Out-of-the-box workflow automations

Buy SARAH + OMEGA complete, not a blank canvas. Industry connectors wired. Workflows battle-tested. Plug in, automate, grow immediately.

Every department below runs on the same sovereign platform, voice, chat, CRM, and 34M+ enterprise connectors. No building from scratch.

HR

  • Employee onboarding: auto-create records, provision email, send materials
  • Leave requests: submit, approve, log, sync payroll
  • Performance reviews: schedule, distribute forms, collect responses
  • Payroll prep: sync time tracking, generate reports, flag anomalies
  • Benefits enrollment: guide employees, validate eligibility, notify HR

Accounting

  • Invoice processing: auto-match POs, route approvals, post to ledger
  • Expense tracking: receipt capture, categorization, policy checks
  • Month-end close: validate accruals, flag discrepancies, prep journals
  • Vendor payments: schedule, approve, track, reconcile
  • AR collections: aging alerts, automated reminders, payment links

Sales

  • Lead routing: assign by region, product, source, intent score
  • Follow-up automation: schedule calls, send proposals, track engagement
  • Deal tracking: update CRM, flag stalled opportunities, forecast roll-up
  • Quote-to-cash: generate quotes, e-sign, trigger invoicing
  • Meeting booking: in-market buyers on calendar without manual scheduling

Marketing

  • Campaign orchestration: email, SMS, social, retargeting in one flow
  • Lead nurturing: drip sequences, lead scoring, segment tagging
  • Content syndication: auto-publish, track performance, refresh winners
  • Analytics dashboards: pull data, generate reports, send summaries
  • ABM targeting: ecosystem atlas match, personalized creative per account

Reception

  • Call routing: detect purpose, route to correct team or SARAH voice
  • Appointment booking: voice, web, SMS, auto-confirm and remind
  • Visitor check-in, alert hosts, log entries, badge workflows
  • Message relay: voice notes forwarded to team via email or chat
  • After-hours coverage: SARAH answers, qualifies, books next day

Operations

  • Inventory tracking: auto-reorder, low-stock alerts, supplier sync
  • Work order management: create, assign, track completion, notify
  • Fleet maintenance: schedule checks, log service, alert on delays
  • Vendor coordination: schedule pickups, confirm deliveries, dispute log
  • Compliance checks: policy reminders, audit trails, exception routing

Customer Success

  • Onboarding sequences: welcome, training, milestone check-ins
  • Health scoring: usage signals, churn risk alerts, save plays
  • Renewal prep: 90/60/30-day workflows, contract review, upsell triggers
  • Support triage: classify tickets, route specialists, SLA tracking
  • NPS / feedback: survey dispatch, sentiment routing, exec escalation

Legal & Compliance

  • Contract intake: extract terms, route review, track signatures
  • Policy acknowledgments: distribute, collect, audit trail
  • Regulatory filings: deadline calendar, document prep, submission log
  • Vendor due diligence: questionnaire dispatch, score, approve/deny
  • Incident response: log, notify stakeholders, playbook execution

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