Solutions
Find the busywork. Build a better way.
Platypus is designed for the repeated work that connects your systems: matching records, checking figures and chasing follow-ups. Here is where it helps first.
Platypus is an AI workflow discovery and automation platform. It connects the tools a business already uses, discovers repetitive workflows and operational bottlenecks, and builds AI automations that run only with human approval.
Orders and inventory
- The problem
- Orders live in the ERP and stock in a spreadsheet someone updates by hand. The two drift apart, and shortfalls are found when someone goes to fill the order.
- What Platypus needs
- Read access to order records and the stock sheet or system they are checked against.
- What it proposes
- Link each order line to its stock record, flag mismatches with both sources shown, and draft the correction.
- What stays with your team
- Someone checks every proposed change and chooses whether it runs.
Finance and invoice reconciliation
- The problem
- Invoices arrive by email, orders sit in another system, and matching them means a spreadsheet and a lot of careful comparing.
- What Platypus needs
- The inbox or folder invoices arrive in, purchase orders, and any spreadsheet used to reconcile them.
- What it proposes
- Link each invoice to the order it bills, show any difference line by line and suggest the correction.
- What stays with your team
- Finance approves every correction. Payments and supplier records are never changed without approval.
Customer workflows and handoffs
- The problem
- A customer’s details are in the CRM, their order elsewhere and the last conversation in someone’s inbox. When an account changes hands, follow-ups slip.
- What Platypus needs
- CRM records plus the email, chat and documents around each customer.
- What it proposes
- Spot follow-ups nobody owns, draft them with the context attached and suggest an owner.
- What stays with your team
- Your team edits or approves every draft before anything is sent.
Not sure where to start?
Pick one check your team repeats every week and that involves more than one tool. That is usually the best first workflow. Start with one bottleneck explains why, and how the platform works covers the full loop.