Segmented automation

Tailor-made automation for different areas

Discover some segments in which automation can reduce manual tasks, integrate systems, increase productivity and provide more visibility for management

Credit and Collection

  • Customer data consultation and validation

  • Rule-based credit analysis

  • Automatic collection status updates

  • Sending notifications and communications

  • Invoice generation and reissuance

  • Payment reconciliation

  • Delinquency and recovery reports

Education

  • Enrollment and re-enrollment processes

  • Student document validation

  • Academic record updates

  • Invoice and payment slip generation

  • Automated communication with students and guardians

  • Academic and financial reports

  • Integration between educational and administrative systems

Financial

  • Bank reconciliation

  • Accounts payable and accounts receivable

  • Invoice issuance

  • Payment reconciliation and settlement

  • Financial report generation

  • Contract extraction and analysis

  • Discrepancy detection

Fridge

  • Tax document issuance and verification

  • Integration between ERP, logistics, and billing systems

  • Order portal and shipping management

  • Operational status updates

  • Production and movement reports

  • Supplier and customer validation

  • Processing of information between departments

Hospital and Health

  • TISS billing

  • Patient email triage

  • Scheduling and appointment confirmations

  • Data registration and validation

  • Verification of documents and medical forms

  • Integration between healthcare systems

  • Operational and financial reports

Human Resources

  • TISS billing

  • Patient email triage

  • Scheduling and appointment confirmations

  • Data registration and validation

  • Verification of documents and medical forms

  • Integration between healthcare systems

  • Operational and financial reports

Legal

  • Monitoring of DJE, DOU, and official publications

  • Contract extraction and analysis

  • Certificate collection

  • Tracking of legal deadlines and case proceedings

  • Generation of legal and compliance reports

  • Validation of documents and registration data

Logistics and Transport

  • Emissão de CTe, MDF-e e NF-e

  • Atualização de status de pedidos

  • Integração entre TMS, ERP, portais e sistemas internos

  • Gestão de pedidos end-to-end

  • Controle de estoque e movimentações

  • Envio automático de notificações

  • Geração de relatórios operacionais

Marketing and Sales

  • Lead qualification and classification

  • CRM updates and integration

  • Commercial data enrichment

  • Automated communication sending

  • Proposal and document generation

  • Campaign and sales funnel reports

  • Integration between marketing, CRM, and customer service

Retail

  • Order processing

  • Inventory updates

  • Invoice issuance and verification

  • Integration with marketplaces and e-commerce platforms

  • Customer service and order status updates

  • Sales and operational reports

  • Payment and settlement reconciliation

Tax

  • Validation of tax documents

  • Verification of invoices and XML files

  • Extraction of tax data

  • Cross-checking information between systems

  • Generation of tax reports

  • Support in tax calculations and ancillary obligations

  • Identification of discrepancies in registrations and documents

Technology

  • Ticket triage and qualification

  • Updating records and databases

  • Monitoring of internal processes

  • Automated report generation

  • AI-powered operational support

  • Execution of administrative and technical routines

And it doesn't stop there. There are several other automation possibilities in each area

Enjoy the best of automation

Does your area still depend on manual processes?

Talk to Yank and find out which tasks can be automated with autonomous agents, RPA and Artificial Intelligence

Fale conosco pelo WhatsApp