Industry workflow example
Import & Export
Common request
“Draft a proforma invoice email from order specs and agreed incoterms.”
How AI Hub handles it
- 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.
Example workflow for illustration. Sign in to the product console to run tasks on your own documents and meetings.