AI Operations
Automation

Five core B2B operations workflows: (1) RFQ automation — reads RFQ emails/PDFs, queries ERP for stock and pricing, generates quotation, sends response; (2) Order entry automation — reads customer POs from email/EDI/PDF, validates against catalogue, creates sales orders in ERP; (3) Email-to-ERP — monitors shared inbox, classifies each email (PO/RFQ/remittance/complaint), extracts data, routes to right ERP workflow; (4) Purchase order processing — reads supplier POs, validates terms, generates acknowledgements; (5) Exception management — detects workflow exceptions (price mismatch, delivery delay, credit hold), routes to the right owner with pre-populated context.

Five steps: (1) AI agent monitors shared mailbox in real time via IMAP or Microsoft Graph API (Outlook/Exchange); (2) Each email classified — purchase order, RFQ, payment remittance, delivery note, complaint, or general query; (3) AI extracts fields from PDF attachments (GPT-4o Vision) and EDI/XML structured data; (4) Validated against ERP master data — customer account, product catalogue, contract pricing, credit limit; (5) Valid records auto-posted to ERP via API, SAP BAPI, or Tally ODBC. Invalid records → human review queue with pre-filled fields and the specific validation error highlighted. Human only clicks approve or corrects one field — never re-enters full data.

Fundamentally different. RPA bots record and replay UI clicks — they break every time the UI changes and cannot handle unstructured inputs like PDFs or emails with varying formats. XPndAI's operations AI reads the content of documents directly (it doesn't click through a UI), handles any format or layout variation, understands context (a "PO" that arrives as a handwritten scan, a PDF, or an EDI file is all treated the same), and can make judgment calls on exceptions. It also doesn't require the source system to have an API — it reads documents like a human would, then posts structured data into the ERP via whatever integration method is available.