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

Pricing catalogues

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

November 26, 2021


Sales/ customer reports

Extract and compile sales and customer data, generate monthly reports, and forward the reports to relevant teams or […]


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 […]


Ordering flow

Background check inventory to display availability and quantity for a product in real-time on a website; when an […]


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

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


Prospect assessment

Extract information from internal and external systems to generate assessment and risk reports about a prospect using medical […]


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


Automatic invoicing

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


Upsell cross-sell marketing automation

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

November 17, 2021



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Pricing catalogues

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

November 26, 2021


Sales/ customer reports

Extract and compile sales and customer data, generate monthly reports, and forward the reports to relevant teams or […]


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 […]


Ordering flow

Background check inventory to display availability and quantity for a product in real-time on a website; when an […]


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

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


Prospect assessment

Extract information from internal and external systems to generate assessment and risk reports about a prospect using medical […]


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


Automatic invoicing

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


Upsell cross-sell marketing automation

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

November 17, 2021



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