How Workflow Automation Works
Enterprise-Grade Intelligence
Natural Language Triggers
Start workflows from casual emails or messages — no rigid forms.
Contextual Decision Making
AI analyses conversation history for smart routing and actions.
Data Extraction & Sync
Pulls info from attachments/emails for seamless CRM/ERP updates.
12 Use Cases to Automate Right Now
HR Onboarding
Auto-generate contracts, send welcome emails, sync with payroll.
Leave Requests
Approve via email/SMS, update HRIS, notify manager.
Expense Claims
Extract receipts, validate policy, route for approval.
IT Helpdesk
Create tickets from emails, assign priority, trigger reset scripts.
Compliance Checks
Scan documents, flag risks, notify legal team.
Refund Processing
Verify order, trigger RPA refund, update CRM.
Invoice Matching
Match PO to invoice, flag discrepancies, route to AP.
Shift Scheduling
Auto-fill rosters based on availability and demand.
Facilities Requests
Book meeting rooms, order catering, notify security.
Multilingual Support
Route inquiries in 30+ languages to correct teams.
Loyalty Redemptions
Validate points, issue vouchers, sync with POS.
Data Sync Across Systems
Keep Salesforce, SAP, and ServiceNow in sync — zero lag.
CLP Power (Utility)
2M+ customers, 10K+ monthly billing/refund inquiries.
- 85% auto-resolution for billing disputes
- 30% process time ↓ via RPA & CRM sync
- $500K/year saved on manual approvals
Global Energy Innovation Award — Powered by Set Sail AI.
