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Perishable trade · AI operations

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Run daily trade work from one reviewed operating queue.

Ubik is the personalised workspace for perishable trade. It sits above the tools your team already uses, reads the work signals across them, and helps your team decide what to do next. This guide is written for non-technical managers, operators, and reviewers. It stays close to the daily workflow: what to open first, how to ask the AI for help, how to check its recommendation, when to approve, and where to look when something is blocked.
20x

Faster RFQ cycles

Move from scattered inquiry handling to a reviewed quote path.

30s

PO extraction

Turn PDF order packets into mapped work ready for ERP review.

1

Daily queue

Start with priority, source context, and the next action in one place.

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How this guide is different

This is a product guide, not a developer manual. It explains the habits and features your team needs in plain language:
  • How to use AI without blindly trusting it.
  • How to review source context before approving work.
  • How to clear the daily queue.
  • How managers can spot blocked work and adoption gaps.
  • How admins can keep access, tools, and data under control.
Operating principle: Ubik does not replace your ERP or CRM. It keeps those systems as the source of truth and gives operators a system of action above them.

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What Ubik helps with

Ubik can help with buyer inquiries, quote readiness, PO extraction, shipment changes, approvals, meeting memory, and cross-tool search. The exact tools connected in your workspace depend on onboarding scope and admin approval.

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Daily rhythm

01 · Read Open the queue and review the work Ubik has prioritized.
02 · Check Inspect the source context before making a decision.
03 · Approve Approve, edit, assign, or reject the next action.
04 · Trace Use the activity trail when a buyer, supplier, or internal reviewer asks what happened.

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Next pages

Last modified on May 4, 2026