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Automate your workflow

Workflow automation is the process of using rule-based logic to launch a series of tasks that run on their own without any human intervention. After you establish the rules and logic, automated workflows can send emails, set up reminders, schedule tasks, trigger drip campaigns, and more — all without anyone in your team touching a single button.

Patient X-ray

01 - healthcare

Automate medical patient reporting system 

I am a medical doctor, and need to finish patients’ reports every day. It takes me most of time (around 8 hours) working in hospital.

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[Questions]

Does any ways for me to speed up the process and automate the workflow? Hopefully I can finish the work and shrink the time from 8 hours to 2 hours.

02 - real estate

Automate tenant's reporting issues 

We are property management company and we cover around 700 homes. There are lots of issues related to tenants, handy man, and owner. They may report some stuffs need to be repaired such as microwave, washer, light bulb, etc. 

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[Questions]

Does any ways to speed up the process and automate the workflow? Hopefully the company can immediately email tenants the reporting issues with the attached pdf file, and their repair department can follow up and assign handy man there to fix. 

Fixing the Sink

03 - real estate

Young Accountant

Automate accounting process with invoice

We are property management company and we cover around 700 homes. There are lots of issues related to accounting department and contractors. Most contractors email us hand-writing invoice, and the accounting department have to retype them into the system for the record. It wastes our time. 

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[Questions]

Does any ways to speed up the process and automate the workflow? Hopefully the company can immediately email contractors the invoice with the attached pdf file, and their accounting department can follow up and pay the invoice.

04 - healthcare

Automate patient intake form

Patients could complete online forms before an appointment, an experience they loved. But the real value came in having all the data auto-updated into clinic system, saving hours every day for the office team, reducing errors in data entry, and minimizing storage costs.

Dermatology Consultation

05 - supermarket 

Automate the retail purchase invoice

Retail purchase invoice. Supermarket shopping receipt, sum invoice check and total cost.

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