Capture orders from emails automatically

Companies transfer orders from emails and PDFs into the ERP system automatically to save retyping

Needs setupAI Act: no extra obligationsReading & capturing documentsAll industries

Fits: Sales · Customer service · Purchasing · Office, administration & casework · Logistics & warehousing

Orders sent by email or PDF arrive in the ERP system as draft orders without retyping. Fewer transposed digits, faster order confirmations.

Is this for you?

  • Many customers order by email, as a PDF or with their own order form instead of through a web shop or electronic data interchange (EDI).
  • In sales support, every line item is currently typed into the ERP system by hand.
  • Your item master data is well maintained, with item numbers, units and pack sizes.
First step today

Take a typical order, replace the customer name and address with made-up details, and use the template below to have it read against a small extract from your item list. Check above all whether quantities and units are correct.

How to go about it

  1. Define order channels and order fields
  2. Collect orders in one inbox
  3. Have line items read and matched to items
  4. Check uncertain matches in sales support
  5. Transfer as an order to the ERP system
  6. Count corrections and update master data

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

13 more use cases follow the pattern “Reading & capturing documents”.

Capture receipts and invoices automaticallyFind spare parts from a photo of the rating plateCapture deadlines and amounts from contractsCapture meter readings from customer photosConsolidate portfolio statements from many banksDetermine quantities and bills of quantities from plansDictate care observations and have AI file themFind and redact personal data in documentsHave AI check travel expense receipts from photosHave AI pre-check applications for completenessHave AI suggest customs tariff numbers from goods descriptionsMake notes and old files searchable
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A-016 · Legal status 08.10.2026