Credit Onboarding Workflow

Gmail

Slack

Follow through a complete credit loan request process, including approval, automatic rules, manual review and notifying results.

Connectors

Gmail
Slack

Teams

Credit
Finance

Features

Manual Approval Step
One-click Integration
Automatic Scoring

More on the template

Effortlessly manage B2B credit onboarding with our template, streamlining to reduce costs and activation time.

Orchestrate every step, from data receipt to automated decisions and contract execution, without manual handoffs. Integrate your systems seamlessly using our Python-based platform to eliminate errors and safeguard data.

Scale business processes
with Python + AI

Transform costly manual processes into fully flexible automated workflows in Python.

AI-accelerated

Count on an all-round AI assistant for every step of the way.

Fanatic support

Get comprehensive team support with trainings and an on-call team.

End-to-end compliance

Eliminate risk and operations overhead. Secure like no other.
Implement now

What the data says

Average results from our clients:
220%
ROI achieved by the end of the 1st month of use
83%
Reduction in operational activities
34x
Tasks fulfilled without additional hiring
-91%
Engineering cost savings
120h
Reduction in onboarding time
“Minimizes risk and saves up our time!”
Mario Nasser
Head of FP&A

Ready to
power your team?

Implement now