3/17/25

Meti- AI Procurement Automation Tool- Full Demo Video

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In this training session, I sit down with Mariah from Meti to explore how their AI-driven procurement tool simplifies order tracking and workflow automation. Mariah walks us through how Meti helps businesses manage orders across multiple vendors, eliminating manual tracking, reducing errors, and saving hours each week. We cover key features like automated email updates, tracking integrations, workflow customization, and how Meti compares to tools like Zapier. If you're managing large-scale orders, especially in interior design, wholesale, or showroom operations, Meti could be a game-changer for you.

Outline of Topics Covered:

Introduction to Meti & Guest Speaker Mariah

  • Overview of Meti as an AI-powered procurement assistant

  • Designed for wholesalers, distributors, and procurement coordinators

  • Automates order tracking, email updates, and supplier follow-ups

Key Features of Meti

  • Automated Order Tracking

    • Reduces the need for manual follow-ups by tracking order status across vendors

    • Saves hours of work per week

    • Automatically extracts and organizes order data from emails and documents

  • Workflow Automation

    • Pre-built workflow templates for common procurement tasks

    • Automated email follow-ups with suppliers for order updates

    • Matching invoices with purchase orders to flag discrepancies

  • Dashboard & Home Screen Overview

    • Centralized view of all open orders, projects, and supplier statuses

    • Alerts for tracking issues, pending payments, and order updates

    • Calendar integration to track delivery dates and shipments

  • Supplier & Vendor Management

    • CRM-like system to store supplier contacts and track order history

    • Automated supplier outreach for order confirmations and updates

    • Customizable tracking methods for suppliers (online tracking vs. email follow-ups)

  • Email & Communication Features

    • AI-generated emails for order follow-ups, updates, and inquiries

    • Automated responses and reminders based on tracking status

    • Customizable email settings to ensure clear communication

  • Comparison with Other Workflow Tools

    • How Meti differs from tools like Zapier

    • Designed specifically for procurement automation instead of general task automation

    • More advanced AI-driven document parsing and workflow management

Live Demo & Walkthrough

  • How to log into Meti and set up an account

  • Creating and managing projects

  • Setting up supplier tracking and workflow automation

  • Reviewing AI-generated emails and order updates

Who Can Benefit from Meti?

  • Interior designers managing procurement for multiple projects

  • Showrooms handling large-scale orders

  • Wholesalers and distributors needing organized order tracking

  • Anyone managing multiple vendor orders and supply chain logistics

    Note: This week, we’re featuring just this full-length demo instead of individual videos. Next week, we’ll return to our usual segmented format.

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