Automate Purchase Order Form Submissions from Outlook Excel Attachments with AI

No more digging through emails and Excel forms!

This automation watches a shared Outlook inbox for incoming purchase order submissions, extracts data from attached XLSX files using AI, validates for common errors, and replies to buyers automatically—so your team can stay focused on approvals, not admin.

What it does:

📥 Monitors a shared inbox for new XLSX-based purchase orders
📄 Converts Excel attachments into markdown so AI can understand the data
🤖 Extracts purchase order details and line items with an LLM
🛠️ Validates for missing PO numbers, mismatched totals, and more
📧 Auto-replies to buyers if the submission has issues
📤 Sends structured PO data to your internal systems after validation

✅ Setup guide and importable automation included
Supports all XLSX-based forms, including invoices and requests.

Need help setting it up? We offer full configuration and testing for a one-time fee.