From first meeting to agents at work

Each step in detail

1. 01Book a meeting30 min

   Show us where the manual work lives

   A 30-minute call about your workflows, your systems and where Lark can help first.

   Book a meeting
   Meeting with LarkVideo call · with your team 30 min

   Pick a timeOctober 2026

   Mon5Tue6Wed7Thu8Fri9

   9:30 AM11:00 AM12:30 PM1:30 PM3:00 PM4:00 PM

   Agenda

   1. 01Your workflows
   2. 02Your systems
   3. 03Where Lark can help first
   4. 04What a pilot would cover

   Invite sentLark × Acme DistributionWed, Oct 7 · 11:00–11:30 AM · Video call

2. 02Connect

   Connect your ERP, email and documents

   Lark connects to your ERP, email, documents, shared drives, accounting and CRM. We handle the setup with your team.

   See the systems Lark works with
   ConnectionsAcme Distribution 5 connected

   • ERP Prophet 21 Connected
   • Email Outlook Connected
   • Documents PDF, Excel Connected
   • Shared drives SharePoint Connected
   • Accounting & CRM QuickBooks, HubSpot Connected

   NextItems, vendors and rules are mapped with your team during the pilot.

3. 03Pilot

   Agents work alongside your team

   During the pilot we map your data, items, vendors and rules with your team and set up the first workflows. Lark builds the demand analysis from your history.

   • Items, vendors and rules mapped
   • First workflow approved, with its limits
   • Demand analysis built from your history
   • Agents working alongside your buyers
   1. Acme Distribution
   2. Purchasing

   Ask Lark

   Your worklist

   customers waiting first, then soonest to run out

   By urgencyBy vendor

   Part no / descriptionRunwayWhat’s happeningNext step

   Customers waiting2

   • 0120417Copper elbow 90°, ½ in · Harbor Plumbing Supply14 uncoveredafter uncommitted stock + On Order0 on hand · 14 backordered · sells 8.6/daySuggest 200usually 150–200 · last 200
   • 0218830PVC ball valve, 1 in · Harbor Plumbing Supply6 uncoveredafter uncommitted stock + On Order0 on hand · 6 backordered · sells 1.9/daySuggest 48usually 48 · last 48

   Soonest to run out5

   • 034011512 AWG THHN wire, 500 ft · Summit Electric Supply4d leftrestock takes ~7d4 sellable · nothing on order · sells 0.9/daySuggest 24usually 20–24 · last 24
   • 0452204Ball bearing 6204-2RS · Northwind Industrial6d leftrestock takes ~9d276 sellable · nothing on order · sells 46/daySuggest 1,500usually 1,000–1,200 · forecast +18%

   4 more lines in the worklist

   PausePlay

4. 04Expand

   Turn on more agents and workflows

   When the pilot works the way you want, turn on the next agent or workflow. Each one runs inside the limits you approve.

   Meet the agents
   AgentsAcme Distribution 3 of 5 on4 of 5 on

   • PurchasingReplenishment POs · within limits
   • Inventory monitoringChecks every item each morning
   • Demand forecastingFeeds the forecast into purchasing
   • Sales operationsSales inbox and CRM stages Turned on today
   • Data analysisQuestions in plain English Next

   + Add workflowEach new workflow is approved with its limits

TimingMost setups take around one to two months. Timing varies based on the workflow, the systems that need to be connected, and the actions the agent will take.