Generate ERP reports and send them straight to WhatsApp

Pulls data from your TOTVS RM ERP system, builds a PDF report, and delivers it over WhatsApp.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("report requested by user")):::human s0["connect to erp system"]:::svc s1["pull and compile report data"]:::task s2["generate pdf report"]:::task s3["send pdf via whatsapp"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"pdf report delivered via whatsapp"/]:::out pay{{"reports reach you without manual export"}}:::pay s3 --> out out --> pay 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
A stepAn outside serviceA personResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Document Processing & OCRReporting & Analytics
Connects
TOTVS RMWhatsApp

The problem it solves

Running reports out of your ERP system usually means logging in, navigating menus, and exporting files manually before you can share them with anyone. Getting that report into the hands of the person who needs it, like a manager on the road, adds even more delay.

Who it fits

A business using the TOTVS RM ERP system that needs reports delivered quickly without manual exports.

How it works

  1. A request triggers a connection to your TOTVS RM system
  2. The requested data is pulled and compiled into a report
  3. The report is generated as a PDF file
  4. The finished PDF is sent directly via WhatsApp
What you get

ERP numbers you see without logging in

You get your ERP reports delivered straight to WhatsApp as a finished PDF, ready whenever you need the numbers.

What you get

A PDF report generated from your ERP data and delivered straight to WhatsApp.

What you need

A TOTVS RM account and a WhatsApp messaging account.

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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