The routine paperwork, prepared. The decision, yours.
Restock requests, quotations, purchase orders and follow-ups, prepared by the agents and approved by people.
What agents can prepare
- Restock requests for items running low
- Quotations for a customer, from items and prices you already have
- Purchase orders from approved requests
- Follow-up tasks for a person to act on
How approval works
You ask, or an alert suggests it
A card shows the exact document
Party, company, every line with quantity, price and total, and who will own it.
You approve it, in Dynocortex, signed in
The draft appears in the ERP, unsubmitted
A person checks it and submits it.
If what the draft was built from changes before you approve, the card is refused and you see the new version. There are daily limits on how many drafts agents can make.
How much is it saving you?
For every draft, Dynocortex records whether it was submitted exactly as prepared or changed first. The share submitted unchanged is the simplest measure of whether the agents are doing useful work, and you can see it in the oversight report.