For processes across all roles and teams

Maximize your team’s productivity, get a real time view into operations and data, and improve customer experiences.

Get started with common processes

Start where other customers have created strategic workflows to better their operations or build new revenue streams.

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Onboarding and SOPs

Collect data, create documents, assign resources with forms, and update systems with integrations. Example workflows include: onboarding customers, new employees or suppliers, and running audits.

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Create reports and deliverables

Gather data from multiple sources, cleanse and pivot, identify issues, and create presentation-ready output. Example workflows include creating: customer presentations, financial statements, and forecasts and reporting.

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Process forms and requests

Route inquiries, extract information, update systems of records, and alert stakeholders. Example workflows include processing of: customer requests for proposals, employee leave requests, payment data or master vendor data.

Automated workflows for your unique industry

No matter your systems or specific requirements, Catalytic customers across a wide range of companies customize and seamlessly integrate automated workflows for their niche.

Advertising

Automate repetitive manual business tasks like emails, spreadsheets and reporting so you can focus on ad strategy, campaign logistics, budget allocation and client success.

Healthcare

Catalytic is HIPAA-compliant and can help you maintain accurate patient and provider data so your organization can increase the value of its services.

Insurance

Improve quality and quantity of bookings and maintain customer service by automating the manual parts of quote calculation, customer onboarding and policy administration.

Logistics

Streamline operations and save time by automating manual processes like tracking and tracing, managing destination or date changes, appointment scheduling and freight pay.

Manufacturing

Gain speed, ensure quality and compliance, and identify risk by automating invoice processing, tracking assets with smart data tables, and using AI and analytics for reporting.

Staffing

Upgrade communication- and paperwork-heavy processes by automating resume matching, interview scheduling, onboarding, form processing and more.

Technology

Add intelligent automation to your current systems and processes to keep up with the rapidly changing landscape, disrupt the market and attract talent.

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Our customers digitize processes fast and without friction.

See how Catalytic can deliver immediate value with our Automation Potential Calculator.