Launching an AI operations agent for your inventory and fulfillment
This workbook is your step by step guide to deciding what an AI should run across inventory, purchasing and fulfillment, testing it safely on your own data and putting it live in stages. By the end you'll have a business case, a set of safety and approval rules, and a rollout plan for an agent that drafts the reorders and batches for you.
Casa Maestri
Kamiki
Part 1: Launching your AI operations agent
Turn "I should really get AI doing this" into a plan you can hold any builder to. Three steps, each with worksheets you fill in for your own business.
Map how much of your week reorders, supplier chasers, batching and stock checks really take, and what stockouts and rush freight cost you.
Set the access and approval rules any AI must pass before it touches purchasing or the warehouse, then test it on your own messiest days.
Put it live in four stages, from read-only checks to trusted actions, each one working before the next.
Worksheets, not theory
We built the guarded, staged setup in this workbook for a $100 million supplement brand shipping about 2,000 orders every Monday.
success batching around 2,000 Monday warehouse orders, live in about 3 weeks
audited daily across the ERP, the warehouse system and the shipping software
to diagnose and fix a site outage
Ops teams who are done planning in spreadsheets
- Product brands and distributors running their own warehouse or a 3PL, with an ERP or WMS behind it.
- Ops and supply chain leads planning reorders, batches and shipments in spreadsheets.
- Teams whose warehouse process depends on one experienced person who knows how it really works.
- Owners who want stock, POs and fulfillment speed visible without asking three people.