What It Does

Workist AI Agent is an autonomous AI solution that eliminates manual order entry by automatically processing customer orders, requests for quotation (RFQs), and service lists from emails and PDFs directly into your ERP system. The agent acts like a digital colleague, intelligently validating data, catching errors before they become costly, and only consulting human experts when truly needed.

Who It's For

Workist is designed for B2B companies—particularly in wholesale, manufacturing, electronics, food, construction materials, and plastics—that receive high volumes of daily orders and struggle with manual data entry bottlenecks. It's ideal for businesses facing critical talent shortages, frustrated by hiring limitations, or losing revenue during peak seasons when orders pile up faster than teams can process them.

The Problem It Solves

Manual ERP processes create multiple critical bottlenecks: sales talent trapped in data entry instead of closing deals, customers frustrated by slow order confirmations, revenue growth forcing linear cost increases, and team burnout from repetitive typing tasks. Simple typos cause wrong deliveries and costly returns, while complex business logic and special customer rules make standard automation impossible. The result is missed revenue, margin-killing errors, and inability to scale without endless hiring.

Key Features & Capabilities

• Touchless ERP Entry: Automatically captures orders from any email or PDF format with zero manual input required
• Intelligent Validation: Cross-checks data against master records, resolving errors before they enter your system
• Proactive Consultation: Detects discrepancies and requests quick human decisions instead of making silent mistakes
• Instant ERP Routing: Writes validated, structured data directly into your ERP with 100% accuracy
• Complex Logic Handling: Manages special customer rules and business logic that defeat traditional automation
• Multi-Document Support: Processes orders, RFQs, inquiries, price requests, and complex tenders/service lists

Typical Workflows

The agent intercepts incoming documents from your inbox, extracts order details using AI OCR, validates against your product catalog and customer data, resolves any ambiguities through intelligent prompts to your team, and writes completed orders directly into your ERP—all within seconds. For inquiries, it analyzes price and availability requests and prepares ready-to-send quote suggestions.

Integrations

Workist connects to leading ERP systems including SAP, Microsoft Dynamics (NAV/Business Central/Navision), Oracle, NetSuite, ABAS, and proALPHA via standard APIs and EDI. The agent adapts to your existing system without requiring complex IT projects.

What Differentiates It

Companies report 80-96% time savings, with some saving 43-61 working days per quarter. Workist delivers immediate time-to-value with no complex template training, handles seasonal spikes without additional headcount, and has successfully processed over 10 million documents with zero typos. Trusted by 150+ industry leaders, it combines the accuracy of automation with the contextual intelligence of a trained sales operations expert.