Automations
Automation where it saves the most time
Most of the time lost in operations goes on copying, chasing and checking work between systems. Anodyne takes that work off your team's plate. Fixed rules handle most of it. AI fills the gaps that rules can't, like reading an email, a PDF or a handwritten count sheet, but only where it helps and only when you turn it on.
Principles
Rules first.
If a rule can do it, a rule does it. Same input, same output, every run.
AI where it helps most.
AI reads and drafts where rules can't, and people approve what's unusual.
Off until you turn it on.
AI is switched off by default, and you turn it on one workflow at a time.
Some examples. Every business runs differently, so your automations are chosen and built around how yours works.
Financial services
AI drafts. People decide what goes to clients.
-
Onboarding paperwork check
- Takes off your plate
- Forms sent back because a name, account type or number doesn't match
- How it works
- AI reads the forms. Rules check them against your CRM before they're submitted.
Rules + AI AI off until you turn it on
- Stays with your team
- Fixing what's flagged and submitting
-
Transfer tracking
- Takes off your plate
- Chasing the status of account transfers across systems
- How it works
- Anodyne follows each transfer and puts the stuck ones in one queue.
Rules
- Stays with your team
- Working the queue
-
Reconciliation breaks
- Takes off your plate
- Hunting for why records don't agree between systems
- How it works
- Rules match the records. AI suggests the likely cause of each break.
Rules + AI AI off until you turn it on
- Stays with your team
- Confirming and clearing each break
-
Covenant tracking
- Takes off your plate
- Copying figures from borrower statements into a spreadsheet
- How it works
- AI pulls the figures from the statements. Rules test each covenant.
Rules + AI AI off until you turn it on
- Stays with your team
- Reviewing breaches and follow-ups
-
Service request drafts
- Takes off your plate
- Writing the same answers to routine client requests
- How it works
- AI drafts the answer from live account data.
Rules + AI AI off until you turn it on
- Stays with your team
- Reviewing and sending every reply
-
Deadline flags
- Takes off your plate
- Missing a deadline buried in a spreadsheet
- How it works
- Rules flag items about to miss their date.
Rules
- Stays with your team
- Acting on the flag
Manufacturing and distribution
-
Quotes from emailed requests
- Takes off your plate
- Retyping requests for quotes from emails and PDFs
- How it works
- AI reads the request and fills in a draft quote. Your price rules set the prices.
Rules + AI AI off until you turn it on
- Stays with your team
- Approving and sending the quote
-
"Where's my order?" replies
- Takes off your plate
- Looking up order status for every customer email
- How it works
- Anodyne finds the order in your ERP and drafts the reply with live status.
Rules + AI AI off until you turn it on
- Stays with your team
- Approving the reply, or turning on auto-send for routine ones
-
Supplier invoice matching
- Takes off your plate
- Checking each bill against the purchase order and receipt
- How it works
- Rules match the three. AI reads invoices that arrive in odd formats.
Rules + AI AI off until you turn it on
- Stays with your team
- Resolving the mismatches Anodyne flags
-
Count sheets into the system
- Takes off your plate
- Typing up counts from the clipboard
- How it works
- Staff count in an app, or AI reads a photo of the sheet.
Rules + AI AI off until you turn it on
- Stays with your team
- Confirming counts that differ from the system
-
Low-stock flags
- Takes off your plate
- Finding out two weeks late that stock ran out
- How it works
- Rules watch stock against reorder points and open orders.
Rules
- Stays with your team
- Deciding what to reorder
-
Price checks
- Takes off your plate
- Catching orders priced off the current list
- How it works
- Rules compare each order line to your price list and contracts.
Rules
- Stays with your team
- Approving exceptions
Professional services
-
Invoice drafts
- Takes off your plate
- Building invoices by hand from time and expenses
- How it works
- Rules gather billable time and expenses. AI drafts the invoice notes.
Rules + AI AI off until you turn it on
- Stays with your team
- Approving each invoice
-
Missing time nudges
- Takes off your plate
- Chasing people for timesheets at month end
- How it works
- Rules spot missing or late time and remind the right person.
Rules
- Stays with your team
- Following up on repeat cases
-
Project setup from a signed agreement
- Takes off your plate
- Retyping budgets, rates and milestones from the signed agreement
- How it works
- AI reads the agreement and drafts the project setup.
Rules + AI AI off until you turn it on
- Stays with your team
- Confirming the setup
-
Margin alerts
- Takes off your plate
- Finding out at quarter end that a project ran over
- How it works
- Rules compare spend to budget and flag projects at risk.
Rules
- Stays with your team
- Deciding what to do about it
-
Bringing in an acquired firm
- Takes off your plate
- Mapping a new firm's clients, accounts and codes by hand
- How it works
- AI suggests how the new firm's data maps to yours.
Rules + AI AI off until you turn it on
- Stays with your team
- Confirming the mapping
-
Unbilled time
- Takes off your plate
- Work done but never billed
- How it works
- Rules find time that hasn't reached an invoice.
Rules
- Stays with your team
- Billing or writing it off
Every automation is proven on your own history before it goes live, and every action is logged.
Start with the work that wastes the most time
Tell us which hand-off costs your team the most hours. We'll connect read-only, prove the automation on your history, and you decide whether to switch it on.
Let's make modernization painless, with Anodyne.
