Automation guides · Una Persona
Guides to automating business tasks
Choose a specific task. Each guide explains the information, steps, exceptions and measures for assessing a pilot with human review.
Choose the workflow
How to automate appointments and reminders
Prepare bookings using confirmed services, duration and availability. Check the slot again before saving an appointment and refer exceptions to a person.
Read guide →How to prepare quotes with AI and human review
Use AI to organise requirements and draft a quote. Calculate amounts with approved rates and rules; review scope, terms and price before sending.
Read guide →How to automate customer support enquiries
Classify enquiries and prepare answers using current, approved information. Refer missing-source questions, complaints and changes to commercial commitments to a person.
Read guide →How to automate request follow-up
Give every request a status, owner and next action. Automate reminders based on confirmed dates and conditions, cancelling them when the request changes state.
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