Clear8 Accounting

AI workflow that automates responses to client queries received via email in an accountancy practice.

Workflow overview

This workflow monitors an Office 365 inbox for incoming emails requesting company accounting reports.

It validates the request, generates the report content, creates a PDF, and prompts a manual verification step before securely storing the file. Finally, it sends an automated email reply to the client with the completed report.

Workflow steps

Verify customer - Make sure email is from a valid customer
Is valid request - Checked customer is asking for a report
XERO Lookup - Get the customer's data from Xero
Generate report content - Generate report content using the customer's data
Generate graph - Generate a graph for the report
Generate pdf - Use the generated content to generate a pdf
Report validation - human in the loop validation step
Save report - Save the customer's report to SharePoint
Send - Email report to customer

Integrations

Kanvus delivers its full potential through deep integration with your preferred tools and systems. The following third-party integrations are included in this workflow: