Order Processing Automation with AI | IoTree Minds

Order Processing Automation

Order processing automation for orders that arrive by email and WhatsApp

We build AI agents that read customer orders from email, WhatsApp and PDFs, enter them in your ERP, check stock, confirm with the customer and keep everyone updated. Your operations team stops retyping orders and starts handling the exceptions.

Why it matters

Orders shouldn't wait for someone to retype them

Many businesses still get orders as emails, PDFs, spreadsheets and WhatsApp messages. Someone reads each one, types it into the system, checks stock and replies to the customer. It is slow, and a typo can mean the wrong delivery.

An AI agent reads orders in any format, enters them in your ERP and confirms with the customer in minutes. Anything unclear, like an unknown product code or a stock shortage, goes to your team with the details.

What's included

What our operations agents do

01

Order entry from email and WhatsApp

Orders in emails, WhatsApp messages, PDFs and spreadsheets are read, matched to your products and customers, and created as sales orders in your ERP.

  • Email, WhatsApp, PDF and spreadsheets
  • Matched to your product codes
  • Sales orders created in your ERP
02

Stock checks and confirmations

The agent checks stock before confirming, tells the customer about anything out of stock, and sends order confirmations and delivery updates.

  • Stock checked before confirming
  • Shortages flagged to customer and team
  • Confirmations and delivery updates
03

Operations reports and alerts

Daily and weekly reports written from your ERP and other systems, plus alerts when stock runs low or an order is at risk of running late.

  • Daily and weekly reports
  • Low-stock alerts
  • Late-order warnings

Is your team retyping orders every day?

Send us a few sample orders, and we'll show you what the agent would enter.

Book a free AI consultation

Where it helps

Operations work you can automate

Distributors and wholesalers

Large orders from dealers entered without retyping.

Manufacturers

Customer orders turned into sales orders and production updates.

B2B ecommerce

Orders that arrive outside your store, by email or WhatsApp, captured too.

Repeat orders

"Same as last month" orders understood and entered.

Dispatch updates

Customers told when orders are packed, shipped and delivered.

Daily operations summary

One report of orders, stock and delays, ready each morning.

Want to test it on your own orders?

Most projects start with a 2-week pilot on one order channel.

Ask about a pilot

How we work

From first conversation to production

  1. 1

    Discovery call

    We look at how orders arrive, your ERP and your product data.

  2. 2

    2-week pilot

    Real orders from one channel processed end to end.

  3. 3

    Build

    We connect your channels and ERP, and add checks and alerts.

  4. 4

    Launch and improve

    We go live, review exceptions with your team and keep improving it.

Start with a 2-week pilot

Your real orders processed end to end, before you commit to more.

Book a free AI consultation

Tools

Tools and models we build operations automation with

Language models
  • OpenAI GPT
  • Anthropic Claude
  • Google Gemini
  • Open-source models such as Llama
Agent frameworks
  • LangChain
  • LangGraph
Workflow automation
  • n8n
Knowledge and RAG
  • Vector databases such as Pinecone and pgvector
Voice
  • LLM-based speech-to-text and text-to-speech
Connections
  • REST APIs
  • Webhooks
  • MCP (Model Context Protocol)

FAQ

Questions about Order Processing Automation

Ask us something else
What is order processing automation?

Order processing automation means incoming orders are read, entered into your system, checked and confirmed without someone retyping them. Your team only handles the exceptions.

Can it read orders sent on WhatsApp?

Yes. The agent reads orders from WhatsApp messages as well as emails, PDFs and spreadsheets, even when customers write them in their own words.

Which ERPs does it work with?

We connect to SAP, Odoo, Dynamics, Zoho and custom ERPs through their APIs or databases.

What if the order is unclear?

The agent asks the customer to clarify, or sends the order to your team with a note on what is unclear. It doesn't guess.

Can it write our daily reports too?

Yes. The agent can pull orders, stock and delivery data from your systems and write daily and weekly reports for your team.

How long does it take?

Order automation for one channel usually takes 2 to 4 weeks, and connecting several channels and systems usually takes 6 to 10 weeks. We often start with a 2-week pilot.

Get in touch

Tell us your requirements

Share what you'd like to build or automate. We'll reply by email to set up a free consultation.

  • Free consultation, no commitment
  • Talk to the people who will build it
  • Your details stay with us