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Automation & AI

Stop triaging supplier invoices by hand — let AI read, route and act

Supplier PDFs, glass delivery notes and hardware invoices land in one inbox. AI extracts line items, matches POs and triggers the right workflow before anyone opens a spreadsheet.

Book a demoBack to Smart Office hub

Visual automations, document parsing and RAG search — live for paid Smart Office teams.

AI automation workspace parsing window industry invoices and routing tasks in a fabrication ERP

Your office still drowns in documents the factory already solved

Production moved to digital work orders years ago. Accounts payable, purchasing and customer service still chase PDFs across email.

Without Core Automation & AI

  • Someone manually re-types aluminium extrusion invoices while the buyer waits to release the next PO.
  • Glass delivery discrepancies sit in an inbox until month-end when margin is already gone.
  • New hires ask the same hinge-spec questions because knowledge lives in one person's head.
  • Automations are brittle scripts nobody trusts when a supplier changes their PDF layout.

With Core Automation & AI

  • AI parses incoming invoices, flags mismatches against POs and routes exceptions to the right buyer.
  • Visual automations connect document events to tasks, approvals and ledger entries without code.
  • RAG search answers profile, hardware and process questions from your own manuals and SOPs.
  • Autonomous assistants draft follow-ups, summarise threads and keep repetitive office work moving.

When documents stay manual

  • Invoice triage steals hours from buyers who should be negotiating profile prices.
  • A missed glass credit note erodes margin on a whole façade package.
  • WhatsApp questions about reinforcement rules interrupt engineers mid-quote.
  • Approvals stall because nobody knows which inbox thread holds the signed PO.
  • Seasonal hiring means training the same document rituals from scratch.

When AI carries the paperwork

  • Parsed invoices land with matched line items ready for approval or posting.
  • Exception queues surface only the POs and credits that need human judgment.
  • Staff search internal knowledge instead of pinging the production manager.
  • Automations fire on triggers everyone can see and adjust in a visual builder.
  • New team members onboard faster with searchable answers tied to real jobs.

Automation built for a fenestration office

Document intelligence and workflow tools that understand how window factories actually buy, sell and support jobs.

AI invoice parsing for supplier PDFs, credit notes and delivery documents.

Visual automation builder linking triggers, conditions and actions across modules.

Autonomous assistants that draft emails, tasks and summaries from live job context.

RAG knowledge search across SOPs, supplier specs and internal playbooks.

Exception routing to buyers, finance and project managers with full audit trail.

Template library for recurring flows: PO approval, snagging escalation, lead handoff.

Integration hooks into CRM, inventory and finance so automations touch real data.

Activity history showing who approved, changed or overrode an automated step.

How a supplier invoice moves through automation

  1. 1

    Document arrives

    Email, upload or scan delivers a hardware or glass invoice into the workspace.

  2. 2

    AI extracts and matches

    Line items, VAT and references are parsed and matched to open POs and receipts.

  3. 3

    Automation routes exceptions

    Clean matches post for approval; mismatches create tasks for the buyer with context attached.

  4. 4

    Finance and inventory update

    Approved documents flow to ledger and stock views without re-keying.

Modules that extend automation across the business

Sales rep managing window project pipeline on a visual CRM board beside quote PDFs

CRM & Sales

Track leads and contacts, manage visual opportunity pipelines, and turn sales activity into quotes and orders without losing context.

Window fabrication team collaborating with Gmail, Drive and Calendar integrated into their ERP workspace

Google Workspace

Connect Gmail, Drive, Calendar and Sheets so quotes, drawings and customer communication stay in sync with your ERP workspace.

IT administrator configuring role-based access and audit history for fabrication ERP users

Administration & Security

Protect the business with role-based access, team permissions, activity history and full audit visibility.

See AI automation on your real supplier documents

Book a demo and we will parse a sample invoice from your suppliers and map one automation your office runs every week.

Book a demoBack to Smart Office hub
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