Use Cases

Developer tools to automate document‑centric processes—data capture, filling, approvals, interactions—and more.

Use cases graphic

Invoicing Automation

1 – Purchase orders → invoice matching

  • Extract PO data, create reference object & update sheet
  • Pull invoice attachments, extract fields
  • Match to PO, update spreadsheet entry

2 – Invoice/receipt recognition & recording

  • Capture invoice/receipt from any source
  • Extract, structure data
  • Create CRM/ERP record

3 – Invoice generation automation

  • Process booking/payment request
  • Confirm data, draft invoice or payment link
  • Send to user

HR Automation

4 – Match CVs to role descriptions

  • Extract role data, form reference object
  • Grab CVs, extract content
  • Match CVs, compute match %, list results

Client Interactions

5 – Booking/purchase inquiry end‑to‑end automation

  • Understand inquiry, check availability
  • Handle approvals, draft invoice/payment
  • Confirm payment, notify internal team

6 – Support automation

  • Classify inquiry, open ticket
  • Search knowledge bases, draft answer
  • Escalate if needed

Document Drafting

7 – Context‑based drafting

  • Get keywords/context
  • Select template or start draft
  • Draft section‑wise, polish, fill details
  • Export/share to directory

8 – Update/fill/restructure existing documents

  • Upload doc (PDF, Word, Excel)
  • User prompt to fill/edit
  • Process, revise, share final version

Trainable Chatbot

9 – Product/service Q&A support

  • Search database for availability info
  • Return answer with links
  • Trigger automation flows on action

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