B2B Quote & ERP Workflows with AI

Turn product lists into quote briefs and invoice requests into completed tasks, with your systems and approval rules.

b2b workflows automation erp customer-support

“Can you send an offer for this list?” and “Where is my invoice?” need more than a helpful paragraph. They need the right data, access to the right system and a process that reaches a useful outcome.

Flyweight connects conversations to configured workflows. Your rules determine what information to collect, which system to call, what needs approval and when a person should take over. These workflows are scoped to the APIs and permissions available in your stack.

Prepare a quote from the customer's product list

A B2B buyer can provide a list of products and quantities in the conversation. The workflow can help turn that request into a structured quote brief:

Capture the request. Collect product references, quantities, the use case and contact details.
Match the catalog. Resolve products and variants against your Knowledge Graph. Ask about ambiguous or missing items.
Apply commercial rules. Retrieve permitted account or pricing information from connected systems when available.
Prepare the offer. Create a draft through your configured process, with unresolved questions made explicit.
Get approval. Route the brief or draft to the sales team before it is sent when your policy requires review.

The exact input formats and quote output depend on the implementation. A listed product should not be replaced with an alternative without the checks and approvals your business requires.

Retrieve an invoice from the ERP

An invoice request is a concrete support workflow:

Customer request → verify identity and order → check access → retrieve the invoice from the connected ERP → provide it through the approved channel.

The ERP remains the source for the document. The workflow needs an authorized connection and rules for which customer can receive which invoice. If verification fails or the document is unavailable, the AI collects the relevant details and escalates the request.

Your process, connected to your existing stack

Shopify is Flyweight's native starting point. Custom workflows can use Shopify Flow and available APIs to connect with an ERP, CRM or other business system.

During the demo, we map the trigger, required inputs, system access, allowed actions and approval points. We also define what happens when a system is unavailable, an item cannot be matched or the customer changes their request.

This is a configured solution. It is not a promise that every ERP or quoting tool has an out-of-the-box connector.

Keep valuable conversations with your sales team

For a large machine, a negotiated order or a technical project, preparing a clear brief may be the right outcome. Use smart sales handovers to transfer the customer's requirements, product list and conversation without making them start again.

Explore AI Process Automation for the broader approach and guided product decisions for the questions that establish the right specification.

Frequently asked questions

Can the AI send a binding quote automatically?

Only if the integration and your business rules authorize that action. A sensible starting workflow prepares a draft for your team. Pricing, discounts, terms and final approval remain controlled by your configured process.

Which ERP systems can you connect?

We review the APIs, access model and required actions for your ERP during scoping. Available interfaces and permissions determine the integration; a specific ERP connection should be confirmed before planning the rollout.

How are customer documents protected?

The workflow verifies the customer and order and checks authorization before retrieving or sharing a document. You define the delivery channel, data access and escalation path as part of the implementation.