To automate a process that integrates data from several sources to generate assessment or risk reports about prospects, it’s best to first start by mapping or drawing a diagram showing how the data would flow in your process.
As an example, let’s assume the flow starts when a new lead submits a form on your website. Your process could automatically use the data from the form and enrich the lead profile by checking for more information about him through data sources you have set up.
Your data sources could include for instance medical history data, information from publicly available databases, or data from partner companies.
In PROCESIO, after you create credentials for your data sources, you can define the parameters or criteria in Call API actions to extract the exact information you want to check against, and include in your reports.
Next, create the data models to map the information for your final report. The report could be of different formats, for instance PDF, a report displayed in a centralised dashboard in another app, or an XLSX or CSV export.
If you would like to use document templates, please follow this guide.
As a final step, you could set up an action to automatically forward specific information or the full final report to decision makers or relevant stakeholders.
