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B2B SALESORDER AUTOMATIONLLMS

MedSupply Direct Reorder Agent

An autonomous AI agent that reads incoming B2B medical supply reorder emails, extracts product SKUs and quantities, validates inventory, and drafts the sales order quote automatically.

Impact

Zero-TouchOrder Entry
SKU& Inventory Validation
InstantQuote Drafting

The Problem

B2B medical supply distributors receive hundreds of reorder requests via email daily. Sales reps spend hours reading messy emails, deciphering product names into exact SKUs, checking inventory manually, and typing up quotes in the ERP.

  • Messy emails: Clients use slang or old product names instead of SKUs
  • Manual data entry: Typing quantities into the ERP is slow and error-prone
  • Inventory delays: Reps have to check stock manually before quoting
  • Lost revenue: Slow turnaround times on simple reorders

Built For

B2B Sales Reps

Stop doing data entry and focus on closing new business.

Sales Operations

Standardize order intake and reduce human error in quoting.

Supply Chain Managers

Faster order velocity from inbox to fulfillment.

Quick Video Demo

Before vs After

The Old Way

MANUAL
  • Rep reads reorder email
  • Manually translates client terms to SKUs
  • Checks inventory system for stock
  • Types order details into ERP / Quote tool
  • Drafts reply to client hours later

The Automated Way

AUTOMATED
  • AI reads reorder email instantly
  • Fuzzy-matches client terms to exact SKUs
  • Auto-checks inventory availability
  • Drafts the quote and logs it in the system
  • Rep just reviews and clicks "Send"

How the Workflow Runs

From raw input to client-ready execution

Email Ingestion
SKU Extraction & Mapping
Inventory & Pricing Check
Quote Generation

Tech Stack

n8nGmail / OutlookGoogle SheetsClaude / GPT-4ERP API

What Gets Generated

Every run produces two ready-to-use artifacts

Google Sheets (Order Intake Ledger)

A live queue of all processed reorders

TimestampClient NameSender EmailOriginal Email TextExtracted Items (JSON)Mapped SKUsTotal ValueInventory StatusQuote StatusRep Assigned

Drafted Reply (Gmail / CRM)

A ready-to-send quote awaiting rep approval

1.Client Greeting2.Order Summary Table (SKU, Name, Qty, Price)3.Out-of-Stock Notifications (if any)4.Total Quote Amount5.Next Steps / Payment Link, Rep Signature