Handovers
From the enquiry into the CRM, from the job report into the invoice, from the meeting into the task system.
Process automation: Connect systems that are linked by email today.
AI automation for processes that get stuck between systems: handovers between ERP, CRM, DMS, calendar, email and telephony – with AI where rules are not enough.
In short: Classic automation follows fixed rules. AI-assisted automation also understands unstructured input – emails, documents, speech – and passes it to your systems in structured form. The process stays traceable.
What the building block does
Tasks and limits.
Understand, not just forward
Unstructured input becomes structured – with AI.
Check
Completeness and plausibility checked before the handover.
Trigger
Triggers from email, call, document, appointment or schedule.
Trace
Every step is logged – in Studio.
Approve
Defined points where a person confirms.
When does it fit?
Decision guide.
| Fits when | Doesn’t fit when |
|---|---|
| the same workflow runs several times a day | the workflow is different every time |
| data is entered twice in several systems | there is only one system and it covers the process |
| interfaces exist or can be built | the system allows no access at all |
In action
What working with it looks like.
Sample images from our visual library – the interfaces shown are illustrations, not client data.
Use cases
Where this building block is used.
Technology & products
What’s behind it.
Products only where they fit the task.
Swiss AI Studio
Triggers, tools and approvals are configured and monitored here.
View detailsEasy Factura
The chain from quote to invoice as a product.
View details
Frequently asked questions
Frequently asked questions: process automation
Isn’t this just a workflow tool?
Workflow tools execute rules. The difference is the understanding layer for unstructured input, plus the platform with permissions, routing and operation.
Which systems can be connected?
ERP, CRM, DMS, accounting, calendar, email, telephony – via interfaces. We check what is possible in your case in the AI potential assessment.
What happens when errors occur?
The step is paused and submitted for approval; nothing is silently skipped.
Next step
Check process automation for your process.
The AI potential assessment checks this on a specific workflow – free of charge, with a clear recommendation.