Inventory alerts
Warns the buyer when projected stock crosses its reorder point, so a shortage is planned for instead of discovered on a customer's order.
Identify projects marked as "Done" and archive them to the database.
The job, and what good looks like.
Stock position is only ever opened when something is already wrong, so the reorder report is rebuilt from scratch every time a line runs short. This workflow reads on-hand, on-order and in-transit quantities each morning and projects them against demand and real supplier lead time rather than the planned figure. Any line landing below its reorder point before the next inbound delivery raises an alert to the named buyer with the projected shortfall, the date it bites and the quantity that would cover it. Lines moving the other way, where cover is building past a set ceiling, raise the same alert under a different reason so slow-moving stock cannot quietly tie up cash. Anything the projection cannot explain, such as a new item with no history, goes to a review list instead of an alert. What a human still decides is the reorder point itself, the safety stock behind it, and whether a projected shortfall is worth buying now or absorbing in demand.
When it is handled
- Shortages seen before the customer asks
- No expedite freight paid in a panic
- Stock bought against real demand
- Overstock caught before it ages
Works with tools like
- Fishbowl
- NetSuite
- Anaplan
- Unleashed
Ready-made automations. Pick the one that fits.
Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.
You stay in charge.
At every step.
It checks and drafts. Your team decides what is ordered and sent.
- No order placed on its own
Requisitions and supplier notes wait for a buyer to approve and send.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only the systems you connect
Each automation reaches only the folders and apps you give it.
Project Archiving
Approve before it updates the record?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Your ERP's alerts and rules
Flagging thresholds inside the ERP.
They can't read a supplier's email or a scanned delivery note, or draft the next step.
Flowchart automation tools
Moving data between apps at high volume.
Real-world exceptions multiply branches until the flow is harder to follow than the work.
AI chat assistants
Explaining a document when you paste it in.
Deliveries keep arriving while nobody is asking, and the procedure lives in a chat.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.