IT
Automate Joiner–Mover–Leaver, identity lifecycle, and Tier-0/1 helpdesk. Engini routes approvals, provisions access, and syncs ITSM with IdP and SaaS—safely and auditable.
Top Automations
- JML + zero-touch provisioning
- Account unlock / password resets
- Access requests w/ approvals
KPIs Moved
- MTTR ↓, Ticket deflection ↑
- Provisioning time ↓, Audit findings ↓
Common Systems
ServiceNow/Jira, Okta/Azure AD, Google Workspace, Slack, MDM.
Playbooks
Joiner/Mover/Leaver, unlock/reset, software requests, access reviews.
New hire → ITSM request → IdP groups → SaaS/MDM provisioning.
Finance
Speed AP/AR and month-end close. Engini extracts data from invoices, matches POs/receipts, posts entries, and nudges owners on close tasks with a clear audit trail.
Top Automations
- Invoice OCR + 3-way match
- Cash application & remittance matching
- Close checklist reminders & rollups
KPIs Moved
- Days Payable/Receivable ↓
- Close time ↓, Exceptions caught ↑
Common Systems
NetSuite/SAP, QuickBooks, Coupa, Avalara, banks/remittance feeds.
Playbooks
3-way match, expense policy enforcement, close checklist.
Invoice → 3-way match → ERP → payment run with exception loops.
Support
Deflect, triage, and resolve faster. Agents classify tickets, suggest macros, reproduce steps, and sync bugs into engineering with SLA awareness.
Top Automations
- Auto-triage & routing
- Knowledge deflection & macro suggestions
- Bug reproduction → Jira linkage
KPIs Moved
- FCR ↑, AHT ↓, CSAT ↑
- Backlog age ↓
Common Systems
Zendesk/Intercom, Jira, Confluence, Slack.
Playbooks
Auto-triage, escalation policy, macro assist, bug escalation.
Intake → triage → macro reply, with escalations synced to engineering.
HR
Run compliant people ops. Agents guide offers-to-onboarding, answer policy questions, and keep HRIS, IT, and payroll in sync with required approvals.
Top Automations
- Offer → Onboard tasks
- PTO/LOA intake & guidance
- Policy Q&A & docs delivery
KPIs Moved
- Time-to-productivity ↑
- HR ticket volume ↓
Common Systems
Workday/BambooHR, ServiceNow/Jira, payroll, Google/Slack.
Playbooks
Offer→Onboard, PTO/LOA, policy assistant, comp letters.
Offer accepted → HRIS profile → IT access → payroll enrollment.
Marketing
Keep taxonomy clean and launches on track. Agents enforce UTM guardrails, sync audiences, and generate digests on what moved the needle.
Top Automations
- Campaign calendar orchestration
- Asset tagging & taxonomy checks
- Audience sync (MAP ↔ CRM)
KPIs Moved
- MQL quality ↑
- Attribution accuracy ↑
Common Systems
Marketo/HubSpot, Salesforce, Mailchimp, analytics & ad platforms.
Playbooks
Launch checklist, audience orchestration, weekly performance digest.
MAP ↔ CRM audiences; assets tracked; results pushed to analytics.
Sales
Keep pipeline clean and reps focused. Agents qualify leads, enforce CRM hygiene, roll up forecasts, and nudge next best actions across channels.
Top Automations
- MQL → SQL triage
- Stage/field validation & dedupe
- Follow-up nudges & snippets
KPIs Moved
- Conversion rate ↑
- Forecast accuracy ↑
Common Systems
Salesforce/HubSpot, Outreach/Salesloft, Slack, email/calendar.
Playbooks
Next best action, renewal alerts, call summaries, territory routing.
Leads normalized → CRM hygiene → sequences → forecast insights.
Revenue Operations
Align GTM systems end-to-end. Engini enforces data contracts, syncs metrics, and governs lifecycle from lead to renewal across CRM, MAP, billing, and CS.
Top Automations
- Field mapping & enrichment policies
- Hand-off checks (MQL→SQL→Opp)
- Renewal risk scoring & alerts
KPIs Moved
- Data completeness ↑, Dupes ↓
- Renewal rate ↑, Slippage ↓
Common Systems
Salesforce/HubSpot, MAP, CPQ/Billing, CS tools (Gainsight).
Playbooks
Lifecycle governance, attribution sanity, renewal risk alerts.
MAP → CRM → CPQ/Billing/CS; governed metrics into BI.
Product (Embed)
Ship customer-facing integrations fast. Engini’s embeddable agents handle auth, syncs, and error handling while your app focuses on UX and core logic.
Top Automations
- Connector scaffolds & OAuth handshakes
- Schema mapping & data contracts
- Sync retries, backoff, & replay queues
KPIs Moved
- Time-to-integration ↓
- Support tickets ↓, Adoption ↑
Common Systems
Public APIs (CRM/ERP/ITSM), webhooks, event buses, feature flags.
Playbooks
Embedded OAuth, tenant provisioning, health checks, billing usage.
Your app ↔ embedded agent ↔ customer system, with reliable syncs.