ChatInDoc

ChatInDoc is an AI platform that automates order processing from fax, phone requests, and PDF documents. It combines document management, an AI chat interface, and intelligent OCR to turn customer order forms into structured data ready for import into your accounting or ERP system.

Order entry automation

ChatInDoc reduces the manual work of handling 500–2,000 orders per month, including name mismatches, master data checks, and deadline control. Using AI OCR, it extracts order details, normalizes them to the required format (for example, PCA商魂), generates CSV files, and prepares data for upload into core systems.

Integrations and workflows

The platform connects with Outlook and Teams to monitor incoming order emails, read attached PDFs, generate CSV outputs, and send notifications in Teams. When it detects errors or ambiguous fields, ChatInDoc highlights the problem areas and suggests options so a person can complete a quick final review.

Team support and fewer mistakes

ChatInDoc is designed to reduce repetitive workload rather than fully replace staff. The result is a more predictable process, fewer errors, and less deadline pressure during day-to-day operations.