You do not need to know what the automation should be called or what technology it should use. If you can explain what happens today and what result you want, we already have a place to start.
Note: These are examples of work that can be automated. Each implementation is designed around the company's real process and systems.
Complete processes rather than tool names: inputs, checks, systems, exceptions and outcomes.
The automation receives an invoice, extracts the data, identifies the supplier and purchase order, checks amounts and fields, detects duplicates and records the result in the ERP. If it finds a discrepancy, it prepares the case for review.
It receives data and documentation, checks whether the supplier already exists, validates the required information, requests approval where needed and creates the record in the defined systems.
Once an approved hire arrives, it coordinates identity, email, payroll, applications and permissions. If a system does not respond, it keeps the process state and continues when it can.
It brings together information from the ticket, documentation and technical systems, prepares a diagnosis or response and updates the case. Scenarios that need intervention reach a person with the relevant context already assembled.
It extracts parties, dates, amounts and relevant clauses, checks related information, prepares the analysis, requests review or approval and continues the process when the signed document arrives.
It retrieves transactions, normalises them, compares them with invoices and receipts and records clear matches. Ambiguous cases are prepared for review.
It normalises data, resolves duplicates, gathers useful information, prepares a classification or priority and updates the CRM with validated data.
It processes the recording, creates a transcript, identifies decisions and tasks, prepares the minutes and creates the corresponding actions in the team's work tools.
It might start with a document, query an ERP, wait for an approval, interpret a piece of text, detect an exception and finish by updating another system.
That is why the examples are useful for recognising possibilities, but the automation itself is designed around the complete outcome.
