Sanka Agent for cross-module answers and governed next steps
AI-assisted triage across modules with governed execution and traceable history.
Sanka Agent that helps teams act on clean, governed data
Teams lose time when answers are spread across CRM, ERP, and accounting tools, and every “simple question” turns into a reconciliation project. Sanka’s Sanka Agent is designed to help you find the right records, understand what changed, and propose the next operational step with guardrails, approvals, and an audit trail.
Ask operational questions across orders, inventory, invoices, subscriptions, and accounting without exporting spreadsheets.
Turn insights into suggested next steps: create tasks, route approvals, and flag exceptions with owners.
When actions are taken, they follow permissions and approval rules, and every step is attributable and auditable.
What an Sanka Agent should do (and what it should not)
AI is most useful when it reduces coordination work while keeping controls intact.
- Find the right record quickly (even when naming is inconsistent)
- Explain status and history in plain terms (what changed, when, and why)
- Surface exceptions and assign ownership (who needs to act next)
- Propose actions that follow your workflows (not one-off changes)
| Common operational question | What must be checked | Expected output |
|---|---|---|
| “Why is this invoice overdue?” | Invoice status, payment attempts, contact, terms | Root cause + next action owner |
| “Which orders are blocked?” | Allocation, inventory, approvals, exceptions | Blocker list + recommended workflow |
| “What changed since last week?” | Audit log, field history, approvals | Change summary with links and timestamps |
Turn exceptions into workflows
ERP systems fail when exceptions become invisible. An agent should make exceptions explicit, measurable, and routable.
- Create exception queues for mismatches (order vs shipment, PO vs receipt, invoice vs payment)
- Route approvals for high-impact changes (credits, term edits, pricing exceptions)
- Generate tasks with due dates and owners so handoffs are clear
Example Sanka Agent workflows
Use the agent as a “first responder” that helps the team triage issues and follow the right playbook.
Identify stalled orders and invoices, summarize blockers, and route follow-ups with owners.
Surface mismatches between PO, receiving, and bills, and route approvals or corrections.
Highlight incomplete reconciliations, missing approvals, and journal items needing review.
Safety, permissions, and auditability are non-negotiable
An agent that can act must be governed. Keep actions permissioned, reviewed, and traceable.
An agent can only do what the user can do. Sensitive actions remain restricted.
High-impact changes route through approvals so exceptions are controlled and auditable.
Every suggested and executed step is logged with timestamps, owners, and linked records.
