Useful Use Cases of Lleverage AI

These ready-to-use prompts help you get started with common back-office workflows. Each specifies a trigger and output. Customize them for your ERP and business processes.

Order Processing

When an email arrives with a purchase order PDF, extract the order lines and create a sales order in Business Central.

When a new sales order is created in Exact Online, check inventory levels and flag items below safety stock.

Start from a form where I paste order details, then validate pricing against our customer price agreements and output exceptions.

When an order confirmation email arrives, match it against open purchase orders and update delivery dates in the ERP.

On a schedule every morning, export all orders with delivery dates this week and send a production planning summary to the team.

When a customer sends an order via EDI, transform it to our internal format and create the order in SAP.

Start from chat where I paste a customer email, then extract the order request and draft a confirmation with lead times.

When an order ships, pull the tracking number from the carrier portal and send a shipment notification to the customer.

Invoice Processing

When an invoice PDF arrives via email, extract supplier, amounts, and line items, then match against open purchase orders.

Start from a form where I upload an invoice, then validate VAT numbers and flag any compliance issues.

On a schedule every day at 6pm, export all invoices pending approval and send a summary to the finance team.

When a three-way match succeeds (PO, receipt, invoice), automatically approve the invoice for payment in Business Central.

When an invoice has missing or incorrect details, draft a clarification email to the supplier with specific questions.

Start from chat where I describe a payment discrepancy, then pull the related invoices and receipts for review.

When a credit note arrives, match it against the original invoice and update the ledger accordingly.

On a schedule every Monday, generate an aging report of unpaid invoices and highlight overdue items.

Quote Generation

Start from a form where I enter product codes and quantities, then generate a quote with current pricing and lead times.

When an RFQ email arrives, extract the requirements and draft a response with pricing from our product catalog.

Start from chat where I describe a customer request, then calculate pricing based on volume tiers and output a quote PDF.

When a quote is approved in the CRM, automatically convert it to a sales order in NetSuite.

On a schedule, review quotes older than 14 days and draft follow-up emails for the sales team.

When a customer requests a price for a custom configuration, pull BOM costs and calculate a margin-based quote.

Start from a form with customer name and products, then check their payment history before generating credit terms.

Logistics & Shipping

When a shipment is booked, generate the CMR document with all required fields pre-filled.

On a schedule every afternoon, consolidate today's orders by delivery region and create optimised pick lists.

When a carrier sends a delivery exception alert, update the order status and notify the customer.

Start from a form where I enter container details, then calculate landed costs including duties and freight.

When goods are received, match against the PO, flag quantity discrepancies, and create the goods receipt in the ERP.

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💡 These are starting points. Replace the apps and ERPs with your own systems - we integrate with Business Central, Exact, SAP, NetSuite, and more.