Use Cases

If you are working with several sales or customer management platforms, you can extract and gather information from […]

To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses, […]

The concept of IT migration is very popular nowadays and frequently used. Depending on the project, an IT […]

A typical scenario for this use case is when a company needs to integrate software it currently uses […]

When you are working in a company or organisation that requires the installation of custom software or to […]

Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or […]

If you have multiple clients in your database and you know various details such as the kind of […]

If you are working with high volumes of data and you need a way to eliminate duplicates stemming […]

Having data in sync between different CRMs or databases can potentially save you and your teams hundreds of […]

This use case applies when you want to create an efficient supply chain process that involves better planning, […]

If you are working with large volumes of documents of different formats such as contracts, invoices, offers, reports, […]

Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]

Use conditions such as amounts, type or date to automatically forward and post accounting entries in secondary software […]

Pull data from an accounting software and automatically create payment reports

Check and process orders from clients forwarded by sales into an accounting software

Set up, change or delete information about clients, create approval workflows for clients

Compare and check that prices, quantity and product data match with information from purchase orders, goods receipts, and […]

Automate processes and approvals for purchase orders and received invoices.

Set up, change, delete information or create approval workflows for vendors.

Send invoices automatically by integrating and syncing with data from billing apps and ERPs.

Automate reminders when payments are not made on time. Integrate databases, CRMs, interfaces, and send the reminders through […]

When a payment is made, automatically send a confirmation about the receipt of the payment through a client/ […]

Set up quality checks workflows to determine if products are categorized and tagged correctly, and when relevant notify […]

Sync price catalogues by updating with price adjustments or changes across supplier systems and CRMs

Set up product return workflows that update changes in product inventory and notify the customer about the status […]

Categorize products according to type, features, or other filters and place accordingly in local or global Stock Keeping […]

Prevent stock outs and optimize lead times: automate the procurement of materials or components when stocks are low […]

Automatically extract and process tax invoices from a vendor’s website at the end of every quarter using a […]

Optimize inventory management by automating accounts payable, accounts receivable, and billing

Integrate inventory from a warehouse and sales data from POS into an automated ERP.

Set up workflows to automate demand-supply planning and use data to plan asset and supplier management, or customer […]

Use past sales data to determine effectiveness of product placement; generate reports to arrange the physical or digital […]

Automate warehousing, packing, shipping/ tracking products, and communication with clients.

Collect and check data from different applications, web, emails or warehouses to assess distribution performance.

Automate order confirmation processes, cancellations or returns.

Coordinate inventory levels between storefronts, warehouses and ERPs.

Synchronize shipment requests or shipment receipts data in different systems

Integrate with RFID chips to track and manage attendance at classes; send automated notifications or reports to students, […]

Automate the process of scheduling, changing and cancelling meetings and notifying attendees for evens such as student-teacher meetings, […]

Collect data about students such as test results, participation rate, engagement, or bahaviour and generate reports to optimize […]

Create workflows for following up with students with materials and instructions after a course; centralize communications with a […]

Create a student self-service workflow to streamline admissions, enrollments, student finances, and course information or material.

Reduce processing time for claims payable and establish shorter timelines with providers

Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]

Automate sending, receiving and updating medical files and patient information between CRMs or different data systems

Automate patient intake processes and sending alerts/ reminders via email or SMS about patient visits to a clinic; […]

Automate inventory management, warehousing, and invoicing, and provide transparency by a using a Blockchain to record information about […]

Sort information from contracts and transfer it to databases, using Blockchain to transparently provide access to official documents […]

Extract orders and client documents from end-users or systems and record transactions such as payments, identity or client […]

Speed up back-office workflows and ease data access by transferring data from one forrmat to another and use […]

Up-sell, cross-sell products or provide rewards and offers to clients based on business-specific variables, or client history/ behaviour.

Streamline onboarding new clients by pre-filling profiles with data from internal and external systems and checking data for […]

Automatically run compliance checks and reports

Streamline claim management processes by assigning and prioritizing tasks, extracting or forwarding relevant information, and notifying relevant stakeholders.

Determine if new claims are legitimate and approve/reject claims by comparing descriptions, values and complexity against a set […]

Extract information from internal and external systems to generate assessment and risk reports about a prospect using medical […]

Set up triggers and workflows to notify plaintiffs about the approvals, rejections, or statuses of insurance claims, including […]

Integrate with GPS, WiFi or Bluetooth-enabled sensors to track load carriers or logistics vehicles and optimize workflows.

Integrate with Computer Vision systems and various types of sensors to identify quality issues in manufacturing processes in […]

Integrate with IoT gateways to capture data and determine if asset speed, material inputs or maintanance intervals adjustmets […]

Integrate data from fleet tracking devices to optimize timing and routes

Deploy automated processes that control IoT-enabled irrigation systems to optimize water consumption

Integrate and analyze data from sensors or other IoT devices to predict and prevent failures or downtime in […]

Automatically adjust light or heating; automate gate access through a video intercom.

Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]

Integrate with OCR systems to digitalize paper invoices and automate data input, errors checks, and further invoicing processing […]

Use conditions such as amounts, type or date to automatically forward and post accounting entries in ledgers or […]

Pull data from an accounting software and automatically create payment reports

Check and process orders from clients forwarded by sales into an accounting software.

Set up, change or delete information about clients, create approval workflows for clients.

Compare and check that prices, quantity and product data match with information from purchase orders, goods receipts, and […]

Automate processes and approvals for purchase orders and received invoices.

Set up, change, delete information or create approval workflows for clients.

Automate payment receipts to clients.

Send scheduled, custom automatic mails or SMSs to employees with information about tasks and milestones that have to […]

Integrate and automate weather information or apps with site tools used for drills, tasks or inspections and enable […]

Automate diagnostic workflows, inspection tasks, and set up notifications that can include analysis reports.

Employ predictive and preventive equipment maintenance through sensors and process automation; prevent failures or downtime with automated maintenance […]

Help field service workers provide better customer experience by making service calls more efficient; automate the work order […]

Notify the different stakeholders and transfer distribution data.

Automatically extract end-user energy consumption information from a meter reader application and send users invoices that include an […]

Enrich data about clients or partners by automatically extracting data from websites, third party systems, social media, or […]