Woodrow pulls new customer and deal details from your CRM, validates the contract, pricing, billing terms, and tax details, then sets up the customer billing record in your ERP or billing system—flagging missing or conflicting information for review before the first invoice goes out.
Pull the new customer, opportunity, quote, order form, contract, billing contact, products, pricing, discounts, billing frequency, payment terms, and start date from your CRM, CPQ, and contract system.
step 2
Set Up & Validate Billing
Set up the customer billing details—products, schedule, payment terms, tax treatment, invoice requirements, and delivery method—then validate them against the signed contract, approved pricing, discount rules, and any customer-specific terms.
Output
Flag Issues Before Invoicing
Catch missing POs, pricing mismatches, duplicate records, incomplete tax details, and other issues before they create billing problems.
Billing records ready before the first invoice
Woodrow connects to your CRM, CPQ, contract system, and ERP to set up new customer billing at scale. It pulls deal and contract details, configures the billing record, validates the setup against signed terms, and flags exceptions for review, so your team can spend less time on manual setup.
+ Outlook, Gmail, Slack, shared drives, and any other tool your team uses.
All inputs captured
Pull customer, quote, contract, pricing, billing terms, and tax details from your CRM, CPQ, contract system, and shared files in a single pass.
Setup checked upfront
Prepare products, billing schedule, payment terms, tax treatment, invoice requirements, and delivery method, then validate them against the signed contract and approved pricing.
Bad hand-offs prevented
Surface missing POs, mismatched pricing, incomplete tax information, duplicate records, or missing approvals instead of pushing a bad setup downstream.
HOW WOODROW WORKS
Automate your processes with enterprise AI
Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.
01
Describe your workflow
Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.
02
AI works across your stack
Woodrow plugs into your existing tools, pulling and pushing data where it's needed and running every step in place. No manual handoffs or copy-paste between systems.
03
Woodrow keeps the workflow current
As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.
Auditable and secure
Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.
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