CRMEmailCallsERPDocumentsNotes
01Company context
Customers, products, documents, history, and live operational data stay available to the work.
Elentaria is set up around one company at a time: its ERP, its mailboxes, its documents, its rules. It does the routine part of order handling, procurement, finance and document work inside those systems, and brings the exceptions to the responsible person.
Forty-two documents arrive before eight. Thirty-eight go to their workflows on their own. Three wait for a person, with the reason attached.
It reads what arrives. Orders, RFQs, confirmations and invoices, as email, PDF, scan, Excel or portal export, in whatever layout the sender used.
It checks against the ERP. Customer, part numbers, prices, quantities, terms and dates, against the record the document refers to and the rules the company set.
It writes back within the rules. The order, the update, the match, the acknowledgement, in the way the company approved: API, database, import file, or a person pressing confirm.
It brings the rest to a person. Anything above a threshold, outside standard terms, or not covered by a rule, with the document and the record side by side.
It keeps the record. Every action, decision, approval and exception is recorded against the work it belongs to, so the team can see what happened and why.
Elentaria combines company context, operating rules, and existing systems so commercial work can move end to end without becoming a collection of disconnected automations.
Customers, products, documents, history, and live operational data stay available to the work.
Responsibilities, policies, approvals, and exceptions determine how each workflow moves.
A piece of work progresses through several actions, systems, and approval points until it is completed.
ERP and finance SAP, Microsoft Dynamics 365 and Business Central, NetSuite, Epicor, Infor, Acumatica, Sage and QuickBooks, and other ERPs through their APIs, databases or exports.
Around it Microsoft 365 and Outlook, Gmail, Excel, PDFs and scanned documents, SharePoint, HubSpot and Salesforce, EDI, and supplier and customer portals.
Nothing is replaced or migrated. Connections are set up per company on the demo; the names are the kind of systems Elentaria works with, not a fixed catalogue.
Choose one workflow, the one that costs the most time by hand today.
Scope it, the documents, the systems it reads from and writes to, and the connection method the company approves.
Set the rules, who decides what, the thresholds, and which exceptions go to whom, before anything writes.
Run it, on the company’s own documents, with the responsible people watching the first weeks.
Extend, into the next workflow once the first one runs, on the same context and rules.
Bring one workflow the company runs by hand today. It is scoped on a live demo, with the systems already in place, and extended from there.