Features
Automated data extraction from supplier emails and attachments
Proactive follow-up on order updates and disruptions
Automated RFQ sending and response parsing (tiered pricing, multi-line quotes)
Auto-reconciliation of packing lists, invoices, and POs
Plain English rule engine for procurement SOPs
Organized workflow guidelines (sourcing, negotiation, ordering, logistics)
Real-time monitoring and alert routing
Integration with email providers (Gmail, Outlook, Yahoo, IMAP)
Integration with major ERPs (SAP, Oracle, NetSuite, Dynamics 365, Odoo, Infor, Sage)
Document type support (PDF, Excel, Word, CSV, XML, images, EDI)
Structured quote comparison
Anomaly flagging for mismatches in documents
Supplier communication capture across all channels
Escalation and prioritization based on custom rules
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
