Business Automation Integration is Available Now

Last modified: January 24, 2017 | Posted in Automate Examples

Business Automation Integrations

One thing we’ve discovered…

is that we often end up saying “Automate can do anything!” It’s a wonderful thing to be able to say, but it’s a tough message to sell. Part of the problem is: who wouldn’t be dubious hearing that? If I were on the other side of the table, I would be. And on top of that, it’s hard even to imagine what you want to do first when a whole new world of possibilities have been opened up for you! In order to get those gray cells tickled, take a look at a few of the business automate integrations we’ve already done.

  • Email. We can send emails to your team as reminders, to assign tasks, or alert managers that processes are out of compliance. We can also send beautifully, fully styled emails to your clients, clickable buttons and personalized messages.
  • Chat. Some find that including automation or BPM in your company suddenly results in everyone’s inbox being so full, they ignore everything. That’s not good and definitely doesn’t streamline anything. We can also send messages via chat to circumvent the problem. Some alerts are better sent this way. Or, you can set up a chat bot that regularly sends you adorable cat photos every day. You know, to keep up morale!
  • SMS. This works great when you have staff on the field. Do you do repairs or updates at locations across cities or even the country? Let us send text messages for you. We can send directions, addresses, new assignments, updates, whatever you need.
  • Twilio. Send authenticated messages of any kind… but automated! We can enforce rules and triggers so that certain types of messages are sent at orchestrated times or in response to particular events and to specified recipients.
  • Google driveOrganize your shared documents automatically. Alert staff when documents are available. Let us create your folder structure according to any rules put in place. Share or restrict access depending on users or where you are in the process.
  • Box. Do you use Box instead of Google drive? Well we can provide the same automation to Box as well.
  • Google SheetsLet us add data to your spreadsheets or react to the data that is inbound.
  • Trello. Do you love Trello as much as we do? It’s user-friendly, it’s customizable… but you have to keep up on your own board. Make Trello even more powerful by adding customization. Read more about what we can do here.
  • Basecamp. Add rules to basecamp. Let us create tickets, title them, add checklists, track their state for you, and much more!
  • Clio. We can add events to your calendar with participants, notes, attachments, and any title you want. Let us find a slot to schedule something for you according to any rules you want to enforce. We can create matters and perform conflict checks.
  • Smartsheets. We can add tasks and assign them. We can help identify your critical path. We can add rules, change assignments, and update data for line items in your gantt chart.
  • OAuth II. With OAuth we are able to confirm that only the right people are able to interact with your process.

Business automation integration can connect the tools you love

Okay, so maybe you use the tools, but maybe you use something else, and you’re wondering, can we connect with the one you love? The answer is probably. For example, we haven’t done integrations for these, yet, but we could do integrations with: Salesforce, Quickbooks, Pipeline Deals, Google Cal, Jira, Dropbox, Zendesk, Mail Chimp, Right Signature, Get Jobber, and so many more. Seriously. If it has an API, we can connect to it.

If you have a different tool that you are currently working with and you want to know if we can connect to it, just comment below or email us at automate@bixly.com.

Designer Emails with Automate

Last modified: November 28, 2016 | Posted in Automate Examples Releases

All of our clients choose to take advantage of the many ways that Automate can send out complex emails. Automate can fill in specific data fields, and send them to particular recipients, based on certain workflow conditions. With this type of document automation we know that the right information gets into the right hands — every time and quickly! Almost all of this seamless communication is for internal use: from one department to another, or as an alert that certain things are happening elsewhere in that company’s tech stack.

And when information that’s being shared internally, aesthetics tend to take a backseat. But what about when you’re interfacing with your clients? We always want our emails not only to be professionally written, but to look professional as well. This may be as small as using your company logo in the email signature to something as complex as a marketing type email.

I was curious about certain type of marketing triggers we might employ and the implications on our emailing system. Here is an example designer email I had our team create. Now this is the type of delicious looking email I would be proud to send to a client!

Designer Email

Document automation just got a lot more beautiful

Document Automation – Can it be customized?

Last modified: November 11, 2016 | Posted in Automate Examples Releases
Document Automation

Document Automation

 

We at Bixly are excited with the progress of Automate and would like to share some of our challenges and conquests along the way. Bixly Automate is a very flexible and scaleable BPM. One process we are building with Automate works directly with multiple attorneys in many different areas and they had a specific problem that required high level document automation. Because the legal industry requires careful and specific handling of documents, programmed automation can be a great solution to inevitable human error. In many cases the firm’s reputation is linked to their competence in such matters.  

Their question was how do we securely disperse legal documents to multiple recipients and gather multiple legal signatures. Oh and by the way, can we automate the document process to reduce human error along with saving time and money? Of course they also need reporting and accountability. There wasn’t an existing solution that met the client’s needs without shifting to a different document platform and affecting their process and causing major disruption.

As we demo processes we have built for clients, we often get managers excited to dream even bigger – or smarter– with their automation process. In this case, Automate was already handling data inputs, converting them into PDFs (using their specific form template), and uploading it to their cloud file sharing program. Then they realized, not all of the data inputs would be strictly standard. The current form asked for witness information related to a case. But what if there were multiple witnesses? Could Automate help with that?

At first our client was suggesting we create a whole second process with two different forms. The downside was that it put us in a position of simply hoping that the multiple witness form had enough slots. Basically, it wasn’t flexible enough. Could Automate create dynamically flexible PDFs while maintaining the original template appearance and structure?

In a word, yes. Fifteen development hours later, Automate can now populate as many data fields as any particular situation needs, convert it to a PDF in the template styling, and continue with the process as before. Clients can have any number of witnesses with notifications, accountability and automation! This was all done using the client’s preferred tools and process. Needless to say they were ecstatic with the results, especially those who would normally have to use multiple templates, type (or write and scan) the data by hand, and move the documents around themselves!

Custom BPM, created at a good value is what Automate is all about. We believe that BPM software should help your company accomplish its objectives, not for a company to conform to the BPM. Let us demonstrate how Bixly Automate can help your organization.

https://bixly.com/automate/

 

Automating Hospitality Industry With A Scripted Chatbot

Last modified: September 8, 2015 | Posted in Examples

Beach bungalow at sunset - Maldives vacation background

Terry Woodward, of http://artilectmarketing.com, reached out to us in 2015 with a challenge. It was our first close encounter with the Hospitality Industry, specifically, Hotel guest hospitality. Here’s an interview with Terry.

Adam: Terry, we were excited to see you use Nebri for the hotel industry. Can you describe what you were looking for when you found Nebri, and how it has helped you develop your application?

Terry: Historic hotels provide a window into our past as part of a fun cultural experience.  Multi-day stays are common and guests look forward to a unique local experience.   Recent advances in natural language processing together with the emergence of increasingly sophisticated chatbot functionality have opened the door to ‘Concierge’ type applications where bots can enhance guest experience.

To provide a convenient on-the-go Concierge experience without the need for an App install, the TwilioSMS/MMS service was chosen to implement chatbot messaging for hotel guests and the Python pyAIML framework was selected to implement the chatbot logic.

Since guests have a lot on their mind when checking in to a hotel, having an invitation to use a Concierge service show up a few minutes after the car is parked and suitcases have been delivered to the room turns out to be a convenient way to begin a stay.

Scheduling  SMS welcome and goodbye notifications to occur in the future based on trigger events required some type of event workflow approach to queue and manage the messages.  Initially Python celery was explored as an option to manage this but it soon became evident that while celery would work just fine to take care of the mechanics of the messaging, there would need to be logging, administrative tools, and other support tools built to manage the process and it would have to be self-hosted.

Nebri … Discovering the Python based workflow/event management framework Nebri in a Python Weekly newsletter suddenly simplified the whole approach to scheduled messaging with the added bonus of a hosted cloud environment with developer ease of use similar to services like Twilio.   In addition, Nebri has a convenient email-to-task parser that can take incoming natural language based emails and transform the data into trigger data for customization python workflow scripts.   This feature made it possible to use a simple built-in Drupal guest registration webform to generate a built-in email to the Nebri system to schedule guest invitation messages – taking advantage of the natural buffering inherent in email systems (a REST endpoint could have also easily been set up within Nebri).    The Nebri administrative dashboard made it easy to develop custom workflow rule scripts, to install and use Twilio API support within Nebri, and to monitor the system performance.  This resulted in to rapid development and deployment of the workflow application.

Adam: That’s perfect! This is why we created Nebri. We were looking for process-heavy solutions like BPM, CEP and so on. That search ended up in sadness, let me tell you. I like the Drupal integration that you mentioned also. How does this tool compare to existing tools?

Terry: Initially, when looking for a good way to implement workflow with scheduling I explored the python Transitions module and the IFTTT saas system.   The Transitions module was fairly low level but needs a backing store and would need logging, administrative tools for managing the workflows and so on so a fair amount of work would be done to create a framework effect.   The IFTTT concept had the Admin side of things covered but was high level requiring a type of DSL approach to configuration and wasn’t Python.   NebriOS turned out to be the goldilocks fit – all of the low level developer control of Python Transitions (can even install Transitions within NebriOS and use it!) – yet with a built-in backing store and the easy administration and the configuration flexibility seen in the saas approach of IFTTT.

Adam: Have you gotten good feedback?

Terry: So far, the automated Hotel Concierge has been a hit with the guests.  Context such as intelligent interactions based on time of day and local events have resulted in multi-day repeated use of the SMS based Chatbot.   Guests have commented that the technology feels like texting a friend for recommendations.   NebriOS has been a key framework element in rapid, contextual deployment of this system.

 

What More Can You Do With Zapier?

Last modified: January 14, 2014 | Posted in Automate Examples

I think Zapier is a killer service.  Also if you haven’t seen IFTTT you should do that. It’s kinda what like what Apple is to PC, IFTTT is to Zapier. Zapier is much more feature rich and has way more integrations, 250+. IFTTT calls them channels, and has 70 at the time of writing. (more…)