Use Cases
Orders entered. Quotes chased. Invoices matched, automatically. Trelium's AI employees handle the repetitive work across your systems.
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Sales
10 agents
Email Quoting AgentReads quote requests and drafts replies with supplier and margin context.Learn more
Proposal Follow Up AgentChases open proposals before they go cold and keeps the CRM updated.Learn more
Sales Brief AgentDelivers PDF sales briefs on your cadence: open, pending, WIP, and more.Learn more
Social Media Idea Generator AgentTurns recent customer activity into social post ideas, image direction, and proof.Learn more
Call Recap & CRM Update AgentTurns every sales call into a recap, a follow-up draft, and an updated CRM record.Learn more
Customer Anniversary Campaign AgentFinds customers due for re-engagement and drafts personalized outreach.Learn more
Customer Insights AgentAnswers account questions with order history, issues, and next steps.Learn more
Inbound Lead Routing AgentScores inbound requests and routes each one to the right rep within minutes.Learn more
Outbound Sales AgentFinds likely buyers and preps rep-ready follow-ups from reorder signals.Learn more
Pre-Call Account Brief AgentSends reps a one-page brief before every customer call.Learn moreOperations
11 agents
Business Reporting AgentBuilds a clear report of the business done and sends it to your inbox.Learn more
Company Store to ERP Sync AgentSyncs company store orders into the ERP with every order field mapped.Learn more
Order Entry AgentTurns emails, PDFs, and forms into clean orders entered in your ERP.Learn more
Order Status AgentSends order status and tracking without digging through systems.Learn more
PO Creation AgentCreates supplier-ready POs from a plain-language Slack request.Learn more
PO Entry AgentTurns incoming purchase orders into complete orders in your system.Learn more
Proof Approval AgentDrives every proof from sent to approved without manual chasing.Learn more
Customer Account Onboarding AgentTurns new-customer requests into validated customer accounts in Shopify and your ERP.Learn more
Order Modification AgentTurns plain-language change requests into validated order updates.Learn more
Project Intake & Task Management AgentTurns customer emails into project tickets, sample requests, and linked tasks.Learn more
Wearer Roster AgentTurns customer roster emails into checked wearer adds, size changes, and departures.Learn more
Logistics
4 agents
Inventory Stock Check AgentChecks supplier and warehouse stock and flags risks early.Learn more
Missing Garment AgentInvestigates short counts by tracing every garment through soil, clean, repair, and delivery records.Learn more
Shipment Tracking AgentMonitors carriers and drafts proactive delay notes for customers.Learn more
Shipping Label Creation AgentCreates labels, validates addresses, and attaches tracking to orders.Learn moreFinance
11 agents
AR Inbox AgentHandles routine billing requests and escalates payment exceptions with context.Learn more
Freight Bill Matching AgentMatches UPS and FedEx charges to sales orders and flags unmatched or unexpected freight costs.Learn more
Invoice Follow-Up AgentKeeps overdue invoices moving with timely, context-aware reminders.Learn more
Invoice Matching AgentMatches supplier invoices to sales orders and creates the bills.Learn more
Invoice Reconciliation AgentFlags duplicates, tax issues, and mismatches before month-end.Learn more
Aging & Cash Forecasting AgentExplains overdue receivables and forecasts the cash most likely to arrive each week.Learn more
AP AgentRecords accounts payable from approved bill through cleared payment.Learn more
Finance Q&A AgentAnswers finance questions on demand, with every number traced to source.Learn more
Invoice Creation AgentCreates accurate invoices from approved orders, contracts, usage, and milestones.Learn more
Rental Billing Review AgentChecks draft rental invoices against contracts, roster changes, and route records before they go out.Learn more
Transaction Categorization AgentCodes every transaction and catches duplicates before they hit the ledger.Learn moreHR
4 agents
Employment Letter AgentVerifies, drafts, and routes employment letters for signature without the wait.Learn more
HR Helpdesk AgentAnswers routine PTO, policy, and benefits questions the moment employees ask.Learn more
New Hire Provisioning AgentProvisions accounts, tool access, and inductions before a new hire's first day.Learn more
Offboarding & Access Revocation AgentRevokes access in the right order and files a timestamped record on every run.Learn moreIntelligence
5 agents
Margin Analysis AgentFlags low-margin jobs, missing charges, freight gaps, and recoverable amounts.Learn more
Customer Intelligence AgentShows customer health, escalations, and accounts needing attention.Learn more
Financial Intelligence AgentSummarizes revenue, open orders, and risks for leadership.Learn more
Sales Intelligence AgentExplains sales performance by week, customer, channel, and rep.Learn more
Supplier Spend Report AgentShows supplier spend, trends, concentration, and negotiating leverage.Learn more
