Automate communication and file transfers via SFTP
This automation streamlines the process of sending personalized communications and managing file transfers securely via SFTP. It leverages webhooks and flow control to create an efficient workflow for communication and file management.
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Here is our 5-step process for turn-key automation:
- We assess your needs and verify that the automation does what you expect.
- We map out the systems you currently have in place, and identify any additional needs.
- We send you a proposal for implementation.
- We implement the automation.
- We provide documentation and training for the automation.
Streamlining customer onboarding
Automate personalized email communication and secure file transfers, reducing manual effort and ensuring timely delivery of onboarding materials.
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Automatically send notifications and securely transfer incident-related files, ensuring prompt handling and maintaining a record of all communications and documents.
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Streamline the sales process by automating email notifications and securely transferring order-related files to vendors or internal teams.
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Automate welcome emails and secure transfer of onboarding documents, ensuring a smooth and efficient process for new hires.
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Ensure secure transfer and proper communication of compliance-related files, maintaining an audit trail and reducing the risk of non-compliance.
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