Solutions Catalog

Introduction

The Solutions Catalog offers pre-built automation solutions ready for immediate use. Instead of building from scratch, you can deploy proven solutions that address common business needs.

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What are Solutions?

Solutions are complete automation packages that include:

• Pre-configured assignments

• Recommended connections

• Best-practice instructions

• Documentation and guidance

They represent tested approaches to common business challenges, allowing you to get value quickly without extensive setup.

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Accessing the Solutions Catalog

1. Click on Solutions in the left sidebar under Explore

2. Browse available solutions by category

3. Click on any solution to see details

4. Deploy solutions that match your needs

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Types of Solutions

Operations Solutions

Automate back-office and operational tasks:

• Invoice processing

• Purchase order handling

• Expense management

• Data entry and validation

Customer Service Solutions

Streamline customer-facing processes:

• Response drafting

• Inquiry routing

• Follow-up automation

• Feedback processing

Sales & Marketing Solutions

Support revenue-generating activities:

• Lead qualification

• Report generation

• Campaign support

• Data enrichment

Finance Solutions

Automate financial workflows:

• Report generation

• Data reconciliation

• Approval workflows

• Compliance checks

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Using a Solution

Step 1: Browse and Select

Review available solutions to find one that matches your needs:

• Read the solution description

• Understand what it automates

• Check required connections

• Review any prerequisites

Step 2: Deploy the Solution

When you find a suitable solution:

1. Click to view solution details

2. Review the configuration options

3. Connect required connections

4. Deploy to your workspace

Step 3: Customize as Needed

Most solutions can be tailored:

• Adjust the SOP for your specifics

• Configure connection settings

• Set up schedules

• Add team-specific requirements

Step 4: Test and Launch

Before relying on the solution:

1. Run tests with sample data

2. Verify outputs meet expectations

3. Adjust configuration if needed

4. Deploy for regular use

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Requesting Custom Solutions

Don't see what you need? You can request a custom solution:

1. Click Request Custom Solution in the Solutions page

2. Describe your automation needs

3. Provide context about your workflows

4. The team will review and respond

Custom solutions are developed based on your specific requirements and can be tailored to your exact needs.

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Best Practices

Start with Solutions

Before building from scratch:

• Check if a solution exists

• Solutions represent proven approaches

• Customizing is often faster than building

Test Before Production

Always validate solutions in your environment:

• Data formats may differ

• Connection setups vary

• Business rules may need adjustment

Document Customizations

When you modify a solution:

• Note what you changed

• Document why changes were needed

• Help future maintenance

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Things to Know

• Solutions are starting points—customize as needed

• New solutions are added regularly

• You can request solutions for specific needs

• Solutions include documentation and best practices