Standard format
PDF orders
Order header and line items from multi-page order PDFs, including nested tables.
AI agent for order entry
The incoming document becomes the finished order in Salesforce
The Order Processing Agent reads orders that arrive on a Salesforce record as PDF, scan, Excel or Word and extracts the order header and line items with AI. Every run gets a confidence score: uncertain results land in the review queue automatically instead of slipping through unnoticed.
Test free for 4 weeks: if you don’t like it, you pay nothing.
Incoming document
Bestellung_NORDWERK_4711.pdf
3 pages, 5 line items Confidence 94
Order in Salesforce Item · Quantity
- ART-40128 Roller bearing 24 pcs
- ART-40873 Seal kit 6 pcs
- ART-51204 Guide rail 12 pcs
- ART-51990 Assembly kit 3 pcs
- ART-62015 Lubricant 18 l
Aviando Agent · Extracting order header & line items
How it works
From document intake to a verified order
The Aviando Agent picks orders up where they arrive: as a file on the case, on the email or on any other Salesforce record. It extracts the order data with AI and logs every run in Salesforce with a confidence score.
Document intake Aviando Agent Salesforce Result
PDF
Email
Scan
Handwritten document
Excel
Aviando Agent
Document analysis, AI extraction of
order header & line items, confidence scoring
Salesforce
logged runs, uncertain cases in the review list
471 orders
taken over without manual review, last 30 days
512 documents processed · 1,540 pages analysed · 471 taken over automatically · 41 checked in review · sample values from 30 days of operation
Explained in the video
The agent, played through end to end
From the incoming order PDF through the AI extraction to the verified order in Salesforce, recorded in a real org. Including review queue and confidence score.
- Document lands on the case, the agent starts at the push of a button
- AI reads the order header and line items from the PDF
- The confidence score decides: take over automatically or review
- Review list and dashboard in everyday use
Document types & use scenarios
Every format, every source object, one process
Whether orders reach you as an inquiry, a ticket or an order: the agent reads them where they land anyway. It also understands tables and handwritten notes in the original. The tiles show typical cases from sales support; which documents, fields and follow-up steps apply for you is something we align together with your order intake.
Standard format
Scans & photos
Reads layout, stamps and handwriting multimodally, even with skewed scans and fax quality.
Standard format
Excel & CSV
Order lists with many line items, extracted row by row in a structured way.
Standard format
Word & text
Informal orders and order confirmations as running text.
Scenario
Email orders
In email-to-case orgs the agent automatically processes the attachments of the original order email as well.
Scenario
Your own source object
Case, order request or custom object: source fields configured via custom metadata, no deployment.
Scenario
SharePoint documents
Optional direct connection when your documents live in your own SharePoint tenant.
Custom
ERP handover
The result lands in Salesforce in a structured form; we build the handover to your ERP as a customer-specific extension.
What you get
Eliminate data entry, keep control
Practically eliminate entry time
Typing up PDFs, scans and Excel files is gone completely. Your team only checks the uncertain cases.
A confidence score instead of blind trust
Every run gets a score from 0 to 100 with an understandable rationale. The team sees immediately which result it can trust and which needs a review.
Review where it is needed
Runs below the confidence threshold appear automatically in the review list on the dashboard. One click confirms the review and documents it on the run.
Fewer entry errors
Typos in article numbers, quantities and customer numbers never happen in the first place. Uncertain extractions surface in the process before they reach the customer.
Complete traceability
Every run is its own Salesforce record with status, timestamps, confidence, consumption and error message. Standard reports and list views work right away.
Seamlessly integrated with Salesforce
No separate entry tool, no new interface: start via a button or a record-triggered flow; results, dashboard and permissions stay in the CRM.
In Salesforce
Dashboard, review list and full transparency
Key figures, consumption and confidence distribution right in your own Salesforce. Uncertain runs wait in the review list: your team confirms them on the record.
Order Processing Dashboard
Command centre for your order intake
Order intake, automation rate, confidence and review tasks at a glance
Last 30 days Refresh All runs
Runs total
512
0 currently active
Completed
471
processed successfully
Failed
6
need attention
Reviewed
35
confirmed by the team
Ø Confidence
94.2 %
across all scored runs
Consumption
1,540
units used
Forecast
Ready for more volume
All runs of the last seven days completed without errors. The volume can be increased.
Data quality
StableConfidence distribution
Operating status
Last 30 daysRun status
History
Runs per day
- 12 02.08.
- 9 03.08.
- 16 04.08.
- 22 05.08.
- 14 06.08.
- 8 07.08.
- 19 08.08.
- 25 09.08.
- 17 10.08.
- 23 11.08.
- 15 12.08.
- 7 13.08.
- 20 14.08.
- 13 15.08.
- 21 16.08.
- 34 17.08.
- 16 18.08.
- 22 19.08.
- 27 20.08.
- 18 21.08.
Confidence warnings
Confidence below 60 %
2 Mark as reviewed Review all
Bestellung_NORDWERK_4711.pdf Confidence 54 Line item 7 corrected by hand, quantity unclear Open source document
Scan_Bestellung_Meyerhoff.jpg Confidence 58 Article number in line 3 illegible Open source document
Every review is documented on the run, audit-proof in your own Salesforce
Activity
Latest runs
| Run | Status | Confidence | Units | Source | Started | Message |
|---|---|---|---|---|---|---|
| OPR-00512 | Completed | 98.1 % | 3 | Inquiry | 21.08.2026 | 12 line items taken over |
| OPR-00511 | Completed | 96.4 % | 1 | Inquiry | 21.08.2026 | 4 line items taken over |
| OPR-00510 | Reviewed | 58.0 % | 2 | 21.08.2026 | Quantity in line item 3 confirmed | |
| OPR-00509 | Completed | 99.0 % | 2 | Inquiry | 20.08.2026 | 7 line items taken over |
| OPR-00508 | Failed | none | Inquiry | 20.08.2026 | No result received within 15 minutes | |
| OPR-00507 | Completed | 93.7 % | 4 | Scan | 20.08.2026 | Handwritten note recognised and taken over |
| OPR-00506 | Completed | 97.2 % | 1 | 19.08.2026 | 5 line items taken over |
Does it pay off?
What pays off for you
From €249 per month. Weigh that against manual entry time: minutes per document that become a bottleneck at high volume. Set the sliders to your numbers.
Your package
1 PDF page = 1 unit · 1 image = 1 unit · 1 Excel, Word or text file = 1 unit
1,500 units per month in the Team package, cancel monthly. A typical order document has 2–4 pages, i.e. ~3 units. Unused units only expire after 3 months.
Example: ~500 documents/month at ~8 minutes of entry at €55/h ≈ €3,665 in time value vs. the €1,099 Team package → ROI ~3.3×, before any effect on cycle time and error rate.
Your result
3.3× ROI
Value per euro spent, per month
Entry time saved3.667 €/month
Package Team− 1.099 €/month
Additional units− 0 €/month
Book a call
Model calculation, no guarantee. Plus a one-off setup fee of €4,999: it covers source-object and field configuration, prompt tuning for up to 2 document types, credentials and support through go-live. Your first 4 weeks are free. Every billed unit is traceable on the run record in your own Salesforce.
Technology & data protection
Consulting with responsibility, in operation too
Operated by Aviando
Your workflow instance runs dedicated per customer on a server in Germany: its own container, its own database, its own subdomain. We run, monitor and optimise it for you, including an automatic error handler with alerts.
Seamlessly integrated
Start via a button or from any record-triggered flow. Results can be wired straight into your follow-up processes: order objects, approvals, task assignments.
Data-minimal & GDPR-compliant
Only the configured source fields and files are processed. Execution data is deleted after 7 days at the latest. The AI extraction runs through the connected AI provider as a sub-processor with its own DPA and EU standard contractual clauses. We settle the details transparently in the data processing agreement.
Full control
You decide via configuration which fields and files are sent. Additional Salesforce write operations are fixed in the workflow and cannot be controlled from outside. One switch is enough to pause the agent.
Pilot customer
What Bewital reports
“The Order Processing Agent takes a lot of manual work off our sales support team: orders are read in reliably with up to 50% time savings and handed over directly to our ERP. That saves us valuable time every day, which we can put to better use for our customers.”
Jan Philip Petershagen
Executive Board
Intro call
Want to see your own documents run through?
In 30 minutes we show you the Order Processing Agent live, happy to use a few of your real order PDFs. After that you test free for 4 weeks.
Chris Uhrig
CTO & Co-Founder
Request sent.
We’ll get back to you shortly and set up your trial period.