AI Playbook collection ยท 31 automations

Wholesale distributors: what to automate

You are juggling incoming purchase orders from email, phone, and EDI while trying to confirm what is actually sitting in the warehouse before you promise a ship date. Reps forget to submit paperwork, vendors ship late without telling you, and invoices pile up while you are busy fielding calls about backorders and pricing. Every day adds more manual entry, chasing, and reconciling to a stack that never quite clears.

Every item below opens a plain-English page: the problem it solves, how it works, and what you need to run it.

Inventory and warehouse visibility

Knowing what's actually in stock across warehouses before you promise a delivery date is a constant guess.

Vendor coordination and shipment tracking

Keeping vendors accountable for pricing, paperwork, and on-time delivery, and keeping reps aligned on stock and promotions, takes constant manual chasing.

Assign field rep visits and summarize reports with AI

Assigns daily field visits by email, chases up missing reports, and sends the manager an AI summary each evening.

StandardGoogle Sheets, Gmail, OpenAI

Spot supplier financial trouble before it hits your business

It scans financial filings, insolvency records, and news for signs a supplier is in trouble and logs the risk for you.

AdvancedBright Data, OpenRouter, Google Sheets

Get an alert the moment a vendor's documentation changes

Checks a vendor's documentation site every day and sends you a plain-language summary the moment something changes.

AdvancedFirecrawl, Postgres, Google Gemini, Telegram

Request missing compliance documents from vendors automatically

Sends each vendor a personalized email requesting missing safety compliance documents with a clear deadline.

StarterGmail

Get WhatsApp reminders for leads you haven't followed up

The automation checks your lead list and sends you a WhatsApp reminder about prospects you haven't contacted yet.

StandardAirtable, WhatsApp

Send overdue purchase order reminders to vendors via Gmail

Batches overdue purchase orders by vendor and sends one polite reminder email a week instead of nagging daily.

StandardGoogle Sheets, Gmail

Compare rates across four carriers and get an AI recommendation

Enter a shipment's details and AI compares FedEx, DHL, BlueDart, and Delhivery rates to recommend the best option.

AdvancedFedEx, DHL, BlueDart, Delhivery

Automate weekly OTIF reports and AI analysis in Notion

Shipment data is aggregated weekly and an AI agent writes performance analysis straight into Notion.

StandardNotion, OpenAI

Which of these should you build first?

Once you see which of these fit how your warehouse and vendors actually operate, it is worth a short conversation about sequencing them so the busywork drops off fastest.

Let's Talk Strategy