Automation examples
620 automation examples across 17 industries
Use cases from every industry we work in: the problem as it usually looks, how the automation runs step by step, and an estimate of its impact. Pick your industry or the kind of automation you need.
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Insurance & Finance
Onboarding
Estimated impact
10× faster onboarding
SimpleClient onboarding from an ID photo
Example for: Insurance & risk agency
A client sends a photo of their ID on WhatsApp. An AI agent extracts the details, the agent approves with one tap, and the client is created or updated in the policy system — with an automatic WhatsApp confirmation.
Invoicing & payments
Estimated impact
−70% reconciliation effort
ComplexPremium collection and payment reconciliation
Example for: Mid-size insurance agency
Incoming premium payments are matched against the expected ledger automatically, so only genuine mismatches need a person's attention.
AI agents
Estimated impact
−40% intake time
SimpleAutomated claims intake and triage
Example for: Regional insurance brokerage
Claims arriving by email and WhatsApp are read automatically, sorted by type and urgency, and routed to the right handler — so urgent cases surface immediately.
These are illustrative examples of automations we build. Figures are illustrative estimates, not a promise or guarantee of results. Terms of use
Browse by automation type
Or start from the automation
The same building blocks show up in every industry. Each type collects its examples from all industries.
- WhatsApp automation207 examples
- AI agents161 examples
- Document processing147 examples
- CRM automation84 examples
- Lead management58 examples
- Scheduling & reminders105 examples
- Invoicing & payments89 examples
- Reporting & dashboards93 examples
- Onboarding48 examples
- Customer support75 examples
- Marketing automation46 examples
- Orders & inventory61 examples
- Compliance83 examples
- Approval workflows89 examples
- System integrations139 examples
- Reviews & retention51 examples
- Email automation83 examples
- Field operations55 examples
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