Let’s face it: manual work is eating your day. A McKinsey study found that about 45% of work activities across jobs could be automated with technology available today. That’s nearly half your workweek!.
When things are manual, processes can get messy. Data lives in silos. Decisions slow down. Errors creep in. Frustrating, right? Now imagine flipping the switch. Workflows run themselves. Data talks to data. Decisions happen fast. Productivity spikes. Scaling? Easy.
That’s where Boltic comes in. Here we are about to tell you about the top 10 business workflows that you can automate with the help of Boltic and reclaim your day. But first, let us understand what Boltic is.
What is Boltic?
To put it simply, Boltic is a no-code AI-powered workflow automation tool. It uses AI and real-time data orchestration to streamline operations and make sure companies do more than just gather data; they act on insights.
Businesses are slowed down by data silos. Boltic ensures real-time, seamless data transfer between systems by integrating with CRM, ERP, analytics, marketing platforms, and databases.
To put it simply, with Boltic, companies can connect their data processes seamlessly, enabling teams to complete tasks faster and more efficiently. This new way of doing things changes how businesses handle their workflows, allowing them to get better results in less time.
Why Businesses Choose Workflow Automation?
In today’s day and age, quality and speed are two of the most important parameters when it comes to any business. Business people want their work done with good quality and on time. As such, you cannot waste your time with mundane tasks, and this is why business workflow automation is the need of the hour. Here are 13 reasons why businesses choose workflow automation:
Benefits of Business Workflow Automation
Top 10 Business Workflows You Can Automate With Boltic
Now that you clearly understand why business workflow automations are important, and what Boltic is, let’s understand the 10 business workflows that you can automate with the help of Boltic.
1. E-commerce Retail Chatbot Automation
Almost 80% of Ecommerce businesses have said that 20% of the queries they receive are straight-up repetitive. To put it simply, it means that the task, or the customer query, was easily solvable and has been encountered multiple times. As such, redoing the same task multiple times hampers the productivity of the customer support executive.
According to research, doing the same task again and again can cause burnout. For tasks that can be easily handled, it is better if these are automated.
Boltic can help you in this regard by setting up an AI chatbot. According to Shopify research, 30–40% of customer support enquiries are now handled by AI-powered chatbots before a human is involved. With Boltic, you do not even need to know any kind of coding when setting up an AI-powered chatbot.
2. Delivery Delay Notification and Inventory Updates
According to a report by ShipBob, 67% of customers wanted the delivery in just 2 to 3 days, and in such conditions, there are often situations that are not under our control that end up causing delivery delays. As such, it is important to notify the customer in that case.
Now, a lot of business owners believe that delaying notifications can lead to cancellations, but nothing could be further from the truth: According to the same ShipBob report, 66% of customers are already aware of supply chain challenges, and all they’re looking for is transparency.
This is where Boltic’s AI automation can play a big role. Instead of manually notifying customers about delivery delays, the AI can do it for you, while your team can focus on much more important tasks that require human intervention.
With this workflow automation, you also notify customers about any product going out of stock or restocking a product that they have inquired about in the past. This prevents any form of overselling or underselling.
3. Patient Assessment and Triage Automation
Hospitals have to deal with a lot of things, and one patient could be dealing with a life-threatening disease, while another patient has something so mundane that one medicine can get the job done, and confusing between the two becomes easier than you think.
In fact, a report by Wellbeing Magazine stated that around 60% of healthcare workers have faced burnout; in this case, eliminating repetitive tasks like patient assessment can help severely.
With a boltic workflow automation, tasks like patient assessment, urgency assessment, scheduling, and clinical routing, which otherwise take a lot of time for physicians and healthcare workers to do manually, are automated with the help of AI.
4. Prescription OCR and Medical Record Sync
Variable document formats from various providers, handwritten physician notes, complicated medical terminology, poor fax quality, and legacy records that predate digital standards are some of the particular difficulties associated with medical records. These issues are addressed by specialized medical processing, as evidenced by the 30% efficiency boost that organizations obtain with AI-driven OCR.
Boltic can help you implement this AI-driven OCR and also sync it to the patient’s medical records digitally without any form of human intervention, which not only helps understand the medicine that they need, but in case of an emergency, it can also provide critical information later down the line.
5. Weekly Sales Review and Automated Reporting
The biggest issue that people face with sales data is that it lives across various platforms, some of the data might be in CRMs, while the other data might be in the payment gateway, and some of it in analytical tools or in spreadsheets.
Now, if you sit down to compile this data manually, it will consume hours and hours of your time. Boltic can help you greatly in this regard; it can:
- Aggregate sales data from multiple sources
- Clean and normalize data
- Apply AI-driven insights and trend detection
- Generate dashboards or reports
- Deliver summaries via email or Slack
6. Transaction Data Sync Between ERPs and Databases
Did you know that with automated ERP workflows, businesses can cut their reconciliation time by as much as 70%? With automation, reconciliation tasks can run at the same time instead of one after the other. Teams can set up rule-based matching criteria that automatically find and match transactions without any help from people.
Compared to doing things by hand, workflow automation can cut down on mistakes. Because there are fewer mistakes, it takes less time to find and fix them.
ERP integrations that connect to real-time data make sure that bank transactions match company records right away. This instant verification stops the backlogs that usually happen with manual systems when they need to be reconciled. With Boltic, you can trigger on new or updated transactions, and it can also sync data in real time between ERPs, accounting tools, and databases.
7. Store Count and Inventory Automation
The logistics automation market is expected to grow from $35.1 billion in 2024 to $139.5 billion by 2034, with a compound annual growth rate of 14.8%. This is because it's hard to keep track of inventory across many stores, warehouses, and sales channels. If you don't keep track of your stock, you could sell too much or lose money; this phenomenon has directly contributed to the rise of the automation of the logistics industry.
Businesses can do the following with access to Boltic:
- Keep an eye on changes to inventory across systems
- Automatically update store counts
- Make sure that availability is the same across all channels, both online and offline.
- Set off alerts when stock is low or needs to be restocked.
This means that you’ll face fewer stockouts and plan better based on when demands rise and fall, allowing you to give a consistent customer experience. Companies that use automation get a return on investment (ROI) of 170% to 219% over three years, with payback periods of less than 18 months. Also, companies that invest in AI get an average return of 250%.
8. Task Updates and Notifications on Slack
Manually asking for updates from each team member can be hectic, especially if you’re dealing with a big team. This gets further complicated when teams use tools like Jira, Asana, or other project management tools and CRMs to work. While these tools are really good for task management, important communications often get lost in these channels, and as a result, updating tasks becomes a nightmare.
If you use Boltic’s AI automation, this alleviates these problems, as with Boltic, you can:
- Find out about task or deal updates
- Send real-time notifications to users or Slack channels
- Add links and information about the situation
- Lessens the need to check many tools all the time
This allows you a faster response time and better team alignment with less context switching. Overall, it’s a win for everyone, as neither of you has to communicate with all of the team every day, and team members also get reminders of their pending tasks without much worry.
9. Lead Assignment and CRM Automation
Leads come from everywhere: it can come from the CRM, it can come from web forms, ads, events, emails, or any other partner channels. Now, if you are into sales, you must be aware that you need to score the leads based on buyer intent and the quality of the lead altogether.
But getting this done manually takes a long time (taking at least 5-15 minutes per lead). This is time-consuming and extremely inefficient. Also, if you sit down to manually route these leads, it will reduce the response time and directly hamper your sales.
With Boltic, you get:
- Capture leads from all channels in one place
- Automatic adding and checking
- Lead scoring based on AI
- Smartly giving tasks to sales reps based on rules or their availability
Now, you will be able to follow up on your leads way faster than you normally do, as well as contribute to higher conversion rates, and have cleaner CRM data in front of you. Having cleaner CRM data and a faster response time means higher conversion rates.
10. Stock Market Analysis and Alerting
Imagine sitting down for hours and hours analysing stocks, waiting for the perfect moment to invest in a stock, sounds hectic, right? Well, it is for a majority of the people who take up the stock market as a side hustle, rather than their entire career.
For people like that, it is inefficient to monitor the market movements manually, especially in situations where they have to make a decision quickly. With Boltic’s AI automation tool, you can fetch real-time market data and then use that data to analyze the market trends using AI. AI can then generate alerts based on predefined thresholds and send insights into dashboards, email, or even messaging apps, whichever suits you the best.
This is not just useful for a normal person, but it also reduces the workload from investment teams, financial analysts, and corporate finance departments by a huge margin.
Why Boltic Stands Out for Workflow Automation
Now there are a lot of workflow automation tools in the market, but why should you stick with Boltic out of all those options? Well, it is because there are a multitude of reasons.
- Automation with Intelligence: Boltic leverages AI and fetches the data in real time to make sure any automation it does is error-free.
- Seamless Connectivity: During workflows, we use a lot of tools like CRM, ERP, analytics, marketing platforms, databases, and various other systems. Boltic makes sure that the data travels between these systems in a frictionless manner to ensure an optimal workflow.
- Built for Speed & Scale: Boltic has a serverless architecture, so you do not have to worry about any form of server crashes, making sure that your work is done as fast as possible.
- Trust & Transparency: Here at Boltic, your privacy is of utmost importance to us. We have access controls, encryption, and audit logs, and we make sure that you can trust your automation to be powerful and secure at the same time.
Conclusion
In today’s day and age, workflow automation is not just something nice to have, but rather a compulsion, or else you’re getting left behind. Boltic ensures that you can automate your business workflows with as much efficiency as possible, speed up your work, and improve your productivity in no time!
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An agentic platform revolutionizing workflow management and automation through AI-driven solutions. It enables seamless tool integration, real-time decision-making, and enhanced productivity
Here’s what we do in the meeting:
- Experience Boltic's features firsthand.
- Learn how to automate your data workflows.
- Get answers to your specific questions.
