UpBrains AI Workflow Automation

AI Agents for Document-Centric Business Processes

UpBrains AI enables teams to build and deploy intelligent AI agents that automate document-centric workflows—from processing customer orders to validating supplier invoices to managing quality documents.

Key Business Processes

Quote-to-Cash
* Intelligent ticket triage and routing based on document content
* Automated quote response generation from RFQ attachments
* Order information extraction and processing from POs and confirmations

Procure-to-Pay
* Extract data from supplier invoices, POs, and packing slips
* Automated 3-way matching between invoices, purchase orders, and warehouse receipts
* Exception flagging and approval workflow automation

Quality Management
* Extract and validate data from Certificates of Analysis (CoA) and quality documents
* Automated expiry date validation and compliance checks
* Spec range verification against product specifications
* Lifecycle event management for quality and regulatory workflows

Build Custom AI Agents

Create your own AI agents tailored to your business processes:

• Visual Workflow Builder - Design multi-step automations with a no-code interface
  
• Custom Extractors - Define extraction rules for your proprietary document formats
  
• Conditional Logic - Route documents, update fields, and trigger actions based on extracted data
  
• Third-Party Integrations - Connect to ERPs, CRMs, and other business systems
  

Built for Operations Teams

Trusted by distributors, manufacturers, and supply chain teams processing thousands of documents monthly. Reduce manual document handling by 90+% with 98+% accuracy.

Getting Started

1. Visit upbrains.ai and create a free account
   
2. Connect your Zendesk account (14-day free trial, no credit card)
   
3. Create an AI agent using a prebuilt template or build your own
   
4. Configure triggers, extractors, and workflow logic
   
5. Publish to start automating document workflows immediately
   

See Connecting UpBrains to Zendesk for setup instructions.

Data & Privacy

UpBrains AI accesses documents only when workflows are triggered. Our AI agents offer a No Data Retention option—processing results are stored only in Zendesk or your designated systems. See our Privacy Policy.

Support

• Email: support@upbrains.ai
  
• Documentation: https://upbrains.ai/documentation
  
• Book a demo: https://calendly.com/upbrains-ai/30min