As CPG brands scaled, their operational load grew—processing POs, scheduling deliveries, and updating suppliers often pulled founders away from growth. In this session, Kaizntree demonstrated how they automated the most time-consuming workflows and showed how founders identified what to automate first.
Workflow Demos
- ✅ Multi-Customer PO Processing: Automatically retrieved POs from SPS, populated sheets (warehouse, products, quantities), and sent daily confirmations to the Ops Lead.
- ✅ PO Acknowledgments to Buyers: Applied correct acknowledgment types, shipping details, and discount flags with automated confirmations.
- ✅ Shipment & Delivery Scheduling: Created matching orders across NetSuite and other platforms, set carrier rules/tax status, bulk-added SKUs, and aligned pickup/delivery dates and reference numbers.
- ✅ Auto-Fill Supplier Shipping Info: Parsed booking confirmation PDFs and wrote reference numbers, ship/arrival/pick-up dates, quantities, port load, vessel, and supplier into the correct Google Sheet row.
Who It Was For
Established CPG brands with defined processes that were looking to reduce manual work, cut errors, and scale operations efficiently.