Meet the Fastest Way to Automate Your Healthcare Processes
Meet the Fastest Way to Automate Your Healthcare Processes
Meet the Fastest Way to Automate Your Healthcare Processes
Meet the Fastest Way to Automate Your Healthcare Processes
Improve care coordination, enhance clinical decision-making and achieve operational excellence — and HIPAA/PIPEDA-compliant bliss.
We’re not just saying that, either.
Our smart automation makes healthcare administration better, easier and more secure than ever.
Improve care coordination, enhance clinical decision-making and achieve operational excellence — and HIPAA/PIPEDA-compliant bliss.
We’re not just saying that, either.
Our smart automation makes healthcare administration better, easier and more secure than ever.
Improve care coordination, enhance clinical decision-making and achieve operational excellence — and HIPAA/PIPEDA-compliant bliss.
We’re not just saying that, either.
Our smart automation makes healthcare administration better, easier and more secure than ever.
Improve care coordination, enhance clinical decision-making and achieve operational excellence — and HIPAA/PIPEDA-compliant bliss.
We’re not just saying that, either.
Our smart automation makes healthcare administration better, easier and more secure than ever.
Companies around the world choose Wrk to automate their processes.
Companies around the world choose Wrk to automate their processes.
Companies around the world choose Wrk to automate their processes.
Companies around the world choose Wrk to automate their processes.
Companies around the world choose Wrk to automate their processes.
Taking the Sting Out of Your Pain (Points)
High Operational Costs
Running shouldn’t be an uphill battle against rising operational costs from administrative overhead to maintaining facilities and paying staff. With Wrk, you can easily eliminate manual processes and outdated technology that cause costs to spiral.
Increased overhead
Diverted resources
Subpar patient care
Billing Errors
These issues are directly tied to revenue loss and patient dissatisfaction. Errors in coding, insurance verification, and claims processing result in delayed payments and denied claims, which can significantly disrupt your cash flow.
Revenue loss
Payment delays
Decreased patient trust
Scheduling and Data Management Disorganization
Disorganized scheduling and poor data management can lead to no-shows, double bookings, and long patient wait times. These issues create inefficiencies and can pose risks to data security and HIPAA breaches, making sensitive patient information vulnerable.
Constant inefficiencies
Poor patient experience
Potential data security risks
Taking the Sting Out of Your Pain (Points)
High Operational Costs
Running shouldn’t be an uphill battle against rising operational costs from administrative overhead to maintaining facilities and paying staff. With Wrk, you can easily eliminate manual processes and outdated technology that cause costs to spiral.
Increased overhead
Diverted resources
Subpar patient care
Billing Errors
These issues are directly tied to revenue loss and patient dissatisfaction. Errors in coding, insurance verification, and claims processing result in delayed payments and denied claims, which can significantly disrupt your cash flow.
Revenue loss
Payment delays
Decreased patient trust
Scheduling and Data Management Disorganization
Disorganized scheduling and poor data management can lead to no-shows, double bookings, and long patient wait times. These issues create inefficiencies and can pose risks to data security and HIPAA breaches, making sensitive patient information vulnerable.
Constant inefficiencies
Poor patient experience
Potential data security risks
Taking the Sting Out of Your Pain (Points)
High Operational Costs
Running shouldn’t be an uphill battle against rising operational costs from administrative overhead to maintaining facilities and paying staff. With Wrk, you can easily eliminate manual processes and outdated technology that cause costs to spiral.
Increased overhead
Diverted resources
Subpar patient care
Billing Errors
These issues are directly tied to revenue loss and patient dissatisfaction. Errors in coding, insurance verification, and claims processing result in delayed payments and denied claims, which can significantly disrupt your cash flow.
Revenue loss
Payment delays
Decreased patient trust
Scheduling and Data Management Disorganization
Disorganized scheduling and poor data management can lead to no-shows, double bookings, and long patient wait times. These issues create inefficiencies and can pose risks to data security and HIPAA breaches, making sensitive patient information vulnerable.
Constant inefficiencies
Poor patient experience
Potential data security risks
Taking the Sting Out of Your Pain (Points)
High Operational Costs
Running shouldn’t be an uphill battle against rising operational costs from administrative overhead to maintaining facilities and paying staff. With Wrk, you can easily eliminate manual processes and outdated technology that cause costs to spiral.
Increased overhead
Diverted resources
Subpar patient care
Billing Errors
These issues are directly tied to revenue loss and patient dissatisfaction. Errors in coding, insurance verification, and claims processing result in delayed payments and denied claims, which can significantly disrupt your cash flow.
Revenue loss
Payment delays
Decreased patient trust
Scheduling and Data Management Disorganization
Disorganized scheduling and poor data management can lead to no-shows, double bookings, and long patient wait times. These issues create inefficiencies and can pose risks to data security and HIPAA breaches, making sensitive patient information vulnerable.
Constant inefficiencies
Poor patient experience
Potential data security risks
Taking the Sting Out of Your Pain (Points)
High Operational Costs
Running shouldn’t be an uphill battle against rising operational costs from administrative overhead to maintaining facilities and paying staff. With Wrk, you can easily eliminate manual processes and outdated technology that cause costs to spiral.
Increased overhead
Diverted resources
Subpar patient care
Billing Errors
These issues are directly tied to revenue loss and patient dissatisfaction. Errors in coding, insurance verification, and claims processing result in delayed payments and denied claims, which can significantly disrupt your cash flow.
Revenue loss
Payment delays
Decreased patient trust
Scheduling and Data Management Disorganization
Disorganized scheduling and poor data management can lead to no-shows, double bookings, and long patient wait times. These issues create inefficiencies and can pose risks to data security and HIPAA breaches, making sensitive patient information vulnerable.
Constant inefficiencies
Poor patient experience
Potential data security risks
How Wrk Makes Healthcare Better
Automates Administrative Tasks
Imagine a smarter, more efficient healthcare office. Wrk’s tailored workflows automate critical tasks like patient management, data entry, and billing, allowing your team to reduce manual errors, cut costs, and focus their time on what matters most—patient care.
Streamlines Inventory Levels
Take supply chain management out of your daily work equation. Our automation runs alongside your team to auto-purchase additional supplies, reorder medicine, and maintain inventory levels. Out-of-stock essentials become a thing of the past, making your practice’s adverse events practically non-existent.
Enhances Data Reports
Customized automation can greatly enhance data reporting by centralizing patient records and ensuring consistency across all systems. Wrkflows can help highlight critical metrics to aid in clinical decision-making. Plus, our platform is HIPAA-compliant, ensuring that patient data is securely managed and protected.
How Wrk Makes Healthcare Better
Automates Administrative Tasks
Imagine a smarter, more efficient healthcare office. Wrk’s tailored workflows automate critical tasks like patient management, data entry, and billing, allowing your team to reduce manual errors, cut costs, and focus their time on what matters most—patient care.
Streamlines Inventory Levels
Take supply chain management out of your daily work equation. Our automation runs alongside your team to auto-purchase additional supplies, reorder medicine, and maintain inventory levels. Out-of-stock essentials become a thing of the past, making your practice’s adverse events practically non-existent.
Enhances Data Reports
Customized automation can greatly enhance data reporting by centralizing patient records and ensuring consistency across all systems. Wrkflows can help highlight critical metrics to aid in clinical decision-making. Plus, our platform is HIPAA-compliant, ensuring that patient data is securely managed and protected.
How Wrk Makes Healthcare Better
Automates Administrative Tasks
Imagine a smarter, more efficient healthcare office. Wrk’s tailored workflows automate critical tasks like patient management, data entry, and billing, allowing your team to reduce manual errors, cut costs, and focus their time on what matters most—patient care.
Streamlines Inventory Levels
Take supply chain management out of your daily work equation. Our automation runs alongside your team to auto-purchase additional supplies, reorder medicine, and maintain inventory levels. Out-of-stock essentials become a thing of the past, making your practice’s adverse events practically non-existent.
Enhances Data Reports
Customized automation can greatly enhance data reporting by centralizing patient records and ensuring consistency across all systems. Wrkflows can help highlight critical metrics to aid in clinical decision-making. Plus, our platform is HIPAA-compliant, ensuring that patient data is securely managed and protected.
How Wrk Makes Healthcare Better
Automates Administrative Tasks
Imagine a smarter, more efficient healthcare office. Wrk’s tailored workflows automate critical tasks like patient management, data entry, and billing, allowing your team to reduce manual errors, cut costs, and focus their time on what matters most—patient care.
Streamlines Inventory Levels
Take supply chain management out of your daily work equation. Our automation runs alongside your team to auto-purchase additional supplies, reorder medicine, and maintain inventory levels. Out-of-stock essentials become a thing of the past, making your practice’s adverse events practically non-existent.
Enhances Data Reports
Customized automation can greatly enhance data reporting by centralizing patient records and ensuring consistency across all systems. Wrkflows can help highlight critical metrics to aid in clinical decision-making. Plus, our platform is HIPAA-compliant, ensuring that patient data is securely managed and protected.
How Wrk Makes Healthcare Better
Automates Administrative Tasks
Imagine a smarter, more efficient healthcare office. Wrk’s tailored workflows automate critical tasks like patient management, data entry, and billing, allowing your team to reduce manual errors, cut costs, and focus their time on what matters most—patient care.
Streamlines Inventory Levels
Take supply chain management out of your daily work equation. Our automation runs alongside your team to auto-purchase additional supplies, reorder medicine, and maintain inventory levels. Out-of-stock essentials become a thing of the past, making your practice’s adverse events practically non-existent.
Enhances Data Reports
Customized automation can greatly enhance data reporting by centralizing patient records and ensuring consistency across all systems. Wrkflows can help highlight critical metrics to aid in clinical decision-making. Plus, our platform is HIPAA-compliant, ensuring that patient data is securely managed and protected.
Why Choose Wrk?
Outcome-Based Pricing Model
Unlike competitors with rigid pricing models, our outcome-based pricing means you only pay for what you use. By automating routine administrative tasks like billing, appointment scheduling, and data entry, your team will save time, reduce expenses, and eliminate time-consuming manual processes. We're the budget-friendly option as you scale your automation.
Flexible, Hybrid Automation
Free your healthcare team from administrative burdens, allowing them to focus on what truly matters: delivering quality care. Wrk combines cutting-edge automation with a human-in-the-loop approach, providing flexibility where full automation falls short. Whether data entry, patient management, or billing, Wrk offers a blend of AI and human oversight.
Rapid Deployment and Custom Workflows
Time is critical in healthcare. Wrk can implement automation quickly, often within days, without lengthy onboarding. Our Wrkflows integrate seamlessly into your existing systems, delivering quick ROI. Get ready to witness your practice’s outcome measures change drastically in mere days.
Tailored for HIPAA Compliance
Unlike generic automation platforms, Wrk is built to serve healthcare's specific needs. All our solutions are HIPAA and SOC 2-compliant, ensuring patient data remains secure and accurate. This gives everyone peace of mind that their Wrkflow checks all the boxes. With complete compliance, you can achieve patient-centred care at its best.
Why Choose Wrk?
Outcome-Based Pricing Model
Unlike competitors with rigid pricing models, our outcome-based pricing means you only pay for what you use. By automating routine administrative tasks like billing, appointment scheduling, and data entry, your team will save time, reduce expenses, and eliminate time-consuming manual processes. We're the budget-friendly option as you scale your automation.
Flexible, Hybrid Automation
Free your healthcare team from administrative burdens, allowing them to focus on what truly matters: delivering quality care. Wrk combines cutting-edge automation with a human-in-the-loop approach, providing flexibility where full automation falls short. Whether data entry, patient management, or billing, Wrk offers a blend of AI and human oversight.
Rapid Deployment and Custom Workflows
Time is critical in healthcare. Wrk can implement automation quickly, often within days, without lengthy onboarding. Our Wrkflows integrate seamlessly into your existing systems, delivering quick ROI. Get ready to witness your practice’s outcome measures change drastically in mere days.
Tailored for HIPAA Compliance
Unlike generic automation platforms, Wrk is built to serve healthcare's specific needs. All our solutions are HIPAA and SOC 2-compliant, ensuring patient data remains secure and accurate. This gives everyone peace of mind that their Wrkflow checks all the boxes. With complete compliance, you can achieve patient-centred care at its best.
Why Choose Wrk?
Outcome-Based Pricing Model
Unlike competitors with rigid pricing models, our outcome-based pricing means you only pay for what you use. By automating routine administrative tasks like billing, appointment scheduling, and data entry, your team will save time, reduce expenses, and eliminate time-consuming manual processes. We're the budget-friendly option as you scale your automation.
Flexible, Hybrid Automation
Free your healthcare team from administrative burdens, allowing them to focus on what truly matters: delivering quality care. Wrk combines cutting-edge automation with a human-in-the-loop approach, providing flexibility where full automation falls short. Whether data entry, patient management, or billing, Wrk offers a blend of AI and human oversight.
Rapid Deployment and Custom Workflows
Time is critical in healthcare. Wrk can implement automation quickly, often within days, without lengthy onboarding. Our Wrkflows integrate seamlessly into your existing systems, delivering quick ROI. Get ready to witness your practice’s outcome measures change drastically in mere days.
Tailored for HIPAA Compliance
Unlike generic automation platforms, Wrk is built to serve healthcare's specific needs. All our solutions are HIPAA and SOC 2-compliant, ensuring patient data remains secure and accurate. This gives everyone peace of mind that their Wrkflow checks all the boxes. With complete compliance, you can achieve patient-centred care at its best.
Why Choose Wrk?
Outcome-Based Pricing Model
Unlike competitors with rigid pricing models, our outcome-based pricing means you only pay for what you use. By automating routine administrative tasks like billing, appointment scheduling, and data entry, your team will save time, reduce expenses, and eliminate time-consuming manual processes. We're the budget-friendly option as you scale your automation.
Flexible, Hybrid Automation
Free your healthcare team from administrative burdens, allowing them to focus on what truly matters: delivering quality care. Wrk combines cutting-edge automation with a human-in-the-loop approach, providing flexibility where full automation falls short. Whether data entry, patient management, or billing, Wrk offers a blend of AI and human oversight.
Rapid Deployment and Custom Workflows
Time is critical in healthcare. Wrk can implement automation quickly, often within days, without lengthy onboarding. Our Wrkflows integrate seamlessly into your existing systems, delivering quick ROI. Get ready to witness your practice’s outcome measures change drastically in mere days.
Tailored for HIPAA Compliance
Unlike generic automation platforms, Wrk is built to serve healthcare's specific needs. All our solutions are HIPAA and SOC 2-compliant, ensuring patient data remains secure and accurate. This gives everyone peace of mind that their Wrkflow checks all the boxes. With complete compliance, you can achieve patient-centred care at its best.
Why Choose Wrk?
Outcome-Based Pricing Model
Unlike competitors with rigid pricing models, our outcome-based pricing means you only pay for what you use. By automating routine administrative tasks like billing, appointment scheduling, and data entry, your team will save time, reduce expenses, and eliminate time-consuming manual processes. We're the budget-friendly option as you scale your automation.
Flexible, Hybrid Automation
Free your healthcare team from administrative burdens, allowing them to focus on what truly matters: delivering quality care. Wrk combines cutting-edge automation with a human-in-the-loop approach, providing flexibility where full automation falls short. Whether data entry, patient management, or billing, Wrk offers a blend of AI and human oversight.
Rapid Deployment and Custom Workflows
Time is critical in healthcare. Wrk can implement automation quickly, often within days, without lengthy onboarding. Our Wrkflows integrate seamlessly into your existing systems, delivering quick ROI. Get ready to witness your practice’s outcome measures change drastically in mere days.
Tailored for HIPAA Compliance
Unlike generic automation platforms, Wrk is built to serve healthcare's specific needs. All our solutions are HIPAA and SOC 2-compliant, ensuring patient data remains secure and accurate. This gives everyone peace of mind that their Wrkflow checks all the boxes. With complete compliance, you can achieve patient-centred care at its best.
What Our Customers Say
What Our Customers Say
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?
Simple. Cost-conscious. Efficient. Let us show you how.
Ready to get started?
Simple. Cost-conscious. Efficient. Let us show you how.
Ready to get started?
Simple. Cost-conscious. Efficient. Let us show you how.
Ready to get started?
Simple. Cost-conscious. Efficient. Let us show you how.
Ready to get started?
Simple. Cost-conscious. Efficient. Let us show you how.
Wrk Affiliations
HIPAA/PIPEDA Compliant
Wrk’s automation processes comply with the Health Insurance Portability and Accountability Act and PIPEDA, ensuring that all patient data is handled with the highest level of security and privacy. Our platform ensures that only authorized personnel can access Protected Health Information (PHI), full encryption at rest and in transit, and proper mechanisms to check data accuracy and completeness.
Talk to an automation expert
SOC 2 Type 2 Compliant
With stringent controls, Wrk meets high security, confidentiality, and data integrity standards, providing peace of mind for healthcare providers and patients. We have taken full measures to prevent unauthorized access to systems and ensure that data is processed correctly without unauthorized alteration or leakage, in part by proper segregation.
Talk to an automation expert
Wrk Affiliations
HIPAA/PIPEDA Compliant
Wrk’s automation processes comply with the Health Insurance Portability and Accountability Act and PIPEDA, ensuring that all patient data is handled with the highest level of security and privacy. Our platform ensures that only authorized personnel can access Protected Health Information (PHI), full encryption at rest and in transit, and proper mechanisms to check data accuracy and completeness.
Talk to an automation expert
SOC 2 Type 2 Compliant
With stringent controls, Wrk meets high security, confidentiality, and data integrity standards, providing peace of mind for healthcare providers and patients. We have taken full measures to prevent unauthorized access to systems and ensure that data is processed correctly without unauthorized alteration or leakage, in part by proper segregation.
Talk to an automation expert
Wrk Affiliations
HIPAA/PIPEDA Compliant
Wrk’s automation processes comply with the Health Insurance Portability and Accountability Act and PIPEDA, ensuring that all patient data is handled with the highest level of security and privacy. Our platform ensures that only authorized personnel can access Protected Health Information (PHI), full encryption at rest and in transit, and proper mechanisms to check data accuracy and completeness.
Talk to an automation expert
SOC 2 Type 2 Compliant
With stringent controls, Wrk meets high security, confidentiality, and data integrity standards, providing peace of mind for healthcare providers and patients. We have taken full measures to prevent unauthorized access to systems and ensure that data is processed correctly without unauthorized alteration or leakage, in part by proper segregation.
Talk to an automation expert
Wrk Affiliations
HIPAA/PIPEDA Compliant
Wrk’s automation processes comply with the Health Insurance Portability and Accountability Act and PIPEDA, ensuring that all patient data is handled with the highest level of security and privacy. Our platform ensures that only authorized personnel can access Protected Health Information (PHI), full encryption at rest and in transit, and proper mechanisms to check data accuracy and completeness.
Talk to an automation expert
SOC 2 Type 2 Compliant
With stringent controls, Wrk meets high security, confidentiality, and data integrity standards, providing peace of mind for healthcare providers and patients. We have taken full measures to prevent unauthorized access to systems and ensure that data is processed correctly without unauthorized alteration or leakage, in part by proper segregation.
Talk to an automation expert
Wrk Affiliations
HIPAA/PIPEDA Compliant
Wrk’s automation processes comply with the Health Insurance Portability and Accountability Act and PIPEDA, ensuring that all patient data is handled with the highest level of security and privacy. Our platform ensures that only authorized personnel can access Protected Health Information (PHI), full encryption at rest and in transit, and proper mechanisms to check data accuracy and completeness.
Talk to an automation expert
SOC 2 Type 2 Compliant
With stringent controls, Wrk meets high security, confidentiality, and data integrity standards, providing peace of mind for healthcare providers and patients. We have taken full measures to prevent unauthorized access to systems and ensure that data is processed correctly without unauthorized alteration or leakage, in part by proper segregation.
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 dayChallenges
Time consuming
Our client’s marketing team was manually gathering leadsInefficiency
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 timeWrk 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 reconciliationChallenges
Time consuming
Our client required reconciling invoices they send to clients with the distributor’s invoices for 100’s of invoices a monthInefficiency
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 timeWrk 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 extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsWrk 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 overwhelmingWrk 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 overwhelmingWrk 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesWrk 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 systemsChallenges
Manual Data Synchronization
Time-consuming and error-proneDelayed 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 managementWrk 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 errorsInefficient Document Verification
Slow and error-prone manual processes
Low-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesWrk 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 OCRAPI 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-proneData Gathering
Difficulty collecting and compiling accurate data
Inconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsWrk 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processes
Inaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability 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 subjectivenaccurate Assessments
Manual assessments can be prone to errors
Limited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsWrk Automation
Webhooks
Webhook calls are received whenever a patient submits an image of themselves
AI bots
Perform multiple different analyses of the imageAPI 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-proneDelayed Responses
Delayed response times to customer inquiries
Inconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionWrk 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-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataWrk Automation
Web Process Automation
Pulls a list of the current S&P 500 companies via Robotic Process AutomationSEC EDGAR Filings API
Retrieves each company’s latest 10-K documentHuman 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 dayChallenges
Time consuming
Our client’s marketing team was manually gathering leadsInefficiency
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 timeWrk 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 reconciliationChallenges
Time consuming
Our client required reconciling invoices they send to clients with the distributor’s invoices for 100’s of invoices a monthInefficiency
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 timeWrk 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 extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsWrk 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 overwhelmingWrk 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 overwhelmingWrk 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesWrk 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 systemsChallenges
Manual Data Synchronization
Time-consuming and error-proneDelayed 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 managementWrk 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 errorsInefficient Document Verification
Slow and error-prone manual processes
Low-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesWrk 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 OCRAPI 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-proneData Gathering
Difficulty collecting and compiling accurate data
Inconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsWrk 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processes
Inaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability 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 subjectivenaccurate Assessments
Manual assessments can be prone to errors
Limited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsWrk Automation
Webhooks
Webhook calls are received whenever a patient submits an image of themselves
AI bots
Perform multiple different analyses of the imageAPI 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-proneDelayed Responses
Delayed response times to customer inquiries
Inconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionWrk 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-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataWrk Automation
Web Process Automation
Pulls a list of the current S&P 500 companies via Robotic Process AutomationSEC EDGAR Filings API
Retrieves each company’s latest 10-K documentHuman 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 dayChallenges
Time consuming
Our client’s marketing team was manually gathering leadsInefficiency
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 timeWrk 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 reconciliationChallenges
Time consuming
Our client required reconciling invoices they send to clients with the distributor’s invoices for 100’s of invoices a monthInefficiency
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 timeWrk 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 extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsWrk 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 overwhelmingWrk 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 overwhelmingWrk 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesWrk 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 systemsChallenges
Manual Data Synchronization
Time-consuming and error-proneDelayed 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 managementWrk 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 errorsInefficient Document Verification
Slow and error-prone manual processes
Low-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesWrk 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 OCRAPI 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-proneData Gathering
Difficulty collecting and compiling accurate data
Inconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsWrk 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processes
Inaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability 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 subjectivenaccurate Assessments
Manual assessments can be prone to errors
Limited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsWrk Automation
Webhooks
Webhook calls are received whenever a patient submits an image of themselves
AI bots
Perform multiple different analyses of the imageAPI 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-proneDelayed Responses
Delayed response times to customer inquiries
Inconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionWrk 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-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataWrk Automation
Web Process Automation
Pulls a list of the current S&P 500 companies via Robotic Process AutomationSEC EDGAR Filings API
Retrieves each company’s latest 10-K documentHuman 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 leadsHOW WE SOLVED IT FOR THIS CLIENT
100s of fresh leads
every dayChallenges
Time consuming
Our client’s marketing team manually getting leads from their G2 dataInefficiency
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 timeImpact
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 ReconciliationReconcile 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 monthInefficiency
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 timeImpact
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 leadsHOW WE SOLVED IT FOR THIS CLIENT
Accurate and efficient
data extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsImpact
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 overwhelmingImpact
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 assignmentHOW 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 overwhelmingImpact
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 vendorsWrk 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 softwareWeb Process Automation
The matching name is assigned in the property management softwareUse 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Increased data accuracy and consistency, reduced errors
Insights
Enhanced reporting capabilities for data-driven decision makingTransparency
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 giftsWeb Process Automation
updates any gift with an incorrect fund designationUse 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 systemsChallenges
Manual Data Synchronization
Time-consuming and prone to errorsData Inconsistency
Mismatched data across systems can lead to inaccuraciesError Risk
Increased risk of data errors and omissions due to manual processes.Inefficient Resource Allocation
Significant time and effort spent on data managementImpact
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 recordUse 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 errorsInefficient Document Verification
Slow and error-prone manual processesLow-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Enhanced data accuracy and consistency, reduced errors
Quality
Improved document quality and legibilityApplicant 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 documentsAPI Connectors
compare existing record data and update any discrepanciesUse 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-proneData Gathering
Difficulty collecting and compiling accurate dataInconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy and consistency, reduced errorsScalability
Increased efficiency and scalability of reporting processesTimeliness
Ability to provide donors with timely updates on the impact of their donationsWrk Automation
Human in the loop
retrieves images for the reports based on strict criteriaAPI Connectors
extract report data from source platform, and dynamically customize each report’s content and layoutUse 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processesInaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability Issues
Difficulty handling large volumes of receipts.Impact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy, reduced errorsScalability
Increased efficiency and scalability for handling large volumes of receiptsTimeliness
Aimely receipt issuance, improved donor satisfactionWrk Automation
API Connectors
extract all donor in CRM database, verify each donor’s address, and dynamically generates each individual receiptGmail API
sends each individual donor’s receiptUse 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 subjectiveInaccurate Assessments
Manual assessments can be prone to errorsLimited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved accuracy of skin analysis and recommendationsPersonalization
Tailored treatment recommendations for individual patientsCommunication
Improved patient communication and engagementWrk Automation
Webhooks
are received whenever a patient submits an image of themselvesAI bots
perform multiple different analyses of the imageAPI Connectors
generate and send results to patient in an email, SMS message, and voicemailUse 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-proneDelayed Responses
Delayed response times to customer inquiriesInconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionImpact
Efficiency
Reduced manual workload, improved response timesOrganization
Streamlined ticket management, improved trackingCommunication
Improved communication and collaboration between teamsCustomer Satisfaction
Enhanced customer satisfaction through timely responsesWrk Automation
Webhooks
are received whenever a customer messages a Slack channelAPI Connectors
extract the Slack user’s details and the request detailsAPI Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the requestUse Case
Fuel Your AI: Automated Data Extraction and Preparation
Extract data, prepare for AI training, and deliver
to modelHOW WE SOLVED IT FOR THIS CLIENT
Clean, structured data for AI model training, accelerated insights
Challenges
Manual Data Extraction
Time-consuming and error-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved data accuracy and consistencyScalability
Increased efficiency and scalability for handling large datasetsAI Model Performance
High-quality data can improve AI model performanceWrk Automation
Web Process Automation
pulls a list of the current S&P 500 companiesSEC EDGAR Filings API
retrieves each company’s latest 10-K documentHuman in the loop
meticulously extracts each individual risk factor found in each 10-K documentAI bots
summarize each individual risk factor section and convert to JSONGmail 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 leadsHOW WE SOLVED IT FOR THIS CLIENT
100s of fresh leads
every dayChallenges
Time consuming
Our client’s marketing team manually getting leads from their G2 dataInefficiency
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 timeImpact
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 ReconciliationReconcile 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 monthInefficiency
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 timeImpact
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 leadsHOW WE SOLVED IT FOR THIS CLIENT
Accurate and efficient
data extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsImpact
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 overwhelmingImpact
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 assignmentHOW 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 overwhelmingImpact
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 vendorsWrk 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 softwareWeb Process Automation
The matching name is assigned in the property management softwareUse 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Increased data accuracy and consistency, reduced errors
Insights
Enhanced reporting capabilities for data-driven decision makingTransparency
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 giftsWeb Process Automation
updates any gift with an incorrect fund designationUse 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 systemsChallenges
Manual Data Synchronization
Time-consuming and prone to errorsData Inconsistency
Mismatched data across systems can lead to inaccuraciesError Risk
Increased risk of data errors and omissions due to manual processes.Inefficient Resource Allocation
Significant time and effort spent on data managementImpact
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 recordUse 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 errorsInefficient Document Verification
Slow and error-prone manual processesLow-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Enhanced data accuracy and consistency, reduced errors
Quality
Improved document quality and legibilityApplicant 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 documentsAPI Connectors
compare existing record data and update any discrepanciesUse 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-proneData Gathering
Difficulty collecting and compiling accurate dataInconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy and consistency, reduced errorsScalability
Increased efficiency and scalability of reporting processesTimeliness
Ability to provide donors with timely updates on the impact of their donationsWrk Automation
Human in the loop
retrieves images for the reports based on strict criteriaAPI Connectors
extract report data from source platform, and dynamically customize each report’s content and layoutUse 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processesInaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability Issues
Difficulty handling large volumes of receipts.Impact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy, reduced errorsScalability
Increased efficiency and scalability for handling large volumes of receiptsTimeliness
Aimely receipt issuance, improved donor satisfactionWrk Automation
API Connectors
extract all donor in CRM database, verify each donor’s address, and dynamically generates each individual receiptGmail API
sends each individual donor’s receiptUse 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 subjectiveInaccurate Assessments
Manual assessments can be prone to errorsLimited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved accuracy of skin analysis and recommendationsPersonalization
Tailored treatment recommendations for individual patientsCommunication
Improved patient communication and engagementWrk Automation
Webhooks
are received whenever a patient submits an image of themselvesAI bots
perform multiple different analyses of the imageAPI Connectors
generate and send results to patient in an email, SMS message, and voicemailUse 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-proneDelayed Responses
Delayed response times to customer inquiriesInconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionImpact
Efficiency
Reduced manual workload, improved response timesOrganization
Streamlined ticket management, improved trackingCommunication
Improved communication and collaboration between teamsCustomer Satisfaction
Enhanced customer satisfaction through timely responsesWrk Automation
Webhooks
are received whenever a customer messages a Slack channelAPI Connectors
extract the Slack user’s details and the request detailsAPI Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the requestUse Case
Fuel Your AI: Automated Data Extraction and Preparation
Extract data, prepare for AI training, and deliver
to modelHOW WE SOLVED IT FOR THIS CLIENT
Clean, structured data for AI model training, accelerated insights
Challenges
Manual Data Extraction
Time-consuming and error-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved data accuracy and consistencyScalability
Increased efficiency and scalability for handling large datasetsAI Model Performance
High-quality data can improve AI model performanceWrk Automation
Web Process Automation
pulls a list of the current S&P 500 companiesSEC EDGAR Filings API
retrieves each company’s latest 10-K documentHuman in the loop
meticulously extracts each individual risk factor found in each 10-K documentAI bots
summarize each individual risk factor section and convert to JSONGmail 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 dayChallenges
Time consuming
Our client’s marketing team manually getting leads from their G2 dataInefficiency
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 timeImpact
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 ReconciliationReconcile 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 monthInefficiency
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 timeImpact
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 leadsHOW WE SOLVED IT FOR THIS CLIENT
Accurate and efficient
data extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsImpact
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 overwhelmingImpact
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 assignmentHOW 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 overwhelmingImpact
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 vendorsWrk 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 softwareWeb Process Automation
The matching name is assigned in the property management softwareUse 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Increased data accuracy and consistency, reduced errors
Insights
Enhanced reporting capabilities for data-driven decision makingTransparency
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 giftsWeb Process Automation
updates any gift with an incorrect fund designationUse 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 systemsChallenges
Manual Data Synchronization
Time-consuming and prone to errorsData Inconsistency
Mismatched data across systems can lead to inaccuraciesError Risk
Increased risk of data errors and omissions due to manual processes.Inefficient Resource Allocation
Significant time and effort spent on data managementImpact
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 recordUse 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 errorsInefficient Document Verification
Slow and error-prone manual processesLow-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Enhanced data accuracy and consistency, reduced errors
Quality
Improved document quality and legibilityApplicant 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 documentsAPI Connectors
compare existing record data and update any discrepanciesUse 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
automaticallyChallenges
Manual Report Creation
Time-consuming and error-proneData Gathering
Difficulty collecting and compiling accurate dataInconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy and consistency, reduced errorsScalability
Increased efficiency and scalability of reporting processesTimeliness
Ability to provide donors with timely updates on the impact of their donationsWrk Automation
Human in the loop
retrieves images for the reports based on strict criteriaAPI Connectors
extract report data from source platform, and dynamically customize each report’s content and layoutUse 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processesInaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability Issues
Difficulty handling large volumes of receipts.Impact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy, reduced errorsScalability
Increased efficiency and scalability for handling large volumes of receiptsTimeliness
Aimely receipt issuance, improved donor satisfactionWrk Automation
API Connectors
extract all donor in CRM database, verify each donor’s address, and dynamically generates each individual receiptGmail API
sends each individual donor’s receiptUse 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 recommendationsChallenges
Manual Analysis
Time-consuming and subjectiveInaccurate Assessments
Manual assessments can be prone to errorsLimited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved accuracy of skin analysis and recommendationsPersonalization
Tailored treatment recommendations for individual patientsCommunication
Improved patient communication and engagementWrk Automation
Webhooks
are received whenever a patient submits an image of themselvesAI bots
perform multiple different analyses of the imageAPI Connectors
generate and send results to patient in an email, SMS message, and voicemailUse 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-proneDelayed Responses
Delayed response times to customer inquiriesInconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionImpact
Efficiency
Reduced manual workload, improved response timesOrganization
Streamlined ticket management, improved trackingCommunication
Improved communication and collaboration between teamsCustomer Satisfaction
Enhanced customer satisfaction through timely responsesWrk Automation
Webhooks
are received whenever a customer messages a Slack channelAPI Connectors
extract the Slack user’s details and the request detailsAPI Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the requestUse 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-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved data accuracy and consistencyScalability
Increased efficiency and scalability for handling large datasetsAI Model Performance
High-quality data can improve AI model performanceWrk Automation
Web Process Automation
pulls a list of the current S&P 500 companiesSEC EDGAR Filings API
retrieves each company’s latest 10-K documentHuman in the loop
meticulously extracts each individual risk factor found in each 10-K documentAI bots
summarize each individual risk factor section and convert to JSONGmail 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 dayChallenges
Time consuming
Our client’s marketing team manually getting leads from their G2 dataInefficiency
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 timeImpact
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 ReconciliationReconcile 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 monthInefficiency
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 timeImpact
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 leadsHOW WE SOLVED IT FOR THIS CLIENT
Accurate and efficient
data extractionChallenges
Time consuming
Having to extract all the details manually would have taken too much timeInefficiency
PDFs aren't designed for seamless data access
Scalability Issues
Our client required a more holistic view of details about their work from PDF documentsImpact
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 overwhelmingImpact
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 assignmentHOW 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 overwhelmingImpact
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 vendorsWrk 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 softwareWeb Process Automation
The matching name is assigned in the property management softwareUse 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 reconciliationChallenges
Manual Data Entry
Time-consuming and prone to errorsDelayed Processing
Delays in reconciling payments can impact cash flow
Inaccurate Designations
Mismatched payment and program information can lead to errorsReport Generation Difficulties
Manual reporting is time-consuming and prone to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Increased data accuracy and consistency, reduced errors
Insights
Enhanced reporting capabilities for data-driven decision makingTransparency
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 giftsWeb Process Automation
updates any gift with an incorrect fund designationUse 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 systemsChallenges
Manual Data Synchronization
Time-consuming and prone to errorsData Inconsistency
Mismatched data across systems can lead to inaccuraciesError Risk
Increased risk of data errors and omissions due to manual processes.Inefficient Resource Allocation
Significant time and effort spent on data managementImpact
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 recordUse 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 errorsInefficient Document Verification
Slow and error-prone manual processesLow-Quality Images
Poor image quality can hinder data extractionData Inconsistency
Mismatched data across systems can lead to inaccuraciesImpact
Efficiency
Reduced manual workload, improved processing times
Accuracy
Enhanced data accuracy and consistency, reduced errors
Quality
Improved document quality and legibilityApplicant 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 documentsAPI Connectors
compare existing record data and update any discrepanciesUse 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
automaticallyChallenges
Manual Report Creation
Time-consuming and error-proneData Gathering
Difficulty collecting and compiling accurate dataInconsistent Layout
Maintaining consistent report layout and content can be challengingScalability Issues
Difficulty scaling reporting as the donor base growsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy and consistency, reduced errorsScalability
Increased efficiency and scalability of reporting processesTimeliness
Ability to provide donors with timely updates on the impact of their donationsWrk Automation
Human in the loop
retrieves images for the reports based on strict criteriaAPI Connectors
extract report data from source platform, and dynamically customize each report’s content and layoutUse 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 deliveredChallenges
Manual Address Verification
Time-consuming and error-proneInefficient Receipt Issuance
Slow and manual processesInaccurate Addresses
Incorrect addresses can lead to undelivered receiptsScalability Issues
Difficulty handling large volumes of receipts.Impact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Enhanced data accuracy, reduced errorsScalability
Increased efficiency and scalability for handling large volumes of receiptsTimeliness
Aimely receipt issuance, improved donor satisfactionWrk Automation
API Connectors
extract all donor in CRM database, verify each donor’s address, and dynamically generates each individual receiptGmail API
sends each individual donor’s receiptUse 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 recommendationsChallenges
Manual Analysis
Time-consuming and subjectiveInaccurate Assessments
Manual assessments can be prone to errorsLimited Personalization
Difficulty providing personalized treatment recommendationsInefficient Communication
Inefficient Communication: Delayed or inconsistent communication with patientsImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved accuracy of skin analysis and recommendationsPersonalization
Tailored treatment recommendations for individual patientsCommunication
Improved patient communication and engagementWrk Automation
Webhooks
are received whenever a patient submits an image of themselvesAI bots
perform multiple different analyses of the imageAPI Connectors
generate and send results to patient in an email, SMS message, and voicemailUse 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-proneDelayed Responses
Delayed response times to customer inquiriesInconsistent Tracking
Difficulty tracking and managing customer requestsInefficient Communication
Inefficient communication channels can lead to customer dissatisfactionImpact
Efficiency
Reduced manual workload, improved response timesOrganization
Streamlined ticket management, improved trackingCommunication
Improved communication and collaboration between teamsCustomer Satisfaction
Enhanced customer satisfaction through timely responsesWrk Automation
Webhooks
are received whenever a customer messages a Slack channelAPI Connectors
extract the Slack user’s details and the request detailsAPI Connectors
create the request in the ticketing system, and the original Slack message is reacted to to acknowledge the reception of the requestUse 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-proneInconsistent Data
Data from SEC filings is inconsistently formatted and difficult to processData Preparation
Preparing data for AI training can be complex and time-consumingScalability Issues
Difficulty handling large volumes of dataImpact
Efficiency
Reduced manual workload, improved processing timesAccuracy
Improved data accuracy and consistencyScalability
Increased efficiency and scalability for handling large datasetsAI Model Performance
High-quality data can improve AI model performanceWrk Automation
Web Process Automation
pulls a list of the current S&P 500 companiesSEC EDGAR Filings API
retrieves each company’s latest 10-K documentHuman in the loop
meticulously extracts each individual risk factor found in each 10-K documentAI bots
summarize each individual risk factor section and convert to JSONGmail API
delivers the outputted JSON file to the client for upload into AI model
Automate Across Thousands of Platforms
Automate Across Thousands of Platforms
Automate Across Thousands of Platforms
Ready to get started?
Less manual work. More patients. Process improvements for the better. Have it all with Wrk.
Ready to get started?
Less manual work. More patients. Process improvements for the better. Have it all with Wrk.
Ready to get started?
Less manual work. More patients. Process improvements for the better. Have it all with Wrk.
Ready to get started?
Less manual work. More patients. Process improvements for the better. Have it all with Wrk.
Ready to get started?
Less manual work. More patients. Process improvements for the better. Have it all with Wrk.
Platform Features
About Wrk
Copyright © 2024 Wrk Technologies Inc. All Rights Reserved.
Platform Features
About Wrk
Copyright © 2024 Wrk Technologies Inc. All Rights Reserved.
Platform Features
About Wrk
Copyright © 2024 Wrk Technologies Inc. All Rights Reserved.
Platform Features
About Wrk
Copyright © 2024 Wrk Technologies Inc. All Rights Reserved.
Platform Features
About Wrk
Copyright © 2024 Wrk Technologies Inc. All Rights Reserved.