Introducing CERM Lexis: AI-Powered Email Processing for Sales Order Automation

From Email to Sales Order—Automatically

CERM Lexis is a cloud-based AI platform that converts incoming customer emails into structured sales orders in CERM.

Instead of manually reading emails and retyping data into your MIS, Lexis captures the email, extracts the relevant information, and prepares it for order creation—ready for your team to review and confirm.

Whether emails are forwarded manually or automatically via tools like Microsoft Outlook or Gmail, LEXIS ensures every order request enters a structured, streamlined workflow.

How Lexis Fits Into Your Workflow

Lexis is designed to work alongside your existing processes—without disrupting them.

When an order email is received, the platform captures both the message and its attachments, whether they are PDFs, Excel files, CSV files, or text documents. It then converts this unstructured input into structured data that can be processed further.

Using AI, Lexis interprets the content and connects it in real time to your CERM environment through a bi-directional API. It identifies the correct customer, extracts key order details such as product references, quantities, and delivery dates, and assigns a confidence score based on both AI interpretation and CERM business logic.

At that point, your customer service team steps in—not to retype everything, but to validate what has already been prepared. Once confirmed, the sales order is created directly in CERM, with the option to automatically send an order confirmation to the customer.

Less Manual Work, More Control

The real value of Lexis lies in how it changes the role of your customer service team.

Instead of spending time copying data between emails and systems, they focus on validation and communication. This reduces repetitive work while improving consistency and accuracy across your order process.

For companies handling high volumes of repeat orders, this makes a significant difference. Orders are processed faster, errors are reduced, and your team has more time to focus on building customer relationships—something that remains essential in the label and packaging industry.

Real-Time Intelligence Through CERM Integration

Lexis connects directly to your live CERM environment, ensuring that all data is processed in real time and aligned with your existing business logic.

This means that customer data, product information, and order details are always up to date. It also opens the door to more advanced validation capabilities.

In future updates, Lexis will support automated price validation and real-time checks against product-specific rules, such as minimum and maximum order quantities—all powered through dedicated CERM APIs.

A Foundation for Future Email Automation

Lexis is not just a tool to speed up order entry. It is the first step toward a broader vision: fully integrating email communication into your operational workflow.

As part of the CERM ecosystem, Lexis lays the groundwork for more advanced AI-driven email automation, reducing manual handling even further and connecting customer communication directly to production processes.

In an industry driven by repeat business and tight deadlines, efficiency in order processing is critical.

With CERM Lexis, you can process more orders with greater accuracy—without increasing workload. The result is a faster, more scalable workflow that keeps pace with your customers and your growth.