Incoming information
Capture and classify enquiries and documents and check completeness.
PaulinAI connects documents, email, portals and ERP-related data into accountable workflows without replacing established systems unnecessarily.
Many tasks begin in email, PDFs or portals and end in ERP. PaulinAI checks, structures and transfers information under control while process owners approve exceptions and externally visible steps.
Capture and classify enquiries and documents and check completeness.
Compare extracted values with approved master and transaction data.
Connect preparatory steps from enquiry and quotation to order.
Include supplier and customer portals even without a suitable API.
Flag unclear or conflicting data and escalate it specifically.
Bookings, commitments and changes remain with responsible roles.
Prioritise a frequent transition between email, document, portal and ERP.
Required fields, comparisons, permissions and exceptions are specified.
Real cases are reviewed first without final posting or external impact.
Proven steps are approved and monitored measurably.
Collect and check customer information and documents and prepare them for processing.
Transfer information between documents, portals and ERP-related processes under control.
Extract data, flag deviations and submit it to the responsible approver.
No. PaulinAI adds knowledge, AI-supported classification and controlled process steps to existing ERP and inventory systems.
Not always. Many use cases start with read-only access and prepared approvals. Write actions are added only when professionally and technically secured.
Yes. Controlled browser automation can operate selected portals when no stable interface exists.
We assess data sources, required fields, exceptions and a secure test run.