AI-powered operations for wholesale distribution
Automatriq automates the full B2B ops cycle — inquiry triage, order processing, fulfillment tracking, invoicing, exception management, and reporting — built for teams running Gmail, WhatsApp, web chat, CRM, and spreadsheets.
Built for wholesale & distribution operations
End-to-end B2B operations automation — from first inquiry to final invoice
From the first customer inquiry to the final invoice — every workflow is automated, every decision is traceable, and your team stays in full control.
AI-powered intake & triage
Every inbound inquiry — email, WhatsApp, or web chat — is AI-classified and routed to the right workflow in seconds. Multi-language support included. No manual review, no missed messages.
AutomatedWorkflow orchestration with human gates
Role-based approval routing keeps the right people in the loop for every critical decision. Nothing proceeds without proper authorization — every step is audited and fully traceable.
Role-BasedFull audit trail & daily intelligence
Every action logged. Every exception surfaced in your operations portal. Every workflow run traceable end to end. Your owner receives a consolidated ops brief before 8 AM — automatically.
Always On16 pre-built workflows for wholesale and distribution operations
Every operational scenario your team faces has a purpose-built workflow — from first inquiry to fulfillment, invoicing, and daily reporting. Explore the full library below.
Every inbound message — email, WhatsApp, chat, or form — is automatically classified, assigned to the right rep, and routed for action. No manual triage.
Email / WhatsApp / Chat received
Gmail, WhatsApp, or Web Chat
AI classifies intent
quote_request detected
Owner assigned
account_rep → sales_manager fallback
Rep approval gate
Awaiting decision in /ops
Response dispatched
Telegram + email
Ready to automate your operations?
Request early access →One AI intake engine for every B2B sales channel
Gmail, WhatsApp, Web Chat, and spreadsheet uploads all feed into the same AI triage engine. No more siloed inboxes or missed messages. Smart thread tracking ensures follow-up messages in the same conversation never create duplicate workflow runs.
- ✓Gmail inbound with automatic duplicate prevention
- ✓Web Chat with conversation thread continuity
- ✓CSV/spreadsheet upload for bulk order intake
- ✓Language-aware classification (EN / Filipino / Chinese)
Quote #Q-2024-089 — 14 days no reply
stale_quote
Invoice #INV-445 — 31 days overdue
invoice_overdue
Order #ORD-812 — delivery delayed 5d
fulfillment_overdue
Automated exception management — stale quotes, overdue invoices, delayed orders
Stale quotes, overdue invoices, delayed deliveries, dormant accounts — all automatically detected, flagged as exceptions, and surfaced in the /ops portal for your team to action.
- ✓Automated exception detection across all workflow families
- ✓Idempotent scanning — same exception never raised twice
- ✓Owner daily brief aggregates all open exceptions
- ✓One-click acknowledge and resolve from /ops
Integrates with your existing B2B tools and channels
No new tools to learn. Plug in what you already use.
B2B inquiries via WhatsApp Business
Gmail
Inbound email intake
Web Chat
Website chat messages
Telegram
Daily brief delivery
Spreadsheet
CSV / Google Sheets import
Temporal
Workflow orchestration engine
CRM
Account & customer data sync
Auth0
Enterprise identity
Enterprise-grade security — built in from day one
Security, compliance, and control — built into the platform from day one.
Tenant isolation
Every tenant's data is hard-isolated at the database level. No cross-tenant data access is possible — by design, not by convention.
Full audit trail
Every action is permanently logged — every workflow step, approval decision, and exception resolution. Nothing is ever overwritten.
Human-gated automation
Critical decisions require human approval before the workflow proceeds. Automation assists — it never overrides the operator.
Ready to automate your operations?
We're onboarding a small number of wholesale and distribution businesses. Request access and we'll reach out within 2 business days.
Onboarding 5 teams this quarter — spots are limited.