Three useful starting points
01
Orders from email and PDFs
What to capture, what to check and when to stop. With a worked example and a checklist for your business system.
Read the order guide02Quotes waiting for a reply
Two messages to adapt and approve, a schedule to agree, and the conditions that must stop reminders.
Read the follow-up guide03Native, connector or custom?
A decision table for where the automation should live, which limits to check and who will maintain it.
Compare the three approaches