Project Overview

Trade Note With AI Shell is an AI-powered desktop productivity tool for manufacturing clients. It automatically parses customer order emails, extracts key information with AI, and outputs structured data to Feishu/Notion/CRM in one click — bridging the last mile from "inbox" to "business record."

Business Pain Points

Dozens of customer order emails daily, manually copied into business systems — slow, error-prone, impossible to trace.

Pain Point	Impact
Inconsistent formats, slow manual entry	Every customer sends orders differently. Staff read each email, manually extract product model, quantity, delivery date — 3-5 minutes per email
Attachment chaos	Drawings, spec sheets scattered across inboxes and local folders, disconnected from business records
Multi-product-line sorting	Different product lines need separate database entries, manual sorting is error-prone
No processing audit trail	Who processed which email, when, with what result — no system record
Repetitive labor drains manpower	Staff spend 1-2 hours daily on "moving email data"

Solution

One Pipeline, Five Steps

Email Ingest → Smart Parse → AI Extract → Structured Output to Feishu/Notion/CRM → Done

Stage	Description
Email Ingest	Drag-and-drop .eml, paste full email text, or POP3 mailbox auto-sync
Smart Parse	Auto-extract sender, subject, body, attachments
AI Extract	LLM understands natural language content and extracts order key fields
Structured Output	Auto-write to the correct Feishu/Notion/CRM system by product line, attachments uploaded to cloud storage
Done	Real-time progress visible, complete processing history retained

Three Input Methods

Drag-and-drop .eml files — Batch export from Outlook/email client
Paste full email text — No file export needed, copy and paste
POP3 mailbox sync — Connect enterprise mailbox, auto-fetch inbox

Dual Product Line Channels

Two independent processing channels built in — separate processing logic and write targets per product line. Architecture supports flexible expansion on demand.

Technical Highlights

Tauri v2 Desktop App — Lightweight native desktop shell (Rust kernel), package size in MB range, cross-platform
Pluggable AI Workflow — OpenAI API-compatible, flexible LLM switching
Deep Multi-Platform Integration — Direct API writes to Feishu/Notion/CRM, attachments hosted in cloud
Local Data Security — SQLite local storage, all data stays on-premise
Apple-Style UI — Dual-theme native desktop experience, install and go

Client Benefits

Dimension	Benefit
Efficiency	Processing time from 3-5 minutes to ~10 seconds per email, ~30x faster
Data Standardization	AI unifies extracted field format, eliminating entry variance
Manpower Freed	1-2 hours of repetitive data entry saved daily
Full Traceability	Complete processing record for every email
Zero Learning Curve	Desktop app install and use, no training needed

Tech Stack

Tauri v2 · React 18 · TypeScript · Tailwind CSS · Node.js · Express
Notion API · OpenAI SDK · SQLite · Tencent Cloud COS · Zustand

[Product Case Study] Trade Note With AI — AI-Powered Email Processing Desktop Workbench