1. Webhook Captures Email
Inbound emails trigger an n8n webhook. Attachments (PDFs, CSVs, images) are automatically extracted and processed.
Email→ERP Automation
Email → ERP Intake Automation with n8n & AI
Convert inbound emails and attachments directly into ERP records. Integratie builds custom pipelines using n8n + AI — fully hosted in Canada.
The Manual Process
Email Overload
Orders, invoices, and requests arrive via email. Someone has to manually copy data into your ERP.
Orders, invoices, and requests arrive via email. Someone has to manually copy data into your ERP.
Data Entry Errors
Typos, missed fields, or incorrect formatting cause delays and require corrections.
Typos, missed fields, or incorrect formatting cause delays and require corrections.
Slow Response Times
Manual processing creates bottlenecks. Customers wait hours or days for confirmation.
Manual processing creates bottlenecks. Customers wait hours or days for confirmation.
How It Works
2. AI Classifies & Extracts
AI identifies the email type (order, invoice, quote request) and extracts structured data: customer info, line items, quantities, dates.
3. Validation & Mapping
Data validation ensures required fields are present. Mapping rules translate email data to ERP fields (customer codes, GL accounts, etc.).
4. Auto-Create ERP Records
Records are created in Extensiv, Odoo, SAP, or your custom ERP. Real-time notifications sent to stakeholders via Slack, Teams, or email.
Canadian Compliance Built-In
Every Component Runs on Canadian Infrastructure
Fully PIPEDA/FIPPA aligned. Email data, attachments, and ERP records never leave Canadian servers. Complete audit trail for compliance.
Benefits
Zero Manual Entry
Eliminate hours of copy-paste work. AI extracts and formats data automatically.
Orders and invoices enter your ERP within minutes instead of hours or days.
Faster Processing
Every email, extraction, and ERP entry logged with timestamps. Perfect for compliance audits.
Audit-Ready Recordkeeping
If something goes wrong, rollback takes under 5 minutes. Error handling includes retries and alerts.
Quick Rollback
Integration Examples
Purchase Orders
Email → ERP Workflow
- Customer emails PO as PDF attachment
- AI extracts items, quantities, prices
- Validation checks for existing customer codes
- PO created in ERP automatically
- Confirmation email sent to customer
Invoice Processing
Vendor Invoice Automation
- Vendor emails invoice
- OCR extracts invoice details
- Match to PO or route for approval
- Create AP entry in ERP
- Notify accounting team
Results
90% Time Savings
What took hours now happens in minutes. Teams focus on exceptions, not data entry.
What took hours now happens in minutes. Teams focus on exceptions, not data entry.
Error Reduction
AI validation catches mistakes before they enter your ERP.
AI validation catches mistakes before they enter your ERP.
Customer Satisfaction
Faster response times improve customer experience and strengthen relationships.
Faster response times improve customer experience and strengthen relationships.
"We process 200+ emails a day. The automation handles 95% of them with zero manual intervention. Game-changing."