Orders, repetitive tasks and admin workflows: what AI can really take on.
Commercial operations hide a large amount of invisible work: reading an email, finding a product reference, checking a quantity, creating an order, following up on a quote or routing a request to the right person. AI can now automate part of this work. But not every task is the same, and not every task should be automated in the same way. This section explores the use cases, methods and limits of automation in B2B commercial teams.
Articles
Automating operations · 2 October 2026
OCR fetches each piece of information from the spot it was taught to look at. An order capture agent understands what is being ordered and finds the right product code in your ERP, even when the customer writes it their own way. Reading is rarely where things go wrong. Matching each line to the right item is.
Automating operations · 14 September 2026
You can have your largest customers connected by EDI and still rekey orders every day. Purchase orders arrive by email, PDFs pile up in the sales admin inbox, spreadsheets still have to be re-entered into the ERP. That is not a failure of EDI. It is simply the flow it does not cover.
Read the articleCustomer stories
“We genuinely wanted to automate the data entry and let the team focus on work where they add real value.”
Delphine MolléCustomer Service Manager · AVF Biomedical“It is not physical, but mentally the repetition wore us down. Morale took a hit.”
Rozenn Le CromOrder desk team leader · Nat&FormAgents
Extracts order lines from emails and records them into the ERP, with full traceability. 70% time saved on data entry.
See the agentMatches purchase orders, deliveries and invoices, and flags every discrepancy before payment goes out.
See the agentThe diagnostic
48 hours. One PST file. No ERP access. A report with figures on the orders that arrive by email, the quotes left without follow-up and the requests left unanswered over your last 90 days.