Daily order processing and trade account setup with AI, with people approving what matters
How we set up an AI assistant to ship, invoice and raise a national retailer’s daily dropship orders, and to set up new trade accounts in one line, inside a real UK trading business. No code, no developers: the AI works through the same screens your team uses, and a person signs in, approves and sends. Every rule, check, mistake and fix is in here, so you can build your own.
What’s inside
1. The real story, week by week, including what went wrong
2. The five-step pattern that works for almost any repeat admin job
3. The daily order run, step by step, with every rule and why it exists
4. Trade account setup in one line, from request email to drafted reply
5. Every check and what happens when it fails
6. 20 copy-ready prompts for Claude, Microsoft Copilot or ChatGPT
7. The two procedures we actually use, ready to adapt
8. A safeguards checklist and a 30-day rollout plan
Who it’s for
Owner-managed businesses that process orders or set up customer accounts across two or more systems and want the admin done right without adding staff. No technical knowledge needed.
Get the guide
£79 + VAT. Instant PDF download. Based on what we built inside a real UK equipment supplier that fulfils orders for a national retailer, with names and figures kept private.
Want a taste first? Read the free version: how we did it, step by step.
Rather have it done for you?
Our Order Admin Setup builds it inside your business, connected to your own systems, with your team trained to run it: £1,495 + VAT, three weeks, fixed price. Bought the guide? We’ll take what you paid off the price if you book within 30 days.
We’re not IT people. We’ve sat in the MD’s chair and built the systems behind it, and we’ll talk to you in plain business terms. Book a free 30-minute call with us →
Claude, Microsoft Copilot and ChatGPT are trademarks of Anthropic, Microsoft and OpenAI respectively. Cooper Vance is not affiliated with them.