All Demos
B&B Group Inc. B&B GROUP
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ClearPath
LIVE DEMO
Bottleneck #1 · Invoice Routing

Commercial Intake Automation

One inbound contract email lands in Outlook. Watch ClearPath read the message and the attachment, cross-reference it against B&B's 247 commercial accounts, surface the three small things that changed, and draft Andy's reply — all before the kettle boils.

Microsoft 365 Power Automate AI Builder OCR SharePoint Queue QuickBooks Enterprise
1Inbound Email
Outlook · Snow Renewals
2Run Extraction
M365 + AI Builder
1
Reading email + attachment
M365 CopilotAI Builder OCR
Parsing headers, body, and 2-page PDF contract.
2
Cross-referencing accounts
QuickBooks Ent.SharePoint List
Matching against B&B's 247 commercial accounts AP register.
3
Detecting changes vs. prior contract
Power AutomateB&B rules
Diffing 2025-26 record against the new submission, flagging conflicts.
Nothing auto-sends.
Every change lands in a SharePoint review queue for Jordan or Blake to confirm before QuickBooks gets touched.
3Extracted Intake Record
awaiting extraction
+
No intake parsed yet.
Click Run Extraction to populate this panel.