Customer Onboarding Automation

Create a consistent onboarding experience after a new customer confirms an order.

The workflow can:

• Collect customer documents

• Verify mandatory information

• Create the customer record

• Generate onboarding tasks

• Assign responsible employees

• Share welcome information

• Schedule implementation meetings

• Request missing documents

• Track onboarding progress

• Escalate delayed activities

• Inform the customer about the next step

Example Workflow : 

Order confirmed → Customer information collected → Documents checked → Project created → Tasks assigned → Welcome email sent → Kick-off meeting scheduled

Invoice Processing Automation

Reduce manual data entry and improve control over vendor invoices.

The workflow can:

• Collect invoices from email or upload

• Identify the vendor

• Extract invoice information

• Check invoice number and date

• Detect possible duplicates

• Compare the invoice with the purchase order

• Verify quantities and pricing

• Compare with goods receipt information

• Highlight mismatches

• Create a draft vendor bill

• Route the bill for approval

• Archive the original document

Example Workflow : 

Invoice received → Data extracted → Vendor identified → PO and GRN matched → Exceptions highlighted → Draft bill created → Approval requested

Purchase and Procurement Automation

Make procurement faster and more transparent.

The workflow can:

• Receive internal purchase requests

• Check stock availability

• Identify approved vendors

• Prepare requests for quotation

• Send RFQs to vendors

• Collect and read quotations

• Compare prices, taxes, delivery dates and payment terms

• Prepare a comparison statement

• Recommend the most suitable option

• Route the recommendation for approval

• Create a draft purchase order

• Follow up on delayed vendor responses

Example Workflow :

Purchase request → Stock checked → Vendors selected → RFQs sent → Quotations collected → Comparison prepared → Approval received → Purchase order created

Expense Management Automation

Simplify employee expense submission, verification and approval.

The workflow can:

• Receive expense receipts

• Extract date, amount and vendor information

• Classify the expense

• Check policy limits

• Identify missing documents

• Detect possible duplicate claims

• Route the request to the correct manager

• Create a draft expense entry

• Notify the employee about approval or rejection

• Maintain an audit trail

Payment Collection Automation

Support finance and sales teams with consistent receivable follow-up.

The workflow can:

• Review outstanding invoices

• Identify invoices approaching their due date

• Prioritise overdue customers

• Analyse previous payment behaviour

• Prepare personalised reminders

• Create collection activities

• Assign follow-ups to responsible employees

• Escalate high-value overdue accounts

• Record customer commitments

• Send management summaries

• Update the collection status

Example Workflow : 

Outstanding reviewed → Customers prioritised → Reminder drafted → Employee approval → Message sent → Activity created → Promise-to-pay tracked → Escalation generated

Customer Support Automation

Connect customer requests with the right support process.

The workflow can:

• Capture requests from email, website and WhatsApp

• Understand the customer’s issue

• Identify the customer and product

• Search approved knowledge sources

• Provide an immediate response when appropriate

• Create a support ticket

• Assign priority and category

• Route the ticket to the right employee

• Monitor resolution deadlines

• Escalate delayed cases

• Send status updates

• Close the ticket after confirmation

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Employee Onboarding Automation

Provide a structured onboarding process for every new employee.

The workflow can:

• Collect personal and employment documents

• Verify required information

• Create employee records

• Assign onboarding tasks

• Inform IT, HR and reporting managers

• Request system access

• Share company policies

• Schedule induction sessions

• Track document completion

• Send joining reminders

• Escalate pending activities

Example Workflow : 

Candidate accepted → Documents requested → Employee record prepared → Departments notified → Access tasks created → Induction scheduled → Onboarding tracked

Project Management Automation

Improve task accountability and project visibility.

The workflow can:

• Convert meeting notes into action items

• Create project tasks

• Assign responsibilities

• Set deadlines

• Send reminders

• Track overdue tasks

• Summarise project progress

• Identify unresolved dependencies

• Prepare client updates

• Escalate critical delays

• Monitor timesheets and effort

• Generate review reports

Manufacturing Workflow Automation

Automate selected processes across production, inventory and quality operations.

The workflow can:

• Review confirmed sales demand

• Check material availability

• Identify shortages

• Create material requests

• Prepare draft purchase requirements

• Monitor production progress

• Identify delayed manufacturing orders

• Collect quality results

• Escalate failed quality checks

• Track rework requirements

• Prepare daily production summaries

• Alert management about bottlenecks

Step 5: Tasks Are Completed

The workflow may prepare a record, update a system, generate a document, create an activity or send a notification.

Step 6: Approval Is Requested

Sensitive or exceptional actions are sent to an authorized employee.

Step 7: The Process Continues

After approval, the workflow completes the next step automatically.

Step 8: Activity Is Recorded

The system maintains the appropriate record of actions, approvals, exceptions and final outcomes.

Improve Accountability

Track each step, employee action, approval and exception.

Improve Customer Response

Respond faster to enquiries, support requests, orders and service updates.

Improve Employee Productivity

Allow employees to focus on decisions, relationships and higher-value work.

Improve Process Compliance

Ensure each workflow follows defined conditions, approvals and documentation requirements.

Improve Visibility

Give managers real-time information about pending, delayed and completed processes.

Scale Operations

Handle higher transaction volumes without proportionally increasing administrative work.