Your team is manually creating quotes in Word, formatting invoices in Excel, and emailing BOLs from Outlook. Every document your operation produces can be auto-generated from ERP data \u2014 branded, accurate, and delivered to the right recipient through the right channel without a person touching it. Austin is where engineering culture meets business scale. Tesla Gigafactory, Samsung's $17B chip fab, a booming tech sector, and one of the fastest-growing business markets in the country. Austin businesses demand AI systems built to engineering standards — not chatbots, not SaaS features. Custom AI agents that operate inside complex business processes, trained on your data, and owned by you permanently.
Austin businesses are tech-native and engineering-literate. They recognize the difference between an AI chatbot bolted onto a SaaS platform and a custom AI system built for their specific operation.
Auto-generate branded quotes from ERP pricing, product data, and customer account information. Configurable templates with dynamic line items, terms, and technical specifications.
Sales order confirmations, pick tickets, packing slips, and BOLs generated automatically from ERP order and shipment data. No manual document creation in the warehouse.
Invoices generated from ERP billing data with correct line items, pricing, tax calculations, and payment terms. Delivered via email, portal, or EDI based on customer preference.
Professional, consistent document templates with your branding, legal notices, and regulatory disclosures. One template standard across all departments and locations.
Documents delivered automatically via email, customer portal, EDI, fax, or print based on recipient preference and document type. No manual "send" step.
Every generated document is archived with version history, delivery confirmation, and audit trail. Retrieve any document for any order at any time.
Catalog every document type the operation produces \u2014 quotes, confirmations, pick tickets, BOLs, invoices, statements, certificates. Document current creation process, volume, and pain points.
Design branded templates with dynamic data fields mapped to your ERP. Define business rules for conditional content \u2014 terms by customer type, regulatory notices by product, and language by region.
Connect document generation to ERP events \u2014 order creation triggers confirmation, shipment triggers BOL and ASN, billing triggers invoice. Documents generate and deliver without manual intervention.
Validate generated documents against manually created versions for accuracy. Roll out by document type starting with highest-volume categories.
Deploy with generation and delivery tracking. Monitor for delivery failures, template issues, and data quality problems. Continuous improvement as new document types and templates are added.
Automated Document Generation for Austin technology & saas operations - configured around local workflows, data ownership, and implementation governance.
Automated Document Generation for Austin clean energy operations - configured around local workflows, data ownership, and implementation governance.
Automated Document Generation for Austin healthcare & life sciences operations - configured around local workflows, data ownership, and implementation governance.
Automated Document Generation for Austin semiconductor & electronics operations - configured around local workflows, data ownership, and implementation governance.
Automated Document Generation for Austin construction & development operations - configured around local workflows, data ownership, and implementation governance.
Automated Document Generation for Austin distribution & logistics operations - configured around local workflows, data ownership, and implementation governance.
PDF (most common for external documents), HTML email, Excel (for data-heavy reports), and EDI formats (810, 856) for trading partner documents. Templates can generate multiple formats from the same data source.
Yes. Templates support conditional logic \u2014 different terms by customer type, language by region, regulatory notices by product category, and branding by business unit. One system, multiple output variations.
Yes. We integrate with Odoo and legacy ERP systems. Document generation pulls data from ERP transactions and master data via Odoo\'s API or Python-based scheduled extraction.
Thousands of documents per day without performance issues. The generation engine scales with your transaction volume \u2014 peak season order spikes don\u2019t create a document backlog.
Most manufacturers are still running workflows that require a person to touch every exception, every order, every routing decision. AI agents eliminate that bottleneck — not by replacing your people, but by handling the work that was always below their pay grade.
Most manufacturers forecast demand with spreadsheets, gut feel, and last year's numbers adjusted by 5%. ML models trained on your actual order history, seasonality patterns, and market signals replace guesswork with predictions your planning team can act on.
Odoo Maintenance captures work orders, failure reasons, repair times, and equipment history. We build AI models on top of that data to identify failure patterns and recommend maintenance windows before breakdowns occur — no new hardware, no IoT infrastructure required.
Odoo Quality captures inspection results, non-conformances, scrap reasons, and lot traceability across every production order. We build AI models on top of that data to surface defect patterns, predict quality risk, and trigger alerts before scrap accumulates — no cameras, no hardware.
Most manufacturers price by cost-plus formula or by whatever the sales rep negotiated last time. AI pricing models factor in material costs, competitive positioning, customer segment, order size, inventory position, and market conditions — governed by business rules so every price stays within approved boundaries.
When an order hits your system, someone decides which warehouse ships it — usually based on habit, proximity, or whoever answered the phone. AI order routing makes that decision in real time, optimizing across inventory availability, shipping cost, delivery speed, and warehouse workload.
Manufacturers still process thousands of POs, invoices, RFQs, spec sheets, and BOLs manually — reading PDFs, retyping data into the ERP, and fixing the errors that come with it. Document intelligence extracts structured data from unstructured documents automatically, with validation rules that catch errors before they enter your systems.
Your dealers call or email to check stock before placing orders because they can't see what's available. We give them live ATP visibility across all your warehouses — available, allocated, in-transit, and expected replenishment dates — straight from your ERP and WMS.
We govern cloud migration in phases — every dependency mapped, every workload sequenced, every cutover window defined. Zero-downtime migration for manufacturers who can't afford an outage.
Most manufacturing AI projects die in the pilot phase. We deploy AI that integrates into your actual workflows -- demand forecasting, predictive maintenance, pricing optimization, and intelligent routing -- governed by operational data contracts.
Your demand planning process runs on last year\u2019s sales adjusted by a gut-feel percentage. ML models trained on your actual order history, seasonal patterns, and market signals produce forecasts that are measurably more accurate \u2014 and they improve automatically as more data accumulates.
Your legacy system holds critical data that modern applications need -- but it has no APIs, no webhooks, and no modern integration points. We build a REST/GraphQL API layer on top of your legacy system so new applications can access data without touching the core.
Metrotechs starts with the operating questions: which records are trusted, which workflows are manual, which systems own each decision, and where AI can safely improve throughput.
Talk To Metrotechs