How do we integrate with ERP? | AI Sandbox

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ERP integration roadmap (visual-first)

Phase 1

Knowledge first (SOP/specs)

Turn ERP docs into a searchable, cited knowledge base

Phase 2

Then queries (reports/data)

Connect ERP query/report outputs for faster reporting and interpretation

Phase 3

Finally workflow assistant (verifiable)

Package high-frequency operations as verifiable steps (confirm before execute)

A typical approach is “knowledge first, integration second”: turn ERP module docs/SOP/field specs into a searchable enterprise knowledge base, then integrate with available ERP interfaces (API/report export, etc.) in phases.

Phase 1 (quick value): ask in natural language: “what does this field mean, how to run this process, what does this report mean?”
Phase 2 (data queries & summaries): connect to ERP query/report outputs to generate and interpret reports faster.
Phase 3 (workflow assistant): with your authorization, package high-frequency operations as verifiable steps (agreement/version govern).

Note: the exact integration method and automation scope depend on the ERP vendor/version/interfaces and your security policies; we align during implementation.