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


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


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





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 […]


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


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.


Product returns

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

November 26, 2021


Tax invoices

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



Sync requests and receipts

Synchronize shipment requests or shipment receipts data in different systems


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 […]


Client onboarding

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

November 24, 2021


ERP entries

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

November 23, 2021


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 […]


Order processing

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



Client management

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

November 19, 2021


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Prospect evaluation

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

January 19, 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


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





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 […]


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


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.


Product returns

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

November 26, 2021


Tax invoices

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



Sync requests and receipts

Synchronize shipment requests or shipment receipts data in different systems


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 […]


Client onboarding

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

November 24, 2021


ERP entries

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

November 23, 2021


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 […]


Order processing

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



Client management

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

November 19, 2021


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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!