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Nexoria for your trade business office

AI in the trade business office: preparing the next job well.

Nexoria takes care of recurring steps in your familiar office workflows. Find job documents, prepare work notes and record queries as tasks.

Nexoria Base from 29 € per user / month plus VAT
Setup for your workflow: individual quote.

Your next workflowWith Nexoria
Maintenance report
Job documents
Manufacturer's instructions
A question for Nex

What was documented at the last maintenance? Summarise the open points for the preparation and cite the sources.

Prepare for the call-out.

Answer with sources → work note in Doc → next steps

Example workflow with illustrative documents.

Your everyday work

When the customer calls, the status so far is what counts.

What was done on the last visit? Which manual belongs to the system? Has the query about the spare part been resolved? Nexoria connects the documents for your chosen process with document search, Nex and Doc. This creates the working basis for the next call-out.

01

Find the previous job again

Make job documents and maintenance notes available in Drive. Ask Nex about the documented work and open points. The sources take you to the original document.

02

Prepare a clear work note

Summarise the verified information in Doc and add details from the customer conversation. Save the work note in the agreed workspace for the people involved.

03

Record the next query

Use Nex to create a task or an appointment, for example for the query about the spare part. New notes on the call-out later add to the documents for the next job.

Your familiar workflows

Automate familiar office workflows.

What works well in your business can be continued with Nexoria and automated in selected steps. Together, we define triggers, results and responsibilities and set up the workflow to suit your trade business office.

We agree email workflows with the Mail and Meet add-on, as well as the individual setup, in the quote to suit your needs.

01

File quotes and invoices automatically

We set up a custom workflow for your connected inbox: incoming quotes and invoices are recognised and made available in the agreed filing location.

02

Make maintenance documents searchable

Upload scanned maintenance reports and job documents. Nexoria recognises the text automatically and makes it available for document search.

03

Log queries as tasks

Tell Nex who should resolve the query about the spare part, and by when. Nex then creates a task for the person responsible.

A concrete starting point

Your pilot: prepare a maintenance appointment.

Together with you, we select a recurring process and set up the shared working basis for it.

  • One business and one selected office workflow
  • An agreed set of documents in Nexoria Drive
  • One workspace with the agreed user group
  • Typical search questions, a work note and open tasks

The agreed result

A work note for your process.

The joint result is a reviewed work note for the chosen process. The people involved can find the underlying documents and follow the next steps.

In the individual quote, we agree the services, involvement, setup price and date. The review takes place together on the chosen process.

Set up together

Your first workflow in the trade business office. Three clear steps.

  1. 01

    Get to know your process

    You describe a typical office workflow. Together, we determine which documents, people and results are involved.

  2. 02

    Set up the working basis

    We agree on the set of documents and access. The agreed documents are provided in Drive and made available for search and Nex.

  3. 03

    Check and keep working on the process

    We go through the typical questions, check the matching passages and prepare the work note. You record open points as tasks and add new documents in your day-to-day work.

Your starting point

Agree on platform and setup for your trade business office.

Setup: individual quote for your selected workflow.

Nexoria in action

Company knowledge and workflows connected.

CSA Group connects company knowledge and workflows with Nexoria.

„VoiceBots, complete email automation: proposals, invoices, everything is recognised and filed. All our company knowledge is held centrally in the AI and connected to all our systems through interfaces.“
Claus Grueneberg, Managing Director, CSA Group
Read the customer story ↗

Good to know

Your starting point in the trade business office at a glance.

What should we bring to the first meeting?

Describe a typical process, such as preparing for a maintenance job. Name the documents required, the people involved and the work result you want. We use this to agree your pilot.

What does the pilot cost?

The platform starts with Nexoria Base at €29 per user per month plus VAT, billed monthly. For the setup, you receive an individual quote with the agreed scope, involvement and date.

How does our team continue afterwards?

The agreed people use the workspace, find documents with sources and edit the work note in Doc. New call-out notes and resolved queries add to the working basis for future processes.

Can we automate our familiar workflows?

Yes. Together, we select recurring steps and set up suitable automations, for example for recognising and filing incoming quotes and invoices. When scans are uploaded, text recognition makes them searchable automatically. Nex creates tasks and appointments from your instructions. We agree email workflows with the Mail and Meet add-on and the individual setup in the quote.

The next step

See the workflow in a demo.

We show you the way from job document to work note. Tell us which office workflow in your business should come first.

Choose an appointment directly or describe your first workflow to us.