ERP Automation Agent
  • GDPR compliant
  • SOC 2 Type 2 audited
  • Hosted in Germany

200+ industry leaders trust Workist

1 Chat
for documents, reports, master data and ERP data
0
integrations needed to get started
24/7
scheduled tasks run automatically

Your entire sales back office, run by message

Does your team switch between ERP, inbox and Excel for every question? The ERP Automation Agent works on your order data, master data and documents and does the job where you describe it: in the chat.
Create

Create documents via chat

Orders, inquiries, order confirmations, invoices and delivery notes are created from a message or a file, several at once if needed. To log an order taken by phone, simply type it into the chat.

  • Creates documents from a message or a file
  • Processes several documents at once
  • Asks when details are unclear
Ask

Answers from your data and your ERP

Article number, billing address, order history or open quotes: you ask, the agent answers from your data. It checks price, availability, delivery date and shipment tracking live in your ERP.

  • Analyzes figures in the chat or as an Excel file
  • Answers questions about data sheets and catalogs
  • Names the source for every answer
Automate

Describe it once, then it runs on its own

Describe a task in plain language and set when it should run. The key account report on Mondays, urgent e-mails every day, quotes about to expire: the agent takes care of it on time.

  • Reads your inbox and drafts replies
  • Sends e-mails with attachments from the chat
  • Asks for your approval before sending

Every connection makes the agent stronger

The ERP Automation Agent starts without any integration and grows with your system landscape: documents, knowledge, inbox and ERP system.
Order data and master data

Order history, customers, articles and open quotes are available to the agent as soon as Workist processes your orders.

Work with documents

Search documents by status or field, open extracted data and the original file, create new documents or reject them with a reason.

Knowledge from your documents

Upload or link data sheets, catalogs and policies. The agent answers questions about them and attaches the right document.

Inbox connected

With your inbox connected, the agent reads your e-mails, drafts replies and sends them with attachments straight from the chat.

Live data from the ERP

The agent checks price, availability, delivery date and shipment tracking in your ERP system or reads them from regular data imports.

Everything in one answer

If a customer request needs stock, data sheet and order history at once, the agent combines all three in one draft and suggests a replacement for a missing article.

“Workist has changed our day-to-day work in order entry. Suddenly the team has time to focus on other, demanding tasks that add real value. We can now concentrate on things there was no room for in the past.”

Hans Peter Härle, Brennenstuhl
Hans Peter Härle
Head of IT, Brennenstuhl
4 weeks
to go live
1,700
documents per month
30 days
saved per quarter
Read the success story →

Learn more

Practical know-how on AI agents in the sales back office and on ERP systems that are ready for AI.

Frequently asked questions

What is the ERP Automation Agent?
Do I need an ERP connection to get started?
How is the agent different from a chatbot?
Which tasks can I schedule?
Do I stay in control of what the agent does?
Which files and sources can the agent read?

Take action now

See the ERP Automation Agent in a demo with your own questions. Book a meeting today.
Q2 2025 OMR Top Rated Badge for Workist in the Category Intelligent Document ProcessingQ1 2025 OMR Leader Badge for Workist in the Category Intelligent Document Processing
OMR Reviews • 4.8 ★