Capability
Type a question to produce an account statement or query a BI dashboard, instead of building the filter by hand.
Aurex ERP module
AI & Automation
Ask for reports in plain language, route approvals automatically and let routine follow-up run itself.
What this module covers
Capabilities that match the real workflow
Capability
Define approval workflows so purchases, leave and other requests reach the right approver, with one approval centre for decisions.
Capability
Set CRM rules that send an email, create a follow-up task, update a field or call a webhook when a lead or opportunity changes.
Capability
Send payment reminders and documents over WhatsApp from business events, and match bank statement lines to the ledger automatically.
How teams use it
A practical flow from setup to daily execution
01
Step 1
Ask for the report you need in your own words and review the result on screen.
02
Step 2
Submit a request and let the workflow route it; approvers decide from the approval centre or the manager portal.
03
Step 3
Let follow-up tasks, reminders and messages go out from the events that trigger them.
Why it matters
Outcomes teams can actually feel
Business result
Less time spent building reports and chasing approvals.
Business result
Follow-up that happens on time without someone remembering it.
Business result
Decisions stay with your people: automation routes and reminds, your users approve and post.
Frequently asked
Common questions about AI & Automation
What can I ask in plain language?
You can describe the account statement you want, or ask a question of a BI dashboard, and Aurex turns the request into the report filters for you.
Does automation post entries or approve requests on its own?
No. Workflows route requests, create tasks and send messages. Approving a request and posting a document remain actions taken by your users.
Related modules
Explore neighbouring capabilities
Need this module working inside your operation?
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