Use case 03 · Procurement

Every order confirmation mail, checked against SAP.

How a procurement Space reads the mailbox, recognises purchase-order confirmations, pulls the originating purchase order from SAP — and presents the comparison ready to review, value by value.

The starting point

Order confirmations arrived by mail all day, and each one had to be opened, compared against the purchase order in SAP, and chased when something didn't add up. Checking every value by hand didn't scale — and skipping the check wasn't an option either.

The build

How the team built it.

Assembled inside one procurement Space — an Automation, extraction templates and a teachable agent.

An Automation watches the mail

It scans incoming attachments, recognises purchase-order confirmations and looks up the originating purchase order in SAP.

Results land on an overview page

A page in the Space lists every processed confirmation; selecting one opens the side-by-side comparison.

Extraction templates, self-defined

Users build templates in a state-of-the-art editor; the AI extracts the template's values from any document or system.

Semantic matches, teachable

Every pair is marked green, orange or red with reasoning on click — and corrections train the agent.

Inside the deployment

The comparison, ready to review.

Confirmation and SAP order side by side on the left, the extracted values on the right — click a value and the source document scrolls to the exact spot it came from.

worX · PO confirmations 14 processed today

POC_2214 · Müller Stahl POC_2213 · Vantek POC_2212 · Herzog

POC · PDF

SAP · PO 450317

Extracted valuePOC / SAP

Net total 12.400 € · 12.400 €

Quantity 120 pcs · 120 pcs

Delivery 01 Sep · 25 Aug

Why: confirmation states week 36 — later than ordered. Click to teach the agent.

One confirmation, its purchase order, and the verdict on every value.

What it changed.

Every confirmation is checked — reviewing one means reading verdicts, not documents.

Nothing is spot-checked any more: every confirmation that arrives is compared, value by value.

Deviations surface with reasoning attached — click a match to see why the AI called it green, orange or red.

Corrections stick: tell the agent to treat a case differently and it applies the rule from then on.

The procurement agent serves the whole Space — the comparisons, and the workspace's own chats.

Built with

Automations SAP Extraction templates Semantic matching Teachable agents

Bring this workflow to your team.

If confirmations, invoices or orders are checked by hand today, tell us what a checked one looks like — worX does the rest.