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 AI Where It Helps
Convert inbound emails and attachments directly into ERP records. Integratie builds custom automations, with AI where it helps, and the workflows run on Canadian-owned servers.
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, or your custom ERP. Real-time notifications sent to stakeholders via Slack, Teams, or email.
Designed around Canadian privacy law
Where your data lives
Workflows run on self-hosted servers in Canadian-owned data centres, and we can design automations to keep sensitive business data in Canada when required. Designed around PIPEDA and BC's PIPA. Complete audit trail for compliance.
Benefits
Much less manual entry
Cut out most of the copy-paste work. AI extracts and formats data automatically.
Orders and invoices enter your ERP the same day, without re-typing.
Faster Processing
Every email, extraction, and ERP entry logged with timestamps. Useful when auditors ask for records.
Audit-Ready Recordkeeping
If something goes wrong, rollback takes under 5 minutes. If something fails, we're alerted and fix it.
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
Less manual entry
Orders and invoices go into your ERP without anyone re-typing them. Teams focus on exceptions, not data entry.
Orders and invoices go into your ERP without anyone re-typing them. 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."