☰Use Cases
Our developer tools designed to automate routine operations that involves data or document processing, structuring, filling and others. Additionally, we automate processes of interactions with your clients / users: search, confirmation, approvals, payments, other actions.
Invoicing automation
#procurement #accounting #sales #warehouse #accounting
initial recognition / translation / structuring parameters are to be entered in customer profile in dodocs service portal (https://services.dodocs.ai)
Use case #1 - Purchase orders to invoices matching
Our API could be integrated with inbox, whatsapp or other data source, with cloud based file storage environment and excel or google spreadsheets. What it will do after is:
grabs a purchase orders, extracts data from it and forms an etalon object for matches (along with an entry in sheets)
grabs any messages / emails that has an invoice as an attachment (pdf / picture) or as a text
extracts data from it
matches invoice to an etalon of purchase order, if matched, makes an entry in the sheets in the appropriate section in correlation with the purchase order etalon entry
Use case #2 - Invoices / receipts recognition and recording
Our API could be integrated with inbox, whatsapp or other data source, with cloud based file storage environment, CRM, ERP. What it will do after is:
grabs an invoice or receipt
extracts data from it, understand it, does needed actions of data structuring
does the new record in the database / CRM / ERP of the goods that are listed in initial file
Use case #3 - Invoice generating automation
Our API could be integrated with inbox, whatsapp or other data source, acquiring system, payment system, database, CRM. What it will do after is:
gets an initial inquiry from a user to book / purchase / do an appointment etc
understands it, sends a request to a database / CRM / storage / other instance to confirm price / availability / shipment time etc
sends back confirmation to a user to receive an approval
draft an invoice or creates a payment link according to a company accounting system schedule
shares invoice or a payment link with a user
HR automation
#HR #hiring
Use case #4 - Matching applicants' CVs to a Role description
Our API could be integrated with inbox, whatsapp or other data source, acquiring system, payment system, database, CRM. What it will do after is:
gets an initial document - role description, extracts data from it, understands it, forms an etalon object for matches (along with an entry in sheets)
grabs any messages / emails that has a CV or resume as an attachment (pdf / picture) or as a text
extracts data from it
matches cv to an etalon to an etalon, if matched, makes an entry in the sheets in the appropriate section in correlation with the role description etalon entry and adds a percentage of matching
shows in a table results with a filter (HR wants to check CVs of applicant that matched on 95% and above)
Client interactions
#sales #support
Use case #5 - Booking / purchase inquiry full automation
Our API could be integrated with inbox, whatsapp or other data source, acquiring system, payment system, database, CRM. What it will do after is:
gets an initial inquiry from a user to book / purchase / do an appointment etc
understands it, sends a request to a database / CRM / storage / other instance to confirm price / availability / shipment time etc //in case of non availability - sends a request to an assigned employee to double check, or sends other options to client back to choose from (adjustable feature)
sends back confirmation to a user to receive an approval, gets an approval
draft an invoice or creates a payment link according to a company accounting system schedule
shares invoice or a payment link with a user
gets confirmation of payment
sends requests with payment confirmation to sales / procurement manager or to a 3rd party with request to book / ship / send
Use case #6 - Support automation
Our API after receiving an inquiry will:
understands the subject
opens a support ticket
searches the relevant information in all of the connected data sources
formulates an answer to a client logically structuring the meaning flow
connects to employee who is assigned for the current case to resolve the complex issue of required human intervention
Document drafting
#sales #legal #procurement #accounting #logistics
Use case #7 - Drafting document using context
Our API could be integrated with inbox, whatsapp or other data source, with cloud based file storage environment and excel or google spreadsheets. What it will do after is:
gets the context and key words for inner prompting
understands what type of document is needed
searches from already generated templates, if no results, then starts drafting
drafts section by section
after document is drafted - checks it to prevent duplicate words or expressions
fills document out with initial data
shares according to a directories in a presets
Use case #8 - Updating (filling out) or re-structuring documents from templates
Our API could be integrated with inbox, whatsapp or other data source, with cloud based file storage environment and excel or google spreadsheets. What it will do after is:
gets the initial document (PDF, .doc, .excel)
understands what type of document is it
gets a prompt from the user - what to edit or what to fill out
starts filling / re-drafting a part of the document with prior summarization for the initial context of it
shares according to a directories in a presets
Trainable chatbot
#support #sales #legal #marketing
Use case #9 - Supporting users with information about products / services / search results
Our API after receiving an inquiry will:
do the search in the database (s) to make sure that goods / services are available, confirming delivery / production time
formulates related answers / links to products, articles on the site and issues them as a response in the chat
depending on further inquiry, if user request to do a booking / purchase, chatbot could launch one or several API powered processes (one of the use cases described above)
to be continued...