AI automations for Manufacturing & distribution
The automations made with manufacturing & distribution in mind come first, followed by ones that suit any business.
What can AI automate for manufacturing and distribution?
For manufacturing and distribution, AI can keep records in step across your apps and read and check documents such as invoices and receipts. 20 automations made with manufacturing and distribution in mind are live, plus 6 for any business. Each starts in Shadow mode and changes nothing until you approve.
Last reviewed
Good first picks
Live now, and low risk to try first.
Automations
26 automations for Manufacturing & distribution
- Start here
Project Status Reporter
Productivity & Projects
Weekly project status, drafted from your task tool.
Builds each project's weekly status from Jira, Asana or ClickUp, with rule-based red/amber/green, asks owners to confirm unclear items, and drafts it for the PM.
Works with AsanaClickUpConfluence+5 more apps
StandardReports & insightsLearn more - Start here
Report Generator
Analytics & Reporting
Your management report, on time, every number traced.
Builds your weekly or monthly management report from approved metrics, adds a short "what changed and why", and sends it after the owner approves.
Works with GmailGoogle DocsGoogle Sheets+4 more apps
Review for important actionsReports & insightsLearn more - Start here
Knowledge Base Assistant
Productivity & Projects
Answers from your own documents, with sources.
Staff ask in Slack or Teams and get answers from approved company documents in seconds, with source links. It says "I don't know" when unsure.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Review for important actionsKnowledge & answersLearn more Proposal Generator
Sales & CRM
On-brand proposals with prices from your price book.
When a deal reaches the proposal stage, a correct proposal draft with prices from your price book is ready for approval within minutes.
Works with DocuSignGoogle DocsHubSpot+1 more apps
Review for important actionsContent & draftsLearn moreInvoice Automation
Finance & Accounting
Checked invoices, approved by finance, no re-typing.
Turns accepted estimates, orders and milestones into rule-checked invoices in your accounting system. Finance approves every one before it goes out.
Works with AsanaGoogle SheetsJira+5 more apps
Approval for money/legal actionsDocument reading & checkingLearn morePayment Reminder
Finance & Accounting
Polite payment reminders that stop when paid.
Open invoices get polite reminders on your schedule, with payment links. Reminders stop the moment an invoice is paid or disputed.
Works with GmailOutlookQuickBooks+3 more apps
Approval for money/legal actionsOutbound follow-upsLearn more- Book a demo
Not sure which fits?
Tell us the apps you use and the job that takes up your week. We will suggest where to start.
Data Entry Automation
Operations & E-commerce
Documents in, checked records out.
Reads forms, emails, PDFs and scans, fills your fields, validates and de-duplicates them, then writes clean records to your Google Sheet.
Works with Google DriveGoogle FormsGoogle Sheets
Review for important actionsDocument reading & checkingLearn moreCRM Updater
Sales & CRM
CRM kept current, with one-click rollback.
Reads call notes, logged emails and meeting summaries, proposes CRM field updates with before-and-after previews, and lets you roll back any change.
Works with HubSpotSalesforceZoho CRM
Review for important actionsData sync between appsLearn morePipeline Management
Sales & CRM
Stale deals flagged, pipeline weighted daily.
Checks every open deal against your stage rules each day, alerts owners about stale or incomplete deals, and posts a weekly weighted pipeline note.
Works with HubSpotMicrosoft TeamsSalesforce+1 more apps
StandardData sync between appsLearn moreInventory Monitor
Operations & E-commerce
Catch stockouts early, reorder in one click.
Finds likely stockouts, excess and expiring stock per item and location each morning, and gives buyers a ready purchase suggestion to approve.
Works with GmailMicrosoft TeamsNetSuite+4 more apps
Review for important actionsMonitoring & alertsLearn moreOrder Processing
Operations & E-commerce
Customer POs to checked sales orders, fast.
Reads emailed and uploaded purchase orders, checks customer, price, stock, credit and duplicates by rule, and creates the sales order after approval.
Works with GmailNetSuiteSAP S/4HANA+1 more apps
Approval for money/legal actionsData sync between appsLearn moreShipping Automation
Operations & E-commerce
Right carrier, right label, no wasted postage.
Picks the carrier by your rules, checks address and parcel, buys labels only for paid orders, and writes tracking back to your store.
Works with EasyPostFreshdeskGmail+7 more apps
Review for important actionsData sync between appsLearn moreSales Assistant
Sales & CRM
A sourced account brief before every call.
Before each sales call, reps get a one-page account brief and agenda from your CRM and approved content, every fact linked to its source.
Works with GmailGoogle CalendarHubSpot+4 more apps
Review for important actionsKnowledge & answersLearn moreJob Application Screener
HR & Recruiting
Evidence-linked summaries; recruiters make every decision.
Summarises each application against your own job rubric with quoted evidence, so recruiters review faster. It never scores, ranks, rejects or advances anyone.
Works with GmailGreenhouseLever+3 more apps
Always human-reviewed (regulated)Content & draftsLearn moreInterview Scheduler
HR & Recruiting
Interviews booked without the email back-and-forth.
When a candidate reaches an interview stage, they get time options in their own time zone, book with one click, and every interviewer gets an invite.
Works with GmailGoogle CalendarGoogle Meet+7 more apps
StandardSchedulingLearn moreCompliance Checker
Legal & Compliance
A first-pass checklist review, with page citations.
Checks a submission against your own approved checklist and marks each item found, missing or a possible deviation, with exact page quotes for your reviewer.
Works with Google DriveMicrosoft TeamsSharePoint+1 more apps
Approval for money/legal actionsDocument reading & checkingLearn moreContract Analyzer
Legal & Compliance
Spot risky clauses and renewal dates fast.
Summarises each contract's key terms with clause citations, compares it to your playbook, flags red lines, and puts renewal deadlines in the calendar.
Works with DocuSignGoogle CalendarGoogle Drive+2 more apps
Approval for money/legal actionsDocument reading & checkingLearn morePrice Monitoring
Operations & E-commerce
Compare prices fairly, act on real gaps.
Tracks competitor and supplier prices for your key products, compares only true like-for-like offers, and alerts you when a meaningful price gap opens.
Works with Amazon (Selling Partner)eBayGmail+3 more apps
Review for important actionsMonitoring & alertsLearn moreWorkflow Orchestrator
Operations & E-commerce
Link your automations into one tracked process.
Runs a multi-step business process as an approved chain of Charviam automations, with one tracking id, safe retries, an exception queue and a kill switch.
Works with Slack
Review for important actionsData sync between appsLearn moreBusiness Insights Dashboard
Analytics & Reporting
One trusted set of business numbers.
One dashboard of approved KPIs with freshness and gaps shown, plus plain-language answers and summaries where every number traces to a tested query.
Works with GmailGoogle SheetsHubSpot+4 more apps
Review for important actionsReports & insightsLearn more
Also works for any business
Not made for manufacturing & distribution in particular, but they fit here too.
Questions about AI for Manufacturing & distribution
FAQDepartments these automations serve
See what fits your business
Tell us how your manufacturing & distribution business runs today and which apps you use. We will suggest the first automation to try.