Daily order intake
Scheduled runs pull retailer order files each morning, transform them, and deliver booked-ready output — the pipeline behind the 2-hours-to-12-minutes EDI result.
Product · Built by Fortitude
Automate takes the documents, orders, and jobs flowing into your business and moves them to done: parsed by AI, transformed by your rules, and delivered where they need to go — on a schedule, with every step logged. It’s the platform behind our clients’ 75%-faster dispatch and 12-minute order processing, and it’s available for your business too.
Formerly known as Dispatch. Running in production for manufacturing, distribution, and retail clients today.
Capabilities
Drop in a file — an order export, a price list, a raw data dump — and Automate runs it through your transform pipeline and delivers the finished result: a clean workbook, a formatted report, a booked order. Repeatable jobs become one-click tasks anyone on the team can run.
Set it and it runs: daily, at set times, or every N hours. Automate pulls source files automatically — including straight from SharePoint — processes them, and sends the results. Fully automated, or in review mode where a person approves before anything goes out.
Claude-powered parsing turns unstructured documents — pro forma invoices, supplier paperwork, emailed orders — into structured data your systems can use. No templates to maintain per document layout; the AI reads the document the way a person would, just faster and every time.
Product labels printed straight to Zebra printers, populated live from Cin7 Core product data — barcodes, batch numbers, the fields your templates need. Warehouse staff pick a product and print; no CSV exports, no label-software wrangling.
Results land in inboxes as professional, branded emails — your logo, your templates, per-task recipients — sent via Microsoft 365 or SMTP. Customers and colleagues see a polished deliverable, not a bare attachment from a robot.
Every run, every send, every settings change is logged. Role-based access controls who can run, edit, or administer each task. When finance asks what went out on the 14th — or an auditor asks who changed the pricing job — the answer is one search away.
Two ways to run it
We host, monitor, secure, and update your Automate instance in the cloud; you just use it. Your team gets their own branded instance at automate.yourcompany.com. Setup includes building your first pipelines with you, connecting Microsoft 365 and your business systems, and training your team. Available standalone or bundled with a managed IT plan.
Fellow MSPs: licence Automate under your own brand and deliver AI workflow automation to your clients without building a platform from scratch. You get the product, deployment tooling, and our direct engineering support. Automation is the service clients are asking every MSP for — Automate lets you say yes.
In production today
Automate was built inside real client operations and hardened there — which is why it handles the unglamorous realities most workflow tools ignore.
Daily order intake
Scheduled runs pull retailer order files each morning, transform them, and deliver booked-ready output — the pipeline behind the 2-hours-to-12-minutes EDI result.
Monthly billing workbooks
A 40,000-row storage-billing workbook — formulas, exclusions, and all — generated and emailed automatically every month. What took days of spreadsheet work now takes zero.
On-demand labels
Zebra label printing fed live from Cin7 product data, used on the floor daily. Search, select, print — with the field mapping managed centrally.
Bring a real example — a sample order file, an invoice PDF, a report you build by hand — and we’ll show you Automate processing it in the demo.
Book a Demo