For manufacturers and industrial suppliers

Get the ERP data out of engineering's queue.

Manufacturing teams sit on rich data in an ERP and a stack of paper. Getting an answer means asking someone technical, and getting a document into the system means typing it. These workflows close that gap without loosening your controls.

Get a workflow audit

Supplier paperwork is typed in by hand

Delivery notes, invoices and certificates arrive as PDFs and scans, and someone matches each to a purchase order.

Only technical staff can query the ERP

A production manager who wants last month's scrap by line files a request and waits.

Quotes take days

RFQs arrive as emails and drawings. Building the quote means pulling costs, lead times and history from several places.

Quality and compliance records are scattered

Inspection results, certificates and non-conformance reports live in different files, and audits mean hunting for them.

6 workflows we build for manufacturing teams

Each workflow lists its trigger, inputs, the decision it is allowed to make, who approves and where the result lands. Nothing writes to the production line itself.

Workflow 1

Supplier document matching

Trigger
A delivery note, invoice or certificate arrives by email or upload.
Reads
The document, the open purchase orders and the goods receipt records.
Decides
Reads the document, matches it to a purchase order and receipt, and flags quantity or price mismatches beyond the tolerance you set.
Approved by
Only genuinely unclear cases reach a person, with a one-click way to resolve them. Payment approval stays in your existing process.
Writes back
A matched record in the ERP or AP system and an exceptions queue.

Workflow 2

Ask-the-ERP reporting with scoped access

Trigger
A staff member asks a question in plain language, such as scrap by line last month.
Reads
Your ERP or database through read-only access, limited to what that user is allowed to see.
Decides
Translates the question into a query, runs it, and returns a table or chart with the query shown.
Approved by
No approval, because access is read-only and scoped by role. Users only see and generate reports for data they are permitted to touch.
Writes back
A report or chart to the user, and a log of every question and query for audit.

Workflow 3

RFQ intake and quote drafting

Trigger
A request for quotation arrives by email or portal.
Reads
The request and attachments, your price lists, material costs, lead times and past quotes for similar parts.
Decides
Extracts part numbers and quantities, drafts a quote from your own pricing rules, and flags items with no matching history.
Approved by
A sales engineer reviews and approves every quote. Non-standard parts and margins are set by a person.
Writes back
A draft quote in your ERP or CRM with the sources for each line.

Workflow 4

Quality and compliance record assembly

Trigger
A batch completes, a certificate expires, or an audit is scheduled.
Reads
Inspection results, material certificates, supplier records and work orders.
Decides
Assembles the evidence pack for a batch or audit and lists missing or expired items against your compliance checklist.
Approved by
The quality manager reviews gaps and signs off. Disposition of non-conforming product is always a human decision.
Writes back
An organized record set per batch and an alert list for expiring certificates.

Workflow 5

Maintenance request triage

Trigger
An operator reports a machine issue by form, message or scan.
Reads
The report, the asset record, maintenance history and spare parts stock.
Decides
Categorizes the issue, suggests priority from your rules, and drafts the work order with likely parts.
Approved by
The maintenance lead confirms priority. Anything safety-related is escalated to a person right away.
Writes back
A work order in your maintenance system and a status message to the operator.

Workflow 6

Customer order status updates

Trigger
A customer asks about an order, or an order milestone changes.
Reads
Order status, production schedule and shipment records.
Decides
Answers status questions from the system of record and sends milestone updates, and escalates when a delay is beyond the tolerance you set.
Approved by
Customer service handles delays, disputes and any commitment about dates.
Writes back
A logged reply, and a task for customer service when it escalates.

What we have shipped that looks like this

These are results from work that uses the same pattern. Most clients are described rather than named.

An aerospace ERP vendor working under FAA, ITAR and AS9100

We turned the entire database into an agent anyone can talk to. Each person gets their own scope and only sees, and generates reports and charts for, what they are allowed to touch.

A restaurant supply chain company

Incoming delivery notes and invoices are read and matched automatically. Only genuinely unclear cases reach a person, and the review team went from re-typing everything to spot-checking exceptions.

What the first 30 days look like

One workflow, one owner, a person checking the important decisions. We expand only after the first workflow has a track record.

  1. Week 1

    Pick one document or question flow

    Usually supplier document matching or ERP reporting. We agree the owner, the tolerance rules and what a good outcome looks like.

  2. Week 2

    Map systems, roles and access

    We list ERP tables, document sources and user roles, and start with read-only access on a sandbox or a copy of real documents.

  3. Weeks 3 and 4

    Build it and run it on real examples

    The team checks exceptions and we log every failure. Rules and tolerances are adjusted from real cases.

  4. Day 30

    Handoff and monitoring

    The owning team runs it with monitoring in place. Any write access to your ERP is added only after the read-only phase has earned trust.

What should stay human

Physical production, safety and regulated product carry consequences. These stay with people.

Machine control and the shop floor

We do not build systems that command machines or change production parameters. Workflows read and report, and people act.

Non-conforming product decisions

Quality staff decide what happens to a failed batch. The system assembles the evidence.

Safety incidents

Anything safety-related is escalated to a person at once and is never handled by an automated reply.

Regulated sign-off

Under standards such as AS9100 or ITAR, sign-off and export decisions stay with your responsible staff. We build access scoping and audit logs to support them, and we do not claim certification for your processes.

Related services

Custom workflow automation

Multi-step workflows across your CRM, inbox, storage and ERP.

Read more

RAG pipeline development

Retrieval over your documents with source citations.

Read more

AI agent development

Agents that read, decide inside limits and hand off to a person.

Read more

Automation maintenance and support

Monitoring, fixes and updates after launch.

Read more

Common questions

Which document or report is holding up your plant?

Tell us your ERP and where paperwork or reporting slows the team. We come back with one workflow worth building first.

30 minutes. We map the workflow, name what a person must approve and tell you if it is not worth building.

Request Your Manufacturing Blueprint