Use Cases

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

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

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

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

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

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