Wrk Automation | AI, browser automation, API connectors, and human tasks all in one platform.

Product

AI Actions

Solutions

About

Pricing

Resources

Get Started

Product

AI Actions

Solutions

About

Pricing

Resources

Get Started

Product

AI Actions

Solutions

About

Pricing

Resources

Get Started

Meet the Fastest Way to Quickly and Easily Automate Your Financial Processes

Reduce compliance liabilities, breeze through high transaction volumes, and escape data breaches without a second thought.

We’re not just saying that, either.

Wrk makes finance operations easier, faster, and more secure with smart automation.

Reduce compliance liabilities, breeze through high transaction volumes, and escape data breaches without a second thought.

We’re not just saying that, either.

Wrk makes finance operations easier, faster, and more secure with smart automation.

Reduce compliance liabilities, breeze through high transaction volumes, and escape data breaches without a second thought.

We’re not just saying that, either.

Wrk makes finance operations easier, faster, and more secure with smart automation.

Reduce compliance liabilities, breeze through high transaction volumes, and escape data breaches without a second thought.

We’re not just saying that, either.

Wrk makes finance operations easier, faster, and more secure with smart automation.

Talk to an automation expert

Companies around the world choose Wrk to automate their processes.

Losing Dollars and Cents

Complex Compliance

Intricate and multi-layered regulatory requirements mean jumping through additional hoops to stay above board and operational. The intersection of finance, technology, and sensitive data requires adherence to national and international banking laws, GDPR, CCPA, FCA, and even the CFPB.

Lengthy transactional processing

Stress testing requirements

Risk of legal repercussions

Talk to an automation expert

Talk to an automation expert

High Transaction Volumes

Managing payments, loans, and cryptocurrency unlocks massive growth potential—but with it comes massive challenges and risks. Your employees can’t work around the clock, yet your existing systems aren’t automated, either. It introduces new vulnerabilities that are difficult to account for.

Processing delays

Costly inaccuracies

Compromised customer experience

Potential for Fraud and Data Breaches

Your company manages sensitive financial and personal data, making it a target for ever-evolving cyber threats. Standard security won’t hold back determined attackers. As cybercrime gets more sophisticated, the risk of data breaches continues to surge. It’s time to outsmart the threat.

Loss of customer confidence

Significant financial fallout

Exploitation of information

Scheduling and Data Management Disorganization Graphic

Talk to an automation expert

How Wrk Makes Your Firm Better

Automated KYC Processing

Wrk’s automation solutions, what we call Wrkflows, redefine your onboarding process by making it more efficient, accurate, and auditable. Using digital ID verification with OCR and API integrations, we automate Know Your Customer requirements with precision and ease. All this is done without compromising the user experience, making it an asset like no other.

Ensures Compliance

Following data protection laws and industry regulations isn’t just a nice-to-have. It’s critical and a standard we adhere to throughout all processes. Wrk is SOC 2 Type 2 compliant and automates data gathering, report creation, and event monitoring for accurate audit trails.

Structured Security Measures

Don’t hedge your bets on half-baked security. We make fraud prevention easy and data breaches non-existent. Leveraging best-in-class security, data encryption in transit and at rest, plus routine pen tests, we take security measures seriously. We’re also SOC 2 Type 2 certified and fully GDPR and CCPA adherent.

Integrated App Workflows

Are legacy systems, web-based tools, and financial APIs the foundation for your company? There’s a Wrk integration for that. With custom Wrkflows, data is secure, operations are scalable, and 90% of a process is automated, leaving the 10% for your employees to focus on the highest-value-add activities. Integration documents with internal systems and easily automate every process.

Talk to an automation expert

Why Choose Wrk?

Scales Effortlessly

Auto-scaling is second nature with Wrk. Our platform automatically adjusts to increased volumes without compromising performance. As machine processes ramp up, we adapt licensing on the fly to get you the fastest and most cost-effective results. As your business grows, we’ll be there every step of the way.

Launches in a Flash

See ROI within hours and days rather than weeks and months. With your team as our guide, we integrate all essential applications into our Wrkflows while setting employee-in-the-loop measures for what matters most. The result? A bull market for your firm.

Outcome-based Pricing

You only pay for the automation you use. Wrk offers an outcome-based pricing model, meaning you pay just cents for every successful Wrkflow. We’re committed to delivering value from the get-go.

Web and Desktop Automation

Automation can’t do everything. Our employee-in-the-loop hybrid approach lets your people focus on tasks that need human interaction. Leverage the power of technology with human oversight to ensure key decisions, whether they’re verification, approvals, or reporting, are accurate.

What Our Customers Say

“We partnered with Wrk to build a sophisticated Data Wrkflow, saving us hundreds of hours a week compared to the manual process, making Wrk an important part of our marketing plan.”

Nick Bhutani,
Cision

"Wrk has exceptional customer service and is very professional. Their expert team showcased the ability to adapt and grow as per our requirements. As a result, we have collaborated with them on six other Wrkflows because they are always willing to provide a quality automation solution, whenever required.”

Omar Awan,
Penny Appeal

“The Wrk Platform is bringing automation to anyone across any enterprise. With the intuitive logic of Wrkflows and their team’s expertise, there is no need to understand any tech jargon or to hire an army of consultants to bring automation to your team.”

Sanjay Zimmerman,,
White Star Capital

Ready to get started?

Automation that delivers capital you can count on. Let’s connect.

Talk to an automation expert

Wrk Affiliations

AML and KYC-adherent

Wrk complies with Anti-Money Laundering requirements and the Know Your Customer process. All Wrkflows and data undergo proper verification processes using digital ID verification, OCR, and APIs, as well as secure document integration with internal systems.

Talk to an automation expert

SOC 2 Type 2 Compliant

Wrk has robust controls to manage and protect data, ensuring we meet high-security standards, availability, processing integrity, confidentiality, and privacy. This certification is accompanied by data encryption practices at transit and at rest, allowing you to meet operational standards for regulations such as GDPR.

Talk to an automation expert

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 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 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
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
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
Wrk Automation
Webhooks
are received whenever a customer messages a Slack channel
API Connectors
extract the Slack user’s details and the request details
API Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the request
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
Impact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Improved data accuracy and consistency
Scalability
Increased efficiency and scalability for handling large datasets
AI Model Performance
High-quality data can improve AI model performance
Wrk Automation
Web Process Automation
pulls a list of the current S&P 500 companies
SEC EDGAR Filings API
retrieves each company’s latest 10-K document
Human in the loop
meticulously extracts each individual risk factor found in each 10-K document
AI bots
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

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
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
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
Wrk Automation
Webhooks
are received whenever a customer messages a Slack channel
API Connectors
extract the Slack user’s details and the request details
API Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the request
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
Impact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Improved data accuracy and consistency
Scalability
Increased efficiency and scalability for handling large datasets
AI Model Performance
High-quality data can improve AI model performance
Wrk Automation
Web Process Automation
pulls a list of the current S&P 500 companies
SEC EDGAR Filings API
retrieves each company’s latest 10-K document
Human in the loop
meticulously extracts each individual risk factor found in each 10-K document
AI bots
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

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
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
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
Wrk Automation
Webhooks
are received whenever a customer messages a Slack channel
API Connectors
extract the Slack user’s details and the request details
API Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the request
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
Impact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Improved data accuracy and consistency
Scalability
Increased efficiency and scalability for handling large datasets
AI Model Performance
High-quality data can improve AI model performance
Wrk Automation
Web Process Automation
pulls a list of the current S&P 500 companies
SEC EDGAR Filings API
retrieves each company’s latest 10-K document
Human in the loop
meticulously extracts each individual risk factor found in each 10-K document
AI bots
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

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
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
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
Wrk Automation
Webhooks
are received whenever a customer messages a Slack channel
API Connectors
extract the Slack user’s details and the request details
API Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the request
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
Impact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Improved data accuracy and consistency
Scalability
Increased efficiency and scalability for handling large datasets
AI Model Performance
High-quality data can improve AI model performance
Wrk Automation
Web Process Automation
pulls a list of the current S&P 500 companies
SEC EDGAR Filings API
retrieves each company’s latest 10-K document
Human in the loop
meticulously extracts each individual risk factor found in each 10-K document
AI bots
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