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PDF orders and price inquiries from your inbox no longer need to be typed into ORDAT.ERP by hand. The Workist AI agent reads, validates and creates the sales order or quote. It only contacts your team when a business decision is needed.
Both processes run in production at ORDAT.ERP customers such as COHLINE and Wilhelm Herm. Müller.
PDF orders are extracted, validated and created as a sales order in ORDAT.ERP. Nobody retypes line items or hunts for typos.
Mehr zur Lösung →Price inquiries are extracted in a structured way, validated and created as a quote in ORDAT.ERP. Your team no longer enters each inquiry by hand.
Mehr zur Lösung →The agent works in four steps. Each one is traceable in the Workist dashboard.
Emails land in the Workist Smart Inbox or are forwarded to the agent. PDF, Excel and EDI attachments are read along with them. Nobody opens or sorts attachments by hand.
The agent reads header and line item data in context, regardless of layout, language or sender. Your team no longer retypes a single line item.
The agent matches customers, delivery addresses, contacts, items and customer-specific item numbers against your ORDAT.ERP master data. It checks quantities against the decimal places allowed for the sales unit. When something is unclear, the agent asks your team.
The sales order or quote is created in ORDAT.ERP via the REST API, with line items, customer order number, delivery address, and header and line texts. A note in the header text links back to the transaction in Workist.
Three things that set Workist apart from OCR, RPA and middleware.
Workist reads customers, addresses, contacts and items via the ORDAT.ERP OData service. The agent writes sales orders and quotes back via the REST API. You need no middleware or CSV exports, and nothing changes in your client.
Automated order entry and inquiry processing is a proven use case that Workist runs at hundreds of companies. Workist maintains the ORDAT.ERP connection, so you need no integration project of your own and no external service provider.
Every document from Workist carries a note with the Workist transaction number in its header text. That is where you find the original PDF, the email and every decision the agent made. You never search your mailbox again.
Using your own orders and inquiries, we show you how Workist creates them automatically in ORDAT.ERP.
Connect Workist to ORDAT.ERP3.6 minutes less per order, 12 working days less per month: this is how the Workist Order Agent processes orders automatically in the ERP at Microbiologics.
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80% Zeitersparnis Workist reads orders and inquiries from emails and PDFs and creates them as sales orders or quotes in ORDAT.ERP. Your team only steps in where a business decision is needed.
Connect Workist to ORDAT.ERPWhat prospects ask most often about ORDAT.ERP.
With Workist. An AI agent reads incoming orders and price inquiries from email and PDF, validates them against your ORDAT.ERP master data and creates them as a sales order or quote via the REST API. When something is unclear, the agent asks. Workist customers save an average of 3.6 minutes per order, around 90 percent of their previous processing time.
Directly via the ORDAT.ERP web services. Workist reads master data via the OData service and writes sales orders, quotes and texts via the REST API. You set up a technical user with the required rights for this. When the connection is saved, Workist automatically checks which operations this user may perform.
Sales orders and quotes, with line items, customer order number, delivery address, and header and line texts. The agent creates orders via the web shop interface or, if that is not enabled for you, via pre-orders. We set up additional fields during onboarding.
Yes. Checking prices and stock before an order is created is a proven use case that Workist runs at hundreds of companies. If something deviates, the agent flags it to your team before the order is created.
No. Workist uses the standard ORDAT.ERP web services. You need the web service enabled and a technical user for Workist, and our team handles the rest during onboarding. If your system runs in your own data center, we connect through a secured access with your certificate.
Usually a few weeks, from API access to go-live. It is not an IT project: no custom code in your client and no template training per supplier.
Yes. We set the client, business unit and sub-unit per connection, as well as the text contexts for header and line texts and the default shipment type. Free-text lines without an item number are booked to a placeholder item of your choice.
In the EU. Workist is SOC 2 Type II certified, works GDPR-compliant, and a data processing agreement is available.
Yes. Workist is a ready-made AI agent for orders and inquiries. Document understanding, master data matching and questions back to your team are built in. You build no flows. You connect ORDAT.ERP and start.
Free and with no obligation. We look at your documents and show you what Workist does with them in ORDAT.ERP.
Connect Workist to ORDAT.ERP
