The Next Era of Cannabis Retail: Automation That Cuts 90% of Manual Work

Treez Team

Overview: Discover how Treez is building automation that handles the complete invoice intake workflow—invoice processing, content enrichment, promotional strategy, and marketing campaigns—collapsing hours of manual work into minutes of review.

Every day in your dispensary, there's an endless stream of decisions demanding your attention:

What promotions should you run to move aging inventory?
How should you price these edibles against the competition?
Which customers should you notify about these new products?

These aren't simple questions. Each one requires pulling reports, checking inventory levels, comparing margins, reviewing what worked last time. And even when you land on the right answer, you still have to do all the work: build the discounts, update the product pages, and launch the marketing campaigns.

The problem today isn't a lack of software tools or data. It's bandwidth. There simply aren't enough hours in the day to analyze every decision and execute every action that follows.

What's Missing in Today's AI Tools

Most AI tools on the market solve only half the problem. They tell you what’s happening in your data. A chatbot will tell you about aging inventory. An analytics dashboard will show you're priced higher than competitors

But then what?

The insight doesn’t solve the problem. You still need to log in, make changes, update systems, and run the play. When you’re already stretched thin, insights without execution only add to your workload.

At Treez, we're taking a step further by building automation that doesn't just tell you what to do—it does the work for you. Rather than launching another chatbot or insights dashboard, we're embedding AI into existing workflows so they complete themselves. Retailers only need to review, adjust, and approve work that’s already done.

Automating the Invoice Intake Workflow

We started with one of the most repetitive and time-consuming workflows in cannabis retail: invoice intake.

Most dispensaries intake 4-6 invoices per week. The ones with new products often take 2+ hours of process same repetitive process: checking Metrc manifests, typing product names, hunting for images, writing descriptions, verifying SKUs, mapping compliance fields. That's 10+ hours per week on data entry before a single strategic decision is even made.

And the work doesn't stop there. Every invoice triggers critical downstream decisions: What pricing strategy makes sense? Should you build a promotion? Which customers should you notify about these products? When you've already spent hours on intake, these important decisions either get rushed or skipped entirely.

Our automation handles the entire workflow end-to-end. By the time you check your dashboard, the invoice is processed, products are enriched, pricing is recommended, and campaigns are drafted. Your team just reviews and hits “publish.”

How It Works

Invoice Processing

Your team uploads the invoice PDF and Metrc manifest. From there, the invoice agent:

Extracts product details, pricing, quantities, and all compliance fields
Updates inventory for existing SKUs
Creates new products with standardized naming
Maps data into the exact fields used in your POS and online menu

When you open your dashboard, invoices are already built, organized, and ready for approval. Hours of typing and cross-checking condensed into a few minutes of review.

Product Content Enrichment

The content agent takes a step beyond extraction. For every new product, it:

Retrieves clean, high-quality manufacturer images
Writes accurate, customer-ready descriptions
Fills in key metadata like strain type, effects, and format

You review the finished content, make adjustments, and publish. The result is a consistent, high-quality product catalog that converts 2–3× better than listings without images or descriptions.

Discount Strategy (Coming Next)

Pricing decisions often happen reactively, driven when inventory starts piling up. The discount agent flips that dynamic. Once products are built, it analyzes:

Inventory levels and velocity
Wholesale costs and expected margins
Performance of similar products
Interactions with existing discounts or collections

Then it generates ready-to-activate pricing strategies:

“These SKUs are already stocked and moving slowly. Recommend a 10% aging-inventory discount on units older than 30 days.”
[One Click Accept]
“Vendor pricing suggests this delivery includes a BOGO agreement. Your BOGO campaign is pre-built and ready to launch.”
[One Click Accept]

No spreadsheets or guesswork. Just data-driven recommendations you can execute instantly.

Customer Segmentation & Marketing (Coming Next)

Today, most dispensaries send broad, one-size-fits-all messages because building segments manually takes too much time. The marketing agent changes that. For each delivery, it:

Identifies which customers are most likely to buy the new products
Creates targeted customer segments
Generates campaign recommendations by channel (email, SMS, push notification)
Writes ready-to-send copy for each campaign

You review the campaigns, make small adjustments, and launch. Kiva buyers hear about new Kiva drops. High-value concentrate buyers get early access to premium batches. Personalized marketing becomes automatic with every delivery.

Foundational Improvements, Compounding Impact

Invoice intake is central to the entire retail operation. You can't price products that aren't in your system. You can't run promotions on inventory you haven't cataloged. You can't market products that aren't live yet.

Automating this workflow doesn't just save time—it changes what you can execute consistently. Products go live faster with better images and complete descriptions. Promotions get built based on actual inventory data instead of guesswork. Customers hear about new products the day they arrive, rather than days later when you finally find the time to market to them.

These improvements stack quickly: stronger catalog quality drives conversion, faster launches capture demand, and consistent execution compounds across every invoice into measurable revenue impact.

The Procurement Feedback Loop

Each automated delivery becomes a record of what moves, who buys it, and where margin is gained or lost. With that visibility, buying decisions become more intentional. Operators can allocate budgets toward products with real demand, scale back orders on items that stall, and negotiate using proven sales velocity. Automation turns procurement into a continuous feedback loop—where every purchase order becomes sharper, more accurate, and more profitable than the last.

See It In Action

We're building the complete workflow, and we want to show you where it starts. Schedule a demo to:

Watch a complete invoice get processed in minutes with zero manual data entry and full compliance capture.
See how AI enhances product listings automatically using a decade of cannabis retail data, ensuring consistency and quality across your catalog.
Tell us which workflows we should automate next. Your feedback will directly shape where we focus our efforts.

Attending MJBizCon?

Visit us at Booth #C25607 on December 2nd-5th to see the future of cannabis retail automation in action.