Workflow Library

Manage employee benefits enrollment and changes.

Scheduling interviews based on candidate and interviewer availability, managing logistics.

Automating the collection of regular feedback and tracking progress towards individual and team goals.

Automatically assigning required training, tracking completion, and managing certification renewals.

Manage job postings, applications, and candidate screening.

Analysing customer data and automatically suggesting relevant additional products or upgrades.

Automatically capturing sales activities (calls, emails, meetings) and providing insights on engagement effectiveness.

Update deal stages based on customer interactions or sales activities.

Automate welcome emails and initial onboarding steps for new clients.

Generate sales contracts and proposals using pre-designed templates and customer details.

Grow client assets by providing automated investment recommendations based on goals and risk tolerance.

Improve financial outcomes by automatically generating personalised financial plans based on goals.

Optimise investment returns by automatically rebalancing portfolios based on market conditions.

Accelerate lending decisions by automating document collection, verification, and underwriting processes.

Enhance client relationships by automatically generating personalised insights and performance reports.

Strengthen brand presence by coordinating marketing activities and ensuring consistent messaging.

Gain competitive advantage by automatically gathering and analysing competitor product and pricing information.

Prevent regulatory issues by automatically identifying compliance gaps and assessing business risks.

Improve operational efficiency by automating transaction processing and reconciliation tasks.

Minimise compliance risk by automating employee training on regulations and risk management.

Ensure compliance by automatically generating and submitting required regulatory reports.

Accelerate account setup by automating customer verification and documentation collection processes.

Streamline evidence gathering by automatically identifying and collecting relevant electronic documents.

Prevent missed deadlines by automatically tracking court dates and filing requirements.

Enhance client satisfaction by tracking communications, deadlines, and deliverables in one system.

Improve contract quality by managing precedents and standardising clauses across legal documents.

Increase onboarding speed by automating information collection and verification procedures.

Quickly identify significant changes by automatically summarising updates in complex legal documents.

Generate accurate legal documents by automating template selection and customisation based on requirements.

Enhance legal arguments by efficiently researching relevant cases and legal precedents.

Accelerate document review by using AI to identify key clauses and potential issues.

Automatically tracking billable hours and generating accurate invoices.