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Use cases / Workflow automation

Workflow automation.

The manual steps between email, drawings and your ERP, handled automatically, with your team approving each one.

Examples shown. The same approach applies to any repetitive process across quoting, purchasing, production, quality and reporting.

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Example · one part, BRK-104Select a step to see it in detail
01 RFQ arrivesEmail and drawing Re-keyed into the ERP by hand Read and checked automatically 02 Supplier is lateBar stock, 2 days Found when the customer calls Flagged early, update drafted 03 Rev D arrivesAfter quoting Rev C Discovered on the shop floor Matched and routed to 3 teams
  • Email intake
  • Missing-info flags
  • Estimator handoff

Example · RFQ intake

RFQs, ready to quote.

Incoming RFQs are read automatically. Part, quantity, material and due date are extracted, and missing information is flagged before quoting begins.

Reads the email and the attached drawing. Flags missing specifications before quoting. Your estimator retains control of pricing.
  • ERP sync
  • Delay alerts
  • Customer drafts

Example · Order updates

Proactive order updates.

We monitor your ERP and supplier correspondence, identify delays early, and prepare the customer update before the customer has to ask.

Live order status from your ERP. Identifies delays before they reach the customer. Drafts the update for your approval.
  • Revision watch
  • Drawing compare
  • Team alerts

Example · Revision changes

Revision changes, flagged early.

When a new revision arrives after quoting, we match it to the job, highlight the changes, and notify the teams affected.

Detects new revisions on arrival. Highlights changes for engineering review. Notifies estimating, purchasing and production.

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