Automate Order Procurement Process

Main Use Cases:

1. Automatically extract order and invoice details from incoming emails.
2. Check current stock levels before processing orders.
3. Create a purchase requisition automatically if stock is insufficient.
4. Create a work order and send an order summary if stock is sufficient.
5. Send automated email and Slack notifications based on procurement actions.

How It Works:

This workflow automates the order procurement process by combining invoice extraction, stock validation, and conditional task execution.

1. Gmail Trigger

• The workflow starts when a new order-related email arrives with an invoice attached.

2. Extract Invoice Record

• Extracts structured order data (order ID, item codes, quantities, etc.) from the attached PDF invoice.

3. AI-based Data Structuring

• OpenAI processes the extracted data to structure it into fields like:
  • Order ID
  • Item Code
  • Quantity
  • Customer Info

4. Stock Check

• Checks stock availability in Google Sheets based on the extracted item code and quantity.

5. Conditional Flow

• If stock is insufficient:
  • Create a Purchase Requisition record in Google Sheets.
  • Send an email notification to the procurement team for approval.
• If stock is sufficient:
  • Create a Work Order in Google Sheets.
  • Send an order summary message to Slack for the operations team.

Improve Efficiency with Automated Order Procurement Process:

Eliminate manual stock checks and streamline procurement by automatically determining with purchase requisition or a work order. Combine this workflow with our AI-Powered Automation Solutions for Manufacturing to seamlessly integrate order procurement, inventory management, and process automation into your manufacturing operations. Leverage automation to increase accuracy, reduce delays, and improve decision-making across your manufacturing.