Part of our Operations agents

AI workforce for Wholesale Distribution Operations

AI agents for operations teams in wholesale distribution

Actionist is an AI automation tool whose agents operate the apps your wholesale operations team already uses, from chasing supplier ETAs to matching the dock paperwork to every purchase order.

Buyers and warehouse leads get back the hours lost to supplier chasing, short-ship hunting and freight paperwork.

Your AI workforce
30 hrssaved on avg per person / month
$1,140avg saved per person / month
28avg scheduled jobs a week
Operates your stackActionist App Store
Unleashed Software logo
AlphaLoops Freight API logo
Process Street logo
Mailparser logo
Docparser logo
Mindee logo
Microsoft SQL logo
Unleashed Software logo
AlphaLoops Freight API logo
Process Street logo
Mailparser logo
Docparser logo
Mindee logo
Microsoft SQL logo
How it works

AI Employees for Wholesale Distribution Operations in 4 simple steps

  1. Manual Time

    We'll go over where you currently waste your time doing manual tasks.

  2. Actionist Automations

    We'll show you exactly how Actionist can automate these manual tasks.

  3. Your Benefits

    How much time and money you'll save by onboarding AI agents.

  4. Easy to use

    We'll show you how easy it is to enable AI across your business.

01

Where you spend your time

Why Wholesale Distribution Operations teams switch

We know how your week actually goes

A distributor's operations desk lives between the vendor and the customer: a promised date that slipped, a pallet that arrived two cartons short, a truck that needs a bill of lading before the carrier cutoff.

Actionist agents operate the ERP, the warehouse sheets, the supplier mailbox and the carrier portals as your buyers and dock leads do, so the team spends its hours on decisions, not on chasing and reformatting.

What matters to you
  • Supplier dates you can trust
    A promised ship date that slipped without anyone noticing turns into a backorder a customer finds out about first.
  • The dock matches the paperwork
    A short-ship caught at receiving is a claim you can win; found at invoice time it is usually a write-off.
  • Stock levels that follow demand
    Reorder points and case-pack rounding kept honest mean fewer stockouts and fewer pallets of slow movers.
  • Trucks leave on the carrier's cutoff
    A missing bill of lading or freight class holds a shipment until tomorrow's pickup.
  • Freight surprises found early
    A delay, a damaged pallet or a wrong accessorial charge costs less when someone sees it within the day.
  • Time for the calls only people make
    Spend the hours on supplier negotiations and the warehouse floor, not on rekeying dates.

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 Operations team's day.

The problem

Where the hours go

  • Late or unacknowledged purchase orders are found when a customer asks where their goods are, because chasing suppliers is a job nobody has hours for.

    An agent reads vendor acknowledgments, compares dates and quantities to each PO, and drafts the chase notes for overdue lines for the buyer to approve.

  • The dock receives pallets against a packing slip nobody has time to match line by line, so short-ships surface at invoice time as a write-off.

    An agent reads each packing slip against the open PO, lists short, over and wrong lines for the receiving lead, and drafts the supplier claim with the evidence.

  • Reorder points drift, case packs get ignored and slow stock piles up, so the buyer rebuys what is sitting in the east branch.

    An agent reviews stock against reorder points daily, drafts purchase orders rounded to case packs, and suggests transfers before anything is bought.

  • Freight paperwork piles up at the cutoff and carrier delays are noticed late, so shipments miss pickups and surcharges slip through unchecked.

    An agent drafts bills of lading from item weights, reads carrier tracking for delays, and audits each freight invoice against the booked rate.

02

Actionist Will Automate

Anatomy of an automation

What one automation looks like

Trigger·A supplier truck arrives at the dock and the packing slip is scanned into the shared folder
Trigger
Step 1
Actionist
Packing slip is scanned into the receiving folder
Confirmation
Step 5
Human
The receiving lead confirms counts and decides accept, hold or claim
Saved per run
35 min
Runs / week
~1×
Short-ships are caught at the dock with the evidence attached, not discovered at invoice time
A week in the life

A week with your Wholesale Distribution Operations agents

28Scheduled jobs
6Agents at work
24/7Always on
Agents
Mon–Wed
Mon
Tue
Wed
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Apps

Some of the apps for your Wholesale Distribution Operations team

Some of the operations apps your wholesale agent operates for you. Hundreds more are in the Actionist App Store.

Triggers

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.

WhenA supplier acknowledgment email arrivesfires within about a minute
The agent automatically

When a vendor acknowledges a purchase order, the agent reads the email within about a minute, compares the confirmed date, quantity and price with the PO, and writes any variance into the tracking sheet. Material changes are posted to the buyer in Slack for a decision.

Receives this trigger from
03

Your benefits

Manual vs agent

Where the time goes back

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Supplier chasing
    330 min / week
    Finding out which POs slipped

    The buyer opens acknowledgment emails one by one, compares dates by eye and chases late lines when a customer asks.

    Supplier chasing Agent
    0 min
    Agent logs variances and drafts chases

    An agent compares each acknowledgment to its PO, writes the variance into the sheet, and drafts follow-ups for overdue lines that the buyer approves.

  • Receiving
    300 min / week
    Matching the slip to the PO

    A receiver reads the packing slip against the PO line by line, writes up short-ships by hand and finds problems after the driver has left.

    Receiving Agent
    0 min
    Agent marks the exceptions

    An agent reads the scanned slip against the PO and hands the receiving lead a sheet with short, over and wrong lines highlighted.

  • Replenishment
    360 min / week
    Deciding what to buy

    The buyer scans a full stock report, adjusts quantities to case packs by hand and rebuys items that sit in another branch.

    Replenishment Agent
    0 min
    Agent drafts the buy

    An agent lists real shortfalls, drafts purchase orders rounded to the pack, suggests transfers first, and waits for the buyer to approve.

  • Freight paperwork
    270 min / week
    Bills of lading before the cutoff

    Dispatchers look up weights and freight class for each pallet, type the bill of lading and phone the carrier at the last minute.

    Freight paperwork Agent
    0 min
    Agent prepares the paperwork

    An agent drafts each bill of lading from item weights and class, lists shipments with missing data, and the dispatcher books after review.

  • Carrier exceptions
    240 min / week
    Finding delays and bad charges

    Staff open carrier sites one by one, find a delay late, and pay freight invoices without checking accessorials against the booking.

    Carrier exceptions Agent
    0 min
    Agent flags delays and overcharges

    An agent reads tracking daily, drafts heads-ups for account owners, and compares each freight invoice with the booked rate for the transport lead.

+ 100s of other automations
Average monthly
28 hrs / person / month
ROI

What that's worth

Calculator

Calculate what your team saves

Team size
6 people
Hourly rate
$38 / hr
Hours saved / week
42
Hours saved / year
2,100
Annual ROI
$79,800

Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.

04

How easy it is to use

Automatic onboarding

We'll do all the heavy lifting for you.

From entering your website address to having a working AI team, no effort from you.

  1. Step 1

    Enter your website

    • We'll research your business
    • Automatically configure everything for you
    Try the demo
  2. Step 2

    Actionist Auto

    Optional
    • Watches you work
    • Creates your agents, workflows and schedules
    Get the extension
  3. Step 3

    Marketplace

    • Hundreds of apps, plus agents and workflows
    • Pre-configured by other users
    Browse the App Store
  4. Step 4

    Invite your team

    • We'll automatically onboard them too
    • Focus on the things that matter
    Open Actionist

Enter your website URL for a personalised demo

See exactly what Actionist would automate for your business.

Trust & control

You stay in control

An operations agent touches purchase orders, receipts and supplier messages, so you keep control of every posting. Actionist prepares, your people decide, and each step is recorded.

Supplier notes wait for you

By default the agent drafts chase notes, claim emails and return requests and queues them for the buyer. Nothing goes to a supplier or customer without approval unless you widen autonomy.

Receipts and orders stay with people

The agent prepares draft receipts, purchase orders and bookings. A person confirms counts, approves buying and decides on claims, returns and write-offs.

Your carriers and phones stay yours

The agent reads tracking pages and the notes your phone app produced. It never answers or makes calls and never books freight without a dispatcher's review.

Every run is recorded

Each run is logged with the screens it opened and what it prepared, so a manager can trace how a receipt, PO draft or freight check was produced.

Wholesale Distribution

More Wholesale Distribution teams

More to automate

More use cases for Wholesale Distribution Operations teams

FAQ

Frequently asked questions

Will it send emails to suppliers or customers without my team approving?
No. By default the agent drafts supplier chases, claim notes and return requests for the buyer to approve. Delay heads-ups go to the account owner as drafts, so a person decides what a customer is told. Approval Modes let you widen autonomy on routine work later.
We run an older ERP and warehouse sheets. Does it need an API?
No. Actionist agents operate the ERP screens, spreadsheets and carrier portals in the cloud the way a trained clerk does, so tools with no API are still in reach. Screen automation runs in the cloud.
Does my operations team need to be technical to set this up?
No. You describe the job in plain words, such as 'match each packing slip to its PO and list the short lines', and an agent is set up for you. Nobody needs to write code or understand APIs.
How do we get started with an operations agent?
Pick the chase that eats the most hours, usually supplier acknowledgments or packing slip matching. Connect the mailbox, the ERP and the shared folder, run the agent in suggest mode for a week, and widen it as the team trusts the drafts.
Can we build a custom agent for our own receiving or freight rules?
Yes. The agents and jobs shown are examples, not the limit. You can build a custom agent for any repeatable job, such as your own tolerance rules, a particular vendor's paperwork, or a carrier's claim process.
How quickly can we set Actionist up for the ops team?
A first agent, such as the acknowledgment reader, can usually run the same day because it works in the mailbox and ERP your team already has open. Tolerance rules and item data improve as the agent learns your vendors.
What happens when a delivery is genuinely short or damaged?
The agent lists the line with the packing slip and photos attached and drafts the supplier claim. The receiving lead confirms the counts and the buyer approves the claim, so people stay accountable for what is accepted or rejected.
Is our vendor pricing and stock data safe?
Credentials are stored encrypted and never shown again, every run is logged, and memory stays on your own machine. You can also self-host Actionist on your own server and choose which systems and files an agent may open.
Is this replacing our buyers or warehouse staff?
No. It takes the chasing, matching and paperwork so buyers negotiate and plan, and warehouse leads manage the floor. A person still decides what to buy, accept, return, claim and ship.
Get started

See an agent match a packing slip to its PO

Book a free demo and watch an Actionist agent read a delivery slip, compare it with the purchase order, and list the short lines for your receiving lead.