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


Invoicing

Send invoices automatically by integrating and syncing with data from billing apps and ERPs.

December 6, 2021


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/ […]


Quality checks

Set up quality checks workflows to determine if products are categorized and tagged correctly, and when relevant notify […]

November 26, 2021


Product returns

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


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.


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, […]


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.


Invoicing

Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]


Patient intaking

Automate patient intake processes and sending alerts/ reminders via email or SMS about patient visits to a clinic; […]


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.


Work tasks information

Send scheduled, custom automatic mails or SMSs to employees with information about tasks and milestones that have to […]

November 19, 2021


Changing suppliers

Notify the different stakeholders and transfer distribution data.


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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


Invoicing

Send invoices automatically by integrating and syncing with data from billing apps and ERPs.

December 6, 2021


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/ […]


Quality checks

Set up quality checks workflows to determine if products are categorized and tagged correctly, and when relevant notify […]

November 26, 2021


Product returns

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


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.


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, […]


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.


Invoicing

Calculate, generate and forward bills to patients via email or SMS based on the costs for tests, doctor […]


Patient intaking

Automate patient intake processes and sending alerts/ reminders via email or SMS about patient visits to a clinic; […]


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.


Work tasks information

Send scheduled, custom automatic mails or SMSs to employees with information about tasks and milestones that have to […]

November 19, 2021


Changing suppliers

Notify the different stakeholders and transfer distribution data.


Page 1 of 1

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!