Automation

Automated extraction of booking data and entry into the sales system

Naine töötab arvutis
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Problem

Although most bookings reach the sales system automatically, 5-10% still need to be entered manually. The booking confirmation contains essential data that the consultant must manually enter into the sales system. This is a time-consuming and tedious task.

Solution

We developed a solution that automatically transfers necessary data from PDFs and texts in emails into the sales system.

Value

Consultants can now focus on more important tasks.

A selection of our automations

We create automation that is under your control

01

Change prompts

You can “re-program” the automation by changing the prompts. Changing rules and response instructions takes place in natural language.

02

Test automatically

After changing the prompt, you can automatically test the quality of the automation on a larger set of examples.

03

Analyze usage

From usage statistics, you can see which parts the automation struggles with and decide whether to add more information, change prompts, or modify processes.

04

Manage the solution in the company cloud

The automation created for you will be hosted in the company’s cloud server – this way, business secrets and sensitive data are securely protected.

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