AI agents for mid-size companies
Loom AI gives your company its own AI agent. It reads the email, checks your systems and finishes the job in each of them.
Dana · 10:04
Agent · 10:05
Agent · 10:06
The problem
Distributors, manufacturers, importers, service companies: the business runs on an ERP, a CRM, email, spreadsheets and chat. They don't talk to each other, so your people carry every detail from one to the next.
That is where the day goes, and where things slip: a missed line, an old price, a reply that waits until someone is back at their desk.
Can we make it 60 cases instead of 40? Same date.
ERP
SO-5521 · quantity 60
Spreadsheet
SO5521 · Brightwell · 60
CRM
Note: order now 60 cases, same date
Team chat
Brightwell is 60 now, not 40. Can the warehouse check?
AI can answer. It cannot act.
A chatbot can summarise the customer's email. It can't check the stock, change the order in the ERP and write back. That part still lands on your team.
What it gets done
It works through connectors in the systems you already run, and carries each job through to the last update.
Reads the customer's email, checks stock and terms, updates the order and confirms.
Order updated · ERPMatches supplier invoices to the purchase order and the goods receipt, and lays out anything that doesn't fit.
Invoice matched · ERPWhen a supplier slips, finds the orders it hits and gives the waiting customers new dates.
Customers updated · EmailAnswers "where is my order" and "what did we agree" from your systems, not from memory.
Reply sent · EmailNotices the missing certificate, packing list or signed form, and follows up until it arrives.
Document filed · ERPPosts what changed overnight, and what needs someone today, where your team already talks.
Summary posted · TeamsWhere the work arrives
Email, WhatsApp and Teams. Your agent reads every incoming message, sorts it by what it’s about, and moves it forward.
Coming in
Sorted and moved forward
Coastline Packaging · Email
Invoice INV-88213, for last week’s delivery.
Brightwell Foods · WhatsApp
Can we do 60 cases instead of 40, same date?
Tom, warehouse · Teams
Who has the stock report for Monday?
A customer · WhatsApp
When does order 5540 arrive?
Harbor Supplies · Email
Your delivery moves to Thursday.
Orders, invoices, questions and requests, each tagged by customer and filed where it belongs.
A WhatsApp question gets a WhatsApp reply. An email gets an email.
Your team and your customers keep using the apps they already have.
Control
It asks before steps like holding a payment, and gets the rest done.
The invoice arrives in the finance inbox.
EmailMatched to purchase order PO 20418 and goods receipt GR-7731.
ERPDrafted a credit-note request to Coastline.
EmailYour turn
Hold INV-88213 and send the request?
In this example, the answer was yes.
Not yet. Nothing is held or sent. The invoice stays in the finance queue with the price difference noted.
What it read, checked and changed, and who said yes, in an audit trail you can review.
Each company gets its own isolated agent. Nothing crosses between customers.
It works in your systems without showing passwords or keys, to your team or in chat.
How it works
Four steps, from the email in your inbox to the change in your ERP.
Data
Connectors link your email, WhatsApp and Teams, your ERP, CRM and spreadsheets.
Knowledge
It keeps a working memory of your company: customers, suppliers, orders and how your team handles them.
Decision
It works out the next step and prepares it, with the evidence attached.
Action
It carries the step out in every system the work touches, and records what it did.
Examples
Something arrives. The agent checks it against your systems and sees it through to the end. Three illustrative examples.
A supplier emails that a delivery slips.
Marlow Plastics · 16:02
PO 20533 will now arrive on the 21st, not the 17th. Sorry for the trouble.
Done
Two customers have new dates before they had to ask, and the third order ships on time.
A customer pays less than the invoices say.
Bank feed · 08:15
Ardent Home paid $4,860.00 against three invoices totalling $5,100.00.
Done
The account balances, and nobody spent the morning digging through March.
A container misses its vessel overnight.
Carrier · 03:20
Container 448120 missed its vessel. Next sailing is Thursday.
Done
The morning standup found a note, not a fire.
How we start
We begin with one piece of work your team retypes every day, and grow from there.
First
Pick the work that takes the most hours, like order entry or invoice checks.
Then
As it proves itself, connect the systems around that first job.
Later
Bring the same agent to finance, operations and customer service.
Book a demo
Connect your real data and build your own Loom AI: agents that work for you, 24/7.