Example bot · Expediter Bot
Dash, your expediter bot
Dash is an expediter bot that drafts supplier follow-ups on open purchase orders for a buyer to approve one by one, drafts promise-date updates for approval, and warns you when a late part threatens a customer order. It is an example bot Compass AI builds around the ERP you already run, and a buyer approves each supplier message on its own and every promise-date change before it happens.
Keeps open POs moving, one approved note at a time.
The work today
The problem it takes off your plate
Open POs go unconfirmed, ship dates drift, and the first sign of trouble is a customer order that cannot ship because a part never showed up.
- Calling and emailing suppliers to confirm the same POs every week
- Promise dates in the ERP that nobody has updated
- Late parts found after they have already held up a customer order
Step by step
How Dash works
One job, step by step. The last step is always yours.
Every morning
Finds what needs chasing
Lists open POs that are unconfirmed or have a ship date coming up.
Before anything goes out
Drafts the follow-ups
Prepares a note to each supplier asking for a confirmation or an updated ship date.
As suppliers reply
Reads the replies
Picks up confirmations and new dates and drafts the promise-date updates.
When a part runs late
Flags customer impact
Shows the buyer and customer service which customer orders depend on a late part.
Before anything changes
You approve
A buyer approves each supplier note on its own before it is sent, and every promise-date change before it goes into the ERP.
Same rules for every bot: one job, inside your systems, nothing changes without a person, and a plain-English note on what it did.
Your systems
What it works with
Around the ERP you already run.
ERP
Open POs, promise dates, the customer orders that need those parts
Approved supplier follow-ups and their replies
Email or your team chat
At-risk warnings to the buyer and customer service
Spreadsheets
Expedite lists, if they live outside the ERP
People stay in charge
What it never does without you
A buyer approves each supplier follow-up on its own before it is sent, and every promise-date change before it goes into the ERP.
Always waits for a person
- Sending a follow-up to a supplier
- Changing a promise date in the ERP
- Telling a customer about a delay
A person approves anything that changes a record, spends money, or goes to a customer or vendor.
Questions
Questions about Dash
No. It drafts the follow-ups, and a buyer approves each one on its own before it goes to a supplier.
It drafts the update from the supplier’s reply. A person approves it before the date changes in the ERP.
It follows the late part to the jobs and sales orders that need it, using the demand information in your ERP.
No. It warns your team. Anything that goes to a customer is a person’s decision.
Let's talk
Want a bot like this in your shop?
Book a 30-minute fit call. Tell us how this work runs today, and we will tell you plainly whether a bot like this fits around your ERP.