Part of our Founders & Executives agents
AI agents for founders in wholesale distribution
Actionist is an AI automation tool whose agents operate the ERP, sheets and inbox founders already use, from stitching the Monday numbers by hand to a scorecard and margin watchlist waiting before the huddle.
Distribution owners and GMs get back the hours lost to report pulling, supplier notices, and lender and board pack assembly.
AI Employees for Wholesale Distribution Founders & Executives in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- The branch numbers waiting before the huddleBooked, shipped, fill rate and backorders by branch and rep, posted to Slack before the 07:30 meeting.
- Supplier increases priced in on arrivalEvery price notice is compared with your price file so margin damage shows up on a list, not on the invoice.
- Rebates earned, not left on the tablePurchases are tracked against each supplier tier, so you see the gap to the next rebate while you can still act.
- Your biggest accounts, watched for driftA top customer slipping off its usual reorder cycle reaches you as a name and a number, not as a lost quarter.
- Lender and board packs that draft themselvesBorrowing base inputs, covenant ratios and the board pack assemble from live data for you to sign off.
- Time for the deals only you can closeSpend your week on supplier negotiations, key customers and acquisitions, not on pulling reports.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Wholesale Distribution Founders & Executives team's day.
Where the hours go
The Monday numbers are a morning of exporting from the ERP, pasting into a sheet and reconciling branch totals, so the leadership meeting starts with a debate about whose figure is right.
An agent builds the branch scorecard from the ERP before each huddle and posts it to Slack, leaving the meeting to decide what to do about the numbers.
A supplier increase lands in an email attachment, nobody re-costs the price file for three weeks, and a quarter of margin leaks out through orders priced on the old cost.
An agent reads each notice, compares it with the price file, and hands you a list of the lines now under the margin floor with a proposed new price for your approval.
Rebate tiers and key accounts are tracked in the head of whoever remembers, so a supplier tier is missed by a small order or a top customer quietly drifts to a competitor.
An agent tracks purchases against every rebate threshold and watches each top account's reorder cycle, then flags the gap or the silence while there is time to act.
The lender pack and the board pack each take a day of copying figures between the ledger, the stock report and a spreadsheet, and they slip whenever the week gets busy.
An agent assembles borrowing base inputs, covenant ratios and the board pack from live data, and you add the commentary and approve what goes out.
Actionist Will Automate
What one automation looks like
A week with your Wholesale Distribution Founders & Executives agents
Some of the apps for your Wholesale Distribution Founders & Executives team
Some of the apps your executive office agents operate for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a price letter or revised list arrives in the inbox, the agent reads the effective date and the percentage changes, matches each line to the ERP item, and recalculates margin at current sell prices. Within about a minute you have a list of the lines that no longer clear the floor, with a proposed new price per customer tier waiting for your approval.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Branch reporting150 min / weekBuilding the Monday numbers by hand
Exporting booked and shipped sales from the ERP, pasting into a workbook, and reconciling branch totals so the meeting has one version of the truth.
Branch reporting Agent0 minScorecard posted before the huddleAn agent builds the branch scorecard from the ERP each morning and posts it to Slack, leaving the figures for you to interpret.
- Margin protection135 min / weekFinding out about a cost increase from the invoice
Reading supplier notices one by one and re-costing the price file weeks later, after orders have shipped at the old price.
Margin protection Agent0 minWatchlist of lines under the floorAn agent compares each notice with the price file and lists affected lines with a proposed new price for your approval.
- Supplier terms60 min / weekGuessing where a rebate tier stands
Adding up purchases by supplier by memory and a spreadsheet, and finding out in January that a tier was missed by a small order.
Supplier terms Agent0 minTier gap tracked every weekAn agent totals purchases per principal and shows the gap to the next threshold with the closing date.
- Key accounts60 min / weekNoticing a quiet customer too late
Relying on reps to say when a big account stops ordering, which usually surfaces after the quarter closes.
Key accounts Agent0 minOverdue reorders named each TuesdayAn agent compares each top account's last order with its usual cycle and lists the ones overdue, with context for the rep.
- Lenders and board120 min / weekA day of copying figures between tools
Moving numbers from the ledger, stock report and sales sheets into the lender template and the board deck, then checking they agree.
Lenders and board Agent0 minPacks drafted from live figuresAn agent assembles the borrowing base and board pack from the source systems and flags what does not reconcile, ready for your sign-off.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~5 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that reads your margins, your lender figures and your supplier terms only earns trust if you stay in control. Actionist is built so you see what it prepared, approve anything that leaves the building, and keep every decision about price, credit and strategy.
A nudge to a branch manager, a reply to a principal or a note to a customer is drafted and held for your approval. Nothing goes out on its own unless you widen that autonomy through Approval Modes.
The agent lists the lines under the floor and proposes a price, but you decide what the new price is. It never changes a price file, a credit limit or a purchase on its own.
Every number in a borrowing base or board pack is drafted from source systems, with unreconciled items listed beside it, and nothing is shared until you have approved it.
Margins, supplier terms and customer lists are encrypted and never used to train any model, with a full audit trail of what the agent read and wrote. Self-host on a VPS if it must stay on your own infrastructure.
More Wholesale Distribution teams
Frequently asked questions
Does a distribution owner or GM need to be technical to use Actionist?
How do I get started with an executive agent for my distribution business?
How do I make customised AI agents for how my business is run?
How quickly can I set an executive office agent up?
Where do our margins, supplier terms and customer lists live, and are they used to train AI models?
Our ERP is old and has no API. Can an agent still build the scorecard?
Will the agent email a supplier, a customer or my lender without me seeing it?
Does the agent decide pricing, buying or credit for us?
Can an agent help when we are looking at buying another distributor?
See an agent build your Monday scorecard and margin watchlist
Book a free demo and watch an Actionist agent read your ERP, compare a supplier increase with your price file, and draft the leadership pack for your approval.