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Business Automation

Turning Email Orders Into System Records Automatically

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The problem, precisely

Orders arrive as free text, PDF attachments, spreadsheets, and occasionally a photograph of a handwritten list. Someone reads each one and types it into the order system, twice on a bad day.

The typing is the visible cost. The invisible one is the delay: an order arriving at 4pm is processed the next morning, which is where order-to-delivery time actually goes.

What we build

  1. A mailbox watcher that picks up orders the moment they arrive, including attachments
  2. Extraction that pulls products, quantities, dates and delivery details from free text and documents
  3. Catalogue matching, because customers write “2 boxes of the usual 40mm” and mean a specific SKU
  4. A review queue for anything below a confidence threshold, with the original email beside it
  5. A write into your order system, with the source email attached to the record

Customer shorthand is the interesting part

Every regular customer has their own vocabulary. The system learns it: once a human confirms that this customer's “usual 40mm” means that product code, it is never asked again.

That learning is what takes the review rate from uncomfortable to negligible over the first couple of months.

Where the human stays

Low-confidence matches, new customers whose shorthand is unknown, quantities that look wrong against history, and anything above a value threshold you set.

Everything else goes straight through. In the wholesale build we delivered, that combination removed the morning keying entirely and contributed to order errors falling by 93%.

What it costs and how long

Typically £10,000–£20,000 and 6–10 weeks, driven mostly by whether your order system has a usable API. Ask your vendor in writing before anyone quotes — it changes the price more than the extraction does.

Frequently asked questions

Can it read PDFs and photographs?

PDFs routinely. Photographs of handwritten orders are workable and always route through review with the original image alongside, because accuracy is lower.

What if a product is out of stock?

A business rule you set: hold the order, ship what is available, suggest a substitute, or flag for a person. Most clients start with flagging and move to automatic substitution once they trust the matching.

Does it work with our ERP?

Usually alongside it. If the ERP has no integration path we can often work through its own import mechanism, which is less elegant and still removes the typing.

How accurate is it?

On structured emails from regular customers, very. On free text from new customers, lower at first and improving as shorthand is learned. The review queue is what makes that safe rather than risky.

Keep reading

Orders arriving by email and typed in by hand?

Send us five representative emails, including two awkward ones. We will tell you the realistic accuracy and what the build involves.

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