From process automation to agent orchestration

Dec 9, 2024

Some time ago, my attention was drawn to an article in Helsingin Sanomat about the efficiency of different countries’ national economies and their ability to produce value for the national economy. The article showed that Finland’s ability to increase efficiency and grow its national economy has been lost for over 10 years. The fact stops me, at least.

I am not an economics expert. To put it simply, productivity increases when you can produce the same output in less time or you can cut down on the materials/costs needed to produce it. In other words, more with less.

Let the shoemaker keep his last, they say. So what could ICT / information management do to improve efficiency?

It is a pleasure to introduce Workato Genie! This artificial intelligence-based automation tool is revolutionizing the way companies integrate their applications. By solving complex integration challenges and automating repetitive tasks, Workato Genie enables teams to work more efficiently and accurately. Thanks to real-time snapshots and streamlined collaboration, organizations can scale their operations effortlessly and save costs.

In this article, you will find information about what Workato Genie is, the business challenges it solves, the benefits it offers to operations, and a few practical examples of areas where organizations can utilize Workato Genie.

Workato Genie leverages artificial intelligence to deliver intelligent automation solutions and seamlessly connect different applications, enabling businesses to create automated workflows without extensive coding knowledge, making it accessible to users of all technical levels.

Workato Genie helps businesses and services solve the following challenges:

1. Complex integration needs: Many organizations struggle with complex integrations across multiple applications and systems. Workato Genie simplifies this process and enables effortless integration.

2. Time-consuming manual tasks: Repetitive tasks typically consume organizational resources and reduce organizational productivity. Workato Genie automates these tasks, reducing time spent on manual data entry, among other things.

3. Lack of real-time visibility: Businesses often miss out on valuable insights due to data siloed between applications. Workato Genie facilitates real-time information flow, enabling better decision-making.

4. Limited technical expertise: Companies may lack technical staff to manage integrations. Workato Genie allows non-technical users to automate processes and democratize the use of automation tools and data.

When looking at organizations that have implemented Workato Genie, the following benefits can be noted:

1. Increased efficiency: By automating workflows, companies can streamline processes, which speeds up operations and improves productivity.

2. Cost savings: Automation reduces the need for manual work and helps organizations reduce operating costs.

3. Improved collaboration: Seamless integration of tools allows teams to collaborate more effectively and gain shared information and insights in real time.

4. Scalability: Workato Genie can easily scale as your organization grows and adapt to changing automation needs without significant investments in new technology.

5. Improved data accuracy: Automation minimizes human error, leading to more accurate data processing and reporting.

Finally, a few examples of Workato Genie implementations from different domains where Workato Genie has proven to be useful to the organization.

1.      Online store:

Implementation: Integrate platforms like Shopify or WooCommerce with inventory management systems (e.g. TradeGecko) and payment processors (e.g. Stripe) to automate order processing, inventory updates, and customer communications.

2.      Marketing automation:

Implementation: Integrates marketing tools like HubSpot or Marketo with CRM systems (e.g. Salesforce) to automate lead nurturing, campaign tracking, and customer follow-up. The end result is a seamless experience from marketing to sales (e.g. TradeGecko) and payment processors (e.g. Stripe) to automate order processing, inventory updates, and customer communications.

3.      Human resources:

Implementation: Automate the onboarding process by integrating HR software (e.g. Workday) with communication tools (e.g. Slack) and document management systems (e.g. DocuSign) to eliminate paperwork. The end result is a more efficient onboarding process for new employees and an improved customer experience.

4.      Finance and accounting sources:

Implementation: Integrate accounting software (e.g. QuickBooks) with expense management tools (e.g. Expensify) and payroll systems (e.g. Gusto). The end result is better automation and a more efficient process for expense reporting, invoicing, and payroll.

5.      Customer support:

Implementation: Integrates customer support platforms (e.g. Zendesk) with back-end systems (e.g. CRM or ERP solutions) to automate customer ticket routing, customer information updates, and follow-up notifications. The end result is more efficient customer support processes and an improved customer experience.

6.      Health care:

Implementation: Integrate electronic health records (EHR) and appointment scheduling tools and billing software with patient communications, appointment reminders, and payment processing to automate the process. The end result is a more efficient process.

7.      Project management:

Implementation: Automate updates and task assignments by integrating project management tools (e.g. Asana or Trello) with communication platforms (e.g. Microsoft Teams). The end result is a better picture of the situation for team members and status information between team members.

Workato Genie is useful across multiple industries, facilitating application integration and automating workflows that would otherwise be time-consuming and error-prone. By implementing Workato Genie, organizations can improve productivity, reduce operational burden, and ensure better information flow between systems. Workato Genie democratizes organizational operations by effectively utilizing the expertise of the entire organization. Each implementation can be tailored to meet the specific needs and goals of the organization or function.

If the article sparked your interest or you have any questions, please contact us and we can discuss the topic further. Let’s put Finland on the rise together, one organization at a time.

Harri Vähäkangas

Preiskari Solutions Oy

harri.vahakangas@preiskari.fi

mob: 0400 600 648

Jari Jokimäki

Liitos Solutions Oy

jari.jokimaki@liitos.io

mob: 050 336  5453