Use Cases

PROCESIO is made for organizations and individuals that face the challenge to build custom automation and integration or to process data in a variety of industries, including in highly niched scenarios.

  • Applications

  • Keywords

Prospect evaluation

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

January 19, 2022


RPA

Orchestrate RPA unattended robots

Presently process automation robots are widely used. They can run a job the same way people do, of […]

    January 14, 2022


    Automate sales & customer reports

    If you are working with several sales or customer management platforms, you can extract and gather information from […]

    January 11, 2022


    Order management & processing

    To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses, […]


    Data migration

    Data Migration

    The concept of IT migration is very popular nowadays and frequently used. Depending on the project, an IT […]

    January 7, 2022


    integrations

    Integrations with third party software

    A typical scenario for this use case is when a company needs to integrate software it currently uses […]

    January 5, 2022



    Automatic invoicing

    Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or […]

    December 18, 2021


    Upsell cross-sell marketing automation

    If you have multiple clients in your database and you know various details such as the kind of […]

    December 17, 2021




    Supply Chain

    Supply chain management

    This use case applies when you want to create an efficient supply chain process that involves better planning, […]

    December 14, 2021



    ERP entries

    Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]

    December 6, 2021


    Journal entries sync

    Use conditions such as amounts, type or date to automatically forward and post accounting entries in secondary software […]


    Payment reports

    Pull data from an accounting software and automatically create payment reports


    Order processing

    Check and process orders from clients forwarded by sales into an accounting software


    Managing clients

    Set up, change or delete information about clients, create approval workflows for clients


    Data consistency checks

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


    Purchase orders

    Automate processes and approvals for purchase orders and received invoices.


    Vendor management

    Set up, change, delete information or create approval workflows for vendors.


    Invoicing

    Send invoices automatically by integrating and syncing with data from billing apps and ERPs.


    Payment reminders

    Automate reminders when payments are not made on time. Integrate databases, CRMs, interfaces, and send the reminders through […]


    Incoming payments

    When a payment is made, automatically send a confirmation about the receipt of the payment through a client/ […]


    Quality checks

    Set up quality checks workflows to determine if products are categorized and tagged correctly, and when relevant notify […]

    November 26, 2021


    Pricing catalogues

    Sync price catalogues by updating with price adjustments or changes across supplier systems and CRMs


    Product returns

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


    Product categorization

    Categorize products according to type, features, or other filters and place accordingly in local or global Stock Keeping […]


    Procurement

    Prevent stock outs and optimize lead times: automate the procurement of materials or components when stocks are low […]


    Tax invoices

    Automatically extract and process tax invoices from a vendor’s website at the end of every quarter using a […]


    Inventory management

    Optimize inventory management by automating accounts payable, accounts receivable, and billing


    Data sync

    Integrate inventory from a warehouse and sales data from POS into an automated ERP.


    Demand-supply planning

    Set up workflows to automate demand-supply planning and use data to plan asset and supplier management, or customer […]


    Product placement

    Use past sales data to determine effectiveness of product placement; generate reports to arrange the physical or digital […]


    Fulfillment

    Automate warehousing, packing, shipping/ tracking products, and communication with clients.


    Distribution performance

    Collect and check data from different applications, web, emails or warehouses to assess distribution performance.



    Inventory management

    Coordinate inventory levels between storefronts, warehouses and ERPs.


    Sync requests and receipts

    Synchronize shipment requests or shipment receipts data in different systems


    Attendance management

    Integrate with RFID chips to track and manage attendance at classes; send automated notifications or reports to students, […]


    Schedule meetings

    Automate the process of scheduling, changing and cancelling meetings and notifying attendees for evens such as student-teacher meetings, […]


    Learning performance

    Collect data about students such as test results, participation rate, engagement, or bahaviour and generate reports to optimize […]

    November 25, 2021


    Follow-ups for courses

    Create workflows for following up with students with materials and instructions after a course; centralize communications with a […]


    Enrollment

    Create a student self-service workflow to streamline admissions, enrollments, student finances, and course information or material.


    Claims payable

    Reduce processing time for claims payable and establish shorter timelines with providers


    Invoicing

    Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]


    Data sync

    Automate sending, receiving and updating medical files and patient information between CRMs or different data systems


    Patient intaking

    Automate patient intake processes and sending alerts/ reminders via email or SMS about patient visits to a clinic; […]


    Supply chain management with Blockchain

    Automate inventory management, warehousing, and invoicing, and provide transparency by a using a Blockchain to record information about […]


    Contracts and transactions

    Sort information from contracts and transfer it to databases, using Blockchain to transparently provide access to official documents […]


    Client/ partner data processing

    Extract orders and client documents from end-users or systems and record transactions such as payments, identity or client […]


    Storing data and files

    Speed up back-office workflows and ease data access by transferring data from one forrmat to another and use […]


    Promotions

    Up-sell, cross-sell products or provide rewards and offers to clients based on business-specific variables, or client history/ behaviour.

    November 24, 2021


    Client onboarding

    Streamline onboarding new clients by pre-filling profiles with data from internal and external systems and checking data for […]


    Compliance

    Automatically run compliance checks and reports


    Claim processing

    Streamline claim management processes by assigning and prioritizing tasks, extracting or forwarding relevant information, and notifying relevant stakeholders.


    Fraud checks

    Determine if new claims are legitimate and approve/reject claims by comparing descriptions, values and complexity against a set […]

    November 23, 2021


    Claim status notifications

    Set up triggers and workflows to notify plaintiffs about the approvals, rejections, or statuses of insurance claims, including […]


    Tracking

    Integrate with GPS, WiFi or Bluetooth-enabled sensors to track load carriers or logistics vehicles and optimize workflows.


    Quality control

    Integrate with Computer Vision systems and various types of sensors to identify quality issues in manufacturing processes in […]


    Performance optimization

    Integrate with IoT gateways to capture data and determine if asset speed, material inputs or maintanance intervals adjustmets […]


      Fleet management

      Integrate data from fleet tracking devices to optimize timing and routes


      Irrigation

      Deploy automated processes that control IoT-enabled irrigation systems to optimize water consumption


        Downtime prevention

        Integrate and analyze data from sensors or other IoT devices to predict and prevent failures or downtime in […]


        Home and Office

        Automatically adjust light or heating; automate gate access through a video intercom.


          ERP entries

          Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]


          Paper to digital

          Integrate with OCR systems to digitalize paper invoices and automate data input, errors checks, and further invoicing processing […]


          Journal entries sync

          Use conditions such as amounts, type or date to automatically forward and post accounting entries in ledgers or […]


          Payment reports

          Pull data from an accounting software and automatically create payment reports


          Order processing

          Check and process orders from clients forwarded by sales into an accounting software.



          Data consistency checks

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


          Purchase orders

          Automate processes and approvals for purchase orders and received invoices.

          November 19, 2021


          Client management

          Set up, change, delete information or create approval workflows for clients.



          Work tasks information

          Send scheduled, custom automatic mails or SMSs to employees with information about tasks and milestones that have to […]


          Weather monitoring

          Integrate and automate weather information or apps with site tools used for drills, tasks or inspections and enable […]


          Diagnostic & inspection

          Automate diagnostic workflows, inspection tasks, and set up notifications that can include analysis reports.


          IoT-enabled equipment maintenance

          Employ predictive and preventive equipment maintenance through sensors and process automation; prevent failures or downtime with automated maintenance […]


          Advanced equipment service

          Help field service workers provide better customer experience by making service calls more efficient; automate the work order […]


          Changing suppliers

          Notify the different stakeholders and transfer distribution data.


          Meter readers & billing

          Automatically extract end-user energy consumption information from a meter reader application and send users invoices that include an […]


          Data enrichment

          Enrich data about clients or partners by automatically extracting data from websites, third party systems, social media, or […]

          November 18, 2021


          Page 1 of 1

          Prospect evaluation

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

          January 19, 2022


          RPA

          Orchestrate RPA unattended robots

          Presently process automation robots are widely used. They can run a job the same way people do, of […]

            January 14, 2022


            Automate sales & customer reports

            If you are working with several sales or customer management platforms, you can extract and gather information from […]

            January 11, 2022


            Order management & processing

            To manage your customer order journey you can create workflows to streamline processes among e-commerce platforms, 3PL, warehouses, […]


            Data migration

            Data Migration

            The concept of IT migration is very popular nowadays and frequently used. Depending on the project, an IT […]

            January 7, 2022


            integrations

            Integrations with third party software

            A typical scenario for this use case is when a company needs to integrate software it currently uses […]

            January 5, 2022



            Automatic invoicing

            Streamlining order-to-cash processes can help your team become more organized and efficient in several ways: Avoid late or […]

            December 18, 2021


            Upsell cross-sell marketing automation

            If you have multiple clients in your database and you know various details such as the kind of […]

            December 17, 2021




            Supply Chain

            Supply chain management

            This use case applies when you want to create an efficient supply chain process that involves better planning, […]

            December 14, 2021



            ERP entries

            Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]

            December 6, 2021


            Journal entries sync

            Use conditions such as amounts, type or date to automatically forward and post accounting entries in secondary software […]


            Payment reports

            Pull data from an accounting software and automatically create payment reports


            Order processing

            Check and process orders from clients forwarded by sales into an accounting software


            Managing clients

            Set up, change or delete information about clients, create approval workflows for clients


            Data consistency checks

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


            Purchase orders

            Automate processes and approvals for purchase orders and received invoices.


            Vendor management

            Set up, change, delete information or create approval workflows for vendors.


            Invoicing

            Send invoices automatically by integrating and syncing with data from billing apps and ERPs.


            Payment reminders

            Automate reminders when payments are not made on time. Integrate databases, CRMs, interfaces, and send the reminders through […]


            Incoming payments

            When a payment is made, automatically send a confirmation about the receipt of the payment through a client/ […]


            Quality checks

            Set up quality checks workflows to determine if products are categorized and tagged correctly, and when relevant notify […]

            November 26, 2021


            Pricing catalogues

            Sync price catalogues by updating with price adjustments or changes across supplier systems and CRMs


            Product returns

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


            Product categorization

            Categorize products according to type, features, or other filters and place accordingly in local or global Stock Keeping […]


            Procurement

            Prevent stock outs and optimize lead times: automate the procurement of materials or components when stocks are low […]


            Tax invoices

            Automatically extract and process tax invoices from a vendor’s website at the end of every quarter using a […]


            Inventory management

            Optimize inventory management by automating accounts payable, accounts receivable, and billing


            Data sync

            Integrate inventory from a warehouse and sales data from POS into an automated ERP.


            Demand-supply planning

            Set up workflows to automate demand-supply planning and use data to plan asset and supplier management, or customer […]


            Product placement

            Use past sales data to determine effectiveness of product placement; generate reports to arrange the physical or digital […]


            Fulfillment

            Automate warehousing, packing, shipping/ tracking products, and communication with clients.


            Distribution performance

            Collect and check data from different applications, web, emails or warehouses to assess distribution performance.



            Inventory management

            Coordinate inventory levels between storefronts, warehouses and ERPs.


            Sync requests and receipts

            Synchronize shipment requests or shipment receipts data in different systems


            Attendance management

            Integrate with RFID chips to track and manage attendance at classes; send automated notifications or reports to students, […]


            Schedule meetings

            Automate the process of scheduling, changing and cancelling meetings and notifying attendees for evens such as student-teacher meetings, […]


            Learning performance

            Collect data about students such as test results, participation rate, engagement, or bahaviour and generate reports to optimize […]

            November 25, 2021


            Follow-ups for courses

            Create workflows for following up with students with materials and instructions after a course; centralize communications with a […]


            Enrollment

            Create a student self-service workflow to streamline admissions, enrollments, student finances, and course information or material.


            Claims payable

            Reduce processing time for claims payable and establish shorter timelines with providers


            Invoicing

            Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]


            Data sync

            Automate sending, receiving and updating medical files and patient information between CRMs or different data systems


            Patient intaking

            Automate patient intake processes and sending alerts/ reminders via email or SMS about patient visits to a clinic; […]


            Supply chain management with Blockchain

            Automate inventory management, warehousing, and invoicing, and provide transparency by a using a Blockchain to record information about […]


            Contracts and transactions

            Sort information from contracts and transfer it to databases, using Blockchain to transparently provide access to official documents […]


            Client/ partner data processing

            Extract orders and client documents from end-users or systems and record transactions such as payments, identity or client […]


            Storing data and files

            Speed up back-office workflows and ease data access by transferring data from one forrmat to another and use […]


            Promotions

            Up-sell, cross-sell products or provide rewards and offers to clients based on business-specific variables, or client history/ behaviour.

            November 24, 2021


            Client onboarding

            Streamline onboarding new clients by pre-filling profiles with data from internal and external systems and checking data for […]


            Compliance

            Automatically run compliance checks and reports


            Claim processing

            Streamline claim management processes by assigning and prioritizing tasks, extracting or forwarding relevant information, and notifying relevant stakeholders.


            Fraud checks

            Determine if new claims are legitimate and approve/reject claims by comparing descriptions, values and complexity against a set […]

            November 23, 2021


            Claim status notifications

            Set up triggers and workflows to notify plaintiffs about the approvals, rejections, or statuses of insurance claims, including […]


            Tracking

            Integrate with GPS, WiFi or Bluetooth-enabled sensors to track load carriers or logistics vehicles and optimize workflows.


            Quality control

            Integrate with Computer Vision systems and various types of sensors to identify quality issues in manufacturing processes in […]


            Performance optimization

            Integrate with IoT gateways to capture data and determine if asset speed, material inputs or maintanance intervals adjustmets […]


              Fleet management

              Integrate data from fleet tracking devices to optimize timing and routes


              Irrigation

              Deploy automated processes that control IoT-enabled irrigation systems to optimize water consumption


                Downtime prevention

                Integrate and analyze data from sensors or other IoT devices to predict and prevent failures or downtime in […]


                Home and Office

                Automatically adjust light or heating; automate gate access through a video intercom.


                  ERP entries

                  Create and validate monthly entries in an ERP based on specific rules such as date or when accounting […]


                  Paper to digital

                  Integrate with OCR systems to digitalize paper invoices and automate data input, errors checks, and further invoicing processing […]


                  Journal entries sync

                  Use conditions such as amounts, type or date to automatically forward and post accounting entries in ledgers or […]


                  Payment reports

                  Pull data from an accounting software and automatically create payment reports


                  Order processing

                  Check and process orders from clients forwarded by sales into an accounting software.



                  Data consistency checks

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


                  Purchase orders

                  Automate processes and approvals for purchase orders and received invoices.

                  November 19, 2021


                  Client management

                  Set up, change, delete information or create approval workflows for clients.



                  Work tasks information

                  Send scheduled, custom automatic mails or SMSs to employees with information about tasks and milestones that have to […]


                  Weather monitoring

                  Integrate and automate weather information or apps with site tools used for drills, tasks or inspections and enable […]


                  Diagnostic & inspection

                  Automate diagnostic workflows, inspection tasks, and set up notifications that can include analysis reports.


                  IoT-enabled equipment maintenance

                  Employ predictive and preventive equipment maintenance through sensors and process automation; prevent failures or downtime with automated maintenance […]


                  Advanced equipment service

                  Help field service workers provide better customer experience by making service calls more efficient; automate the work order […]


                  Changing suppliers

                  Notify the different stakeholders and transfer distribution data.


                  Meter readers & billing

                  Automatically extract end-user energy consumption information from a meter reader application and send users invoices that include an […]


                  Data enrichment

                  Enrich data about clients or partners by automatically extracting data from websites, third party systems, social media, or […]

                  November 18, 2021


                  Page 1 of 1

                  Submit Use Case

                  Can’t find your use case in the examples above? No problem! Send us a quick message describing the implementation you want to build and we’ll get back to you!