Projects
Supplier follow-up
The revised packaging order is still open.
The next shipment has moved to Friday.
Prepare follow-up questions for the supplier.
Stay on top of supplier updates.
Use order records and delivery updates to draft supplier questions.
Summarize outstanding supplier confirmations and changed delivery dates.
- Supplier correspondence
- Order records
- Expected deliveries
Start with one project.
Get access and create a project.
New to Projects? Request access below. Once invited, follow the quick start to create a project for this workflow.
Add a few records.
In Home, ask the agent to file notes like the sources above. Only add information everyone in the project should see. You can also work from a connected AI tool.
Review and save the brief.
In Home, tell the agent which project to use and ask for the brief above. Check it against your records, then ask the agent to save the approved brief as a record in that project. Open the record in Projects to confirm it.
Will this connect to our store or inventory system?
Start by identifying your tools and the records you need. Patchnet can assess the available connection methods and implementation work; these examples do not assume a ready-made integration.
Does AI place orders or change stock levels?
The examples here prepare summaries and draft follow-ups. Purchasing and inventory changes are separate workflows that need explicit configuration and review.
Need help connecting your tools or planning a rollout? Discuss deployment