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 […]