YI turns emails into structured reports for your insight.
Zero changes, zero effort, zero integrations.
Just enter the inbox to monitor. Then we'll talk.
A live look at what YI extracts
Below is a worked example across three common mailboxes: Customer Support, Sales, and Suppliers. For each, YI reads the incoming emails, builds structured report cards (with calculations and automations), and answers natural-language questions about them.
Customer Support mailbox — support@acme.com
Ask YI: Which support cases need us this morning?
5 cases were opened or updated this morning. The most urgent is a warranty claim from Brightwood Interiors — a faulty unit reported twice, now past the first-response SLA. Ops sign-off for the warranty swap is already requested and the proof of purchase is on file.
5 open cases · today
- CASE-0412 — Brightwood Interiors (11 Jun, v4): Control unit faults intermittently; second report this month — warranty replacement requested.
- CASE-0408 — Maple & Co (11 Jun, v4): Setup question on model X200 — awaiting our reply.
- CASE-0405 — Garrison Supplies (10 Jun, v3): Wrong item shipped; return opened and refund pending approval.
- CASE-0401 — Hartley Group (10 Jun, v3): Intermittent error after firmware update; diagnostic logs requested.
- CASE-0396 — Ridgeway Stores (10 Jun, v4): Billing query on a duplicate invoice — resolved, credit issued.
Reports in detail
CASE-0412 — Brightwood Interiors [Replacement due]
Support · revision 4 · updated 11 Jun
- Customer
- Brightwood Interiors
- Opened
- 11 Jun 2026
- Issue
- Control unit fails intermittently; second report this month. Customer requests a warranty replacement, not another repair.
- Severity
- High
- Order & serial
- ORD-48120 · SN-220719 · X200-EU
- First-response SLA
- 2h overdue
Formula:- sla_due = opened_at + target(severity)
- severity = "High" → 4h target
- now − sla_due = +2h 10m
Run: Recomputed when the case was reopened · 11 Jun 10:20 (auto)
- Customer update
- Auto-sent on status change
Trigger:- on status → "Replacement due"
- channel: reply to customer thread
Run: Email sent to hannah.brooks@brightwoodinteriors.com · 11 Jun 10:25 (done)
- Proof of purchase
- Invoice 48120 received
Trigger:- if warranty_claim and no receipt on file
- ask: customer for proof of purchase
Run: Invoice received from the customer · 11 Jun 10:24 (done)
- Replacement approval
- Warranty swap needs ops sign-off
Trigger:- if action = "warranty replacement"
- approver: operations manager
Run: Approval requested from ops@acme.com · awaiting (pending)
- Helpdesk sync
- Posted to helpdesk API
Trigger:- POST /helpdesk/tickets
- map: report fields → ticket
Run: Synced to ticket #HD-22841 · 11 Jun 10:26 (done)
Source emails
- Re: faulty control unit — again — from hannah.brooks@brightwoodinteriors.com to support@acme.com (11 Jun · 10:19): Hi,
this is the second time the control unit has failed on us this month — the same intermittent fault as before. We followed the reset steps in your last email, but it keeps cutting out.
The unit is still under warranty (purchased in March, model X200-EU). C…
- Re: serial SN-220719 check — from tom.reyes@acme.com to support@acme.com (11 Jun · 10:21): Confirmed the serial SN-220719 against our records — unit X200-EU, shipped March, warranty active until next March. Eligible for replacement.
Tom…
- Fwd: warranty claim #X200 — from tom.reyes@acme.com to ops@acme.com (11 Jun · 10:23): Team,
escalating this — Brightwood Interiors' control unit (order ORD-48120) is down again, second failure this month. Their showroom display is offline, so I've flagged it High.
The customer wants a straight warranty replacement, not another repair. Can ops …
- Proof of purchase — invoice 48120 — from hannah.brooks@brightwoodinteriors.com to support@acme.com (11 Jun · 10:24): Hi,
as requested, attaching the invoice (no. 48120) as proof of purchase for the control unit. The case was opened this morning. Let me know if you need anything else to process the warranty.
Hannah Brooks — Brightwood Interiors…
CASE-0408 — Maple & Co [Awaiting reply]
Support · revision 4 · updated 11 Jun
- Customer
- Maple & Co
- Opened
- 11 Jun 2026
- Issue
- Setup question on model X200 — the initial pairing step doesn't complete; the unit isn't detected.
- Severity
- Normal
- Order & serial
- ORD-47980 · SN-219004 · X200-EU
- First-response SLA
- 6h left
Formula:- sla_due = opened_at + target(severity)
- severity = "Normal" → 8h target
- due = 09:05 + 8h = 17:05
Run: Recomputed on case open · 11 Jun 09:05 (auto)
- Acknowledgement
- Auto-sent to the customer
Trigger:- on case open
- channel: reply to customer thread
Run: Email sent to r.maple@mapleco.com · 11 Jun 09:06 (done)
- Suggested KB
- KB-X200-SETUP matched and sent
Trigger:- match issue text → KB article
- attach: KB-X200-SETUP
Run: Article sent with the acknowledgement · 11 Jun 09:06 (done)
- Draft reply
- Prepared, awaiting review
Trigger:- draft reply from KB-X200-SETUP
- ask: agent to review and send
Run: Awaiting agent review (pending)
Source emails
- X200 setup problem — from r.maple@mapleco.com to support@acme.com (11 Jun · 09:04): Hi, we've received the X200 (order ORD-47980, serial SN-219004) but can't complete the initial pairing — the unit isn't detected at the pairing step. Can you help? Thanks, Rachel Maple — Maple & Co…
- Acknowledgement — CASE-0408 — from support@acme.com to r.maple@mapleco.com (11 Jun · 09:06): Hi Rachel, we've logged your request (CASE-0408) and will reply today. In the meantime here's the KB-X200-SETUP guide, which covers the pairing step. Support — Acme…
CASE-0405 — Garrison Supplies [Return in progress]
Support · revision 3 · updated 10 Jun
- Customer
- Garrison Supplies
- Opened
- 10 Jun 2026
- Issue
- Wrong item shipped (X150 delivered instead of the ordered X200); customer requests a return and refund.
- Severity
- Normal
- Order & serial
- ORD-47860 · SN-218742 · X150-EU
- Refund amount
- €1,240
Formula:- refund = item_price
- item_price from price list v12 = €1,240
Run: Computed from price list · 10 Jun 15:10 (auto)
- Return label
- Generated and sent to the customer
Trigger:- on return opened
- channel: email to customer
Run: Label sent to p.garrison@garrisonsupplies.com · 10 Jun 15:20 (done)
- Refund approval
- Refunds >€1,000 need finance sign-off
Trigger:- if refund > €1,000 (here €1,240)
- approver: finance
Run: Approval requested from finance@acme.com · awaiting (pending)
- ERP posting
- Return opened via the orders API
Trigger:- POST /erp/returns
- map: case fields → RMA
Run: Synced to RMA-3320 · 10 Jun 15:21 (done)
Source emails
- Wrong item on order ORD-47860 — from p.garrison@garrisonsupplies.com to support@acme.com (10 Jun · 14:58): Hi, on order ORD-47860 we received an X150 (serial SN-218742) instead of the X200 we ordered. We'd like to return it and get a refund. Thanks, Paul Garrison — Garrison Supplies…
- Price check — X200 (price list v12) — from support@acme.com to support@acme.com (10 Jun · 15:10): Confirmed the item's list price: €1,240 (price list v12). Refund amount matches.…
- Return label — RMA-3320 — from support@acme.com to p.garrison@garrisonsupplies.com (10 Jun · 15:20): Attached is the return label (RMA-3320). Once the item is received we'll process the €1,240 refund, pending finance approval. Support — Acme…
CASE-0401 — Hartley Group [Diagnosing]
Support · revision 3 · updated 10 Jun
- Customer
- Hartley Group
- Opened
- 10 Jun 2026
- Issue
- Intermittent error after firmware update 2.4.1; the unit reboots on its own.
- Severity
- High
- Order & serial
- ORD-47710 · SN-217650 · X300-EU
- Firmware version
- 2.4.1 (extracted from the email body)
- First-response SLA
- 30m left
Formula:- sla_due = opened_at + target(severity)
- severity = "High" → 4h target
- due = 10:40 + 4h = 14:40
Run: Recomputed on case open · 10 Jun 10:40 (auto)
- Diagnostic logs request
- Sent to the customer
Trigger:- if reboot issue and no logs on file
- ask: customer for diagnostic export
Run: Requested since 10 Jun 11:00 (pending)
- Engineering escalation
- Technical ticket opened
Trigger:- POST /eng/tickets
- severity → High
Run: Synced to ticket ENG-882 · 10 Jun 11:05 (done)
- Customer update
- Status update sent
Trigger:- on status change
- channel: reply to customer thread
Run: Update sent to it@hartleygroup.com · 10 Jun 11:00 (done)
Source emails
- Reboots after firmware update — from it@hartleygroup.com to support@acme.com (10 Jun · 10:40): Hi, after firmware update 2.4.1 the unit (order ORD-47710, serial SN-217650, model X300-EU) keeps rebooting on its own. This is urgent for our production line. Mark Hartley — Hartley Group…
- Diagnostic logs request — CASE-0401 — from support@acme.com to it@hartleygroup.com (10 Jun · 11:00): To investigate the reboots we need the unit's diagnostic logs (Settings → Diagnostics → Export). We've also opened a technical review. Support — Acme…
- Engineering escalation — ENG-882 — from support@acme.com to eng@acme.com (10 Jun · 11:05): Opening technical ticket ENG-882: X300-EU rebooting intermittently after firmware 2.4.1, High severity.…
CASE-0396 — Ridgeway Stores [Resolved]
Support · revision 4 · updated 10 Jun
- Customer
- Ridgeway Stores
- Opened
- 10 Jun 2026
- Issue
- Duplicate invoice (INV-90233 issued twice) — billing query.
- Documents
- INV-90233 · INV-90234
- Credit-note amount
- €430
Formula:- credit_note = duplicated_invoice_amount
- INV-90233 amount = €430
Run: Computed on duplicate detection · 10 Jun 16:05 (auto)
- Credit note
- Auto-issued
Trigger:- POST /erp/credit-notes
- map: invoice → credit note
Run: Issued CN-1190 · 10 Jun 16:10 (done)
- Customer confirmation
- Closing email sent
Trigger:- on case resolved
- channel: reply to customer thread
Run: Email sent to accounts@ridgewaystores.com · 10 Jun 16:11 (done)
- Accounting posting
- Synced to the ERP
Trigger:- POST /erp/postings
- map: credit note → ledger
Run: Synced · 10 Jun 16:11 (done)
Source emails
- Duplicate invoice INV-90233 — from accounts@ridgewaystores.com to support@acme.com (10 Jun · 15:30): Hi, we've got two identical invoices for the same order: INV-90233 and INV-90234, both €430. One is a duplicate — can you cancel it? Thanks, Sarah Ridgeway — Ridgeway Stores…
- Credit note issued — CN-1190 — from support@acme.com to accounts@ridgewaystores.com (10 Jun · 16:11): Confirmed: the duplicate invoice INV-90233 has been reversed with credit note CN-1190 for €430. The case is closed. Support — Acme…
Sales mailbox — sales@acme.com
Ask YI: Which quotes are still waiting on the client?
5 quotes are awaiting client confirmation. The largest is Q-3052 for Ferris Print Co. — €18,400, valid 4 more days. On Q-3052 (Ferris Print), the day-5 reminder is already scheduled for 13 Jun at 09:00.
5 quotes · awaiting client
- Q-3052 — Ferris Print Co. (8 Jun, v2): 120× Pro licenses + onboarding, €18,400 — sent, awaiting sign-off.
- Q-3047 — Bradbury Workshops (7 Jun, v1): Yearly maintenance renewal, €6,200.
- Q-3039 — Cardinal Hotel (6 Jun, v3): Replacement units ×12, awaiting purchase order.
- Q-3031 — Norton & Partners (5 Jun, v2): Consulting retainer — follow-up #2 sent.
- Q-3025 — Aurora Coffee (5 Jun, v1): Bulk order, volume discount requested.
Reports in detail
Q-3052 — Ferris Print Co. [Awaiting sign-off]
Sales · revision 2 · updated 8 Jun
- Client
- Ferris Print Co.
- Sent
- 8 Jun 2026
- Scope
- 120× Pro licenses + onboarding package
- Line items
- LIC-PRO-120 · ONB-STD · SUP-12M
- Net total
- €18,400
- Margin
- 23% (computed)
Formula:- margin = (net_total − cost) / net_total
- cost from price list v12 = €14,168
- (18,400 − 14,168) / 18,400 = 23%
Run: Recomputed on quote update · 8 Jun 11:40 (auto)
- Validity
- 4 days left
Formula:- expires = sent_at + 14 days
- days_left = expires − today
Run: Recomputed daily · 9 Jun 06:00 (auto)
- Follow-up
- Reminder auto-sent on day 5
Trigger:- if no client reply for 5 days
- channel: reminder email to client
Run: Scheduled for 13 Jun 09:00 → mark.ferris@ferrisprint.com (pending)
- Discount approval
- Discount >20% needs sales lead OK
Trigger:- if discount > 20% (here 22%)
- approver: sales lead
Run: Approval requested from sales.lead@acme.com · awaiting (pending)
- CRM sync
- Pushed to pipeline API
Trigger:- PUT /crm/deals/{id}
- stage → "Proposal sent"
Run: Synced to deal #DL-5567 · 8 Jun 11:41 (done)
Source emails
- Quote request — Pro licenses — from mark.ferris@ferrisprint.com to sales@acme.com (5 Jun · 09:12): Hi,
we're looking to roll out your platform across the studio — around 120 Pro seats, plus the onboarding package for the team.
Could you put together a quote? We'd want to get started this quarter.
Thanks,
Mark Ferris — Ferris Print Co.…
- Re: Quote request — Pro licenses — from sales@acme.com to mark.ferris@ferrisprint.com (8 Jun · 11:40): Hi Mark,
please find the quote, sent today:
• 120× Pro licenses (LIC-PRO-120)
• Onboarding package (ONB-STD)
• 12 months support (SUP-12M)
Net total €18,400. The quote is valid for 14 days from today.
Best,
Sales — Acme…
- Re: Volume discount — from mark.ferris@ferrisprint.com to sales@acme.com (8 Jun · 15:02): Good morning,
thank you for the proposal — it looks aligned with what we need.
Could you review the volume discount for the 120 licenses? We were hoping for around 22% given the size. We'd like to close by the end of the week and present it to the board on Mo…
Q-3047 — Bradbury Workshops [Awaiting sign-off]
Sales · revision 1 · updated 7 Jun
- Client
- Bradbury Workshops
- Sent
- 7 Jun 2026
- Scope
- Yearly maintenance renewal
- Line items
- MNT-12M · SUP-STD
- Net total
- €6,200
- Margin
- 31%
Formula:- margin = (net_total − cost) / net_total
- cost from price list v12 = €4,278
- (6,200 − 4,278) / 6,200 = 31%
Run: Recomputed on quote send · 7 Jun 10:30 (auto)
- Validity
- 10 days left
Formula:- expires = sent_at + 14 days = 21 Jun
- days_left = expires − today
Run: Recomputed daily · 11 Jun 06:00 (auto)
- Follow-up
- Day-5 reminder auto-scheduled
Trigger:- if no client reply for 5 days
- channel: reminder email to client
Run: Scheduled for 12 Jun 09:00 → ops@bradburyworkshops.com (pending)
- CRM sync
- Pushed to the pipeline
Trigger:- PUT /crm/deals/{id}
- stage → "Proposal sent"
Run: Synced to deal #DL-5571 · 7 Jun 10:31 (done)
Source emails
- Maintenance renewal — from ops@bradburyworkshops.com to sales@acme.com (6 Jun · 15:20): Hi, we need to renew the yearly maintenance for our equipment. Could you send a quote? Bradbury Workshops…
- Re: Maintenance renewal — quote — from sales@acme.com to ops@bradburyworkshops.com (7 Jun · 10:30): Quote attached (sent today): 12-month maintenance (MNT-12M) + standard support (SUP-STD). Net total €6,200. Valid 14 days. Sales — Acme…
Q-3039 — Cardinal Hotel [Awaiting purchase order]
Sales · revision 3 · updated 6 Jun
- Client
- Cardinal Hotel
- Sent
- 6 Jun 2026
- Scope
- 12× X200 replacement units + installation
- Line items
- UNIT-X200 ×12 · INSTALL-STD
- Net total
- €9,840
- Discount applied
- 8%
Formula:- volume discount from price list
- condition: units ≥ 10 → 8%
Run: Computed on quote build · 6 Jun 14:00 (auto)
- Validity
- 9 days left
Formula:- expires = sent_at + 14 days = 20 Jun
- days_left = expires − today
Run: Recomputed daily · 11 Jun 06:00 (auto)
- Awaiting
- Customer purchase order
Trigger:- if quote sent and no PO received
- ask: customer for purchase order
Run: Reminder scheduled 11 Jun 09:00 → procurement@cardinalhotel.com (pending)
- CRM sync
- Stage → "Proposal sent"
Trigger:- PUT /crm/deals/{id}
- stage → "Proposal sent"
Run: Synced to deal #DL-5560 · 6 Jun 14:01 (done)
Source emails
- Replace 12 units — from procurement@cardinalhotel.com to sales@acme.com (5 Jun · 11:40): Hi, we need to replace 12 X200 units in our rooms, with installation by your team. Could you put a quote together? Cardinal Hotel…
- Re: Replace 12 units — quote — from sales@acme.com to procurement@cardinalhotel.com (6 Jun · 14:00): Quote attached: 12× UNIT-X200 + INSTALL-STD, with an 8% volume discount. Net total €9,840. To proceed we need your purchase order. Sales — Acme…
Q-3031 — Norton & Partners [Awaiting sign-off]
Sales · revision 2 · updated 9 Jun
- Client
- Norton & Partners
- Sent
- 5 Jun 2026
- Scope
- Consulting retainer (quarterly)
- Line items
- CONS-Q · SUP-STD
- Net total
- €12,000
- Margin
- 40%
Formula:- margin = (net_total − cost) / net_total
- cost = €7,200
- (12,000 − 7,200) / 12,000 = 40%
Run: Recomputed on quote send · 5 Jun 09:30 (auto)
- Validity
- 8 days left
Formula:- expires = sent_at + 14 days = 19 Jun
- days_left = expires − today
Run: Recomputed daily · 11 Jun 06:00 (auto)
- Follow-up
- 2nd reminder sent
Trigger:- if no client reply for 5 days
- channel: reminder email to client
Run: Sent to office@nortonpartners.com · 9 Jun 09:00 (done)
- CRM sync
- Stage → "Proposal sent"
Trigger:- PUT /crm/deals/{id}
- stage → "Proposal sent"
Run: Synced to deal #DL-5548 · 5 Jun 09:31 (done)
Source emails
- Consulting retainer request — from office@nortonpartners.com to sales@acme.com (3 Jun · 16:10): Hi, we're interested in a quarterly consulting retainer. Could you send us a proposal? Norton & Partners…
- Re: Consulting retainer — proposal — from sales@acme.com to office@nortonpartners.com (5 Jun · 09:30): Proposal attached: quarterly retainer (CONS-Q) + standard support (SUP-STD), net total €12,000. Valid 14 days. Sales — Acme…
- 2nd reminder — Q-3031 — from sales@acme.com to office@nortonpartners.com (9 Jun · 09:00): Hi, a reminder about proposal Q-3031 (€12,000), valid until 19 June. We remain at your disposal. Sales — Acme…
Q-3025 — Aurora Coffee [Awaiting sign-off]
Sales · revision 1 · updated 5 Jun
- Client
- Aurora Coffee
- Sent
- 5 Jun 2026
- Scope
- Bulk order — 200× pod dispensers
- Line items
- DISP-200 · SUP-6M
- Net total
- €7,400
- Requested discount
- 15%
Trigger:- if customer requested discount
- ask: review by sales
Run: Customer request under review (pending)
- Margin with discount
- 19%
Formula:- margin = (net_total − cost) / net_total
- cost = €5,994
- (7,400 − 5,994) / 7,400 = 19%
Run: Recomputed with requested discount · 5 Jun 11:00 (auto)
- Discount approval
- Discount >10% needs sales-lead OK
Trigger:- if discount > 10% (here 15%)
- approver: sales lead
Run: Approval requested · awaiting (pending)
- Validity
- 8 days left
Formula:- expires = sent_at + 14 days = 19 Jun
- days_left = expires − today
Run: Recomputed daily · 11 Jun 06:00 (auto)
- CRM sync
- Stage → "Proposal sent"
Trigger:- PUT /crm/deals/{id}
- stage → "Proposal sent"
Run: Synced to deal #DL-5542 · 5 Jun 11:01 (done)
Source emails
- Bulk order + discount — from buying@auroracoffee.com to sales@acme.com (4 Jun · 10:15): Hi, we'd like to order 200 pod dispensers. Given the volume, could we get a 15% discount? Aurora Coffee…
- Re: Bulk order — quote — from sales@acme.com to buying@auroracoffee.com (5 Jun · 11:00): Quote attached: 200× DISP-200 + 6 months support (SUP-6M), net total €7,400. The requested 15% discount is pending sales-lead approval. Sales — Acme…
Suppliers mailbox — orders@acme.com
Ask YI: Any supplier deliveries at risk this week?
3 inbound orders are at risk this week. PO-5210 from Marrow Freight (Milan → Naples) is awaiting approval — the route is over budget. PO-5210 (Marrow Freight) is already posted to your ERP; the supplier confirmation goes out as soon as it’s approved.
3 orders · at risk
- PO-5210 — Marrow Freight (8 Jun, v3): Pallet shipment Milan → Naples, €480 — over route budget.
- PO-5207 — Lynx Logistics (7 Jun, v2): Mixed pallet Turin → Rome, awaiting confirmed ETA.
- PO-5201 — BlueCargo (6 Jun, v4): Container Genoa → Palermo, customs hold.
Reports in detail
PO-5210 — Marrow Freight [Awaiting approval]
Suppliers · revision 3 · updated 8 Jun
- Supplier
- Marrow Freight
- Service
- Pallet shipment
- Route
- Milan → Naples
- Weight
- 1,200 kg
- Cost
- €480
- Doc references
- DOC-48120934 · DOC-48122071
- Budget variance
- +€80 over plan
Formula:- variance = cost − lane_budget
- lane_budget(Milan→Naples) = €400
- €480 − €400 = +€80
Run: Recomputed on quote receipt · 8 Jun 09:36 (auto)
- Route approval
- Routes >€400 need logistics OK
Trigger:- if cost > €400 (here €480)
- approver: logistics manager
Run: Approval requested from logistics@acme.com · awaiting (pending)
- Booking notice
- Confirmation sent to supplier
Trigger:- on status → "Booked"
- channel: email to supplier
Run: Sends to ops@marrowfreight.com once approved (pending)
- ERP posting
- Synced to orders API
Trigger:- POST /erp/orders
- map: PO fields → order
Run: Synced to order #ERP-5210 · 8 Jun 09:37 (done)
Source emails
- Pallet shipment quote Milan–Naples — from ops@marrowfreight.com to orders@acme.com (8 Jun · 09:35): Hello,
please find our quote for the pallet shipment Milan → Naples.
• 1,200 kg, 2 pallets
• Transit time 48h
• Total €480 (fuel surcharge included)
The direct route is €80 above the standard lane (€400) because of the holiday-week capacity. Let us know if w…
- Re: Pallet shipment quote — from orders@acme.com to ops@marrowfreight.com (8 Jun · 10:10): Hi,
thanks — the Milan → Naples quote at €480 is approved pending sign-off, as it's over our €400 lane cap.
Please share the consignment doc references so we can post the order.
Acme Orders…
- Booking slot confirmation — from ops@marrowfreight.com to orders@acme.com (8 Jun · 11:15): Confirmed — Wednesday slot booked for the Milan → Naples pallet shipment.
Consignment docs: DOC-48120934 and DOC-48122071. The driver will collect the 2 pallets (1,200 kg) on Wednesday morning.
Marrow Freight…
PO-5207 — Lynx Logistics [Awaiting ETA]
Suppliers · revision 2 · updated 7 Jun
- Supplier
- Lynx Logistics
- Service
- Mixed pallet
- Route
- Turin → Rome
- Weight
- 850 kg
- Cost
- €360
- Doc references
- DDT-47990123
- Budget variance
- −€20 (within budget)
Formula:- variance = cost − lane_budget
- lane_budget(Turin→Rome) = €380
- €360 − €380 = −€20
Run: Recomputed on quote receipt · 7 Jun 08:52 (auto)
- Confirmed ETA
- Awaiting from the supplier
Trigger:- if quote received and no ETA on file
- ask: supplier for ETA
Run: Request sent 7 Jun 09:30 → ops@lynxlogistics.com (pending)
- Booking notice
- Will be sent on approval
Trigger:- on status → "Booked"
- channel: email to supplier
Run: Awaiting confirmed ETA (pending)
- ERP posting
- Synced to the orders API
Trigger:- POST /erp/orders
- map: PO fields → order
Run: Synced to order #ERP-5207 · 7 Jun 08:52 (done)
Source emails
- Mixed pallet quote Turin–Rome — from ops@lynxlogistics.com to orders@acme.com (7 Jun · 08:50): Hi, attached is our quote for the Turin → Rome mixed pallet: 850 kg, total €360. The exact ETA will be confirmed shortly. Reference DDT-47990123. Lynx Logistics…
- Re: Mixed pallet quote — ETA — from orders@acme.com to ops@lynxlogistics.com (7 Jun · 09:30): Thanks, the €360 cost is within the lane budget (€380). Could you confirm the ETA so we can proceed with the booking? Acme Orders…
PO-5201 — BlueCargo [Customs hold]
Suppliers · revision 4 · updated 6 Jun
- Supplier
- BlueCargo
- Service
- 20' container
- Route
- Genoa → Palermo
- Weight
- 4,200 kg
- Cost
- €1,150
- Doc references
- DDT-47880441 · DDT-47880442
- Status
- Customs hold
- Customs documents
- Requested from the supplier
Trigger:- if customs hold and docs missing
- ask: supplier for customs documents
Run: Requested since 6 Jun 11:20 → ops@bluecargo.com (pending)
- Budget variance
- +€90 over plan
Formula:- variance = cost − lane_budget
- lane_budget(Genoa→Palermo) = €1,060
- €1,150 − €1,060 = +€90
Run: Recomputed on quote receipt · 6 Jun 09:15 (auto)
- Approval
- Costs >€1,000 need logistics OK
Trigger:- if cost > €1,000 (here €1,150)
- approver: logistics manager
Run: Approval requested from logistics@acme.com · awaiting (pending)
- ERP posting
- Synced to the orders API
Trigger:- POST /erp/orders
- map: PO fields → order
Run: Synced to order #ERP-5201 · 6 Jun 09:15 (done)
Source emails
- Container Genoa–Palermo on customs hold — from ops@bluecargo.com to orders@acme.com (6 Jun · 11:05): Hi, the Genoa → Palermo container (4,200 kg, €1,150, DDT-47880441 and DDT-47880442) is on customs hold — some customs documents are missing. BlueCargo…
- Re: Container hold — documents — from orders@acme.com to ops@bluecargo.com (6 Jun · 11:20): Thanks for flagging. Please send the list of missing customs documents. The cost (€1,150) exceeds the lane budget (€1,060), so it's pending logistics approval. Acme Orders…