Prompt
Tired of manual copy-paste from email attachments into our ERP
Latest observation
Oct 14, 2026
OpenAI APIWeb search: off
Absolutely — that’s a great candidate for automation.
If you’re currently copying data from email attachments into your ERP, you could usually streamline it with a workflow like this:
- Monitor an inbox for incoming emails with attachments
- Extract the attachment data
- PDF, Excel, CSV, image, etc.
- Parse the fields you need
- e.g. invoice number, vendor, date, line items, totals
- Validate the data
- catch missing or malformed values
- Push it into the ERP
- via API, CSV import, RPA, or database integration
- Log and flag exceptions
- so someone only handles the edge cases
Common automation options:
- Low-code: Power Automate, Zapier, Make, n8n
- ERP integration: direct API or import jobs
- Document processing: OCR / AI extraction for PDFs and scans
- RPA: if the ERP has no usable API
If you want, I can help you design the best approach based on:
- what ERP you use
- attachment type (PDF, Excel, CSV, scanned docs)
- volume per day
- whether the ERP has an API or only manual entry
If you share those details, I can suggest a practical workflow and tools.