What we can set up, sector by sector.

Illustrative scenarios: what we can set up, not client results.

1. Exporters Document reading and control

   Shipment cross-check

   Invoice, packing list, certificates and bill of lading compared field by field.

   Connected to

   A dedicated shared mailbox, plus manual upload for scans.

   How it runs

   1. 01Documents are read as they arrive in the mailbox.
   2. 02Consignee, package counts, weights, container numbers and dates are compared.
   3. 03Each file gets a green, orange or red status, with the conflicting documents side by side.

   Deliverable

   A status per shipment file, with the reason for each flag.

2. Exporters Automation

   Grouping by container, then shipment

   Scattered e-mails sorted into the right file, merged when the bill of lading arrives.

   Connected to

   A dedicated shared mailbox.

   How it runs

   1. 01Each document is matched to its container number.
   2. 02Container files wait until the bill of lading arrives.
   3. 03The bill of lading merges the containers it covers into one shipment; unclear cases go to a queue.

   Deliverable

   One complete file per shipment, and a short queue of cases for a person to sort.

3. Exporters Agents

   Correction e-mail drafts

   One drafted request per discrepancy, with the document to fix attached.

   Connected to

   Your mailbox, in draft mode only.

   How it runs

   1. 01Each red flag names the document and the field at fault.
   2. 02A correction e-mail is drafted for the sender, with the document attached.
   3. 03An operator edits the draft if needed and sends it.

   Deliverable

   Editable drafts, sent by your operator and no one else.

4. Exporters Automation

   Complete-file dispatch e-mail

   Once every check is green, the e-mail sending the file is ready.

   Connected to

   Your mailbox and your recipients per client or market.

   How it runs

   1. 01The file turns green when all its documents agree.
   2. 02The dispatch e-mail is drafted with every document attached.
   3. 03An operator reviews it and sends it.

   Deliverable

   A dispatch draft for every validated file.

5. Freight forwarders and customs brokers Document reading and control

   Pre-filing check

   Client documents checked against your required list and tolerances.

   Connected to

   A dedicated mailbox and manual upload.

   How it runs

   1. 01The documents for each file are gathered in one place.
   2. 02Configurable rules check that each required document is present and consistent.
   3. 03Discrepancies are shown side by side, with a status per file.

   Deliverable

   A status per file before your declarant starts.

6. Freight forwarders and customs brokers Document reading and control

   Validity check on proofs of origin

   Expired or inconsistent proofs of origin flagged before the file goes further.

   Connected to

   A dedicated mailbox and manual upload.

   How it runs

   1. 01The issue date and the details on each proof of origin are read.
   2. 02They are compared with its validity period and with the rest of the file.
   3. 03An expired or inconsistent proof is flagged red, with the reason.

   Deliverable

   A flag raised early, not at filing time.

7. Freight forwarders and customs brokers Automation

   Declarant preparation sheet

   The checked data laid out for your declarant, who files.

   Connected to

   The checked file, and nothing else.

   How it runs

   1. 01Once the file is green, the useful data is gathered.
   2. 02A preparation sheet is laid out in the order your declarant works.
   3. 03Your declarant checks it, decides and files in your own software.

   Deliverable

   One preparation sheet per complete file.

8. Freight forwarders and customs brokers Agents

   Missing-document request

   A drafted request to the client, naming exactly what is missing or wrong.

   Connected to

   Your mailbox, in draft mode only.

   How it runs

   1. 01The check lists missing, expired or inconsistent documents.
   2. 02A request to the client is drafted, document by document.
   3. 03Your team edits it if needed and sends it.

   Deliverable

   A ready-to-send draft, sent by your team.

9. Logistics and transport Document reading and control

   Transport document reading

   Consignment notes and delivery documents read, so nothing is typed twice.

   Connected to

   A dedicated mailbox and manual upload.

   How it runs

   1. 01Transport documents are read as they arrive.
   2. 02Key fields are checked against the order or the booking.
   3. 03Clean data waits for your team to validate it; doubtful fields are flagged.

   Deliverable

   Validated data per shipment, with the doubtful fields flagged.

10. Logistics and transport Agents

    Status summary drafts

    A short daily status per client, drafted from your own tracking data.

    Connected to

    Your tracking exports and your mailbox, in draft mode.

    How it runs

    1. 01Open shipments and their latest events are gathered.
    2. 02A short status is drafted for each client, delays first.
    3. 03A coordinator reviews it and sends it.

    Deliverable

    One status draft per client, ready for approval.

11. Logistics and transport Agents

    Follow-up drafts

    Reminders for missing documents or late confirmations, drafted each morning.

    Connected to

    Your mailbox, in draft mode only.

    How it runs

    1. 01Pending items are listed each morning.
    2. 02A follow-up is drafted for each one, addressed to the right contact.
    3. 03Your team approves, edits or drops each follow-up.

    Deliverable

    A morning list of follow-ups waiting for approval.

12. Manufacturing Automation

    Non-conformity record consolidation

    Quality records from several places gathered into one consistent register.

    Connected to

    Your shared folders and quality forms.

    How it runs

    1. 01Non-conformity records are read where they are kept.
    2. 02Duplicates and missing fields are flagged.
    3. 03One register is updated, each entry linked to its source.

    Deliverable

    A consolidated register that your quality team validates.

13. Manufacturing Document reading and control

    Order, delivery note and invoice match

    Quantities, prices and references compared across the three purchasing documents.

    Connected to

    A dedicated mailbox and your purchase-order export.

    How it runs

    1. 01Delivery notes and supplier invoices are read.
    2. 02Each one is matched to its purchase order, line by line.
    3. 03Gaps in quantity, price or reference get an orange or red status.

    Deliverable

    A match status per invoice, before it goes to payment.

14. Manufacturing Training

    Production report summary

    Supervisors learn to turn shift reports into a weekly summary, on their own files.

    Connected to

    Your own shift reports, used as training material.

    How it runs

    1. 01We start from a month of real shift reports.
    2. 02Supervisors practise drafting the summary with AI, then checking it.
    3. 03The method is written down so it can be repeated every week.

    Deliverable

    A weekly summary routine that works, and a written recap two days later.

15. Accounting and professional services Automation

    Purchase-invoice entry preparation

    Supplier invoices read and prepared as entries, for an accountant to validate.

    Connected to

    A dedicated mailbox and the import format of your accounting software.

    How it runs

    1. 01Invoices are read as they arrive.
    2. 02Supplier, dates, amounts and tax lines are checked and coded.
    3. 03Entries are prepared for import; doubtful ones are flagged orange.

    Deliverable

    An import file that your accountant reviews before posting.

16. Accounting and professional services Automation

    Bank reconciliation preparation

    Statement lines matched to entries, so your team handles only the exceptions.

    Connected to

    Bank statement exports and your ledger export.

    How it runs

    1. 01Statement lines and ledger entries are loaded.
    2. 02Clear matches are proposed; partial ones are flagged.
    3. 03Your team handles only the unmatched lines.

    Deliverable

    A reconciliation proposal, reviewed and signed off by your team.

17. Accounting and professional services Agents

    Missing-document chase

    Clients reminded of the documents still missing, in drafts your team approves.

    Connected to

    Your client list and your mailbox, in draft mode.

    How it runs

    1. 01Missing documents are listed file by file.
    2. 02One polite reminder is drafted per client, grouping every request.
    3. 03Your team approves each reminder before it goes.

    Deliverable

    One reminder draft per client, and a list of what is still missing.

18. Accounting and professional services Document reading and control

    A supporting document for every figure

    Each figure in the accounts linked to the document that supports it.

    Connected to

    Your ledger export and your document folders.

    How it runs

    1. 01The figures to support are listed from the ledger.
    2. 02Each one is matched to an invoice, a statement or a contract.
    3. 03Unsupported figures are flagged red for a person to resolve.

    Deliverable

    A table of supporting documents, with the gaps in plain view.

19. Real estate Agents

    Portal lead triage

    Enquiries from listing portals sorted by programme and urgency, replies drafted.

    Connected to

    The mailbox that receives portal enquiries, in draft mode.

    How it runs

    1. 01Each enquiry is read and tagged by programme, property type and urgency.
    2. 02Duplicates are merged and incomplete enquiries flagged.
    3. 03A first reply is drafted for a salesperson to send.

    Deliverable

    A sorted list of enquiries each morning, with reply drafts.

20. Real estate Training

    Meeting minutes draft

    Your teams learn to draft site and co-owner meeting minutes from their own notes.

    Connected to

    Your own meeting notes, used as training material.

    How it runs

    1. 01We work from the notes of real past meetings.
    2. 02Participants practise drafting minutes with AI, decisions and actions first.
    3. 03Each person checks the draft against the notes before it is shared.

    Deliverable

    A minutes template in daily use, and a written recap two days later.

21. Real estate Document reading and control

    Buyer file completeness check

    Each buyer file checked against the list of required documents.

    Connected to

    A dedicated mailbox and manual upload.

    How it runs

    1. 01The documents received for each buyer are read and filed.
    2. 02They are checked against your required list, names and dates included.
    3. 03Missing or inconsistent items are flagged, and a request is drafted.

    Deliverable

    A status per buyer file, and a request ready for your team to send.

22. Any sector Agents

    Inbox triage agent

    A shared inbox sorted by topic and urgency, with replies prepared.

    Connected to

    One shared mailbox, read-only at first.

    How it runs

    1. 01Incoming messages are read and sorted by topic and urgency.
    2. 02Routine replies are drafted; the rest goes to the right person.
    3. 03Nothing is sent until a person approves it.

    Deliverable

    A sorted inbox and a queue of drafts to approve.

23. Any sector Automation

    Weekly reporting draft

    The weekly report assembled from your own exports, ready to review.

    Connected to

    Your spreadsheets and the exports of your software.

    How it runs

    1. 01The week’s exports are collected in one place.
    2. 02Figures are compiled into the usual layout of your report.
    3. 03Unusual changes are flagged for the person who signs the report.

    Deliverable

    A weekly draft report, reviewed before it circulates.

24. Any sector Agents

    Executive document summary

    Long contracts, tenders and reports summarised on one page, sources cited.

    Connected to

    The shared folder where the documents are kept, read-only.

    How it runs

    1. 01The document is read in full.
    2. 02A one-page summary is drafted, each point linked to its page.
    3. 03The reader checks the key points against the source before deciding.

    Deliverable

    A one-page summary with page references.