Automation map

What do you want off your plate?

Pick a function and explore a process you could configure with Botchi. Each card says where the data comes from: built-in connectors, files you upload to the Workspace, or your own system through an MCP server or a custom tool. These are starting ideas: connect what you need, set the rules, test each flow and review its results.

Numbers & cash

Finance

5 cases

From documents to decisions: take manual work out of finance flows and leave the exceptions to a person.

Invoice triage

Reads invoices arriving in Gmail, Outlook or an IMAP mailbox, classifies them and extracts the data into a sheet or the Workspace.

Goal: fewer manual entries and errors

Order-to-invoice checks

Compares purchase orders and invoices in Odoo, or the order, receipt and invoice files you upload, and lists the mismatches for review.

Goal: anomalies caught before payment

Bank reconciliation

Matches the bank statements you export to the Workspace or a sheet, or Odoo payments, against invoices and cost centres, leaving accountants the uncertain cases.

Goal: a faster month-end close

Intelligent collections

Reads due dates from Odoo invoices or a sheet and drafts email follow-ups with the right tone for each customer.

Goal: more punctual cash collection

Cash briefing

On a schedule, prepares an update on liquidity, variance and upcoming outgoings from Odoo, a sheet you keep, or your bank through an MCP server or a custom tool.

Goal: earlier decisions

Pipeline & customers

Sales

5 cases

Keep the pipeline moving: Botchi reads HubSpot or Odoo, prepares updates and drafts the follow-ups your team sends.

Lead qualification

Researches a lead on the web, checks fit against your criteria and records a priority and next step in HubSpot or Odoo.

Goal: more time on the right prospects

Pre-call briefing

Brings the HubSpot or Odoo record, recent emails, the calendar meeting and open HubSpot tickets into one view.

Goal: better-prepared calls

Opportunity follow-up

Finds stalled deals in HubSpot or Odoo and drafts a useful message to move each one forward.

Goal: fewer forgotten opportunities

Tailored proposals

Drafts an offer from the customer record and the price list and discount rules you upload, or a draft quotation in Odoo, for review before it goes out.

Goal: faster, more consistent proposals

Win-loss analysis

Compares won and lost deals in HubSpot, Odoo or an exported sheet and returns patterns the team can act on.

Goal: a sales process that keeps improving

Requests & tickets

Customer service

5 cases

Quick answers to simple requests from your own knowledge, and a person on anything delicate.

Queue triage

Classifies requests arriving on WhatsApp, Slack, email or as HubSpot tickets by topic, urgency and expertise needed.

Goal: SLAs that are easier to keep

In-tone drafts

Searches the policies you keep in the Workspace, prepares the reply and leaves the operator a final review.

Goal: more replies from the same team

Initial diagnosis

Asks for missing details, follows the checklist you keep in the Workspace and suggests the next test.

Goal: faster resolutions

Sensitive escalations

Recognises complaints, risk and out-of-policy cases and alerts the right person on Slack or by email, or reassigns the HubSpot ticket.

Goal: fewer mistakes in delicate cases

Voice of customer

Groups HubSpot tickets and the reviews or survey exports you upload to surface recurring causes and product ideas.

Goal: recurring problems made visible

Teams & skills

Administration

5 cases

A single place for company procedures, documents and everyday administrative requests.

Coordinated onboarding

From the new hire's details you share, prepares documents, calendar invites, requests and a checklist.

Goal: new people productive sooner

Administrative requests

Answers on Slack or WhatsApp from the procedures in the Workspace and forwards what it cannot handle to the right contact.

Goal: faster request handling

Document organisation

Organises documents in the Workspace, Google Drive or OneDrive, checks for missing information and prepares files for review.

Goal: less administrative work

Learning on request

Finds courses and internal material you keep in the Workspace, without assessing anyone's skills or performance.

Goal: training that is easier to find

Team pulse

Summarises feedback you have already anonymised and uploaded into group themes, following instructions to avoid individual profiles or evaluations.

Goal: shared themes that are easier to see

Signals & content

Marketing

5 cases

Follow the pages that matter, turn a brief into assets and learn from the campaign data you connect.

Competitive radar

Checks the competitor pages and news you choose on a schedule and summarises visible changes.

Goal: less manual research

Campaign from a brief

Generates variants, messages, images and channel checklists from a clear objective.

Goal: a shorter time to market

Content repurposing

Turns one long-form piece you upload into posts, newsletters, briefs and internal material.

Goal: more output from the same work

Campaign analyst

Reads campaign figures from a sheet, Shopify orders or your ad platform through an MCP server or a custom tool, flags variance and suggests budget shifts.

Goal: a budget that follows results

Market voice

Classifies Instagram comments and the reviews or interviews you upload to surface themes and real customer language.

Goal: more relevant messaging

Processes & flows

Operations

5 cases

An operations agent watches tasks, deadlines and exceptions in the tools you connect, and nudges the right people.

Process control

On a schedule, checks tasks in Google or Microsoft task lists or Odoo, spots blockers and asks only the right people for an update on Slack or by email.

Goal: less coordination overhead

Verifiable checklists

Checks each checklist step against the evidence you upload or log in a sheet, and keeps it in the Workspace for review.

Goal: processes you can audit

Delay prediction

Combines Odoo deliveries and stock, or the milestones in your sheet, and warns when a delivery looks likely to slip.

Goal: fewer operational surprises

Work assignment

Suggests who should take a task from the skills, workload and priorities you keep in a sheet or Odoo.

Goal: better use of people's time

End-of-day report

On a schedule, collects status, anomalies and decisions from your connected tools into one briefing.

Goal: more control with fewer meetings

Suppliers & spend

Procurement

5 cases

From purchase request to supplier comparison, with policy and budget checked before a person decides.

Purchase request

In chat, collects the missing details, checks the budget in Odoo or a sheet and prepares the request for a person to approve.

Goal: fewer incomplete requests

Quote comparison

Normalises the offers you receive by email or upload, with terms and lead times, so alternatives are comparable.

Goal: more transparent decisions

Supplier monitoring

Tracks deadlines, delays and issues from Odoo purchase orders, supplier emails and your notes in the Workspace.

Goal: supplier risks seen earlier

Out-of-policy spend

Compares Odoo purchases or an exported spend sheet with your policy and flags unusual or duplicate purchases.

Goal: stronger spend discipline

Product alternatives

Searches the web for substitutes that fit the requirements you give and prepares a comparison to confirm with the supplier.

Goal: more resilient purchasing

Risk & rules

Legal & compliance

5 cases

Agents do the preparation: read, compare, check and surface exceptions for an authorised person.

Contract deadlines

Extracts dates, renewals, obligations and owners from contracts in the Workspace, Drive or email attachments, and can add reminders to your calendar.

Goal: fewer missed renewals

Version comparison

Highlights what changed between two documents you upload and which clauses need attention.

Goal: faster review

Compliance checklist

Checks the documents you upload against policies, standards and audit requests, and flags points for an expert to review.

Goal: better-prepared audits

Supplier questionnaires

Tracks questionnaire replies and attachments in your mailbox and flags missing documents or points to verify.

Goal: fewer follow-up chases

Regulatory briefing

Reads public regulatory updates on the web and turns them into impacts and actions for review.

Goal: more understandable signals

Systems & access

IT & security

5 cases

A first line for internal requests built on your guides, with incident, access and licence data you upload or connect.

Internal help desk

Answers common questions on Slack from the guides in the Workspace, or gathers the context and hands it to IT.

Goal: fewer IT interruptions

Incident triage

Groups the alerts and logs you share or send by webhook, suggests priority and prepares response context. Monitoring tools connect through an MCP server or a custom tool.

Goal: faster incident response

Rule-based access

Checks a request against the roles and rules you provide and prepares it for a person to approve. Acting on your identity system needs an MCP server or a custom tool.

Goal: fewer improper accesses

Unused licences

Finds unused tools and licences in the usage exports you upload and prepares a review list.

Goal: lower SaaS costs

Technical documentation

Updates runbooks and guides in the Workspace from the incident and change notes you provide.

Goal: less fragile knowledge

Decisions & delivery

Projects

5 cases

Meeting notes, tasks, risks and dependencies stay together in the Workspace and the tools you connect, from one meeting to the next.

Actionable meeting notes

Extracts decisions, actions, owners and dates from the notes or transcript you share, and can turn them into tasks.

Goal: fewer lost promises

Delay radar

Reads Odoo project tasks or your Google or Microsoft task lists and flags blocked work and slipping dates before the status report.

Goal: risks that surface earlier

Stakeholder updates

Prepares a different update for team, client and leadership from the same tasks and files.

Goal: clearer communication

Decision register

Keeps decisions, documents and consequences together in the Workspace so the why is easy to find.

Goal: less time rebuilding context

Recovery plan

From the plan you share, suggests alternative sequences when budget, time or resources change.

Goal: a faster reaction

Signals & choices

Leadership

5 cases

A scheduled briefing on what changed, what may stall and where a decision is needed, from the sources you connect.

Daily briefing

Brings together updates from HubSpot or Odoo, Shopify, email and your sheets; other systems connect through an MCP server or a custom tool.

Goal: less time getting oriented

Goals under watch

Compares figures from your connected tools with the targets you keep in a sheet and flags where to intervene.

Goal: sharper priorities

Decision scenarios

From the assumptions you share, prepares constraints and consequences for a strategic choice.

Goal: better-prepared decisions

Cross-team dependencies

Reads Odoo projects or your connected task lists and shows when a delay in one team affects another.

Goal: fewer team-to-team surprises

Follow-through

Checks that agreed decisions have tasks and owners in your connected task lists, and flags outcomes still to verify.

Goal: more execution, fewer meetings

People & interventions

Field work

5 cases

Prepare each visit from the data you share, coordinate people and close the loop with a useful report.

Intervention planning

Suggests which technician or team takes each request from the zones, skills and urgency you keep in a sheet or Odoo.

Goal: less planning time

Technician briefing

Collects history, instructions, photos, parts and customer details from the Workspace, email and Odoo into one brief.

Goal: better-prepared interventions

Automatic service report

Turns the notes, photos and checklist a technician sends into a report ready to share.

Goal: less field paperwork

Parts before failure

Uses the equipment readings and service history you share to suggest maintenance and the parts it may need.

Goal: fewer repeat visits

Customer updates

From the status your team shares, tells customers about arrival, delays and completion on WhatsApp or by email, in the tone you set.

Goal: a smoother customer experience

How every process starts

Configure tools and rules, then check every run.

Botchi reads your data and prepares the work
In chat, tools set to Ask wait for your approval; workflow agent steps cannot pause, so give them only tools you trust unattended
Every run leaves a trace

The building blocks: agents with your tools, workflows on a schedule, webhook, Slack message or WhatsApp message, Workspace files, Studio images and video, Panels for AI critique and Apps for shared records.

Tell us about the process you want off your team's plate: we'll shape the first version together.

Talk it through