Skip to content
WWebkms

Inbox to order

Orders, quotes and questions pulled out of your inbox and turned into work

"Can you send 30 tons of 3/4 crushed limestone tomorrow?" is an order, not an email. We parse every message into structured fields, create the order or quote, notify the right person, and draft the reply your team would have written.

Shared inbox on screen with orders being sorted into categories

Outcomes

What changes in the first month

  • Orders and quote requests captured the minute they arrive, with nothing buried under newsletters
  • Consistent, policy-aware replies drafted from your own history instead of written from scratch
  • Dispatch, sales and accounting notified automatically with the details they need
  • A clean, categorised dataset of every customer conversation you have ever had

The problem

Why this work stays manual

The inbox is the real order system

Orders, changes, complaints and invoices all arrive in the same place, and the only index is somebody's memory.

Answers depend on who replies

The same question gets three different answers depending on who is on shift, and new staff take months to learn the exceptions.

Institutional knowledge is trapped

Years of email contain your real pricing logic, product rules and policies — unusable until it is parsed and structured.

Capabilities

What the system does

Configured to your rules, your language and your escalation thresholds — not a generic template.

Parsing and categorisation

Every message is broken into date, sender, recipient, subject and body, then classified into your own categories: orders, quotes, technical questions, payments, complaints, suppliers, noise.

Order and quote extraction

Product, grade, quantity, delivery date, job site, contact and special instructions are extracted and written into your order sheet or system.

Knowledge-grounded drafting

Replies are drafted from your historical email, product data and policies, with the source messages cited so staff can verify in one glance.

Routing and alerts

Dispatch gets the load, sales gets the quote, accounting gets the remittance, and urgent messages escalate by SMS.

Deduplication and threading

Checksum-based deduplication and thread awareness keep repeat forwards and reply chains from creating duplicate orders.

Support agent foundation

The structured archive becomes the knowledge base behind your help desk automation, so ticket replies stay consistent with what you have always told customers.

Deployment

How it goes live

  1. 01

    Inbox and category design

    We review real mail volume, define the categories that matter operationally, and agree what the system may answer alone.

  2. 02

    History ingestion

    Historical mail is parsed, deduplicated and indexed so drafts are grounded in what your business actually says.

  3. 03

    Draft-only phase

    For the first weeks the system drafts and routes but a human sends. Every correction improves the model of your business.

  4. 04

    Selective autonomy

    Once accuracy is proven, low-risk categories such as order confirmations and stock questions can send automatically while quotes stay human-approved.

Works with

Google Workspace and Microsoft 365Help desks and shared inboxesOrder sheets, ERPs and databasesProduct catalogues and price sheetsSMS and internal chat alertsCRM contact records

Most used in

Questions we get asked

Will it send emails without us seeing them?

Only where you explicitly allow it. We start in draft-only mode, and most clients keep quotes and pricing under human approval permanently while letting confirmations and simple answers go out automatically.

Can it work with our help desk instead of raw email?

Yes. The same pipeline runs against help-desk tickets and shared inboxes, and it can write suggested replies directly into the ticket.

Ready to scope email & order intake?

Bring one workflow that eats your week — calls you miss, documents you retype, reports you rebuild. We will map it, tell you what it costs to automate, and what we would do first.