Large and compact production variations for every solution. Large cards carry richer operational context, while compact cards preserve the exact homepage composition.

Sales

Sales anchored product card · large

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DashboardAgentsSessionsRecordsDataIntegrationsFiles

Order intake agent

EMAIL RECEIVEDMeridian Workplace · #88415 line items · Requested Jul 7

4 SKUs matchedDraft created

Unit mismatchNeeds review

Account and ship-toVerified

SourceCustomer email

DeliveryJuly 7

Confidence92%

Toner cartridgeEmail says “pack”; catalog expects “each”

Review

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Sales

Sales anchored product card · compact

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Order intake agent

EMAIL RECEIVEDMeridian Workplace · #88415 line items · Requested Jul 7

ORDER DRAFT

4 of 5 items matched

1 unit needs review

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Purchasing

Purchasing anchored product card · large

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DashboardAgentsSessionsRecordsDataIntegrationsFiles

Vendor decision agent

PROJECTED COVERAGE2.1 daysBall valve · PV-1042

VENDOR OPTIONSPrice · Lead time

SSummit IndustrialAvailable now$8.42 · 2d

AAllied ComponentsBest landed cost$8.18 · 4d

NNorthline SupplyPreferred backup$8.61 · today

On hand42 units

Committed86 units

Next receipt4 days

Purchase order drafted

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Purchasing

Purchasing anchored product card · compact

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Vendor decision agent

PROJECTED COVERAGE2.1 daysBall valve · PV-1042

RECOMMENDED VENDOR

Summit Industrial

$8.42 · Available in 2 days

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Finance

Finance anchored product card · large

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DashboardAgentsSessionsRecordsDataIntegrationsFiles

Invoice matching agent

INVOICE #571916$16,331.00Lumen Electrical · Due Jul 30

Matched againstPO-20260213-003 Vendor and totals verified

Purchase orderMatched

Line-item totalsMatched

Posting dateRequired

Receipt and termsVerified

Payment termsNet 30

ReceiptRCPT-7419

Variance$0.00

Review draft invoice

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Finance

Finance anchored product card · compact

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Invoice matching agent

INVOICE #571916$16,331.00Lumen Electrical · Due Jul 30

MATCH RESULT

Vendor and totals verified

PO-20260213-003 · 1 date to review

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Executive

Executive anchored product card · large

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DashboardAgentsSessionsRecordsDataIntegrationsFiles

Operations analyst agent

YOUR AI WORKFORCE34 sessions todayAcross sales, purchasing, and finance

5Active agents

7Scheduled runs

23Completed

4Need attention

RECENT WORK

Order intakeRunning now

AR overdue sweepCompleted

Vendor comparisonCompleted

Invoice exception reviewNeeds attention

Customer risk2 dates

Cash exceptions3 open

Resolved today18

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Executive

Executive anchored product card · compact

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Operations analyst agent

YOUR AI WORKFORCE34 sessions todayAcross sales, purchasing, and finance

TODAY

23 sessions completed

4 need attention

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