SAP
Read ERP master data and transactions for analysis.
Master data, transactions and plans you approve.
Entries and updates through the approval flow you configure.
The source transactions, the proposed change and the approval.
How to set it up
Sign in
Connect SAP with your admin's OAuth or a credential scoped to what the agent needs.
Choose what it can see
Pick the accounts, workspaces, projects or folders the agent may read.
Set what it can do
Turn on reads and writes separately, and name who approves each action.
Run one job
Try one read, one approved action, and check the trace before rolling it out.
Recipe change record
Process recipe changes documented and approved
Confluence, Jira, SAPTool downtime review
Availability, MTBF and the repeat offenders
SAP, ServiceNow, TableauAssembly yield tracking
Package and assembly yield across subcontractors
SAP, Snowflake, SlackLong-lead part expediting
Late supplier orders chased before they stop a build
SAP, Coupa, SlackFoundry allocation tracking
Wafer allocation and commits against the forecast
SAP, SharePoint, MS TeamsIP license tracking
Third-party IP terms matched to the designs that use them
Box, SAP, JiraFab safety incident review
Chemical and gas incidents reviewed with actions
ServiceNow, SAP, MS TeamsDaily cash position
Cash by entity and currency, before the funding cut-off
SAP, Snowflake, MS TeamsLoan servicing exceptions
Payment and rate exceptions cleared with a record
SAP, ServiceNow, BoxRegulatory capital pack
Capital ratios computed and explained each quarter
Snowflake, SAP, BoxField work order dispatch
Field jobs assigned by skill, parts and location
ServiceNow, SAP, MS TeamsBilling dispute resolution
Disputed charges investigated with the usage record
SAP, Zendesk, SalesforceRevenue leakage detection
Usage that never reached an invoice, found and sized
Snowflake, SAP, TableauEnterprise quote preparation
Business quotes priced from the catalog and the sites
Salesforce, SAP, BoxDevice inventory replenishment
Handsets and equipment restocked by store and van
SAP, ServiceNow, SnowflakeNetwork equipment sourcing
Equipment bids compared on price, lead time and support
SAP, Coupa, MS Teams
Enterprise SLA credits
Service credits computed from the outage record
SAP, Salesforce, SnowflakeEnterprise service activation
Business orders tracked from contract to live service
ServiceNow, Salesforce, SAPSolicitation drafting
RFPs and RFQs drafted from the requirement and the rules
SharePoint, SAP, MS TeamsPermit application review
Applications checked for completeness and code
ServiceNow, SharePoint, SAPInspection scheduling
Inspections scheduled by district, priority and inspector
ServiceNow, SAP, MS TeamsBenefits eligibility check
Applications assessed against the program rules
ServiceNow, SAP, BoxTimesheet exception review
Time and leave exceptions cleared before payroll
Workday, SAP, MS TeamsPurchase card audit
Card transactions checked against policy every month
SAP, Workday, BoxFacility work order tracking
Building repairs prioritized and followed to closure
ServiceNow, SAP, MS TeamsTax return examination
Returns selected and examined with the workpapers drafted
SAP, Snowflake, ServiceNowDaily plant brief
Yesterday's output, downtime and safety on one page
SAP, MS Teams, TableauShift handover log
The shift's events and open issues logged for the next crew
SAP, MS Teams, ServiceNowWork instruction updates
Standard work revised when the process changes
SharePoint, SAP, JiraLine balancing study
Station times measured and the line rebalanced
Snowflake, SAP, TableauNonconformance reports
Nonconforming material documented and dispositioned
SAP, ServiceNow, BoxCustomer complaint handling
Product complaints investigated and answered
Salesforce, SAP, ServiceNowEnvironmental permit reporting
Emissions and discharge reports filed on schedule
SAP, Box, ServiceNowDemand forecast review
Forecast accuracy measured and the outliers corrected
SAP, Anaplan, TableauSales and operations planning
The monthly S&OP pack from demand, supply and finance
SAP, Anaplan, MS TeamsSupplier delivery tracking
Open orders chased against the production need date
SAP, Coupa, MS TeamsFreight invoice audit
Carrier invoices checked against the rate and the shipment
SAP, Coupa, SnowflakeCycle count reconciliation
Count differences investigated and the record corrected
SAP, Snowflake, MS TeamsOrder status inquiries
Customer order questions answered from the system
SAP, Salesforce, ZendeskRFQ response drafting
Quotes built from the drawing, the cost and the capacity
Salesforce, SAP, BoxWarranty claim review
Warranty claims checked against coverage and the failure
SAP, Salesforce, BoxEngineering change orders
Change orders routed with the impact on stock and orders
Jira, SAP, SharePointProduct cost variance
Actual cost against standard, explained by driver
SAP, Snowflake, TableauOvertime and absence review
Hourly overtime and absence patterns by line and shift
Workday, SAP, MS TeamsEmissions reporting
Greenhouse gas inventory built from the activity data
SAP, Snowflake, BoxCapital project tracking
Plant projects tracked on spend, schedule and approvals
SAP, Smartsheet, MS TeamsQuote rating checks
Quotes checked against the rating plan before release
SAP, Salesforce, SnowflakeRenewal processing
Renewals prepared with the changes since last term
SAP, Salesforce, BoxPremium billing reconciliation
Premium billed, collected and remitted tied out monthly
SAP, NetSuite, SnowflakePremium audit workpapers
Audited exposures computed from the insured's records
SAP, Box, SnowflakeAgent commission statements
Producer commissions computed and the statements sent
SAP, NetSuite, SalesforceAutomation exception handling
Failed automated transactions fixed and fed back
ServiceNow, SAP, MS Teams
Ready to connect SAP?
Connect it from the workspace in a few minutes, or ask us to set it up with your team.