 documents in 6 months with 99%+ extraction rates. The software learns and remembers changes automatically."

Impact: 83,000 documents processed, 99%+ accuracy

Warehouse Operations Manager

"Transformed day-to-day work—our team has time for value-adding tasks now. We saved 43 working days per quarter processing 6,000 documents with the AI automation."

Impact: 43 working days saved per quarter
Read More Testimonials

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