Features
Automated purchase order entry from Gmail to Printavo or ShopWorks
Invoice matching: PO-to-invoice validation and reconciliation
Order status request handling: auto-reply from Printavo lookup
Artwork approval handoffs across email, Airtable, and Box
Vendor follow-up automation for order updates
Custom workflow builder for multi-step agent sequences
Live workflow monitoring dashboard with health and run history
Trigger-based execution (e.g., email receipt, file update)
Data extraction from unstructured email (PO number, quantities, dates)
Job creation in Printavo with full field population
Customer confirmation email sending
Automated file moving based on status changes (e.g., Airtable → Box)
Integration with PPAI recognized solution providers
ShopWorks PO entry from email with extraction and job creation
Real-time workflow health and recent run display
AI Agents for automated workflow execution
Flow Builder low-code automation design tool
Sidekick natural language AI assistant
Flow AI in-platform automation assistant
Voice AI for patient communications
Automated copay estimation with RTE verification
Care gap outreach and self-scheduling
Automated referral management and leakage reduction
Automated appeal letter generation
Real-time eligibility verification
Patient intake and registration automation
Order transcription automation
Denial prevention workflows
Pre-procedure instructions via Voice AI Agent
