AI ERP Inbound Email Intake Hub

ERP-related emails pile up in your shared inbox, and manually sorting each one for order IDs, customer references, and urgency feels like a constant fire drill - one missed urgent change can delay a shipment. This copilot watches for incoming Gmail messages (or accepts pasted content) and automatically extracts sender, subject, date, order numbers, and product references. It classifies the email by category (Order/Inquiry/Complaint/Other) and priority (High/Medium/Low), then drafts a professional reply and logs a structured intake record in your table. You review a single clear row with the extracted data and pre-written response instead of reading every email from scratch - reply decisions stay fast and consistent.

Category: Customer Service

How it works

1. A new ERP-related email arrives in your Gmail inbox (or you paste the email content manually).
2. The copilot extracts key fields - sender, subject, date, order/customer IDs, product references - and classifies the category and priority.
3. It drafts a professional reply acknowledging the email and outlining next steps, then places the draft in Gmail for your review.
4. A new intake row is filed in the table with all extracted fields, category, priority, and draft reply - you approve before anything is sent.

Key benefits

• Respond to urgent orders before they escalate into delays or penalties.
• Classify every inbound email consistently - no more guessing if this is an order or complaint.
• Never miss an order ID or customer reference buried in loose text.
• Keep a searchable log of all ERP email intakes for audits and follow-up.

Use cases

• Order management teams handling supplier and customer emails.
• Customer service reps supporting ERP-related inquiries and complaints.
• Supply chain coordinators who need to triage order change requests.
• Small manufacturers or distributors with manual email-to-ERP workflows.

Works with Gmail

This assistant connects to Gmail once. No code required. It is not a plain field-copy integration: as data moves, the AI adds a real decision step (classify, extract, prioritize, draft). You set the autonomy level: ask for drafts and every send to Gmail waits for your review, or instruct it to send and it runs fully automatic.

Automation coverage and limits

• Gmail: 2 verified event triggers in the integration catalog can start an assistant automatically. Exact delivery timing depends on the integration; we do not promise real-time.

This assistant only reaches operations verified in the integration catalog, through a connection you authorize and can revoke. Capability facts last verified against the catalog on 2026-07-10.

Good to know

Connect Gmail once (standard OAuth). The assistant drafts replies and intake records; a human approves before any email is sent.

Frequently asked questions

How does the AI ERP Inbound Email Copilot work?

It monitors your Gmail inbox for new ERP-related emails (or accepts pasted content), extracts key data like order IDs and product references, classifies the email type and priority, then drafts a reply and logs a structured intake record for your approval.

Do I need a Gmail admin account to set it up?

No, a standard Gmail account with OAuth authorization is enough. Connect once - no code required.

Does it send replies automatically?

No. It only creates a draft in Gmail and logs the intake for you to review. A human must approve before any email is sent.

Can I customize the categories and priority levels?

Yes. The default categories are Order, Inquiry, Complaint, Other, and priorities are High, Medium, Low. You can edit them in the table settings to match your workflow.

How accurate is the field extraction and classification?

The AI is trained on common ERP email patterns, but you can always override the extracted fields, category, or priority before approving the record and draft.