1. Supplier and finance document extraction
Read defined fields from invoices, delivery orders, purchase documents, certificates or forms. Validate required values before preparing Excel, XML, CSV or system-ready records.
2. Purchase and expense approvals
Collect the request and supporting evidence, identify the correct approver, send reminders and retain the decision trail.
3. Website enquiry to CRM
Validate form details, capture the campaign source, create or update the lead, send an acknowledgement and assign the next action.
4. Email and request triage
Classify incoming requests, identify urgency and ownership, prepare a draft response or route the case with relevant context.
5. Order-to-billing coordination
Connect operational completion evidence to finance, CRM and customer-status steps with a clear exception route.
6. Site and inspection report preparation
Turn approved form, note, photo or voice inputs into a consistent draft ready for an authorised reviewer.
7. Staff or contractor document collection
Request required documents, check completion status, send reminders and store approved records in the correct location.
8. Certificate and expiry tracking
Record expiry dates, issue reminders and escalate outstanding renewals while keeping the source document attached to the record.
9. Receivables follow-up
Trigger approved reminders based on due date, status and account ownership, while routing disputed or sensitive cases to finance staff.
10. Weekly and monthly reporting
Collect agreed data from approved sources, apply checks and prepare a consistent report or dashboard update on schedule.
Choose the first workflow
Start with the process where volume, repetition, delay and error risk are visible. Confirm that inputs, outputs and owners can be documented, then test with representative cases before scaling.