Turn emailed PDF purchase orders into sales orders automatically

Reads PDF purchase orders from email and creates matching sales orders in your store automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"PO email received"]:::trig s0["extract PO details from PDF"]:::task s1["check customer eligibility"]:::task trig --> s0 s0 --> s1 gx{"× customer eligible for credit"}:::gate s1 --> gx p00["create sales order"]:::task gx -->|"eligible customer"| p00 p10["log error and flag"]:::task gx -->|"ineligible or unknown"| p10 p00 --> out p10 --> out out[/"sales order created automatically"/]:::out pay{{"fewer errors faster order entry"}}:::pay out --> pay s1 -. "failures recorded, run continues" .-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Document Processing & OCRSurvey & Feedback
Connects
Microsoft OutlookAdobe Commerce
Featured in

The problem it solves

When a customer emails a PDF purchase order, someone has to open it, re-type the products and quantities, and manually create the order in your store. That's slow, and typos cause order errors that come back to bite you.

Who it fits

A B2B company that receives structured purchase orders by email and processes them into its online store.

How it works

  1. A new email with a PDF purchase order arrives
  2. The system extracts the product, quantity, and customer details from the PDF
  3. It checks the customer exists and is eligible for credit terms
  4. A matching sales order is created in your store
  5. Any errors are logged and flagged for review
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes orders flagged for review are a small share of the total and that freed hours are put toward other work.

What you get

A completed sales order in your store, created straight from the customer's PDF.

What you need

An email account and access to your Adobe Commerce (Magento) store.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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