Try Sortd for FREETry SortdYour agent reads purchase orders, invoices and bookings as they arrive, fills in the fields on the card and moves it to Needs review. Your team checks and confirms it, and nobody has to retype an order number again.
Available now on the Business plan: shared inboxes, the REST API, MCP access and agent automation.
A purchase order lands in orders@.
PO number, lines, total, delivery date.
Fields filled; moved to Needs review.
Compares to your store; flags a price mismatch.
One click to confirm, or edit a field.
Drafts the confirmation with your edit.
Hi team, please confirm the attached PO. Unit price as quoted, $8.45. Delivery to our distribution centre by 14 October. Thanks, Lerato
# With the Sortd MCP server connected
Watch the Orders board in Sortd. For each new card in New:
1. Read the thread and any PDF attachment.
2. Fill the fields PO number, Customer, Quantity, Unit price and Deliver by.
3. Look up the SKU price in Shopify. If it differs, add a comment.
4. Move the card to Needs review and assign it to Maya.
Don’t send anything. Draft the confirmation only after the card is moved to Confirmed.
Create an Orders or Accounts board with fields like PO number, Quantity and Deliver by, plus a Needs review lane.
Add the Sortd MCP server to Claude, ChatGPT or your own agent, with your store or accounting tool alongside it.
Your team works the Needs review lane. Confirmed cards move on, with the agent drafting the follow-up.
Purchase orders, invoices, remittances, bookings and delivery notes, from the email body or attachments your agent can read. You decide which fields it fills.
Not unless you set it up that way. The pattern on this page moves every card to a Needs review lane, and a person confirms it before anything is sent.
Your agent can, if you connect that tool’s own connector alongside Sortd. The agent then compares the email to your records in the same session.
Business. It includes full API and MCP access and agent automation on your shared inboxes, with no credits or per-resolution charges.
Business plan · full API + MCP · no credit meter
