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Order Management

AI Voice-to-Order Automation | Convert Call Transcripts to SAP Business One Draft Orders

Apps used in this template

HTTP
HTTP
SAP Business One
SAP Business One
OpenAI
OpenAI
Qdrant
Qdrant
Microsoft Teams
Microsoft Teams
HTTP
SAP Business One
OpenAI
Qdrant
Microsoft Teams

About this template

What this workflow does

Automated workflow template for Voice Call to Draft Order

  • Zero Manual Order Entry from Voice Calls
  • AI-Powered Accuracy Across Complex Orders
  • Faster Order Processing for Phone-Based Sales
  • Consistent Data Across Every Touchpoint

Template details

Steps
8 automated steps
Apps
5 integrations
Mode
One-way sync
Category
Order Management
Version
v1.0

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Customize the flow

Build your own version of this workflow

Every module in this template is fully customisable. Add triggers, swap actions, or extend the logic using appse ai's no-code visual builder.

No triggers for HTTP.

Inside the flow

How the template works

appse ai runs this workflow end to end for HTTP — automatically, every single day. Here is exactly what happens when this template runs.

01

Manual Trigger to Initiate Workflow

The workflow is initiated manually when a voice-based order is ready to process, serving as the entry point for converting call transcript data into a structured SAP Business One draft order through AI voice order processing.

02

Call Transcription Retrieval

The system sends an HTTP GET request to an external transcription service to fetch the full call transcript, capturing every order detail the customer communicated during the voice interaction.

03

Transcription Splitting & Keyword Filtering

The transcript is split into individual sentences and filtered for order-related keywords such as 'order,' 'purchase,' and 'buy,' isolating only the relevant ordering instructions from the conversation.

04

Customer Identification in SAP Business One

Using the customer ID extracted from the transcript, the system performs a lookup in SAP Business One to retrieve the matching business partner profile, ensuring the order is linked to the correct customer account.

05

AI-Powered Item Extraction with OpenAI

The filtered transcript is processed by OpenAI to intelligently extract ordered items and quantities, converting natural language product descriptions into structured, machine-readable data for SAP Business One voice order processing.

06

Vector Search & Product Matching via Qdrant

Extracted item descriptions are matched against a Qdrant vector database to retrieve precise product details—including item codes, prices, and availability—ensuring accurate product matching even from conversational or informal customer descriptions.

07

Draft Order Creation in SAP Business One

The fully structured order data is used to automatically create a draft sales order in SAP Business One, populated with the correct item codes, quantities, and pricing from the matched product records.

08

Team Notification via Microsoft Teams

Once the draft order is created, a Microsoft Teams message is sent to the relevant team, notifying them of the new voice-originated order with all key details for review and confirmation.

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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

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