Perishable trade operations
Run the day by risk, owner, evidence, and next decision.
20x
Faster RFQ cycles
Compress quote handling by bringing account history, margin guardrails, and review context into one path.
30s
PO extraction
Convert order packets into mapped work that an operator can check before ERP or accounting handoff.
1
Daily queue
See priority, owner, source context, and the decision needed before a promise slips.
Operating principle: Ubik does not replace ERP, CRM, inbox, or meetings. Those remain systems of record and context. Ubik is the reviewed system of action above them: it reads across, drafts, routes, asks for review, and writes back only through approved workflows.
Daily operating rhythm
01 · Triage risk Start with work that can affect customer promises, margin, clearance, cash timing, or supplier reliability.
02 · Inspect evidence Check the source thread, document, meeting, task, or system field before the recommendation becomes operating state.
03 · Decide ownership Approve, edit, assign, wait, or escalate based on who has authority to move the work.
04 · Leave a trail Preserve what changed, who reviewed it, what moved, and what still needs a decision.
Start with the right page
Workspace basics
Learn the operating queue, source context, action panel, and activity trail.
Ask Ubik
Ask source-backed questions about accounts, shipments, margin, owners, and promises.
Daily operating queue
Run the day by risk and decision readiness instead of status chasing.
Security and data
Understand how sensitive trade context, AI use, and review controls fit together.