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AI Actions

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Automatisez votre Wrk

Automatisez votre Wrk

Automatisez votre Wrk

Automatisez votre Wrk

Automatisez votre Wrk

Automatisez votre Wrk

Automatisez votre Wrk

Automatisez votre Wrk

IA, automatisation de navigateur, connecteurs API et tâches humaines tout en une plateforme.

Parlez à un expert en automatisation

Parlez à un expert en automatisation

Parlez à un expert en automatisation

Parlez à un expert en automatisation

Les entreprises et les professionnels du monde entier automatisent leur travail avec Wrk.

Connectez le tout

Faites circuler vos données à partir de n'importe quelle application avec la vaste bibliothèque de connecteurs et l'automatisation générique de l'API et du navigateur de Wrk.

Libérez GenAI

Manipuler, transformer ou générer du contenu à partir de vos données avec le meilleur de GenAI et LLMs.

Utilisez les humains

Pour ces étapes de votre processus qui nécessitent encore des yeux humains, de la cognition, des décisions et des clics de doigts avec l'humain et l'employé de Wrk dans la boucle.

Describe your process → Automate in < 1 day

Describe your process → Automate in < 1 day

Connectez le tout

Faites circuler vos données à partir de n'importe quelle application avec la vaste bibliothèque de connecteurs et l'automatisation générique de l'API et du navigateur de Wrk.

Libérez GenAI

Manipuler, transformer ou générer du contenu à partir de vos données avec le meilleur de GenAI et LLMs.

Utilisez les humains

Pour ces étapes de votre processus qui nécessitent encore des yeux humains, de la cognition, des décisions et des clics de doigts avec l'humain et l'employé de Wrk dans la boucle.

Automate now

Automate now

Connectez le tout

Faites circuler vos données à partir de n'importe quelle application avec la vaste bibliothèque de connecteurs et l'automatisation générique de l'API et du navigateur de Wrk.

Libérez GenAI

Manipuler, transformer ou générer du contenu à partir de vos données avec le meilleur de GenAI et LLMs.

Utilisez les humains

Pour ces étapes de votre processus qui nécessitent encore des yeux humains, de la cognition, des décisions et des clics de doigts avec l'humain et l'employé de Wrk dans la boucle.

Describe your process → Automate in < 1 day

Describe your process → Automate in < 1 day

Connectez le tout

Faites circuler vos données à partir de n'importe quelle application avec la vaste bibliothèque de connecteurs et l'automatisation générique de l'API et du navigateur de Wrk.

Libérez GenAI

Manipuler, transformer ou générer du contenu à partir de vos données avec le meilleur de GenAI et LLMs.

Utilisez les humains

Pour ces étapes de votre processus qui nécessitent encore des yeux humains, de la cognition, des décisions et des clics de doigts avec l'humain et l'employé de Wrk dans la boucle.

Describe your process → Automate in < 1 day

Describe your process → Automate in < 1 day

Mettre à l'échelle facilement votre travail avec l'automatisation à la demande

Mettre à l'échelle facilement votre travail avec l'automatisation à la demande

Mettre à l'échelle facilement votre travail avec l'automatisation à la demande

Mettre à l'échelle facilement votre travail avec l'automatisation à la demande

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Tentatives de réessai automatiques

L'automatisation de Wrk est soutenue par de VRAIS ÊTRES HUMAINS qui veilleront à ce que votre automatisation fonctionne toujours.

Tentatives de réessai automatiques

L'automatisation de Wrk est soutenue par de VRAIS ÊTRES HUMAINS qui veilleront à ce que votre automatisation fonctionne toujours.

Tentatives de réessai automatiques

L'automatisation de Wrk est soutenue par de VRAIS ÊTRES HUMAINS qui veilleront à ce que votre automatisation fonctionne toujours.

Tentatives de réessai automatiques

L'automatisation de Wrk est soutenue par de VRAIS ÊTRES HUMAINS qui veilleront à ce que votre automatisation fonctionne toujours.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Tarification transactionnelle

Ne payez qu'une fois la tâche réussie, ainsi vous pouvez augmenter ou réduire l'échelle quand vous en avez besoin.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Planification

Configurez-le et oubliez-le... Planifiez votre automatisation et laissez-la faire son travail pendant que vous dormez.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

Nouvelles capacités hebdomadaires

Développez vos automatisations existantes et lancez de nouvelles actions Wrk avec notre publication hebdomadaire de nouvelles Actions Wrk.

  • Use Case

    Effortless Intent Based Lead Generation at Scale

    Consume intent data on a daily basis and extract leads

    HOW WE SOLVED IT FOR THIS CLIENT

    100s of fresh leads
    every day

    Challenges

    Time consuming
    Our client’s marketing team was manually gathering leads

    Inefficiency

    A lot of time was spent filtering and searching for relevant leads from the data

    Scalability Issues
    Could only be done ad hoc when someone on the team had time

    Wrk Automation

    Web Process Automation

    Process begins everytime a new work assignment is received.

    Web Process Automation

    Filter the company data based on factors like country and remove previously found companies via Robotic Process Automation (RPA)

    Zoominfo connector

    Find leads based on the company data from the initial data

    API Sync

    Add or update leads in client’s marketing tool via API

    Impact

    Efficiency gain

    Time saved from marketing so they can spend more time on more specialized tasks

    Effortless scale

    Leads delivered daily at scale

  • Use Case

    Automated Invoice Matching for Seamless Reconciliation

    Reconcile drop-shipped invoices to the invoices of a distributor

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and efficient
    invoice reconciliation

    Challenges

    Time consuming
    Our client required reconciling invoices they send to clients with the distributor’s invoices for 100’s of invoices a month

    Inefficiency

    A lot of time was spent comparing and collating the information

    Scalability Issues
    Could only be done ad hoc when someone on the team had time

    Wrk Automation

    Email triggered

    Process begins everytime a new email is received.

    Optical Character Recognition

    Information from every invoice is extracted using OCR

    Google Sheets & QuickBooks Online

    Invoice data is written into Sheets and matched together with custom formulas, and then sent to QuickBooks Online

    Impact

    Efficiency gain

    Time saved from reading and comparing invoices manually

    Effortless scale

    Data delivered at scale whenever a new invoice comes in

  • Use Case

    Effortless Document Data Extraction Directly to Spreadsheet

    Instantly extract key details from documents and transfer them into structured data

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and efficient
    data extraction

    Challenges

    Time consuming
    Having to extract all the details manually would have taken too much time

    Inefficiency

    PDFs aren't designed for seamless data access 

    Scalability Issues
    Our client required a more holistic view of details about their work from PDF documents

    Wrk Automation

    Email triggered

    Process begins everytime a new email is received.

    Optical Character Recognition

    Information from every document is extracted using OCR

    Google Sheets

    Data is written in a structured datasheet that allows more analysis to be done

    Impact

    Efficiency gain

    Time saved from having to manually extract details from the documents

    Effortless scale

    Data delivered at scale whenever a new document comes in

    Strategically organized

    Data in a structured spreadsheet is easier to manipulate and analyze

  • Use Case

    Streamlined Work Order Responses for Property Management

    Enhance your property management efficiency with automated responses to new work orders

    HOW WE SOLVED IT FOR THIS CLIENT

    Improved efficiency and consistency

    Challenges

    Time consuming
    Manually responding to each work order can be incredibly time-intensive, especially as the volume increases.

    Human error

    Miscommunications, forgotten responses, or missed details can lead to frustrated tenants

    Scalability Issues
    As work orders pile up, managing everything manually becomes overwhelming

    Wrk Automation

    Email triggered

    Process begins everytime a new work order email is received.

    Generative AI

    Troubleshooting tips are generated based on the work order details

    Web Process Automation

    A message is sent to the client by automating the work order management website using Robotic Process Automation (RPA)

    Impact

    Efficiency gain

    Fast response times, ensuring work orders are acknowledged and processed quickly without manual intervention

    Effortless scale

    Data delivered at scale whenever a new work order comes in

    Improved Consistency

    Automated responses ensure uniformity in communication

  • Use Case

    Auto-Assign Work Orders for Effortless Property Management

    Effortlessly delegate tasks with automated work order assignment

    HOW WE SOLVED IT FOR THIS CLIENT

    Improved efficiency and consistency

    Challenges

    Time consuming
    Manually assigning each work order can be incredibly time-intensive, especially as the volume increases.

    Inconsistent Data

    Information about preferred vendors is different from the work order management software’s information

    Scalability Issues
    As work orders pile up, managing everything manually becomes overwhelming

    Wrk Automation

    Email triggered

    Process begins everytime a new work order email is received.

    Generative AI

    Does a “fuzzy match” on the name of the vendor on file vs what is found in the property management software

    Web Process Automation

    The matching name is assigned in the property management software using Robotic Process Automation (RPA)

    Impact

    Efficiency gain

    Fast response times, ensuring work orders are assigned quickly without manual intervention

    Effortless scale

    Assignment at scale whenever a new work order comes in

    Improved Consistency

    Work orders are assigned without having to compare names with 100’s of vendors

  • Use Case

    Seamless Payments, Simplified: Automated Reconciliation

    Extract transaction data and reconcile against CRM records

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and efficient
    payment reconciliation

    Challenges

    Manual Data Entry
    Time-consuming and prone to errors

    Delayed Processing

    Delays in reconciling payments can impact cash flow

    Inaccurate Designations
    Mismatched payment and program information can lead to errors

    Report Generation Difficulties
    Manual reporting is time-consuming and prone to inaccuracies

    Wrk Automation

    Data sources API

    Pulls all transaction and donor data from payment portal

    CRM API

    Logs all missing gifts via API

    Web Process Automation

    Updates any gift with an incorrect fund designation via Robotic Process Automation (RPA)

    Impact

    Efficiency gain

    Reduced manual workload, improved processing times

    Accuracy

    Increased data accuracy and consistency, reduced errors

    Insights

    Enhanced reporting capabilities for data-driven decision making

    Transparency

    Improved visibility into donation management processes

  • Use Case

    Synchronized Success: Real-Time Data Synchronization

    Synchronize data in real-time between two or more separate systems

    HOW WE SOLVED IT FOR THIS CLIENT

    Real-time
    data synchronization
    across multiple systems

    Challenges

    Manual Data Synchronization
    Time-consuming and error-prone

    Delayed Processing

    Mismatched data across systems can lead to inaccuracies

    Error Risk
    Increased risk of data errors and omissions due to manual processes.

    Inefficient Resource Allocation
    Significant time and effort spent on data management

    Wrk Automation

    Webhooks

    Webhook calls are received whenever a change is made to an opportunity

    API Connectors

    Locate the equivalent record in the other system, and add/update the record via API

    Impact

    Efficiency

    Reduced manual workload, improved productivity

    Accuracy

    Enhanced data consistency and accuracy, reduced errors

    Security

    Improved security by reducing the need for multiple teams to access systems.

    Operational Efficiency

    Streamlined workflows and improved decision-making

  • Use Case

    Streamlined Admissions: Automated Data Verification

    Extract data from documents, verify against applicant information, and update records

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and complete applicant data, streamlined admissions process

    Challenges

    Manual Data Entry
    Time-consuming and prone to errors

    Inefficient Document Verification

    Slow and error-prone manual processes

    Low-Quality Images
    Poor image quality can hinder data extraction

    Data Inconsistency
    Mismatched data across systems can lead to inaccuracies

    Wrk Automation

    Webhooks

    Webhook calls are received whenever a student application is received

    Optical Character Recognition
    Verifies document image quality and extracts information from submitted documents using OCR 

    API Connectors

    Compare existing record data and update any discrepancies via API

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    Enhanced data accuracy and consistency, reduced errors

    Quality

    Improved document quality and legibility

    Applicant Experience

    Faster processing times and improved satisfaction

  • Use Case

    Dynamic Reports, Delivered: Automated PDF Generation

    Generate custom PDF reports based on dynamic templates and data

    HOW WE SOLVED IT FOR THIS CLIENT

    Personalized and professional reports at scale, delivered automatically

    Challenges

    Manual Report Recreation
    Time-consuming and error-prone

    Data Gathering

    Difficulty collecting and compiling accurate data

    Inconsistent Layout
    Maintaining consistent report layout and content can be challenging

    Scalability Issues
    Difficulty scaling reporting as the donor base grows

    Wrk Automation

    Human in the loop 

    Humans retrieve images for the reports based on strict criteria

    API Connectors

    Extract report data from source platform via API, and dynamically customize each report’s content and layout

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    Enhanced data accuracy and consistency, reduced errors

    Scalability

    Increased efficiency and scalability of reporting processes

    Timeliness

    Ability to provide donors with timely updates on the impact of their donations

  • Use Case

    Receipting Made Easy: Automated, Accurate, Efficient

    Verify addresses and issue official donation receipts automatically

    HOW WE SOLVED IT FOR THIS CLIENT

    20,000+ receipts
    automatically delivered

    Challenges

    Manual Address Verification
    Time-consuming and error-prone

    Inefficient Receipt Issuance

    Slow and manual processes

    Inaccurate Addresses
    Incorrect addresses can lead to undelivered receipts

    Scalability Issues
    Difficulty handling large volumes of receipts.

    Wrk Automation

    API Connectors

    Extract all donor in CRM database via API, verify each donor’s address, and dynamically generates each individual receipt

    Gmail API 

    Sends each individual donor’s receipt via API

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    Enhanced address accuracy, reduced errors

    Scalability

    Increased efficiency and scalability for handling large volumes of receipts

    Timeliness

    Timely receipt issuance, improved donor satisfaction

  • Use Case

    Skin Analysis Simplified: Personalized Treatment Recommendations

    Analyze skin images, provide treatment recommendations, and send notifications

    HOW WE SOLVED IT FOR THIS CLIENT

    Instant and accurate analysis and treatment recommendations

    Challenges

    Manual Analysis
    Time-consuming and subjective

    naccurate Assessments

    Manual assessments can be prone to errors

    Limited Personalization
    Difficulty providing personalized treatment recommendations

    Inefficient Communication
    Inefficient Communication: Delayed or inconsistent communication with patients

    Wrk Automation

    Webhooks

    Webhook calls are received whenever a patient submits an image of themselves

    AI bots 
    Perform multiple different analyses of the image 

    API Connectors 

    Generate and send results to patient in an email, SMS message, and voicemail

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    Improved accuracy of skin analysis and recommendations

    Personalization

    Tailored treatment recommendations for individual patients

    Communication

    Improved patient communication and engagement

  • Use Case

    Turn Conversations into Tickets: Automated Ticket Creation

    Convert Slack messages into tickets and assign to appropriate teams

    HOW WE SOLVED IT FOR THIS CLIENT

    Efficient ticket management, improved response times, enhanced customer satisfaction

    Challenges

    Manual Ticket Creation
    Time-consuming and error-prone

    Delayed Responses

    Delayed response times to customer inquiries

    Inconsistent Tracking
    Difficulty tracking and managing customer requests

    Inefficient Communication
    Inefficient communication channels can lead to customer dissatisfaction

    Wrk Automation

    Webhooks 

    Webhook calls are received whenever a customer messages a Slack channel

    API  Connectors

    Extract the Slack user’s details and the request details

    API Connectors

    Create, via API, the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the request

    Impact

    Efficiency

    Reduced manual workload, improved response times

    Organization

    Streamlined ticket management, improved tracking

    Communication

    Improved communication and collaboration between teams

    Customer Satisfaction

    Enhanced customer satisfaction through timely responses

  • Use Case

    Fuel Your AI: Automated Data Extraction and Preparation

    Extract data, prepare for AI training, and deliver to model

    HOW WE SOLVED IT FOR THIS CLIENT

    Clean, structured data for AI model training, accelerated insights

    Challenges

    Manual Data Extraction
    Time-consuming and error-prone

    Inconsistent Data
    Data from SEC filings is inconsistently formatted and difficult to process

    Data Preparation
    Preparing data for AI training can be complex and time-consuming

    Scalability Issues
    Difficulty handling large volumes of data

    Wrk Automation

    Web Process Automation 
    Pulls a list of the current S&P 500 companies via Robotic Process Automation

    SEC EDGAR Filings API 
    Retrieves each company’s latest 10-K document

    Human in the loop 

    Humans meticulously extracts each individual risk factor found in each 10-K document

    API Sync

    Summarize each individual risk factor section and convert to JSON

    Gmail API 

    Delivers the outputted JSON file to the client for upload into AI model

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    mproved data accuracy and consistency

    Scalability

    Increased efficiency and scalability for handling large datasets

    AI Model Performance

    High-quality data can improve AI model performance

  • Use Case

    Effortless Intent Based Lead Generation at Scale

    Consume intent data on a daily basis and
    extract leads

    HOW WE SOLVED IT FOR THIS CLIENT

    100s of fresh leads
    every day

    Challenges

    Time consuming
    Our client’s marketing team manually getting leads from their G2 data

    Inefficiency

    A lot of time was spent filtering and searching for relevant leads from the data

    Scalability Issues
    Could only be done ad hoc when someone on the team had time

    Impact

    Efficiency gain

    Time saved from marketing so they can spend more time on more specialized tasks

    Effortless scale

    Leads delivered daily at scale

    Wrk Automation

    Web Process Automation

    Process begins everytime a new work assignment is received.

    Web Process Automation

    Filter the company data based on factors like country and remove previously found companies

    Zoominfo Wrk Action

    Find leads based on the company data from the initial data

    API Sync

    add or update leads in client’s marketing tool

  • Use Case

    Automated Invoice Matching
    for Seamless Reconciliation

    Reconcile drop-shipped invoices to the invoices of a distributor

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and efficient

    invoice reconciliation

    Challenges

    Time consuming
    Our client required reconciling invoices they send to clients with the distributor’s invoices for 100’s of invoices a month

    Inefficiency

    A lot of time was spent comparing and collating the information

    Scalability Issues
    Could only be done ad hoc when someone on the team had time

    Impact

    Efficiency gain

    Time saved from reading and comparing invoices manually

    Effortless scale

    Data delivered at scale whenever a new invoice comes in

    Wrk Automation

    Email triggered

    Process begins everytime a new email is received.

    Optical Character Recognition

    Information from every invoice is extracted using OCR

    Google Sheets

    Invoice data is written into Sheets and matched together with custom formulas

  • Use Case

    Effortless Intent Based Lead Generation at Scale

    Consume intent data on a daily basis and
    extract leads

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and efficient
    data extraction

    Challenges

    Time consuming
    Having to extract all the details manually would have taken too much time

    Inefficiency

    PDFs aren't designed for seamless data access 

    Scalability Issues
    Our client required a more holistic view of details about their work from PDF documents

    Impact

    Efficiency gain

    Time saved from having to manually extract details from the documents

    Effortless scale

    Data delivered at scale whenever a new document comes in

    Strategically organized

    Data in a structured spreadsheet is easier to manipulate and analyze

    Wrk Automation

    Email triggered

    Process begins everytime a new email is received.

    Optical Character Recognition

    Information from every document is extracted using OCR

    Google Sheets

    Data is written in a structured datasheet that allows more analysis to be done

  • Use Case

    Streamlined Work Order Responses for Property Management

    Enhance your property management efficiency with automated responses to new work orders

    HOW WE SOLVED IT FOR THIS CLIENT

    Improved efficiency and consistency

    Challenges

    Time consuming
    Manually responding to each work order can be incredibly time-intensive, especially as the volume increases.

    Human Error

    Miscommunications, forgotten responses, or missed details can lead to frustrated tenant

    Scalability Issues
    As work orders pile up, managing everything manually becomes overwhelming

    Impact

    Efficiency gain

    Fast response times, ensuring work orders are acknowledged and processed quickly without manual intervention

    Effortless scale

    Data delivered at scale whenever a new work order comes in

    Strategically organized

    Data in a structured spreadsheet is easier to manipulate and analyze

    Wrk Automation

    Email triggered

    Process begins everytime a new work order email is received.

    Generative AI

    Troubleshooting tips are generated based on the work order details

    Web Process Automation

    A message is sent to the client by automating the work order management website

  • Use Case

    Auto-Assign Work Orders for Effortless Property Management

    Effortlessly delegate tasks with automated work
    order assignment

    HOW WE SOLVED IT FOR THIS CLIENT

    Improved efficiency and consistency

    Challenges

    Time consuming
    Manually assigning each work order can be incredibly time-intensive, especially as the volume increases.

    Inconsistent Data

    Information about preferred vendors is different from the work order management software’s information

    Scalability Issues
    As work orders pile up, managing everything manually becomes overwhelming

    Impact

    Efficiency gain

    Fast response times, ensuring work orders are assigned quickly without manual intervention

    Effortless scale

    Assignment at scale whenever a new work order comes in

    Improved Consistency
    Work orders are assigned without having to compare names with 100’s of vendors

    Wrk Automation

    Email triggered

    Process begins everytime a new work order email is received.

    Generative AI
    Does a “fuzzy match” on the name of the vendor on file vs what is found in the property management software

    Web Process Automation
    The matching name is assigned in the property management software

  • Use Case

    Seamless Payments, Simplified: Automated Reconciliation

    Extract transaction data and reconcile against CRM records

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and efficient
    payment reconciliation

    Challenges

    Manual Data Entry
    Time-consuming and prone to errors

    Delayed Processing

    Delays in reconciling payments can impact cash flow

    Inaccurate Designations
    Mismatched payment and program information can lead to errors

    Report Generation Difficulties
    Manual reporting is time-consuming and prone to inaccuracies

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    Increased data accuracy and consistency, reduced errors

    Insights
    Enhanced reporting capabilities for data-driven decision making

    Transparency

    Improved visibility into donation management processes

    Wrk Automation

    Data sources API

    Pulls all transaction and donor data from payment portal

    CRM API
    Logs all missing gifts

    Web Process Automation
    updates any gift with an incorrect fund designation

  • Use Case

    Synchronized Success: Real-Time Data Synchronization

    Synchronize data in real-time between two or more separate systems

    HOW WE SOLVED IT FOR THIS CLIENT

    Real-time data
    synchronization
    across multiple systems

    Challenges

    Manual Data Synchronization
    Time-consuming and prone to errors

    Data Inconsistency
    Mismatched data across systems can lead to inaccuracies

    Error Risk
    Increased risk of data errors and omissions due to manual processes.

    Inefficient Resource Allocation
    Significant time and effort spent on data management

    Impact

    Efficiency

    Reduced manual workload, improved productivity

    Accuracy

    Enhanced data consistency and accuracy, reduced errors

    Security
    Improved security by reducing the need for multiple teams to access systems.

    Operational Efficiency

    Streamlined workflows and improved decision-making

    Wrk Automation

    Webhooks

    are received whenever a change is made to an opportunity

    API Connectors
    Locate the equivalent record in the other system, and add/update the record


  • Use Case

    Streamlined Admissions: Automated Data Verification

    Extract data from documents, verify against applicant information, and update records

    HOW WE SOLVED IT FOR THIS CLIENT

    Accurate and complete applicant data, streamlined admissions process

    Challenges

    Manual Data Entry
    Time-consuming and prone to errors

    Inefficient Document Verification
    Slow and error-prone manual processes

    Low-Quality Images
    Poor image quality can hinder data extraction

    Data Inconsistency
    Mismatched data across systems can lead to inaccuracies

    Impact

    Efficiency

    Reduced manual workload, improved processing times

    Accuracy

    Enhanced data accuracy and consistency, reduced errors

    Quality
    Improved document quality and legibility

    Applicant Experience

    Faster processing times and improved satisfaction

    Wrk Automation

    Webhooks

    are received whenever a student application is received

    Optical Character Recognition
    verifies document image quality and extracts information from submitted documents 

    API Connectors
    compare existing record data and update any discrepancies

  • Use Case

    Dynamic Reports, Delivered: Automated PDF Generation

    Generate custom PDF reports based on dynamic templates and data

    HOW WE SOLVED IT FOR THIS CLIENT

    Personalized and professional reports at scale, delivered automatically

    Challenges

    Manual Report Creation
    Time-consuming and error-prone

    Data Gathering
    Difficulty collecting and compiling accurate data

    Inconsistent Layout
    Maintaining consistent report layout and content can be challenging

    Scalability Issues
    Difficulty scaling reporting as the donor base grows

    Impact

    Efficiency
    Reduced manual workload, improved processing times

    Accuracy
    Enhanced data accuracy and consistency, reduced errors

    Scalability
    Increased efficiency and scalability of reporting processes

    Timeliness
    Ability to provide donors with timely updates on the impact of their donations

    Wrk Automation

    Human in the loop
    retrieves images for the reports based on strict criteria

    API Connectors
    extract report data from source platform, and dynamically customize each report’s content and layout


  • Use Case

    Receipting Made Easy: Automated, Accurate, Efficient

    Verify addresses and issue official donation receipts automatically

    HOW WE SOLVED IT FOR THIS CLIENT

    20,000+ receipts
    automatically delivered

    Challenges

    Manual Address Verification
    Time-consuming and error-prone

    Inefficient Receipt Issuance
    Slow and manual processes

    Inaccurate Addresses
    Incorrect addresses can lead to undelivered receipts

    Scalability Issues
    Difficulty handling large volumes of receipts.

    Impact

    Efficiency
    Reduced manual workload, improved processing times

    Accuracy
    Enhanced data accuracy, reduced errors

    Scalability
    Increased efficiency and scalability for handling large volumes of receipts

    Timeliness
    Aimely receipt issuance, improved donor satisfaction

    Wrk Automation

    API Connectors
    extract all donor in CRM database, verify each donor’s address, and dynamically generates each individual receipt

    Gmail API
    sends each individual donor’s receipt 


  • Use Case

    Skin Analysis Simplified: Personalized Treatment Recommendations

    Analyze skin images, provide treatment recommendations, and send notifications

    HOW WE SOLVED IT FOR THIS CLIENT

    Instant and accurate analysis and treatment recommendations

    Challenges

    Manual Analysis
    Time-consuming and subjective

    Inaccurate Assessments
    Manual assessments can be prone to errors

    Limited Personalization
    Difficulty providing personalized treatment recommendations

    Inefficient Communication
    Inefficient Communication: Delayed or inconsistent communication with patients

    Impact

    Efficiency
    Reduced manual workload, improved processing times

    Accuracy
    Improved accuracy of skin analysis and recommendations

    Personalization
    Tailored treatment recommendations for individual patients

    Communication
    Improved patient communication and engagement

    Wrk Automation

    Webhooks
    are received whenever a patient submits an image of themselves

    AI bots
    perform multiple different analyses of the image 

    API Connectors
    generate and send results to patient in an email, SMS message, and voicemail

  • Use Case

    Turn Conversations into Tickets: Automated Ticket Creation

    Convert Slack messages into tickets and assign to appropriate teams

    HOW WE SOLVED IT FOR THIS CLIENT

    Efficient ticket management, improved response times, enhanced customer satisfaction