Industry playbook
Import & Export
Typical request
“Draft a proforma invoice email from order specs and agreed incoterms.”
How it runs in Not Only Office
- 1
Add order pack
Trader uploads PO, spec sheet, and incoterms agreement to Knowledge.
- 2
Extract line items
AI structures SKU, qty, unit price, currency, and shipping terms.
- 3
Draft proforma email
Guided task generates customer email with attached summary table.
- 4
Compliance check
Agent verifies incoterms and payment terms against standard clauses.
- 5
Send & file
Trader approves in review gate and sends via Outlook; PDF archived.
Pre-built playbook — sign up and run this workflow on your own documents and meetings.