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AI Groupware
Approval requests are written from ERP numbers, and requesters only check and send. Mail, meeting notes, bookings, and requests work the same way.
The numbers are in the ERP, so the agent writes the request and sets the approval line. Approvers sign off from anywhere.
The agent writes the purchase request from ERP data 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 the request and approvers sign off from their phone.
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 ERP data.
The agent files incoming mail as order drafts or 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 shipment notices and payment requests from ERP records.
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 for approval.
The agent issues employment letters, W-2 copies, and pay stubs on request.
Keep your mail. Notices, ID checks, and filings plug in.
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