AI agent that reads incoming order emails and PDFs and enters validated orders directly into your ERP without manual data entry.
What it does
Workist provides an AI agent for B2B back-office automation that extracts data from incoming order and quote emails, PDFs and tables, validates it against a company's master records, and writes structured entries directly into ERP systems like SAP, Microsoft Dynamics or Sage. It flags discrepancies for human review instead of guessing.
Core features
Touchless extraction of orders and RFQs from email, PDF and table formats
Cross-validation against customer master data
Automatic flagging of discrepancies for manual review
Direct ERP writing via API or EDI (SAP, Dynamics, Sage, Weclapp)
Support for orders, inquiries and complex service lists/tenders
Unit conversion and article-variant handling
Best for
→Wholesale and manufacturing sales teams processing high order volumes
→Companies scaling order processing without adding headcount
→Businesses replacing manual ERP data entry during peak season
→Sales teams freeing time from data entry for customer-facing work
Toolspool rankingby global site rank