Proven automation scenarios—from request to report
Explore ready-to-run blueprints with clear inputs, outputs, and SLAs so your team can ship value quickly and safely.
Filter by domain, system, or complexity to find the best starting point.
Scenario categories
- Client Onboarding: KYC checks, account setup, welcome journeys
- Order-to-Cash: order capture, invoicing, collections triggers
- Procure-to-Pay: supplier onboarding, 3‑way match, payments
- Month-End Close: journal entries, reconciliations, variance alerts
- ITSM Automation: ticket triage, incident routing, CMDB updates
- Request Handling: intake forms to fulfillment with approvals
Common systems: CRM, ERP, ITSM, BI, Document repositories.
Case studies with metrics
Retail O2C acceleration: 58% faster cycle time, 92% fewer billing errors, payback in 4 months.
Finance close automation: 35% fewer manual entries, 2 days faster close, 100% audit traceability.
ITSM routing: 70% auto-triage rate, 1.4 hours faster first response, CSAT +12 points.
Deep dives and templates are available in Resources.
Open ResourcesConnector library
Search connectors across SaaS, Databases, ERP, Files, EDI, and Messengers. Each connector includes authentication options, rate limits, and sample flows.
Browse ConnectorsROI snapshot
Estimate savings by comparing current manual minutes, hourly rates, and error rework. Typical clients see payback in 3–6 months.
- Reduce manual minutes per task
- Cut error rework and delays
- Increase throughput without headcount growth
Need a custom scenario?
Share your systems and constraints—we will propose a low‑risk pilot with clear KPIs and governance.