Daily administrative work
Recurring admin can be connected: sorting an inbox, updating records, sending reminders, and preparing documents. The team can see what finished and what did not. Each of those tasks runs only inside the rule you connected.
What goes in
The recurring tasks you want connected, the inboxes or records they use, the reminder rules, and the document formats involved. Document preparation uses the format already connected for that task.
What the engine does
- Sort and update only within the rules you set.
- Prepare documents from the information already available.
- Send reminders when the rule says to.
- Record what completed and what still needs a person.
What your team receives
A visible list of the admin that completed and the items still open. The team does not have to guess what ran. Items still waiting on a person stay on that list until someone clears them.