UpBrains AI is a document-centric AI automation platform for customer operations and quality teams in supply chain and distribution. It uses AI agents deployed on team inboxes and helpdesk systems to process emails, tickets, and attached enterprise documents such as purchase orders, invoices, bills of lading, certificates of analysis, and safety data sheets.
How It Works
- AI agents are deployed on email inboxes, team inboxes, or helpdesk apps like Front and Zendesk. They read incoming messages and attachments, classify them by type and urgency, route them to the appropriate system or team member, and can auto-generate responses or trigger downstream workflows in connected ERP systems.
- Document extractors use AI to parse structured and unstructured data from enterprise documents. Pre-built extractors exist for common document types such as POs, invoices, and CoAs, while custom extractors can be configured in minutes through the platform builder interface.
- A document review portal provides human-in-the-loop validation for exceptions, giving teams control over edge cases while automation handles the majority of routine processing.
Key Capabilities
- Inbox automation: Classify, route, and link conversations and tickets based on information in messages and attachments. Supports email, team inboxes, and helpdesk platforms.
- Document extraction: Extract key data from purchase orders, invoices, bills of lading, certificates of analysis, customs documents, and other enterprise paperwork using pre-built or custom extractor templates.
- Order processing: AI agents read incoming orders in any format and create quotes or orders directly in the connected ERP system, reducing manual data entry and order cycle time.
- Invoice processing: Streamline invoice data entry and approval workflows with automated extraction, validation, and routing to the appropriate system.
- Certificate of Analysis management: Read, extract, validate, and organize CoA documents per supplier, product, and lot number. Automatically flag out-of-specification results for review.
- Request for Quote automation: Automate responses to incoming RFQs by extracting requirements and generating quotes from the connected system.
- Customs documentation: Automate import and export workflows starting from the inbox, processing customs paperwork and regulatory documents.
- QualiNex quality docs portal: A centralized platform for managing certificates of analysis, safety data sheets, and certificates of origin with AI-powered ingestion, validation against specifications, supplier access, and complete audit trails.
- Custom automation agents: Create custom AI agents for any workflow involving email, team inbox, or helpdesk applications with configurable skills and governance policies.
Integrations
- Email and messaging: Microsoft Outlook, Gmail, Twilio, SMTP.
- Helpdesk and CRM: Front App, Zendesk, Salesforce, HubSpot.
- ERP and accounting: Odoo, Microsoft Dynamics 365, Oracle NetSuite, Epicor P21, Infor, Xero, Zoho Invoice.
- File and storage: Google Drive, Microsoft OneDrive, SFTP.
- Additional: Airtable, Microsoft Teams, OpenAI, OpenSearch, Docusign, Microsoft Excel, Google Sheets, and database connectors for MySQL and Postgres.
Use Cases
- Supply chain and distribution: Automate order-to-cash and procure-to-pay workflows, reduce order processing from days to minutes, and eliminate manual data entry errors across order intake and fulfillment.
- Quality and compliance: Centralize quality document management, automate CoA validation and filing, reduce compliance violation risk, and simplify audit preparation with complete traceability.
- Customer operations: Reduce response times to customer inquiries about order status, automate repetitive inbox tasks, and enable support teams to handle higher volumes without scaling headcount.
Security and Compliance
- Enterprise-grade encryption for data at rest and in transit with bank-level security standards.
- GDPR compliant and US DPF Certified, meeting strict regulatory requirements.
- Role-based access control with complete audit trails tracking every action and access.
- Customer data is not used to train AI models.
