Job shop, process, OEM, contract. We build the quoting, quality, and supplier workflows that keep your operations team out of email and on the floor.
Each card is a real persona, a real day-in-the-life narrative, a real automation playbook, and a real example with a number on it. Click in to see how the platform runs inside a firm shaped like yours.
Custom or low-volume / high-mix manufacturer. Quote → engineering → production → ship. Quote turnaround is the competitive moat.
Estimated annual value
Wins 15-30% more bids + reduces estimator time per quote 60-80% at a $10M revenue shop = $1.5-3M of additional bookings + $200-400k of recovered estimator capacity.
Batch / continuous process manufacturer (food, chemical, pharma-adjacent, materials). Recipe-driven. QC + traceability + regulatory are non-negotiable.
Estimated annual value
Saves ~4,000-6,000 QA hours/year + eliminates COA-driven shipping delays at a 200-shipment/week food manufacturer = ~$300-600k/yr in saved labor + on-time delivery improvements.
Manufacturer of finished goods sold under their own brand. Production planning + demand sensing + channel coordination is the work.
Estimated annual value
Reduces stockouts 30-50% + reduces safety stock 15-25% at a $50M OEM = $1-3M of additional captured revenue + working capital benefits.
Manufacturing for outside brands. Customer + product mix is wide. Customer onboarding + change-control + per-customer QA is the operational spine.
Estimated annual value
Compresses onboarding 30-45 days + recovers ~600-900 hours/year of QA/operations time at an 8-customer/year CMO = $400-800k of accelerated revenue + capacity to take 50% more new customers.
We're not going to tell you manufacturing is broken. You know what's broken. We're going to tell you which parts the system can run without you.
You bought best-of-breed in each surface. Now data lives in 5 systems. AI is the connective tissue that pulls real-time visibility across all of them.
First quote in wins ~30% more often. Most shops take days. AI compresses to hours without sacrificing accuracy.
Customers want 'where's my order?' AI auto-pushes status from MES events; calls to CS drop 50-70%.
Batch records, COAs, traceability, assembled by hand because the systems don't generate them automatically. AI does the assembly; QC reviews.
Most shops find out about vendor delivery problems when the part doesn't show up. AI monitors vendor commitments + ATP signals proactively.
Channel data is updated weekly, looked at quarterly, acted on never. AI normalizes channels in real-time and surfaces leading indicators.
One nervous system, written in your firm's language. n8n is the backbone. Zapier is the glue. Supabase + Claude is memory and reasoning. The result is a single layer that thinks, remembers, and acts on behalf of your team, without ripping out a single system you already use.
brain
n8n + Anthropic Claude. Quote drafting, demand sensing, COA assembly, anomaly classification, customer service triage.
memory
Supabase. Stores cross-system state and history (every quote, order, batch, lot, vendor, customer interaction). ERP/MES/QMS remain source of truth.
nervous system
MES events (start/complete/QC), planning cycles, customer cycles (reporting cadence), forecast refresh cycles, vendor PO commitments.
hands
Sends customer comms, generates documents (quotes / COAs / batch records / reports), writes back to ERP, posts to dashboards.
eyes
Real-time MES + LIMS data, channel POS + B2B + Amazon data, RFQ + PO inbox parsing, vendor portal monitoring.
The point of separating these layers is reusability. The same Brain and Memory power your client acquisition, document handling, and compliance workflows. New automations are written as new Hands , not as a new system. That's the difference between an AI Operating System and a stack of one-off Zaps.
Each entry below is a named workflow, not a category, not a promise. Every row describes what the workflow actually does in verb form, what it touches, and how it slots into your stack.
From RFQ to signed PO without estimators starting from a blank page.
RFQ triage & routing
Inbound RFQs auto-classified by part family + complexity, routed to the right estimator with prior similar quotes surfaced.
Quote drafter (with prior-similar reference)
From RFQ + similar prior quotes + current vendor pricing + standard margin, drafts a quote response queued for estimator review.
Quote follow-up sequence
After a quote is sent, scheduled follow-ups happen automatically (3 days, 7 days, 14 days) until customer responds.
PO acknowledgement & order setup
Customer PO arrives → parsed → matched to quote → order created in ERP → acknowledgement sent.
Demand-driven planning with real-time channel signals.
Multi-channel demand sensing
Normalizes channel data (POS, distributor, Amazon, DTC, B2B) into unified demand per SKU; surfaces leading indicators 2-4 weeks ahead.
Forecast auto-refresher
Updates rolling forecast daily as new channel data arrives; surfaces variance for review.
Production plan drafter
Drafts the next-period production plan from forecast + capacity + ATP; queued for plant manager review.
Channel allocation decision surface
When capacity is constrained, surfaces channel-specific allocation decisions (which customer gets the constrained inventory) for sales-ops review.
Self-service status visibility cuts CS load 50-70%.
Customer order status push
Order status events from MES (in production, in QC, packaged, shipped, delivered) auto-pushed to customer via their preferred channel.
Customer FAQ assistant
Web chat / SMS / email AI assistant handling common 'where's my order?', spec questions, lead time inquiries; escalates anything sensitive.
Expedite request workflow
Customer expedite request → system surfaces feasibility (capacity / inventory / vendor lead time) + proposed expedite fee → CS confirms with customer.
Customer-specific reporting cadence
Per-customer monthly performance reports (on-time, quality, ship volume) drafted automatically and queued for account manager review.
QC + compliance + traceability assembled in real-time, not after the fact.
Batch record assembler
Process: assembles batch records from MES + LIMS + operator tablets in real-time, surfaces missing data immediately.
COA generator per shipment
Process: generates customer-specific COA from underlying batch QC data in customer's required format; queued for QA review.
QC disposition workflow
Discrete: failed-QC parts trigger structured disposition workflow (rework / scrap / use-as-is / vendor return) with documented decision and approver.
Recall trace simulator
Process: assembles full traceability for any lot in seconds (incoming ingredient lots → batch → finished goods → shipments). Used for customer audits + internal recall sims.
Process anomaly detector
Process: surfaces out-of-spec readings, unusual ingredient consumption, yield variance in real-time so production responds before yield is lost.
Proactive vendor risk surface + standardized PO + receiving workflows.
Vendor delivery risk monitor
Monitors PO commitments + vendor confirmation + carrier tracking; surfaces at-risk deliveries 5-10 days before missed receipt.
Vendor lot validator
Process: incoming ingredient lots checked against vendor COA + required specifications; rejects flagged for QA review before put-away.
PO change-control workflow
Customer-driven PO changes (qty, delivery, spec) flow through structured change control with approver routing + downstream impact analysis.
Vendor performance tracker
Per-vendor on-time, quality, and pricing performance tracked continuously; surfaces underperforming vendors for sourcing review.
Compressing the new-customer ramp.
Customer onboarding orchestrator
CMO: new customer signed → 8-12 phase onboarding workflow with auto-generated documents and chase-on-deadline.
Change order workflow
CMO: customer-initiated formula / packaging / label changes flow through structured change control with regulatory + production impact assessment.
Audit prep packet assembler
CMO: customer audit scheduled → packet assembled from prior audits + intervening change orders + current operations data.
Customer-specific traceability
CMO: any customer's product line traceable in seconds from raw ingredient through finished shipment.
We don't ship a 30-workflow operating system on day one, that never works. We ship in phases, each with a measurable success criterion before the next phase begins.
Phase 1 · Weeks 1-4
Success criterion
By end of Phase 1, quote turnaround drops 50%+, customer 'where's my order' calls drop 30%+, and the team has unified cross-system visibility for the first time.
Phase 2 · Weeks 5-12
Success criterion
By end of Phase 2, COAs ship within 5 minutes of QA review, batch records assemble in real-time, and recall traceability is a 30-second query.
Phase 3 · Weeks 13-20
Success criterion
By end of Phase 3, forecast accuracy improves 30-50% and stockouts decrease similarly while safety stock requirements drop.
Phase 4 · Weeks 21-26
Success criterion
By end of Phase 4, new customer onboarding compresses 30-50%, customer service load drops 50-70%, and vendor performance is continuously visible.
Honest compliance copy beats aspirational compliance copy. Below: the frameworks we're configured to support, the controls we ship with, and the explicit boundaries, actions the AI never takes without a human signing off.
Electronic records of batch production must meet Part 11 standards (electronic signatures, audit trail, system access controls).
Boundary: AI never electronically signs a batch record. Always a qualified human.
Food manufacturers operate under multiple overlapping regulatory + customer-required schemes for food safety + traceability.
Quality management certifications carry document control + corrective action + traceability requirements.
Customer brands (especially in pharma-adjacent and electronics CMO) increasingly require SOC 2.
AI handles the structured workflow + document assembly. Humans decide anything that affects production safety, quality release, or regulatory submission.
| Action | Decision | Why |
|---|---|---|
| Auto-push order status to customer | AI | Operational, MES-driven. |
| Generate a quote draft | AI | Estimator reviews and signs before send. |
| Assemble a COA | AI with human approval | QA reviews and signs before COA goes to customer. |
| Disposition a failed QC part | AI with human approval | AI structures the workflow; QA makes the decision. |
| Approve a vendor lot for receipt | AI with human approval | AI checks against spec; QA approves above threshold. |
| Sign a batch record | Human only | Always a qualified production / QA leader. |
| Approve a regulatory submission | Human only | Always RA leader. |
| Authorize a recall | Human only | Always executive + QA decision. |
Each of these is a real, measurable pilot you can run with us over a single quarter, with explicit success criteria so the answer at the end is "yes, kept" or "no, scrapped," not "maybe."
Pick one estimator's RFQ stream for 60 days. Run the drafter + prior-similar reference. Measure quote turnaround + win rate.
Success criteria
Pick 1 product line for 60 days. Run the COA generator + batch record assembler. Measure QA time + COA-driven shipping delays.
Success criteria
Connect ERP PO data + carrier tracking for 90 days. Measure missed receipts vs baseline.
Success criteria
Connect 3-5 channel data sources for 1 quarter. Measure forecast accuracy improvement.
Success criteria
Push order status events to top 20 customers for 30 days. Measure 'where's my order?' inbound contact volume.
Success criteria
Your firm has a system of record for a reason. We plug into it. The platform is the connective tissue between the systems you already pay for, not a competing system you have to migrate to.
ERP stays source of truth for orders, inventory, costing. We extend with cross-system state cache + workflow automation.
MES stays source of truth for production execution. We pull events + write status updates back where appropriate.
QMS stays source of truth for quality records + CAPAs. We extend with workflow + reporting.
EDI 850/855/856/810 cycles + customer portal cycles continue through your existing connectors. We orchestrate around them.
LIMS stays source of truth for lab results. We pull data for COA + batch record assembly.
GL stays source of truth. We extend with quote / order / invoice automation.
Below are the four pre-packaged engagement bundles available in manufacturing - useful when you want a single signed PO instead of assembling the catalog. The full Manufacturingpractice covers more: see the full catalog and the multi-tab coverage matrix for the department, technology, and workflow lenses.
Tell us your plant size, primary type (discrete / process / OEM / contract), and the cross-system workflow that costs you the most time. We'll come back with a written map of which 5-7 automations matter first and what the first 90 days would change.