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

Order management & processing

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

January 11, 2022


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


Managing clients

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

December 6, 2021


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/ […]


Product returns

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

November 26, 2021


Demand-supply planning

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


Fulfillment

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



Schedule meetings

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


Follow-ups for courses

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

November 25, 2021


Enrollment

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


Contracts and transactions

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


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


Claim processing

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


Claim status notifications

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

November 23, 2021


Paper to digital

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



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Order management & processing

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

January 11, 2022


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


Managing clients

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

December 6, 2021


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/ […]


Product returns

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

November 26, 2021


Demand-supply planning

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


Fulfillment

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



Schedule meetings

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


Follow-ups for courses

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

November 25, 2021


Enrollment

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


Contracts and transactions

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


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


Claim processing

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


Claim status notifications

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

November 23, 2021


Paper to digital

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



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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!