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)