Project Overview
Manually processing orders from multiple channels like email and Telegram is slow, error-prone, and a significant drain on sales team resources. This project was designed to completely automate the order intake and confirmation workflow using an intelligent AI agent.
The system monitors Gmail and Telegram for incoming orders, uses AI and OCR to automatically extract and validate data from messages and attachments, and logs everything in a central Google Sheet. It then guides the sales team through a streamlined workflow for price calculation. Once approved by a manager, the system automatically generates and sends a final confirmation to the customer and logs the update. This 24/7 automation streamlines operations, reduces manual workload, and ensures faster, more accurate order processing.
Application Showcase
Key Features
- Multi-channel order intake: Process orders from both Gmail and Telegram.
- Automated data extraction: Includes OCR for attachments to validate data automatically.
- Centralized logging: Keeps a "Schedule of Product" updated in Google Sheets.
- Sales team workflow: Streamlines sales price calculation and submission.
- Manager verification: Includes a manager approval step before customer confirmation.
- Real-time status updates: Provides notifications across all stages of the order process.
Solutions
- Developed multi-channel listeners to ingest data from Gmail and Telegram APIs.
- Integrated AI-powered data extraction with OCR to parse text and attachments.
- Utilized the Google Sheets API for real-time, centralized logging of all orders.
- Designed an automated workflow with clear steps for sales, management, and confirmation.
- Automated the generation and sending of customer confirmation emails.
- Implemented real-time notifications to keep stakeholders updated at every stage.