| Item | Qty | Unit |
|---|---|---|
| HTR-9 heater, 9 kW | 2 | $2,180 |
| CTL-T1 touch control (flagged) | 2 | $1,890 |
| Rock pack, 40 lb | 4 | $96 |
| HL-HTR-6 (old code) (flagged) | 1 | $1,640 |
| Freight to dealer | 1 | TBD |
Handwritten: “Rush if you can. Customer install Dec 2.”
B · Document-heavy operational work
The order that arrives as a PDF
A dealer emails a purchase order. Someone retypes every line into the order system, checks it against the price list, and notices problems only if they happen to look.
Every business, person, order, and figure in these examples is sample data.
Northfield · 5 lines ready to enter
- 01Remove
No retypingFive lines read from the PDF into a draft order in the order system.
drafted - 02Use rules
Dealer, terms and ship-to matchedAccount found; credit limit has room; ship-to is on file.
passed - 03Apply AI
Old part code mappedHL-HTR-6 was replaced by HTR-6 in March. Same spec.
mapped - 03Apply AI
Rush note captured“Install Dec 2” added as a required delivery date.
flagged
04You decide
The touch control is priced at last year’s $1,890. Current dealer price is $2,010.
Honor the PO price on this order, or send a corrected confirmation?
- Correct price
- Honor once
- Today
- 5 lines retypedPlus a price list lookup, a parts lookup and an email back to the dealer.
- With Cymba
- 1 checkThe order is drafted and checked. A person confirms the one real question.
- 01RemoveWork that disappears
- 02Use rulesChecks and routing
- 03Apply AIReading and drafting
- 04You decideJudgment stays with your team
Also reads as
The same structure.
Other businesses.
- Wealth firm
- An account-opening packet.
- Boutique hotel
- A group contract and rooming list.
- Logistics
- A rate confirmation.
What Cymba builds
The whole process.
Including the gaps.
Connections, agreed automation, exception handling, and the instructions your team needs to run it.
- 01
Start with real examples.
Map the process, check existing features, and agree where software would help.
- 02
Connect the steps.
Bring intake, checks, drafts, approvals, system updates, and follow-up together.
- 03
Make it usable every day.
Test common cases and exceptions, then hand over an operating guide and walk your team through it.
How we measure it
Agree a baseline. Check what improves.
- 01Less manual handling
Compare staff time per request, including review and corrections.
- 02Fewer avoidable errors
Track missing details, incorrect matches, and rework.
- 03Follow-through that happens
Measure response time, completed follow-ups, and unresolved requests.
Other workflows
Start with the
repeated problem.
- A · Customer-request follow-through
One email, four updates
An existing customer asks for three changes in one email. Each change lives in a different system, and one of them is easy to drop.
Today4 systems · 3 peopleWith Cymba1 review
Also reads asWealth firm · Boutique hotel
See the workflow - C · Document-heavy operational work
Onboarding without the chase
A new client or a new dealer sends documents across several emails. Someone keeps a mental checklist, opens every file, and writes reminder emails by hand.
Today3 inboxes · 1 memoryWith CymbaAlways current
Also reads asManufacturer · Boutique hotel
See the workflow - D · Agreement to delivery
Signed deal to a usable kickoff
Sales closes. The delivery team starts from the proposal PDF, while the real commitments sit in a long email thread nobody forwards.
Today3 tools · 1 handoff callWith Cymba1 packet
Also reads asManufacturer · Architecture and engineering · Agencies
See the workflow
Start with the work
What does your team
keep moving by hand?
Bring one recurring process. In a free workflow review we map what to remove, what to automate, and what to keep human.
Starts with a 15-minute intro call. We schedule the review together.