行業 playbook
Import & Export
典型請求
“Draft a proforma invoice email from order specs and agreed incoterms.”
在 Not Only Office 中如何運行
- 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.
內建 playbook——註冊後在您自己的文件與會議上運行此工作流。