Workflow Cheat Sheet

Customer Onboarding: Streamline the onboarding process for new clients by automatically collecting necessary documents, verifying information, and setting up accounts.

Marketing Automation: Leverage automated tools to plan, execute, and analyze marketing campaigns across various channels.

Accounting and payroll: Automate financial processes like invoicing and approval of invoices, including matching them with purchase orders and initiating payments. Complete payroll and expense tracking through automated workflows.

Sales Automation: Optimize sales operations with automated lead scoring, needs analysis and tailored solutions, proposals, follow-ups, and deal closure processes.

Software Development: Streamline code integration, testing, and deployment processes through automated DevOps workflows.

Human Resources: Automate HR tasks such as onboarding, departures, leave requests. Create models to score staff promotions, automate performance management plans.

Legal and Compliance: Ensure adherence to regulations and manage legal documents efficiently with automated compliance checks and document processing. Review draft SoWs against company policies and providing feedback on compliance.

Inventory Management: Forecast inventory needs based on historical data and current trends, automate restocking requests, supplier selection, purchase ordering, and invoice reconciliation.

Account Management: Manage and nurture client relationships with automated reminders, updates, and personalized messaging. Analyse interactions with clients to enhance relationship management and identify opportunities for growth.

Employee Productivity: Optimize employee workloads and time spent on tasks. manage assignments efficiently to boost overall output. Organize, schedule, and track employee training sessions.