Process Automation
Browse through our digital workers and see how we have streamlined company processes saving them time, money, and resources. Learn more about our solutions.
Customer Intake and Setup
When a new customer fills out their initial form, this process automation sets up all of the teams, groups, applications, and processes associated with the new client.
Industry: All Industries
Function: Account Management
Steps
- Get information from form results.
- Setup Google Group and invite members.
- Setup Microsoft Teams and invite members.
- Create SharePoint client folder.
- Add all new customer forms to client folder.
- Setup recurring invoice in QuickBooks.
Popular Applications
Our services are not limited to these applications. This Process Automation is available for any cloud based application.
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