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Automate knowledge base updates

What does this automation do?

This automation allows you to automatically update your knowledge base data whenever events occur in other systems. It simplifies the process of keeping your knowledge base synchronized with real-time information from various sources. This automation streamlines data flow and ensures your knowledge base is always up-to-date.

Knowledge Base
External Systems

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Real-time project status updates from CRM

Keep project documentation in the knowledge base automatically updated based on CRM deal stages, providing a single source of truth for project progress and improving team alignment.

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Automated product availability updates from e-commerce platform

Ensure product information in the knowledge base is always accurate based on real-time inventory levels from the e-commerce platform, preventing outdated information and improving customer support.

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Real-time support ticket status updates from helpdesk system

Automatically reflect the latest support ticket statuses in the knowledge base, providing up-to-date information for internal teams and improving issue resolution efficiency.

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