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Future workflow

Email & Text Order Intake

Orders that arrive by email or text extracted into a structured draft — so reps stop printing emails and retyping them line by line.

What it would do

  • Order details pulled out of emails and texts automatically
  • Customer, product, and quantity checked against Sage data
  • Low-confidence extractions flagged for review instead of guessed
  • A person reviews every draft before anything is entered
  • The retyping disappears; the control stays

Same rule as warehouse/AP: entering the order stays a human decision, permanently.