Services · Customer documentation

Customer documentation: we gather the documents per order and follow up with suppliers until the package is complete.

A service from Cloudfox. The AI agent gathers the certificates, declarations and product data sheets the customer requires, per order, from the systems you already have. If something is missing it follows up with the supplier, checks against the requirements and sends the package with the delivery. If something deviates it asks you in Teams. We are responsible for it when it runs. Fixed price.

The delivery does not wait for paperworkThe documents are gathered when the order is placed, not when the goods are packed. What is missing is requested from the supplier in good time.
Hours back in quality and inside salesThe agent searches, requests, reminds and uploads. You decide on what deviates.
The right document to the right customerEvery document is checked against the customer's requirements: right item, right edition, valid, and that the values, classes and substances in it meet what the customer requires. Deviations are stopped before anything is sent.
Ready for the auditEvery package is saved per order, with what was sent, when it was sent and who approved the deviation.
Book 30 minutes
ERP systems Business Central · Dynamics FO · Monitor · SAP · and more
Documents Declarations of performance · Declarations of conformity (CE) · REACH and RoHS declarations · Safety data sheets · Product data sheets · Certificates of origin · Instructions for use and assembly · Test reports · Environmental product declarations (EPD) · Certificates of analysis per batch · Suppliers' ISO certificates · and more, scanned or digital
The problem

The goods are packed. The documents are not.

The customer requires documentation with the delivery: declarations of performance, declarations, certificates, safety data sheets and product data sheets. Which documents apply is stated in the contract, on the order or in the customer's portal, and it differs from customer to customer.

Someone has to gather them, per order. That means searching the ERP, the document archive and email, logging in to the suppliers' portals and emailing the supplier whose declaration is missing or has expired. Then the package has to be checked and sent, or uploaded to the customer's portal.

Four things often go wrong.

  1. The delivery waits. The documents are not gathered until the goods are ready. If a declaration is missing the delivery stands still, or leaves without a complete package.
  2. The wrong document goes out. An older edition, a document for a different item, or a value that does not meet the customer's requirement and that nobody had time to read. The customer finds it.
  3. The follow-up is dropped. The supplier does not answer the first email, and the reminder is never sent, because nobody has the time.
  4. The requirements live in someone's head. One person knows which customer requires what. When that person is away, someone else has to guess.

It costs time every week, in quality, purchasing and inside sales. And it costs when the customer finds the error: documents supplied after the fact, a finding in the customer's audit or a delivery that is not accepted.

Today
One person searches, emails the supplier and uploads, per order
Declaration of performancethe supplier's portal
Declaration of conformityan email thread
REACH declarationmissing
RoHS declarationvalues not read
Safety data sheetwrong edition on file
Product data sheetthe ERP
Certificate of originsupplier has not replied
Assembly instructionsold version
Upload to the customerby hand in the portal
With the agent
The agent gathers, follows up and checks
Declaration of performance✓ the agent
Declaration of conformity✓ the agent
REACH declaration✓ the agent
RoHS declaration✓ the agent
Safety data sheet✓ the agent
Product data sheet✓ the agent
Certificate of origin✓ the agent
Assembly instructions✓ the agent
Upload to the customer✓ the agent
Your decision in Teamswhen something deviates
Example of an order with eight documents. Made-up data.
Our solution

Four steps, from order to delivery.

  1. We gather the package. The agent we implement for you reads what the customer requires for the order and fetches the documents where they are: in email, the document archive and the suppliers' portals. It is connected to your ERP, so every document lands on the right order line, item and customer.
  2. We follow up with the suppliers. If a document is missing, or has expired, the agent requests a new one from the supplier and reminds until it arrives. Declarations with an end date are monitored, so that the request goes out before the declaration expires and not when the order is already waiting.
  3. We check against the requirements. Two levels. The form: right item, right edition, valid, right issuer, and that the package is complete against what the customer requires. And the content: the agent reads the document and compares the values, classes and substances in it with the customer's requirement for that item. The values in the declaration of performance against the customer's specification, the substances in the REACH declaration against the limit values, the class in the test report against what was ordered. What is correct moves on. What deviates comes to you as a question in Teams, with the supporting material. If the agent is unsure about a document it hands it to you.
  4. We send and save. The package is sent with the delivery, by email or uploaded to the customer's portal, and saved per order. At the next audit the answer is there: what was sent, when it was sent and who approved the deviation.
Quality · Customer documentation
CF
The documentation agent10:42
Order 48213 · Nordvik Bygg AB
Delivery on Thursday · 6 documents required under the customer's contract
Ready
5 of 6, checked against the customer's requirements ✓
Deviates
Declaration of performance for item 7714 states U-value 1.3, the customer's requirement is at most 1.1
The supplier
Declaration for the right variant requested 22 September, reminded 26 September, no reply
Customer portal
Package prepared, not uploaded
Proposal
Hold the delivery until the declaration for the right variant has arrived. The customer is told on Tuesday.
The customer rejected a delivery with the same deviation in May.
ApproveSend anywayChange
One click, and the agent notifies the customer, keeps reminding the supplier and uploads the package when it is complete. Made-up data.

The agent takes the searching, the reminders and the uploading. You spend the time on what requires judgement: the deviation, the supplier that does not deliver its declarations, the customer with new requirements.

No new systems, no new logins. The agent logs in where you log in.

Do the maths

What the documentation costs you.

Move the sliders. The figures are calculated on your own numbers, not on an average.

The time
400
hours per year spent gathering, chasing and checking documents today
220 000 SEK
per year in working time
The default values are examples. Your own numbers, and how much of it the agent takes over, are established in the baseline measurement before implementation.
How we work

From the first conversation to operations.

  1. Walkthrough, 30 minutes. You tell us which customers require documentation, which documents it concerns and where they are today. We tell you what can be automated first.
  2. Mapping and baseline measurement. We go through real orders with the person who gathers the documents today, write down the requirements per customer and measure the time before the agent is implemented. That becomes the yardstick for the result.
  3. Implementation and test. We implement the agent in your environment or in ours, together with your team, and test it against an answer key of your own orders and documents. Fixed price.
  4. Operations. We take application responsibility for the agent, always: a cost cap, a monthly report and a named person to call. If the agent runs in your environment, you operate the platform yourselves or through your IT partner, as today. If it runs in ours, we operate it.

What we need from you.

  • The person who gathers the documents today, a couple of hours during the mapping.
  • The customers' requirements: contracts, requirement lists or examples of packages you have sent.
  • Read and write access in your test environment, via API or login.
  • One hour with your IT, about your Microsoft or Google environment.
Key figures

This is what we measure.

  • The time — minutes per documentation package, and hours per month in quality, purchasing and inside sales.
  • Complete packages at dispatch — share of orders where everything the customer requires went with the delivery.
  • Deliveries that waited for documents — how many, and for how many days.
  • Missing and expired documents per supplier — and how long the supplier takes to respond.
  • Deviations stopped before sending — wrong edition, wrong item, expired declaration or content that did not meet the customer's requirement, caught before the customer saw it.
  • Documents requested afterwards by customers — how often the customer has to ask for what was missing.
Common questions

This is what you usually ask.

  • What happens if the agent gets it wrong? It sends nothing that deviates from the customer's requirements without your approval. If it is unsure about a document it hands it to you, with the supporting material gathered. Every step is logged.
  • Which documents does it cover? The ones your customers require: declarations of performance, declarations of conformity, REACH and RoHS declarations, safety data sheets, product data sheets, certificates of origin, instructions for use and assembly, test reports, environmental product declarations, certificates of analysis per batch and the suppliers' ISO certificates. Scanned documents are read in the same way as digital ones.
  • Does it read the content, or only check that the document exists? The content. The values, classes and substances in the document are compared with the customer's requirement for that item: the declaration of performance against the specification, the REACH declaration against the limit values, the test report against what was ordered. A deviation comes to you before anything is sent.
  • Do the suppliers have to change anything? No. The agent requests the documents by email or fetches them in the supplier's portal, as you do today.
  • Does it work with our systems? With the systems you already have: the ERP, email and Teams, the document archive, the quality system and the suppliers' and customers' portals. Where there is no API the agent uses the portal, as you do.
  • Where does our data end up? In your Microsoft environment or in ours. The language model does not train on your data.
  • What does it cost? A fixed price for the implementation, which you get after the mapping. Operations have a monthly cost cap, so that the AI calls are never a surprise.
  • How long does it take? It depends on how many customers, document types and suppliers are included from the start. You get the timeline after the mapping.
For your IT

How we implement and run it.

Show the technical overview
  • Identity. The agent runs as a service account in your Entra ID, with the least possible privileges per system. No admin accounts, no shared passwords.
  • Hosting. Runs in your Microsoft environment* or in ours. What leaves it is the calls to the language model, see below.
  • Integration. API where the system has one: Microsoft Graph for email and Teams, and the native APIs of the ERP, document and quality systems. Where there is only a portal, at a supplier or a customer, the agent drives the browser via Playwright, the same clicks you make.
  • Document reading. Scanned and digital documents are read with text recognition in the environment the agent runs in. Every extracted value is saved with a reference to where in the document it is found.
  • Credentials. API keys and the service account's secrets are kept in Key Vault in the environment the agent runs in, as are the logins to portals without an API. Never in a prompt, never in the code.
  • Decisions. The question arrives as a card in Teams, or in the system you already work in, with the supporting material attached. Who may approve a deviation is governed by rules you set yourselves. Nothing that deviates from the customer's requirements is sent without an approval.
  • Traceability. Every action is logged with account, time and order number. Portal steps are saved as screenshots.
  • The language model. Called via API, and what is sent is the text of the document and the requirements of the order, nothing more. We make sure the provider does not train on your data and that the retention of calls is agreed, down to zero if you wish. The simplest option is to run the model under your own Azure subscription: then calls and responses stay within Azure.
  • GDPR. The documents rarely contain personal data. Names, email addresses and phone numbers in the emails are replaced with placeholders before the call and restored in the response.
  • Application responsibility. Always lies with Cloudfox, from day one. We answer for the agent: new customer requirements, new document types, new suppliers. That it does the right thing and stops when it is unsure. That APIs are versioned, models are replaced and portals are rebuilt. And what the AI calls cost, with a cost cap and alerts.
  • Platform responsibility. Covers the platform: tenant, accounts, network, updates, that the resources are up. If the agent runs in your environment it lies where operations lie today, with your IT department or operations partner. If it runs in ours it lies with Cloudfox.

* If you have Google instead of Microsoft the same setup applies: Google Workspace for email and chat, Google Cloud for hosting and keys.

Book 30 minutes.

Tell us which documents your customers require and how you gather them today, and we will show you what can be automated first.

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Your contact
Pontus Granborg
Senior AI Solution Architect, Cloudfox

You talk directly to the person who implements the agent for you, from the first conversation to operations.

Email
pontus.granborg@cloudfox.se
Phone
+46 70 090 17 06
LinkedIn
linkedin.com/in/pontusgranborg