noviatechSolutions IA

Automation templates, ready to adapt.

Start from a proven scenario instead of a blank page. Each template is then adjusted to your tools, your rules and the way you work.

  1. 01Supplier invoice processingPDFs received by email are read, amounts and taxes are extracted, and the entry is prepared in your accounting software.EmailAI readingAccountingApprovalAccountingAdapt this template
  2. 02Accounts receivable follow-upsOverdue balances are flagged and a personalized reminder email is prepared for each customer.Accounts receivableAI draftingDraftApproved sendingAccountingAdapt this template
  3. 03Monthly financial reportThe month’s numbers compiled and commented, ready for the meeting.AccountingAI analysisReportSharingAccountingAdapt this template
  4. 04Purchase order entryOrders received as PDFs or by email, entered into your management system.EmailAI extractionInventory managementConfirmationDistributionAdapt this template
  5. 05Delivery trackingAutomatic notices to customers, and an alert to the team if there is a delay.CarrierTrackingCustomer noticeAlertDistributionAdapt this template
  6. 06Product listingsDescriptions written and updated from your technical specifications.CatalogueAI draftingReviewOnline storeE-commerceAdapt this template
  7. 07Appointment bookingRequests sorted, time slots offered and reminders sent automatically.FormAI sortingCalendarReminderProfessional servicesAdapt this template
  8. 08Pre-filled quotesThe client’s needs extracted from the form, and the quote template filled in.FormAI extractionTemplateApproved priceProfessional servicesAdapt this template
  9. 09Meeting summariesDecisions and follow-ups summarized and sent to the right people.MeetingAI summaryTasksSendingProfessional servicesAdapt this template
  10. 10Property listingsA description written from your notes and the property’s features.NotesAI draftingReviewPublishingReal estateAdapt this template
  11. 11Inquiry qualificationEach inquiry sorted by need, budget and urgency.InquiryAI sortingCRMFollow-upReal estateAdapt this template
  12. 12Assistant for your documentsYour procedures, contracts and manuals, searchable in plain language, with the source.DocumentsSecure indexAssistantAnswer with sourcesAll SMBsAdapt this template

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