Use case · Distribution

Approve every purchase orderagainst forecast and stock.

Your agent reads each order, checks the forecast and live stock, applies your rules, and approves or routes the exception with reasons.

PO 48211 · MEMBER ORDERORDER REVIEW AGENT
FORECASTItem is in the member's forecast
within
STOCK640 on hand at the warehouse, order is 400
in stock
YOUR RULEOrder is 30% above the member's average
to a person
Routed: in forecast and in stock, but 30% above the member's average. Reason attached.PO_48211.PDF · FORECAST · INVENTORY

The work today

Every order still needs
a person to say yes.

THE DOCUMENTS

Orders and invoices.

Purchase orders in every format, and invoices by the million.

THE CHECK

Forecast, stock, rules.

Did the member forecast it, is it within forecast, is it in stock at the warehouse.

THE COST

Checks that take a human.

The data gets extracted, but a person still makes every call.

How it works

Read it. Check it.
Decide it.

01 · DOCUMENTS

Every order, read.

Each purchase order read as it arrives, every line scored and located.

Document Intelligence →
02 · DATA

Joined with your systems.

Order lines join the forecast and the live stock position in one query.

Retrieval-Ready Data →
03 · AGENTS

Approve or route.

The agent applies your approval rules inside Hardrails and hands the decision to your ordering system.

Hardrails →

Run at scale

From assistant
to automation.

Clean orders go through on your rules. Exceptions reach a person with the reasons attached. You decide where the line is.

How to start

Start with orders you've already approved.

Run a month of them and compare the agent's calls with your team's.

A starting point, not a packaged tool. Build it your way: your rules, your data, your systems.

How agents are built →
PALETTE