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.

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

Workflow 2

Ask-the-ERP reporting with scoped access

Workflow 3

RFQ intake and quote drafting

Workflow 4

Quality and compliance record assembly

Workflow 5

Maintenance request triage

Workflow 6

Customer order status updates

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.

• Week 1Pick one document or question flowUsually supplier document matching or ERP reporting. We agree the owner, the tolerance rules and what a good outcome looks like.

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.

• Week 2Map systems, roles and accessWe list ERP tables, document sources and user roles, and start with read-only access on a sandbox or a copy of real documents.

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.

• Weeks 3 and 4Build it and run it on real examplesThe team checks exceptions and we log every failure. Rules and tolerances are adjusted from real cases.

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.

• Day 30Handoff and monitoringThe 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.

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.

RAG pipeline development

Retrieval over your documents with source citations.

AI agent development

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

Automation maintenance and support

Monitoring, fixes and updates after launch.

Common questions

Which ERPs can you connect to?

Can staff really ask the ERP questions in plain language?

Will the system write to our ERP?

How do you handle drawings and scanned documents?

Is our data used to train a public model?

What does it cost?

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.

Request Your Manufacturing Blueprint