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


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



Journal entries sync

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

December 6, 2021


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/ […]


Pricing catalogues

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

November 26, 2021


Tax invoices

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


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


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 […]


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.



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.



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


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



Journal entries sync

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

December 6, 2021


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/ […]


Pricing catalogues

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

November 26, 2021


Tax invoices

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


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


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 […]


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.



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.



Data enrichment

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

November 18, 2021


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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!