ALBARA — Delivery-note automation

Intake & review

Messages to convert

Select an entry, verify the proposed data and generate the delivery note.

1Choose the sourceSelect an entry or import a message.
2Review the proposalCompare evidence and complete the required fields.
3Confirm and generateCheck the human-review box, then generate the record.

Original source

Selected message

Review required

Issued register

Delivery notes

Review documents, delivery states and changes made after issue.

Inputs & rules

Automations

Define how requests arrive and when they need human intervention.

01

Input channels

No external channel is connected in this demonstration.

Incoming emailReceive messages and attachments from an authorized inbox.Connector required

External messagesReceive entries through a provider or signed webhook.Connector required

Manual importPaste an email or message and process it in a controlled flow.Available

02

Incoming webhook

Endpoint for verified integrations.

EndpointPending deployment

03

Issue control

Automation proposes; these rules decide when human review is needed.

Process on receiptStart extraction automatically when an authorized connector is available. Prepare draftCreate a proposal, but never issue it without human approval.

Minimum coverage Source-message retentionExpired source messages are removed before use when the workspace next opens. Generated delivery notes remain until you restore the demo workspace.

Document & numbering

Template

Configure the details shown on every issued delivery note.

01

Issuing company

Tax and contact information.

Legal name Tax ID / VAT Phone Address Email

02

Numbering

The sequence is reserved when a record is created and is never reused.

Prefix Next number Format Currency Default unit

03

Savings baseline

Global assumptions for recovered-capacity estimates; they are not part of the delivery note.

Manual process (min) Assisted process (min) Hourly cost Software per note

PreviewUnsaved

Opportunity Relay Demo OperationsDELIVERY NOTE

Number: ALB-2026-00149
Date: 07/17/2026

CustomerSample customer

Configured delivery address

Description	Quantity
Item or service	1

Traceability

Audit trail

This demo records the main local workflow milestones and their related records.

Operations center