runbookifyGet a plan
Order-to-cash

Kill Manual Data Entry: A Document-to-System-of-Record Pipeline

Turn the daily pile of order PDFs into clean sales orders in your ERP — with a human approving every one before it lands.

Level: BeginnerTime: An afternoonStack: Next.js, Supabase, Resend
What you'll build

A web tool where you upload an order PDF, AI extracts the line items, you review and approve on screen, and a clean sales order is pushed to your system of record.

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.

Before you start

  • A Supabase account (free)
  • A Vercel account (free)
  • Order PDFs you currently re-key by hand
  • Claude Code or any AI coding agent

The problem this kills

Someone on your team opens a PDF — a packing slip, a purchase order from a marketplace, a customer order emailed as an attachment — and types it, line by line, into your ERP or accounting system. They do it dozens of times a day. They transpose a SKU. They fat-finger a quantity. The order ships wrong, and now it's a credit memo, an apology, and a re-pick.

This is the most common, most expensive manual process in any business that moves physical goods. It's also the most automatable — and you do not need to be a developer to fix it.

What you'll build

A simple internal web tool. A teammate uploads an order document. AI reads it and pulls out the line items — SKU, description, quantity, price. The tool enriches each line against your product list, flags anything it isn't sure about, and shows the whole order on one review screen. A human checks it, fixes what needs fixing, and clicks Approve. Only then does a clean sales order get created in your system of record — or exported as a tidy CSV if you don't have an API yet.

What's inside the Implementation Plan

The downloadable plan is a step-by-step file you paste into an AI coding agent. It walks the agent through the data model, the upload-and-extract flow, the on-screen review queue, the approval gate, and the push to your system of record. Every step includes a ready-to-copy prompt. There's also a "No ERP yet?" path that uses a Google Sheet or CSV as your data source, so you can build the whole thing today regardless of what you run.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls a real business needs: login so only your team can use it, row-level security so people only see their own org's orders, a complete audit trail of who approved what and when, a hard human-approval gate before anything is written to your system, and duplicate guards so the same document can't be processed twice.

Who it's for

Operations managers, order-entry leads, and controllers who own this process and are tired of watching skilled people act like a keyboard. If you can describe how an order should be entered, you can build this.

You've got this — start with the plan, paste the first prompt, and you'll see your first extracted order within the hour.

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.