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Examples

Examples of workflows we can automate.

Four patterns, drawn with sample data. They are examples, not products, and yours is mapped to your own job. They could suit clinics and shops answering messages, accounting firms, online sellers or contractors: example roles, not a client list.

A customer message is answered from an approved answer, and an off-list question goes to your teamA message is matched to an approved answer, a reply is sent and a slot is booked. A second question that is not on the approved list is handed to your own team.MESSAGEAPPROVED ANSWERSREPLYOpening hoursPricesParkingYOURTEAMAre you openon Saturday?Opening hoursBOOKEDShould I signthis contract?NOT APPROVEDHANDED OVER
Sample · illustrative data

Replies

In
Customer messages, any hour.
Out
A reply from answers you approved, and a booked slot.
Turnaround
First reply within 5 minutes, day or night.
Who decides
Replies use only answers the business has approved. Anything else is handed to the business's own team, and never medical, legal or financial advice.
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Documents become coded rows, one exception is flagged, and an import file is producedA stack of statements, invoices and receipts becomes rows with account codes. One row with no date is flagged rather than guessed. The rows become an import file.DOCUMENTSCODED ROWSIMPORT FILEStatements,invoices,receiptsCODEITEM612041005200?NO DATE2010AutoCount,SQL Accountor Xero
Sample · illustrative data

Ledgers

In
Bank statements, invoices and receipts.
Out
Coded entries and an import file for AutoCount, SQL Account or Xero, plus a list of anything missing or unclear.
Turnaround
Within 48 hours.
Who decides
Exceptions are flagged, not guessed. The client's accountant reviews and signs.
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Orders and payouts line up, and one short payout is flagged with its amountFour orders are matched to four payouts line by line. Three match. One payout is short, and it is flagged with the order number and the amount.ORDERSPAYOUT FILE#1041 RM 120.00RM 120.00#1042 RM 64.50RM 64.50#1043 RM 86.00RM 48.00#1044 RM 210.00RM 210.00SHORTORDER #1043 SHORT BY RM 38.00
Sample · illustrative data

Payouts

In
Payout files and your orders (Shopee, Lazada, TikTok Shop).
Out
Every order matched to its payout. Anything short or missing is flagged with order number and amount.
Turnaround
Summary entries posted by the 5th.
Who decides
Exceptions are flagged, not guessed. The client's accountant reviews and signs.
Your job different? Tell us yours.Book a free call
A long list of tender notices is filtered to a few, each with a bid or no-bid noteNine tender notices are scanned. Most are dimmed. Three are shortlisted, each with a bid or no-bid tag. A bid pack follows 48 hours before closing.NOTICES TODAY8AM SHORTLISTBIDBIDNO BIDBID PACK48 h before closing
Sample · illustrative data

Tenders

In
Tender notices that fit your trade.
Out
A shortlist with a bid or no-bid note on each, then a bid pack.
Turnaround
In your inbox at 8am each weekday. Bid pack 48 hours before closing.
Who decides
You decide and you submit. We never submit bids or lobby officials.
Your job different? Tell us yours.Book a free call

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