200+ industry leaders trust Workist
PDF orders and price inquiries from your inbox no longer need to be typed into OrderWise 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 OrderWise customers such as CMT Group and Formed.
PDF orders are extracted, validated and created as a sales order in OrderWise. 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 OrderWise. 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, contacts, delivery addresses and items against your OrderWise master data and checks prices live against customer prices. When something is unclear, the agent asks your team.
The sales order or quote is created in OrderWise via the REST API, with line items, customer reference and delivery address. On request, Workist attaches the original PDF and email to the order.
Three things that set Workist apart from OCR, RPA and middleware.
Workist writes sales orders and quotes via the OrderWise REST API and checks customer prices live. Master data comes from export definitions in OrderWise. You need no middleware.
Automated order entry and inquiry processing is a proven use case that Workist runs at hundreds of companies. Workist maintains the OrderWise connection, so you need no integration project of your own and no external service provider.
On request, the original PDF and email are attached to the order in OrderWise. Every decision the agent makes is recorded in the Workist dashboard. You never search your mailbox again.
Using your own orders and inquiries, we show you how Workist creates them automatically in OrderWise.
Connect Workist to OrderWise3.6 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 OrderWise. Your team only steps in where a business decision is needed.
Connect Workist to OrderWiseWhat prospects ask most often about OrderWise.
With Workist. An AI agent reads incoming orders and price inquiries from email and PDF, validates them against your OrderWise master data and customer prices, 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 OrderWise REST API. Workist signs in with its own API user and creates sales orders and quotes. The agent checks customer prices live and takes master data from export definitions in OrderWise.
Sales orders and quotes, with line items, customer reference, delivery address, delivery date and analysis codes. The original PDF and email can be attached. 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 OrderWise REST API. You set up an API user and the export definitions for master data, and our team handles the rest during onboarding.
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 up analysis codes, order types and custom checks per customer. Price tolerances and tax rates are set per connection.
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 OrderWise and start.
Free and with no obligation. We look at your documents and show you what Workist does with them in OrderWise.
Connect Workist to OrderWise
