09 Automation + AI Custom build Illustrative example

Supplier price lists, imported without retyping

Every supplier sends price updates in their own messy format. This build reads them, matches each line to your own products, and updates Cin7, Unleashed or your job system’s price list after you approve it.

Why it matters

Price updates that sit in an inbox mean you quote or sell on old costs. Retyping hundreds of lines is slow and easy to get wrong, so it gets put off, and margins shrink without anyone noticing.

It also shows you what changed. Instead of a silent update, you see which items went up, by how much, and which of your own prices now sit too close to cost.

How it works

  1. The supplier’s spreadsheet or price file is dropped into a shared folder or forwarded to an inbox.
  2. AI cleans it up and matches each line to your products, even when the names and codes don’t line up neatly.
  3. You get a short summary: what changed, what didn’t match, and any item now priced below your margin.
  4. Once you approve, the prices update in Cin7, Unleashed, Fergus, Simpro or ServiceM8.

Where AI is used, and where it isn’t

  • AI: Reading messy supplier files and matching their lines to your own products.
  • Plain rules: Your markup, the margin check, and nothing changing until you approve it.

You approve anything a customer sees before the flow goes live, and the flow runs in your own accounts.

What changes day to day

When a supplier sends new prices, you get a summary instead of a job. You look at what changed, approve it, and the price list is current the same day.

This is for you if

  • Supplier price updates wait weeks to be entered.
  • You have quoted or sold something below cost because the price list was old.
  • One person spends a day each quarter retyping price lists.

Worth knowing

  • The first run takes the longest, while supplier codes are matched to yours. After that it is mostly automatic.
  • Items that can’t be matched are listed, never guessed.
  • Some suppliers offer a direct feed. If yours does, we use that instead.

This is an illustrative example. It describes a flow we would build, not a client’s results. If you go ahead, we measure your own before and after.

Want to see this running?

Ask for a demo video and we’ll send a 90-second recording of this flow, set up with your business name. If it fits, a Flow Sprint builds it in your own accounts in two weeks.

The demo is a free 90-second screen recording of the flow running, dressed with your business name. A Flow Sprint is $3,000 + GST, fixed.