3
Integrations
1
AI services
03/09
Case
How it works
The automation flow
An end-to-end process that runs without manual intervention, with every step auditable.
→01
Trigger
Workday Accounts pulls data
→02
Processing
Text Summarization creates digest
03
Delivery
Drive stores reports
Outcome
Workday Accounts pulls data → Text Summarization creates digest → Drive stores reports
Ready to deploy
Put Compliance Reporting to work
We will walk you through the flow running against your own systems in a 30-minute session.
More Financial Services use cases
View all 9 cases→KYC Onboarding
Automated customer verification
ID uploaded to Azure Blob→Analyze US Govt ID validates→Workday Person creates recordView the case→Invoice Processing
Automated AP workflows
Invoice received→Expense/Invoice Analysis extracts data→Workday Payroll schedules paymentView the case→Loan Processing
Automated loan approval
Application received→Extract Text reads documents→Salesforce tracks applicantView the case→