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


  1. Get information from form results.
  2. Setup Google Group and invite members.
  3. Setup Microsoft Teams and invite members.
  4. Create SharePoint client folder.
  5. Add all new customer forms to client folder.
  6. 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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Voucher Entry

This Process Automation receives invoices, codes it to the correct G/L accounts, and adds as a Voucher to

Time and Expense Billing

This Process Automation is designed to consolidate employee expenses by location and profile type and submit 

Payroll Entry

This Process Automation will verify working and PTO hours from various reports, calculate the pay, and sumit