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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 agents
  • 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

Open Solutions

Click on Solutions in the left sidebar under Explore.

Browse by category

Browse available solutions by category.

View details

Click on any solution to see details.

Deploy

Deploy solutions that match your needs.

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Types of Solutions

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Operations Solutions

Automate back-office and operational tasks:
  • Invoice processing
  • Purchase order handling
  • Expense management
  • Data entry and validation

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Customer Service Solutions

Streamline customer-facing processes:
  • Response drafting
  • Inquiry routing
  • Follow-up automation
  • Feedback processing

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Sales & Marketing Solutions

Support revenue-generating activities:
  • Lead qualification
  • Report generation
  • Campaign support
  • Data enrichment

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Finance Solutions

Automate financial workflows:
  • Report generation
  • Data reconciliation
  • Approval workflows
  • Compliance checks

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Using a Solution

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

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

Customize as Needed

Most solutions can be tailored:
  • Adjust the AOP for your specifics
  • Configure connection settings
  • Set up schedules
  • Add team-specific requirements

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:

Open the request form

Click Request Custom Solution in the Solutions page.

Describe your needs

Describe your automation needs.

Provide context

Provide context about your workflows.

Get a response

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

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Start with Solutions

Before building from scratch:
  • Check if a solution exists
  • Solutions represent proven approaches
  • Customizing is often faster than building

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Test Before Production

Always validate solutions in your environment:
  • Data formats may differ
  • Connection setups vary
  • Business rules may need adjustment

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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