What we build, made concrete
Examples of what an audit and automation produce for vendors, distributors, and retailers, followed by the real systems we've already shipped in production
Workflow showcase
Order-to-Delivery Automation Workflow
An AI workflow for retail, distribution, and e-commerce operations
The system receives incoming requests from CRM, email, website forms, messengers, or marketplaces, extracts the order details, checks inventory, creates tasks for the responsible teams, prepares documents, updates delivery statuses, and sends alerts when something needs attentionInstead of disconnected chats, spreadsheets, and manual follow-ups, the business gets one controlled workflow with human approvals and a real-time operational dashboard
- 1
Incoming Request
A request comes from CRM, website form, email, messenger, marketplace, or a sales manager.
- 2
AI Request Classification
The AI identifies the request type, extracts key details, detects urgency, and routes it to the correct workflow.
- 3
Data Validation
The system checks whether all required order data is present, and asks for clarification when something is missing.
- 4
Inventory & System Check
The workflow checks stock availability, customer history, pricing rules, and order status across the connected systems.
- 5
Task Creation
Tasks are created for the sales, warehouse, logistics, procurement, or finance teams.
- 6
Document Preparation
Invoices, offers, packing lists, supplier requests, and internal documents are prepared from templates, with human approval where it matters.
- 7
Logistics & Fulfillment Update
Delivery and fulfillment statuses are updated, and delays or exceptions are flagged automatically.
- 8
Dashboard Update
Order progress, bottlenecks, approvals, delayed orders, and low-stock items all land in one operational dashboard.
- 9
Alerts & Daily Summary
Managers get an alert when something needs attention, plus a daily summary of operational performance.
Operational dashboard
- 42
- New orders today
- 6
- Need attention
- 3
- Delivery delays
- 2
- Low-stock SKUs
- 4
- Pending approvals
Illustrative dashboard. The figures are an example, not a client result.
AI roles involved
Sales
Handles incoming requests, extracts customer details, updates the CRM, and prepares client-facing drafts.
Inventory
Checks product availability, stock levels, warehouse location, and reorder conditions.
Operations
Creates tasks, routes requests to the responsible teams, tracks deadlines, and coordinates fulfillment.
Reporting
Updates dashboards, detects bottlenecks, sends alerts, and prepares daily summaries for managers.
A few clear roles, with a person kept in the loop for anything sensitive.
What the business gets
- Less manual order processing.
- Faster response to clients and internal teams.
- Better visibility across orders, inventory, and logistics.
- Fewer missed tasks, delays, and forgotten follow-ups.
- Controlled automation, with human approval for sensitive actions.
- One operational dashboard instead of scattered chats and spreadsheets.
Can be connected with
Depending on the tools you already run, the workflow connects to your CRM, ERP, spreadsheets, warehouse systems, e-commerce platforms, messengers, and custom APIs.
Want to map this workflow for your business?
N40 can audit your current order, inventory, and logistics processes, find the automation opportunities, and design a practical AI workflow connected to your existing tools
Representative scenarios
Built from the patterns we see most oftenIllustrative of scope and outcome, not specific clients
Retail & Distribution
Excel-to-dashboard automation
Operational problem
Managers collect, clean, and reconcile Excel and CSV reports by hand, so the picture is always a few days old.
Data sources
Excel / CSV exports, Google Sheets, ERP and POS extracts
What we build
Automated collection, validation, and reconciliation feeding a live dashboard
Expected outcome
Reports update themselves; the team reads the numbers instead of assembling them.
Vendors, distributors & retailers
Management dashboard / control room
Operational problem
Sales, margin, plan-fact, channels, SKUs, and stock live in separate files no one sees together.
Data sources
ERP, CRM, finance ledger, warehouse and channel data
What we build
One consolidated, role-based management surface over clean data
Expected outcome
A single live picture for finance, operations, and management, current to the day.
Distributors
Inventory & receivables control
Operational problem
Stock turnover, slow-moving goods, receivables, and credit limits are tracked late and in fragments.
Data sources
ERP, warehouse system, finance and customer ledgers
What we build
Operational analytics with alerts on overdue receivables and slow movers
Expected outcome
Cash-risk and dead-stock signals surface before they cost money, not after.
Vendors
Partner & dealer performance
Operational problem
Plan execution across partners, dealers, chains, regions, and managers is assembled by hand, weekly at best.
Data sources
Partner sell-out reports, shipment data, channel plans
What we build
Performance dashboards and plan-fact tracking with deviation alerts
Expected outcome
Sell-out and plan performance read at a glance, with drift flagged automatically.
Vendors, distributors & retailers
AI business analyst
Operational problem
Leadership gets numbers late or in a format that takes more work to read than to act on.
Data sources
The consolidated, cleaned data layer built in earlier stages
What we build
An AI layer for questions, deviation explanations, summaries, and next actions
Expected outcome
Operational questions answered in seconds, with a person in the loop where it counts.
Systems we've shipped
Real builds in production, adjacent to the product-business workThe same engineering, applied
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