AI agents for admin teams in wholesale distribution

A trade account application comes in with a signature missing, a tax form out of date, or no references, and nobody finds out until the buyer asks why their first order has not shipped, because checking every page against the checklist is a job done when there is time.

→An agent ticks each application against your checklist the day it arrives, lists what is missing, and drafts the request to the applicant for your approval, so a complete file reaches the account setup stage first time.

Supplier price increase letters arrive as PDFs in whichever inbox the rep emailed, so the effective date gets noted on a sticky, the cost file is updated a week late, and sales quotes at the old cost while the margin quietly disappears.

→An agent reads each notice, pulls the effective date and the affected SKUs, and drafts the cost file update with the percentage change per line, so a person approves the new costs before the date they apply.

The orders, accounts and info inboxes fill with a mix of real requests, remittances, misdirected messages and vendor pitches, and sorting them by hand means the one message that mattered sits unread until somebody scrolls far enough.

→An agent reads every message, routes it to sales, finance or the warehouse with the context copied across, and flags anything unanswered for two days, with holding replies drafted for approval rather than sent.

A buyer's resale certificate expires or a supplier's insurance lapses, and the first sign is a tax-exempt order shipping without cover or an auditor asking for a document nobody can find, because expiry dates live in a spreadsheet nobody opens.

→An agent watches every certificate, licence and policy against its expiry date, drafts the renewal request weeks ahead for your approval, and tells the order desk when an exempt order has no certificate on file.