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AI Groupware
The agent writes approval requests from the orders and journals on the data platform and sends them down the approval line. Mail, meeting notes, bookings, and requests work the same way.
The amounts are already on the company's data, so the agent writes the request and sets the approval line. It then writes the decision onto the purchase order or journal it belongs to.
The agent writes the purchase request from the order requirements and stock levels on the data platform and attaches the files.
The agent sets the approval line from amount, department, and document type.
| Rule | Document | Condition | Department | Line | Final | Delegate | This month |
|---|---|---|---|---|---|---|---|
| R-01 | Purchase | Under $5,000 | Purchasing | Team lead | Final | - | 31 |
| R-02 | Purchase | $5,000 and up | Purchasing | Lead, Controller, CEO | - | Mark Park Sep 15 to 17 | 9 |
| R-03 | Expense | Payroll · taxes · benefits | Accounting | Controller, CEO | - | - | 4 |
| R-04 | Expense | Under $3,000 | All | Lead, Controller | Final | - | 27 |
| R-05 | PTO · attendance | All staff | All | Team lead | Final | - | 42 |
| R-06 | Travel | Domestic | All | Lead, Controller | - | Rachel Choi Sep 12 | 11 |
| R-07 | Travel | International | All | Lead, Controller, CEO | - | - | 1 |
| R-08 | New customer | Sales | Sales | Sales + Controller | Parallel | - | 3 |
| R-09 | Quote | Margin under 15% | Sales | Sales lead, CEO | - | - | 2 |
| R-10 | Quote | Margin 15% and up | Sales | Sales lead | Final | - | 18 |
| R-11 | Work order change | Due date · quantity | Production | Production lead, Sales | - | - | 6 |
| R-12 | Employment letter | Verification · history | HR | Auto-issued | Final | - | 23 |
The agent summarizes each request in chat and writes the outcome onto the record it came from.
4 pending today
The sesame request, is the price up from last time?
Sesame is $4.20/lb, up 4.9% from $4.00 in July. Bottles are unchanged at $0.119.
Approve all four. Hold payroll until Rachel Choi has checked it, then bring it back.
4 requests approved
September payroll will come back after Rachel Choi's check.
Incoming mail is filed as orders and tasks, and meetings become minutes. Notices to customers and suppliers go out from the shipments and open invoices on the data platform.
The agent files incoming mail as orders or as tasks with an owner.
The agent writes the minutes and files each decision as a task.
Weekly production and sales meeting
MT-2609-012 · Sep 12, 2026 10:00 · Conference A| Item | Decision | Owner | Due |
|---|---|---|---|
| Fresh Market PL ships Sep 18 | Line 1 starts Sep 12 · bottles received Sep 11 | Mark Park | Sep 17 |
| Sesame 920 lb PO | Proceed at $4.20/lb · ask Valley Farms for the reason | Sarah Lee | Sep 15 |
| Nakamura bone broth quote | Send quote with export packaging priced | Dana Kim | Sep 13 |
| Bone broth defects, 31 units | Recheck fill temperature on WO-2609-091 · root cause report | Jamie Han | Sep 16 |
| Bluebird Kitchen PO 3 | Korean BBQ sauce 32 oz 3,000 EA · Line 2 starts Sep 16 | Mark Park | Sep 16 |
| September freight | Book FedEx Freight for Sep 17 and Sep 19 | Tom Oh | Sep 15 |
The agent writes each shipment notice from the shipment record and each payment request from the invoice that is due.
Rooms and vehicles are booked by asking, and expense, PTO, and travel requests are written by the agent. Employees request their own letters.
The agent finds a free slot, books it, and notifies the attendees.
The agent writes expense, PTO, and travel requests and routes them to the right approver. Once approved, it posts the amount as a journal entry on the company's data.
The agent issues employment letters, W-2 copies, and pay stubs on request.
Keep your mail. Notices, ID checks, and filings plug in.
A 30-minute call covers your AI readiness assessment and rollout plan.