Partner registration that starts on approval
A kintone approval starts the workflow by webhook. It looks up the tax registration number, AI matches it to the request, and a match enters the sales system.
The problem today
After a new partner is approved in kintone, accounting looks up its invoice registration number on the National Tax Agency's site and types the partner into the sales system. The part automated with RPA runs twice a day, so a partner can wait half a day after approval, too late for an urgent order.
The workflow in Kitewell
- When a request is approved in kintone, a webhook starts the workflowAutomatic
- Look up the registration number's status and name on the National Tax Agency's siteWeb
- AI judges whether the result matches the request's name and addressAI judgment
- Accounting checks any request that does not match, and decidesApproval
- Register the partner in the sales system's screens and get its partner codeWeb
- Write the partner code and the lookup result back to the kintone record through its APIAutomatic
What AI does
Compares the lookup result with the request's name and address, allowing for differences in how a company name or address is written, and records its confidence and the evidence.
Where people decide
Checks only requests whose name does not match or whose number is not found, and decides whether to register the partner or ask the requester. Matching requests are registered without a check.
Features used
What a PoC checks
- Whether the network lets the machine running Kitewell reach the relay (hooks.kitewell.app)
- Whether AI treats different spellings of a name or address as the same company
- Whether requests approved while the machine was off run in order once it is back on
Discuss a PoC for this work
We check whether this workflow runs on your own work and screens.
Related use cases
Reconcile rent payments
Match internet banking deposits against the tenant register. When the payer name differs from the tenant's, AI suggests the matching lease.
Read invoices into the accounting system
AI reads incoming invoices, checks them against purchase orders, and records them in the accounting system. Invoices whose amounts differ wait for approval.
Create invoices and send them by email
Invoices are filled into your template from an Excel billing list and emailed once a person approves. AI first points out amounts far from last month's.