AI agents that act across your ERP, CRM and databases, with you in the loop.

Job description

Review the selected construction invoices and expenses against approved job, purchase and cost-code records. Cite the source for every proposed association, check totals deterministically, and produce an owned exception for missing or conflicting evidence. Prepare a review packet; do not approve or post financial changes.

Job description

Review completed MEP service visits. Separate performed repairs from observations and future recommendations. Link parts, authorization and customer acceptance evidence. Flag warranty, callback and missing-item questions for the responsible reviewer; do not invent test results or classify uncertain charges as billable.

Job description

Review the named flooring phase against its approved takeoff and finish revision. Show every quantity with its source and unit. Use only approved conversions, separate damaged and allocated material, and identify unresolved lot or overage decisions. Prepare a reviewed shortage explanation; do not place orders or invent missing measurements.

Job description

Assemble a service handoff for the selected inspection findings. Cite the site, device, agreement and existing-work references. List ambiguous identifiers and missing authorization as owned exceptions. Do not certify inspection results, choose technical remedies, determine compliance or approve remedial work.

Job description

Prepare a closeout packet for the named solar project. Compare evidence with the final approved scope and substitutions. Keep ordered, received and installed equipment separate. Flag missing serials, conflicting models and absent required records. Do not invent commissioning results or customer acceptance.

Job description

Compare the supplied fencing-material quotes with the approved bill of materials. Cite item, dimension, finish, unit, price, freight and minimum-order evidence. Use approved conversions only. Flag technical deviations and incomparable terms for the buyer; do not choose substitutes or place orders.

Job description

Review the named modular billing milestone against its approved contract rule. Gather module-level factory, receipt and acceptance evidence and compare prior billing. Flag partial delivery, unapproved variation and missing acceptance. Prepare a finance packet; do not infer billability or issue financial documents.

Job description

Investigate this CPG order across its channel, ERP, and approved warehouse records. List source IDs, quantity and payment differences, missing evidence, and the next owner. Do not issue credits, release holds, or contact a retailer without approval.

Job description

Investigate this grocery shortage claim. Compare ordered, shipped, and received quantities using the effective case conversion. Cite documents and unresolved differences. Prepare a review packet; do not approve a credit or submit a dispute.

Job description

Assemble approved documents for this product and batch request. Verify product, lot, version, and sharing permissions. Cite sources and missing evidence. Do not certify product quality, generate a COA, or substitute another batch document.

Job description

Investigate this beverage distributor claim. Preserve bottle, case, and pallet units. Compare promised and actual delivery evidence, cite source records, and identify missing facts. Do not approve credits, amend freight commitments, or contact the distributor without authorization.

Job description

Assemble the approved onboarding packet for this retailer and exact personal-care item list. Match shade, size, set, packaging revision, and sharing permission. Cite missing or conflicting fields; do not invent specifications or certify compliance.

Job description

Investigate this household-product quantity dispute. Distinguish refills, concentrates, multipacks, and cases. Cite ordered and shipped evidence and the effective conversion. Identify missing facts and prepare a review packet without issuing credits or changing product definitions.

Job description

Trace this pet-food complaint to the exact order and product using approved operational records. Preserve the reported issue and lot text, cite confirmed links, and list ambiguity. Route health or quality concerns to the responsible team; do not diagnose, infer safety, or initiate a recall.

Job description

Review new customer order emails and attached purchase orders. Match the customer, ship-to, item, unit of measure and current revision to our approved records. Check for an existing order before preparing a draft. Show the source evidence and proposed changes to order management. Route uncertain matches, changed terms and production-impacting revisions to the responsible owner; do not release work or promise delivery without approval.

Job description

Read the customer RFQ and attachments. Extract the customer part, drawing revision, material, quantity breaks and requested date. Match existing parts and quote history, identify missing specifications, and prepare an estimating review. Never infer a tolerance or release a production job from a draft RFQ.

Job description

Review receipts missing a supplier certificate. Match the purchase order, resin grade and supplier lot, locate the corresponding document in approved sources, and prepare a quality review packet. Request missing evidence through the approved channel. Do not release resin or accept a substitute specification.

Job description

Review a service request for replacement parts. Identify the machine serial and installed configuration, compare the requested component with approved supersession records, and check available stock. Prepare a quote or replacement request for the responsible service owner. Escalate unidentified assets, incompatible revisions and warranty disputes.

Job description

Read the dealer order, identify the approved product variant, unit of measure and project reference, and compare it with the existing quote. Separate requested delivery stages. Prepare a draft for customer service and flag missing dimensions, changed finishes, ambiguous units and unavailable delivery windows.

Job description

Compare incoming customer release information with current orders, approved revisions and shipments. Identify quantity, date or part-reference differences and prepare a planner review. Preserve the original source and prior version. Do not convert forecasts into firm demand or accept a new schedule without the designated approval.

Job description

Review distributor order lines that fail item matching. Compare manufacturer part numbers, customer references, packaging units and approved revisions. Show possible matches with their source evidence and ask product operations to approve the cross-reference. Never treat a similar description as proof of an interchangeable component.

Job description

When a customer asks about a missing or late order in Slack, find their Shopify order, check each item’s fulfillment status and tracking, and draft a clear reply. Explain split shipments separately. If you cannot confidently identify the order, ask the customer for their order number instead of guessing.

Job description

Handle product exchange requests from Zendesk. Check the original Shopify order, our return policy, previous refunds, and replacement availability in NetSuite. Offer available sizes or colors and wait for the customer’s choice. Ask me to approve the return and replacement before creating them, then update the ticket with the resulting order details. Operate via Zendesk directly, not with the customer on email or so.

Job description

Every morning, find unfulfilled Shopify orders at risk of missing their promised delivery date using inventory and incoming purchase orders in NetSuite. Check HubSpot for customer commitments and provide a report as XLSX in the Slack channel. You can use postgres sync for shopify and netsuite if needed.

Job description

Every morning, find unfulfilled Shopify orders at risk of missing their promised delivery date using inventory and incoming purchase orders in NetSuite. Check HubSpot for customer commitments and propose another warehouse, an available substitute, or a revised delivery date. Ask me to approve extra costs and get customer consent for substitutions. Update the approved orders, communicate through Zendesk, and follow each case until fulfillment is confirmed. Check existing tickets and actions to avoid duplicate messages or replacement orders.

Job description

When a customer requests proof of delivery in Zendesk, find the shipment’s delivery record and document link in Postgres. Verify that the shipment belongs to their account before sharing anything. Reply with the delivery details and available documents. If only part of the shipment arrived, explain exactly what is delivered and what remains outstanding.

Job description

Investigate freight invoice disputes received in Zendesk. Compare the NetSuite invoice with agreed rates and recorded arrival and departure times in Postgres. Explain any discrepancy and calculate the proposed adjustment. Check whether a credit already exists, then ask finance to approve any new credit memo before creating it. Update the ticket with the confirmed resolution.

Job description

Monitor shipment updates in Postgres for delays that threaten delivery commitments recorded in Salesforce. Find available alternative slots and transport options from our operational records, then coordinate a revised appointment through Zendesk. Get customer agreement and operations approval for additional costs before recording them in NetSuite. Track the rescheduling request in Postgres and wait for dispatcher confirmation before telling the customer it is booked. If the proposed slot is rejected, find another option and continue following the shipment until delivery.

Job description

Whenever a new demo request arrives in HubSpot, research the company using our enrichment provider and its business domain. Check whether it already exists as a customer or prospect before creating anything. Add sourced company information without overwriting verified values, assign the appropriate account owner, and prepare a short briefing with relevant discovery questions.

Job description

Every Monday, review Salesforce accounts renewing within the next 90 days. Compare product usage in Postgres with unresolved Zendesk tickets and flag accounts showing declining engagement or unresolved blockers. Update the renewal record with supporting evidence, create tasks for the account owner and support team, and prepare a customer follow-up for approval. Do not automatically offer discounts.

Job description

When a Salesforce opportunity becomes Closed Won, coordinate customer onboarding. Validate the legal entity, billing contact, purchased package, and any required purchase order. Open a Zendesk onboarding ticket to collect missing information and resume when the customer responds. Ask me to approve the setup, then create or link the NetSuite customer and sales order and submit a provisioning request through our Postgres-backed process. Write the resulting IDs back to Salesforce, avoid duplicate records, and mark onboarding complete only after provisioning is confirmed.

Job description

When a clinic reports an equipment issue in Zendesk, find the correct facility, registered asset, and service agreement in Salesforce. Add an internal summary and route the ticket to the appropriate service team. If several devices match, ask for the serial number before proceeding. Use facility and equipment information only, not patient records.

Job description

Every morning, compare clinic supply levels and recent consumption in Postgres with stock and open purchase orders in NetSuite. Identify shortages not already covered by incoming deliveries and propose a purchase or transfer from another location. Ask procurement to approve the proposal before creating the corresponding order or transfer request. Track progress in Zendesk until receipt is confirmed.

Job description

When our quality manager provides an approved recall notice and affected lot numbers, trace the relevant stock and deliveries in NetSuite and Postgres. Find affected facility contacts in Salesforce and prepare location-specific instructions for the quality manager’s approval. Use Zendesk to track notifications, acknowledgments, quarantine confirmations, and return requests. Arrange replacement orders only after approval, follow up with facilities that have not responded, and exclude unaffected lots. Keep the recall open until quantities are reconciled and the quality manager signs off.

Job description

When a commercial solar inquiry arrives in HubSpot, research the business through our enrichment provider, check existing account relationships, and add sourced company information. Determine from the inquiry whether the requester is an end customer or an installation partner, asking for clarification when unclear. Route the inquiry to the appropriate owner with a short project brief and suggested follow-up questions.

Job description

Every morning, review installations scheduled in Salesforce for the next two weeks. Check equipment availability, existing allocations, and incoming purchase orders in NetSuite, plus permit and crew availability recorded in Postgres. Identify anything that could block installation and create tasks for the responsible owners. Do not mark a project ready when equipment is allocated elsewhere or a required permit is missing.

Job description

After a technician confirms an equipment fault in Zendesk, coordinate the repair. Check the asset and service agreement in Salesforce, warranty and replacement stock in NetSuite, and available service appointments in Postgres. Prepare a plan for the service manager to approve before creating parts orders or work requests. Coordinate the appointment, update the customer, and follow outstanding actions. Check warranty coverage before proposing customer charges, and keep the case open until technician completion and customer acceptance are recorded.

Job description

Help applicants asking for updates through Zendesk. Verify their access to the requested application, then retrieve its official status and applicant-visible requirements from Postgres. Explain what is outstanding and the next administrative step. Do not disclose internal reviewer notes, make approval decisions, or promise dates that are not recorded in the official system.

Job description

Investigate supplier invoices flagged for review in NetSuite. Compare each invoice with its purchase order and receipt or service-completion evidence in Postgres. Check for possible duplicate invoices, identify the exact discrepancy, and use Zendesk to request missing information from the supplier or responsible department. Prepare a documented resolution for finance review, but do not approve or release payment.

Job description

When a public facility reports a maintenance problem in Zendesk, identify the asset in Salesforce and check existing work requests in Postgres to avoid duplicates. Gather a quote from an approved contractor and request facilities and purchasing approval before creating a NetSuite purchase order. Track the work in Postgres and coordinate updates through Zendesk. Collect facility acceptance before closing the request, then compare the invoice with the approved work and completion evidence. Send discrepancies to finance and never authorize payment yourself.