What you can automate
with ActaFlow
32 examples for everyday work. Start from one of these or describe a different task.
32 examples
Energy brokers
Upload bills, offers and customer data. ActaFlow compares consumption, costs and deadlines and prepares the summary for the back office.
Compare electricity and gas offers starting from the bill
Upload the bill and offers. ActaFlow prepares a table with consumption, standing charges and terms to compare.
Check POD, PDR and client details before submitting the case
Upload the bill, contract and client record. ActaFlow shows which data doesn't match and where it was read from.
Check deadlines and validity of offers and attachments
ActaFlow gathers the dates from the offer and attachments into a table and flags any that don't match.
Preparing an energy case for the back office
ActaFlow gathers customer data, the chosen offer and documents into a summary. The back office sees what's ready and what's missing.
Compare the first bill with the signed contract
ActaFlow compares prices, fixed charges and periods on the first bill with the accepted terms and prepares a request for clarification.
Reconstructing a billing adjustment between bills and meter readings
Upload bills and readings. ActaFlow reconstructs the recalculated periods and prepares the statement for review before requesting clarification.
Comparing commissions and reversals with agency contracts
ActaFlow links the statement lines to the available contracts and prepares a list of amounts and reasons to be checked.
Comparing sites, POD and PDR in a multi-site client’s documents
Upload the site list, multi-site annex and bills. ActaFlow prepares a table by POD or PDR with matches and documents to be confirmed.
Professional practices
Upload the file's attachments. ActaFlow lists the missing documents, compares versions and dates, and prepares the requests to send to the customer.
Finding and requesting a case's missing documents
ActaFlow compares the attachments with your checklist and prepares the email with the documents to request from the customer.
Understanding what has changed between two versions of a contract
Upload the two versions. ActaFlow prepares a table showing the passages before and after the change, along with a draft set of comments.
Finding discrepant dates in the documents of a case
Upload the contract, attachments and emails. ActaFlow reports the dates for the same event and flags any that don't match.
Preparing data and documents for a new client case
ActaFlow summarises the client's request, lists the documents to request and proposes who should prepare the case file.
Prepare a client update on the status of the case
ActaFlow reconstructs the documented activities and gathers colleagues' updates to prepare a response to the client.
Preparing the file and open activities for the colleague taking over
ActaFlow brings together documents, open activities and updates from the outgoing colleague into a note for whoever takes on the case.
Reconstructing the activities carried out for a client activity report
Upload the engagement, work products and handover communications. ActaFlow prepares a timeline of activities for you to verify for the client activity report.
Administration and purchasing
Upload invoices, orders and quotes. ActaFlow flags quantities and amounts that don't match and prepares purchase requests for approval.
Checking quantities and amounts between invoice and order
Upload the invoice and order. ActaFlow compares quantities, amounts and references and prepares the table of differences to be verified.
Get purchase requests approved by the right manager
ActaFlow gathers the reason, cost, and attachments for the purchase into a record and asks the manager you specified for approval.
Comparing supplier quotation prices and conditions
ActaFlow lines up prices, included services and timescales in a table and prepares the questions to ask suppliers.
Compare orders, confirmations and supplier delivery dates
Upload the supplier's orders and confirmations. ActaFlow compares quantities and dates and prepares the clarifications to request on cases still open.
Preparing the decision on a supplier contract renewal
Upload the supplier's contract and communications. ActaFlow gathers dates, price changes and colleagues' ratings into a record to decide on the renewal.
Comparing the new supplier's documents with the company checklist
Upload the checklist and the supplier's documents. ActaFlow shows which requests have a matching document and prepares the additional information for the relevant contacts to check.
Services and sales teams
ActaFlow summarises customer requests and suggests who to assign them to. It gathers colleagues' data and documents to prepare quotes and deliveries for the team.
Assigning customer requests to the right colleagues
ActaFlow summarises what the customer is asking and suggests which colleagues should respond, according to your team's rules.
Prepare a quote with prices and information from colleagues
ActaFlow organises the collection of the service description, pricing and timescales, and prepares the quote from data verified by the team.
Pass agreements and documents from sales to the operations team
ActaFlow summarises the proposal and emails for the team: what has been agreed, when to deliver, and which requests still need to be confirmed.
Preparing follow-up for quotes still awaiting a reply
Select quotes and conversations. ActaFlow reconstructs the last exchange and prepares follow-up drafts after the salesperson's review.
Comparing an extra client request with the agreed work
Upload the agreements and the new request. ActaFlow compares the activities and gathers the team's assessments to prepare a change proposal.
Preparing responses to clients' technical questionnaires
Upload the questionnaire and select the policies and service sheets. ActaFlow prepares the documented responses and assigns colleagues the questions to confirm.
Insurance
Upload policies, quotes, endorsements and claims documents. ActaFlow prepares comparisons and checklists for the intermediary to check before contacting customers and insurers.
Prepare questionnaires and documents for policy renewal
Upload the policy, questionnaire and client updates. ActaFlow highlights changed data and missing documents to prepare the renewal request.
Comparing sums insured, excesses and exclusions across policies
ActaFlow sets premiums and quote terms side by side and shows where to find sums insured, excesses, extensions and exclusions.
Gathering the attachments and requests for further documents for a claim
Upload the claim notification, the insurer's requests and the attachments. ActaFlow prepares an index of the documents received and the list of those still to be requested.
Comparing final statement data with the premium adjustment endorsement
Upload the policy, final statement and endorsement. ActaFlow compares the parameter, period and values and prepares the points to verify with the client and the insurer.
Checking the endorsement against the requested policy variation
Upload the request, the insurer's response and the endorsement. ActaFlow shows the data that differ and prepares the clarifications for the intermediary.
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