Role Data Engineering, Project Management
Overview
Idler is a business automation tool designed to take over repetitive and tedious tasks that involve spreadsheets, emails, vendor portals, and follow-ups, allowing businesses to focus on more critical work.
Key Features:
- Understands Your Data: Reads semi-structured files such as purchase orders (POs), invoices, and remittance PDFs.
- Makes Smart Decisions: Determines the next appropriate action, including who to notify, what information to log, and what to send.
- Handles the Busywork: Manages tasks like updating trackers, sending emails, and involving other team members, requiring user intervention only when necessary.
Use Cases:
- Order Fulfillment: Automates PO processing, real-time inventory updates, and automated shipping notifications, saving approximately 3 hours per week.
- Payment Collection: Automates payment tracking, schedules follow-up emails, and integrates reconciliation, saving approximately 3 hours per week.
- Service Scheduling: Automates scheduling, client notifications, and team updates, saving approximately 3 hours per week.
Benefits:
- Saves time by automating manual, repetitive tasks.
- Reduces the burden of administrative work like managing spreadsheets, emails, and vendor portals.
- Enables businesses to focus on core activities by handling end-to-end tasks through document parsing, decision logic, and agent-driven execution.
- Provides a free pilot program to demonstrate value before commitment.
Capabilities
- Automates business operations across spreadsheets, emails, and vendor portals
- Processes and extracts data from semi-structured documents including purchase orders, invoices, and remittance PDFs
- Executes intelligent decision-making for workflow progression, including notification, logging, and communication protocols
- Manages routine administrative tasks such as tracker updates, email correspondence, and stakeholder coordination
- Streamlines order fulfillment processes, encompassing purchase order processing, inventory management, and shipping notification generation
- Optimizes payment collection through automated tracking, scheduled follow-ups, and integrated reconciliation
- Enhances service scheduling by automating client notifications, team updates, and appointment management
- Minimizes human intervention by handling exceptions and complex scenarios efficiently