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

Sales/ customer reports

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

November 26, 2021


Tax invoices

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


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 […]


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


Enrollment

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

November 25, 2021


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 […]


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.



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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Sales/ customer reports

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

November 26, 2021


Tax invoices

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


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 […]


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


Enrollment

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

November 25, 2021


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 […]


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.



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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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!