Automation map

What do you want off your plate?

Pick a function, find a process and see how Botchi can turn it into work that gets done. Not a generic chatbot: an agent connected to the right tools, rules and people.

Numbers & cash

Finance

5 cases

From documents to decisions: remove manual work from finance flows without losing control.

01Autonomous

Invoice triage

Reads, classifies and extracts data from incoming invoices.

Fewer manual entries and errors
02Approval-led

Order-to-invoice checks

Compares order, receipt and invoice, opening an exception when something does not match.

Faster payments and visible anomalies
03Copilot

Bank reconciliation

Matches movements, documents and cost centres, leaving accountants the uncertain cases.

Faster month-end close
04Autonomous

Intelligent collections

Tracks due dates and sends follow-ups with the right tone and priority for each customer.

More punctual cash collection
05Copilot

Cash briefing

Prepares a recurring update on liquidity, variance and upcoming outgoings.

Faster decisions
Pipeline & customers

Sales

5 cases

Make the CRM work: Botchi prepares, updates and advances opportunities instead of leaving follow-ups in limbo.

01Copilot

Lead qualification

Enriches a lead, checks fit and suggests priority and next step.

More time on the right prospects
02Autonomous

Pre-call briefing

Pulls history, email, usage, open tickets and talking points into one view.

Better-prepared calls and stronger conversion
03Approval-led

Opportunity follow-up

Spots stalled deals and drafts the most useful message to move them forward.

Fewer forgotten opportunities
04Approval-led

Tailored proposals

Builds an offer from customer data while respecting approved margins and discounts.

Faster, more consistent proposals
05Copilot

Win-loss analysis

Compares won and lost deals and returns patterns the team can act on.

Continuous process improvement
Requests & tickets

Customer service

5 cases

Fast answers for simple requests, precise escalation for anything that needs experience or sensitivity.

01Autonomous

Queue triage

Classifies every request by topic, urgency, customer and required expertise.

Easier SLA management
02Copilot

In-tone drafts

Searches policy, prepares the reply and leaves the operator a final review.

More replies from the same team
03Copilot

Initial diagnosis

Collects missing data, follows a checklist and suggests the next test.

Faster resolutions
04Approval-led

Sensitive escalations

Recognises complaints, risk and out-of-policy cases and routes them correctly.

Fewer mistakes in delicate cases
05Copilot

Voice of customer

Groups tickets and reviews to surface recurring causes and product opportunities.

Recurring problems become visible
Teams & skills

People & HR

5 cases

A simple front door for policies, onboarding, learning and the everyday requests that interrupt HR.

01Approval-led

Coordinated onboarding

Prepares documents, requests, meetings and checklists for every new hire.

People become productive sooner
02Autonomous

HR help desk

Answers from internal policy and opens the right case when a human needs to step in.

Fewer HR interruptions
03Copilot

Initial screening

Compares CVs and requirements, preparing a verifiable recruiter brief.

Faster shortlists
04Copilot

Learning suggestions

Connects skills, role and goals to learning paths and internal material.

More targeted development
05Approval-led

Team pulse

Summarises feedback and recurring themes without replacing manager judgement.

Weak signals surface earlier
Signals & content

Marketing

5 cases

Watch the market, turn a brief into assets and keep the loop between content, campaigns and learning moving.

01Autonomous

Competitive radar

Monitors sites, campaigns, ads and relevant changes across the sector.

Less manual research
02Copilot

Campaign from a brief

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

Shorter time to market
03Autonomous

Content repurposing

Turns one long-form asset into posts, newsletters, briefs and internal material.

More output from the same work
04Copilot

Campaign analyst

Reads performance, flags variance and prepares budget reallocation hypotheses.

Budget follows results more closely
05Copilot

Market voice

Classifies comments, reviews and interviews to surface themes and real language.

More relevant messaging
Processes & flows

Operations

5 cases

An operations agent connects status, dependencies, exceptions and people until the work is actually done.

01Autonomous

Process control

Follows activities, identifies blockers and asks for updates only from the right people.

Less coordination overhead
02Approval-led

Verifiable checklists

Checks that every step is complete and keeps the evidence.

More reliable processes
03Copilot

Delay prediction

Combines system signals and warns before a delivery becomes a problem.

Fewer operational surprises
04Approval-led

Work assignment

Suggests who should handle a task using skills, workload and priority.

Better use of resources
05Autonomous

End-of-day report

Collects status, anomalies and decisions from multiple sources into one briefing.

More control with fewer meetings
Suppliers & spend

Procurement

5 cases

From purchase request to alternative comparison, keeping policy, budget and approvals in one trace.

01Approval-led

Purchase request

Collects missing information, checks budget and starts the approval flow.

Fewer incomplete requests
02Copilot

Quote comparison

Normalises offers, terms and lead times so alternatives are comparable.

More transparent decisions
03Autonomous

Supplier monitoring

Keeps deadlines, performance, issues and critical dependencies together.

Less continuity risk
04Approval-led

Out-of-policy spend

Flags unusual or duplicate purchases before they become recurring cost.

Stronger spend discipline
05Copilot

Product alternatives

Finds compatible substitutes and prepares a comparison based on real constraints.

More resilient purchasing
Systems & access

IT & security

5 cases

A first line always available for requests, incidents, access and security signals.

01Autonomous

Internal help desk

Resolves common requests or gathers context before assigning the ticket.

Fewer IT interruptions
02Copilot

Incident triage

Groups alerts and logs, suggests priority and prepares response context.

Faster incident response
03Approval-led

Rule-based access

Checks the request, verifies role and prepares the action or approval needed.

Fewer improper accesses
04Copilot

Unused licences

Finds unused tools and licences and prepares a review action.

Lower SaaS costs
05Autonomous

Technical documentation

Keeps runbooks and guides current from real incidents and changes.

Less fragile knowledge
Decisions & delivery

Projects

5 cases

Meetings, tasks, risks and dependencies become an operating memory that keeps moving between meetings.

01Autonomous

Actionable meeting notes

Extracts decisions, actions, owners and dates from a meeting.

Fewer lost promises
02Copilot

Delay radar

Spots blocked tasks, dependencies and slippage signals before the status report.

Risks surface earlier
03Autonomous

Stakeholder updates

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

Clearer communication
04Copilot

Decision register

Connects decisions, documents and consequences so the why is easy to find.

Less time rebuilding context
05Approval-led

Recovery plan

Suggests alternative sequences when budget, time or resources change.

Faster reaction
Signals & choices

Leadership

5 cases

A continuous briefing to understand what changed, what may stall and where a decision is needed.

01Autonomous

Daily briefing

Brings together important updates from sales, finance, customers and operations.

Less time getting oriented
02Copilot

Goals under watch

Compares performance with plan and flags where intervention is needed.

Sharper priorities
03Copilot

Decision scenarios

Prepares hypotheses, constraints and consequences for a strategic choice.

Better-prepared decisions
04Autonomous

Cross-team dependencies

Shows when a decision or delay creates knock-on effects elsewhere.

Fewer team-to-team surprises
05Approval-led

Follow-through

Checks that decisions become actions, owners and verifiable outcomes.

More execution, fewer meetings
People & interventions

Field work

5 cases

Prepare the work before the visit, coordinate people and materials, then close the loop with useful documentation.

01Approval-led

Intervention planning

Assigns requests to technicians and teams using location, skill and urgency.

Less planning time
02Autonomous

Technician briefing

Collects history, instructions, photos, parts and customer information.

Better-prepared interventions
03Autonomous

Automatic service report

Turns notes, photos and checklists into a report ready to share.

Less field paperwork
04Copilot

Parts before failure

Connects signals and history to suggest maintenance and required materials.

Fewer repeat visits
05Autonomous

Customer updates

Communicates arrival, delay and completion through the right channel and tone.

Smoother customer experience
How every process starts

Every process starts with clear approvals and boundaries.

  • Botchi observes and prepares
  • A person approves sensitive actions
  • Every run leaves a trace

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

Talk it through