Keep every order aligned with the project.
Product codes, finishes, quantities and delivery dates need to match. When several projects are moving at once, the differences can be easy to miss.
Meet your proposed AI colleague
A clear role. Attention to detail.
An AI assistant given an ongoing job, working within agreed limits and bringing exceptions to the right person.
AI agent · Proposed roleClay
Procurement Coordinator
Provisional portrait · AI-generated character
“I help keep the approved specification, supplier order and delivery commitment in step.”
- Specialism
- Contract furniture procurement and installation.
- Proposed strengths
- Comparing product codes, finishes, quantities, prices and delivery dates across records.
- Responsibilities
- Check order acknowledgements, highlight mismatches, prepare supplier queries and track responses.
- Works with
- Procurement leads, sales support, project managers and installers, using existing ordering, accounting and project systems.
- Reports to
- The nominated procurement lead.
- Success measures
- Checking time, unresolved discrepancies and supplier response times, measured against an agreed starting point.
Spending, substitutions and order changes stay with your authorised people. The pilot defines what the agent can read, prepare, update or send, and how its work is checked.
Illustrative workflow · Sample information
A confirmation order doesn’t match.
Compare the supplier acknowledgement with the approved purchase order and highlight differences.
| Order PO-1842 | Approved purchase order | Supplier acknowledgement |
|---|---|---|
| Product code | LC-204 | LC-204 |
| Finish — mismatch | Light grey / natural oak | Charcoal / natural oak |
| Quantity | 12 | 12 |
| Unit price | £480 | £480 |
| Delivery date | To be confirmed | Not supplied — query needed |
01 · The agent checks
Compare the original records, flag the finish mismatch and identify the missing delivery commitment.
02 · Your team receives
An exception list, links to the source records and a draft supplier query for review.
03 · People decide
The procurement lead approves any amendment or substitution. Agreed reminders can track the response.
Benefits to test: less line-by-line checking, fewer unnoticed discrepancies and clearer visibility of orders needing intervention. This is illustrative, not a verified customer result.
Alongside your existing tools
Part of your team.
Not another system to manage.
Works with the software your team already uses. We agree the practical connections together — whether through approved emails, shared documents, exported records or an available connection.
What can be accessed or updated depends on your systems and the permissions you agree.
AI agentIn the loop
From conversation to colleague
How we bring your agent
into the team.
One defined role. A focused onboarding phase. A careful introduction to the way you work.
Consult
We listen to your team and look at how the work happens, starting with one recurring problem.
Design
Together, we define the role, agree its limits and set the pilot scope, cost and measures of success.
Build
We develop and test the workflow with your team, checking the details and the exceptions.
Install
We bring your agent into the team with agreed access, human oversight and a review of its work.
An invitation to early clients
Start with one workflow.
Shape what comes next.
We’re inviting clients to shape and test an agent around one live workflow.
Scope and price are agreed after consultation.