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From sales to supply chain,
connect recurring work.

Six service areas for exporters and manufacturers: sales requests, support replies, finance documents, order tracking, product data and custom AI workflows. Start with one task or connect departments in stages.

Let’s talk

Start with work your team repeats.

Choose inquiry preparation, support replies, document checks or order tracking to see relevant inputs, outputs and review points.

Sales & business automation

Exporter or factory sales teams repeatedly extract models, quantities, packaging and lead-time questions from email, with an owner maintaining product sources.

Explore this workflowA starting point for discussion. Feasibility depends on your systems and process.
Illustrative workflow · Fictional data
Inquiry to reply preparation
SOURCE

RFQ · X20

Please quote 1,000 units of model X20. Please share packaging options and the lead time.

Approved product catalog · X20 / v2
PREPARED WORK
Model
X20
Quantity
1,000
Destination
To confirm
Reply draft

Thank you for your inquiry. Please confirm the destination and packaging requirements. We will check pricing and lead time before replying.

Human review

Connect inquiry emails, product material and follow-up records so sales staff receive source-backed requirements and drafts ready for review.

Explore the solution

Use the task to define the delivery scope.

The six areas can stand alone or connect across departments. Sales may structure requirements, support find product information, operations confirm milestones and finance check documents. Each part needs an input, output and owner.

  • Describe a recent item: what arrived, which sources were checked and who received it.
  • Choose a first result to accept: a record, draft, discrepancy list or follow-up task.
  • Plan cross-team dependencies and future expansion, then implement in stages.

Check how existing tools can connect.

Email, Excel, CRM and ERP systems differ in fields, exports and access. Verify that the required data is available and identify the authoritative source before defining reads, writes and reviews.

  • List systems, spreadsheets, source versions and access owners.
  • Use sanitized samples for discovery, including missing and duplicate records.
  • Agree which updates stay as drafts and which may be written after approval.

Which recurring task
should work better?

Let’s talk