Trelium Docs

AI agents for the office work your team repeats every day

Learn how Trelium agents enter orders, match invoices, and answer routine questions inside the software you already use, while your team keeps the final say.

Build your first workflow What is Trelium?

Start here

New to Trelium? Read these in order.

Step 1
What is Trelium?
What an agent is, the work it handles, and where you stay in charge.
Step 2
How Trelium works
The stages of a job, and where AI and people come in.
Step 3
Your first workflow
Follow one customer email from inbox to approved reply.

Recipes

Complete, real-world jobs, stage by stage.

Purchase Order Entry

Turn a customer's PO, in any format, into a draft sales order in your order system.

Invoice Matching

Check a supplier invoice against its purchase order before the bill is entered.

Browse the docs

Agents & Workflows

What an agent is made of, and how it runs a job.

Integrations

How agents connect to your software, by API or browser.

Choosing a Workflow

A checklist for picking the first job to hand off.

Define a Workflow

Write a job down so an agent can take it on.

Security & Data

What Trelium stores and who can see it.

FAQ & Glossary

Quick answers and every Trelium term in plain language.