Process Sales Orders Automatically
Sales orders show up as PDFs, Excel files, screenshots — rarely complete, never consistent. Mistakes creep in, and teams waste hours fixing them.
With AI-powered automation, every order is read, verified, and processed — no matter the format or how messy the input.
01The repetitive work and small mistakes that slow everything downstream
Why sales orders break down in daily operations
Order intake relies on people manually decoding whatever lands in their inbox. Formats differ, product codes don’t match, and key info is often missing. Teams jump between CRM, ERP and emails to piece one order together.
Under pressure, small errors cause big problems: the wrong item picked, the wrong address used, the wrong price charged. And by the time support sees it, the damage is done.
02Our 4-step approach
How CopperIQ implements process automation.
No new software. No complexity. Just practical automation that works. From intake to full automation in just a few weeks — with minimal disruption to your team.
With our unique 4-step approach, you’ll be up and running in no time.
Discovery
We analyze your processes and identify bottlenecks.
Build
We create tailored automations based on your real workflows and data.
Integration
We connect directly into your existing systems.
Optimize
We monitor and improve continuously as you scale.
03AI extracts, validates and completes every order on top of your CRM or ERP
How automation replaces repetitive order work
Automation reads orders straight from emails, PDFs, spreadsheets or portals. It matches products, enriches missing info, and checks every detail — using the data already in your CRM or ERP.
Unclear input is flagged early, before it causes problems. Once complete, the order is created directly in your system, using the fields and structure your team knows. Even messy, multi-line orders are processed consistently — no extra effort needed.
04Easy integration
We integrate directly into your tech stack.
No extra tools or interfaces needed. CopperIQ is compatible with tools like AFAS, Exact, Salesforce, HubSpot, and more.
05Fewer errors, faster throughput and a smoother handoff to fulfilment
What you gain when order processing runs itself
Orders land in your system right away. No manual entry, no delays. Fulfilment runs on clean, validated data.
Support teams stop chasing preventable issues. And operations no longer depend on who’s free to “rush through” the inbox — because intake doesn’t slow things down.
06What clients say
Why companies love working with us.
Clients love working with us because we focus on practical AI that drives real business value. Our solutions boost efficiency without adding complexity, integrate seamlessly into existing tech stacks, and are supported by one dedicated team from discovery to delivery.
Plus, we provide transparent insights and measurable outcomes every step of the way.
Our info inbox finally runs itself
Thanks to the automations AI now handles our info mailbox: it reads incoming emails, routes them to the right place and keeps track of what needs a reply. The team spends far less time forwarding and sorting messages, and more time actually solving client issues.
Leads now find the right person instantly
CopperIQ's AI automation capture our incoming leads, forwards them to the right colleague and files them in the correct CRM records. Follow-up is faster, handovers are clearer and creating orders for new clients has become a lot more straightforward.
Content production without the busywork
With the content platform from CopperIQ we now use AI to draft and prepare blog posts and articles based on our own inputs and guidelines. It helps us move faster on content while keeping the tone consistent across clients and channels.
From messy inbox to ready-to-book orders
CopperIQ built an automation that reads our incoming emails, extracts lead and order details and sends them straight into our CRM and our ERP. Quote requests from email are turned into draft offers and orders automatically, so our team only needs to review and confirm. It removes a large part of the manual data entry and saves us a lot of time in busy periods.
The fastest way to get the right answer
With our internal knowledge chat powered by CopperIQ, colleagues can search across product specs and technical details in one place. Instead of digging through documents, they get accurate answers in seconds and can help customers much faster.
07Any team that relies on manual order intake runs into delays or inconsistencies
Who benefits most from automated order processing
Automation helps any team that deals with unpredictable order formats. Whether input comes from PDFs, Excel, portals or free-text emails — the flow stays consistent, even when volumes spike.
Teams in wholesale, manufacturing, logistics, IT and field services use it to reduce mistakes and speed up intake — but the benefits apply to any operation that needs clean, timely orders without manual effort.
08Start your free demo
Start automating your business processes today.
Stop wasting time on manual tasks. Discover how AI-powered automation pays off fast. Let’s explore how AI-powered process automation can transform your operations. Schedule a free demo or contact us to discover what’s possible.