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Brittany gives conversational AI the invoice. The certificate of conformance pops up.

If your team retypes information from one document into another, this is how Brittany at CTI handed that job to conversational AI.

Outcome: It filled in the serial numbers and the address from the commercial invoice. Her estimate: about an hour of work saved a month.

Certificates of conformance with AI: filled in from the invoice0:49
“So I didn't have to go through and hand type them all out.”
Brittany · CTI

The job

Some customers want a certificate of conformance.

Brittany fills in certificates of conformance at CTI. In her words, it is “what some of our customers want to see to make sure that we signed off saying that these are good product, essentially.” The commercial invoice has all the same information, just not in the same format. She does them about once a month, and this time she had 20.

What she did

She gave conversational AI the invoice.

After a B43 training, Brittany gave conversational AI the commercial invoice, and it filled in the serial numbers, the address and the rest. Now, if sales asks for one again, all she has to do is feed it one sheet.

What changed

No hand typing, and about an hour a month back, by her estimate.

In her words: “So I didn't have to go through and hand type them all out.” Her estimate is that it saves her about an hour of work a month. She shared it on a B43 coaching call.

Read the video transcript

Brittany fills in certificates of conformance. Some customers want one: a sign-off that the product is good. The invoice has the same information, in a different format. She does them about once a month. This time, she had 20. After a B43 training, she gave conversational AI the invoice. It filled in all the serial numbers, the address, all of it. Now if sales asks for one again, she just feeds it one sheet. Time saved, her estimate: about an hour of work a month. Brittany shared it on a B43 coaching call. In Brittany’s words: “So I didn’t have to go through and hand type them all out.”

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