Use Cases

In the ever-evolving landscape of technology, envision having the ability to effortlessly extract data from an array of

Integrating Chat GPT, a powerful language model, with PROCESIO, a workflow automation technology, opens up new possibilities for

Addressing Compliance and Cash Flow Risks with eInvoice Automation for Companies with International Vendor’s ERP Systems. Challenge As

Streamline Your Approval Processes with Email-Based Workflows. If you prefer to watch a video demo, you can find

This use case is about building basic or advanced chatbots using PROCESIO’s built-in platform actions or custom actions

Unattended RPA bots perform end-to-end automation tasks independently. An orchestrator allows to enable/disable bots according to custom schedules,

Energy and utility providers can streamline processes associated with the diagnostic and service for advanced equipment faster using

Streamline purchase order approval processes to improve process efficiency, save costs, and reduce errors.  An automated purchase order

Automating customer approval or onboarding processes can help to save costs and time, prevent errors, and ensure a

In financial accounting you can automatically sync data between different software to keep your records up-to-date and as

If you are working with a custom/ enterprise accounting software or mainstream tools such as Quickbooks or Freshbooks,

If your site tools or tasks are weather sensitive you can use weather forecasts or updates to automatically

To keep industrial equipment running and avoid unplanned downtime you can employ automatic testing and self-diagnostic tasks to

Most client onboarding processes can be automated which helps to provide an overall smoother experience duing the first

This use case is about automatically identifying customers that display churn risk and proactively triggering actions such as

If your end users would like register with another electricity provider, you can facilitate and automate (parts of)

As an energy provider, you can set up a workflow to automatically send your end-user clients invoices based

To automate a process that integrates data from several sources to generate assessment or risk reports about prospects,

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 focuses on streamlining back-office and warehouse processes in supply chain operations that can yield substantial

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

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

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