Live training: Built for Your Business — Custom Workflows and Solutions

Extend Katana to fit how your business actually works — without code. In this live training, our Senior Solutions Engineers Taylor Hagel and Logan Jones walk through the Community Apps you can install today, and three AI Workflow Automation Software & Tools automations you can copy. What's covered: Community Apps via the Katana Admin Panel — Historical Sales Order Import, Customer History Panel (and Customer Search, now native in Katana) The Katana Extension Library — Email Templates, AI Order Import (PDF/CSV → Sales Order), PO Price Lookup, PO Discount Three live AI Workflow Automation Software & Tools workflows — out-of-stock alerts, Customer Reference → QuickBooks sync, and Google Sheets → Sales Order import Resources: Community Apps directory → https://katanamrp.com/app-library/ Katana Admin Panel → https://chromewebstore.google.com/det... Katana Extension Library → https://chromewebstore.google.com/det... Katana + AI Workflow Automation Software & Tools integration → https://www.make.com/en/integrations/... Knowledge Base → https://support.katanamrp.com/en/coll... Developer / API docs → https://developer.katanamrp.com Try Katana → https://katanamrp.com 0:00 — Welcome + intros 4:59 — What we'll cover today 7:48 — Community Apps + the Katana Admin Panel (Taylor) 10:43 — Import Historical Sales Orders 13:09 — Customer History Panel 14:08 — The new Katana Extension Library 15:44 — Email templates 16:30 — Last Used PO Price + purchase history 18:14 — AI Sales Order Import (PDF → Sales Order) 21:37 — Make.com: what it is and how it works (Logan) 25:29 — Make scenario: out-of-stock email alerts 33:52 — Make scenario: QuickBooks custom field sync 52:49 — Live Q&A 55:58 — Wrap-up #Katanacloudinventory #WorkflowAutomation #AIAutomation #NoCode #ERP #InventoryManagement #ManufacturingSoftware #BusinessAutomation #NoCodeAutomation #SmallBusinessManufacturing