OPERATIONS / APPLICATIONS
Concrete problems that can stop depending on email, spreadsheets, manual follow-up, and memory.
An email arrives. Someone opens a file, copies a value, checks another system, updates a sheet, sends a reply, and writes down a follow-up. Tomorrow they check again.
That is exactly the kind of work we look to automate.Assess a processAREA
Invoices arrive by email, portal, PDF, or shared folder. Someone identifies the supplier, amount, due date, and cost center before seeking approval.
What can change: Collect documents, extract fields, detect duplicates, validate against orders, route approvals, and prepare posting.
Finance reviews overdue balances, sends reminders, and records replies or payment promises across email and spreadsheets.
What can change: Detect due dates, segment accounts, prepare messages, record responses, and flag missed payment promises.
Each close requires comparing bank transactions with receipts, payments, and ERP records; references do not always match.
What can change: Import transactions, normalize references, apply matching rules, and separate unresolved items.
Expense receipts and invoices arrive through different channels. Finance looks up purpose, amount, applicable policy, and approver.
What can change: Read receipts, find missing fields, check spending rules, route approval, and prepare posting.
A file moves across people and folders. No one can easily see which document is missing, who owns it, or when to follow up.
What can change: Maintain a checklist by workflow, mark received documents, request missing items, and show status and owners.
A shared inbox receives requests, attachments, and questions. Each item’s status gets buried in forwards and labels.
What can change: Identify intent, extract attachments, create tasks, update status, prepare replies, and escalate exceptions.
Contracts and addenda live in different folders. Versions, signatures, and key dates are tracked in a spreadsheet.
What can change: Classify files, extract metadata, compare versions, flag dates, and route reviews.
At each close, teams download files, copy figures, reconcile versions, and explain variances manually.
What can change: Extract data, normalize definitions, reconcile figures, calculate metrics, and prepare a report for validation.
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Purchasing issues an order; the supplier sends an invoice; the warehouse receives goods and a delivery note. Finance compares quantities and prices before updating the ERP.
What can change: Capture invoice and delivery note, match them to the order, compare quantities and prices, record matching receipts, and separate discrepancies.
Purchasing requests forms, documents, and bank details by email, then follows up on missing items and copies data into systems.
What can change: Provide a checklist, receive documents, find missing items, validate formats, and prepare the record for approval.
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Orders arrive as free text or attachments. Sales staff interpret items and quantities, then enter them again elsewhere.
What can change: Extract SKUs and quantities, check customer, catalog, and stock, prepare the order, and flag shortages or ambiguity.
Customer data arrives through forms, files, and email. The team validates information and updates CRM, billing, and other systems.
What can change: Collect data, detect missing fields or duplicates, check rules, and prepare synchronized updates.
Complaints arrive through several channels; someone must interpret, assign, look up records, and remember every pending reply.
What can change: Unify intake, classify the issue, add context, route ownership, and notify status changes.
Sales gathers pricing and terms from several sources, assembles documents, and asks for review before sending a proposal.
What can change: Gather current data, apply commercial rules, draft a proposal, request approval, and update the CRM.
Opportunities have no next step, tasks are overdue, and records are incomplete. Reps discover stalled conversations too late.
What can change: Detect inactivity with clear rules, create tasks, draft follow-ups, and alert the owner.
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HR coordinates documents, access, equipment, and tasks with IT and finance. Each hire depends on individual reminders.
What can change: Create a role-based checklist, request documents, open cross-team tasks, and show what remains before start day.
Leave, absences, hours, and variable pay arrive through emails, spreadsheets, and different systems before payroll close.
What can change: Gather inputs, normalize formats, flag inconsistencies, and prepare a controlled payroll input file.
HR or support keeps receiving the same questions about policies and procedures. Answers are scattered across documents.
What can change: Search approved sources, answer with citations, respect permissions, and route unsupported questions.
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Planning combines orders, history, stock, bills of materials, and purchasing in separate sheets to build a monthly scenario.
What can change: Integrate sources, estimate demand and requirements, compare scenarios, and prepare a reviewable plan.
The team reviews minimum levels, open orders, and supplier lead times to spot shortages before operations are affected.
What can change: Monitor inventory, calculate needs with rules, flag risks, and prepare purchase requests.
YOUR PROCESS
If a task still depends on email, spreadsheets, files, copying values, or remembering follow-ups, it is probably worth reviewing.
Assess a process