Order-to-Cash
Close the loop from quote to cash with agents that validate orders, sync contracts, generate invoices, and chase collections—while keeping CRM, ERP, and Support fully aligned.
Top Automations
- Quote/CPQ → Order creation & entitlement checks
- Invoice generation, dunning & payment reconciliation
- Revenue recognition schedule & case escalation
KPIs Moved
- DSO ↓, Cash conversion cycle ↓
- Order accuracy ↑, Disputes ↓
Common Systems
Salesforce/HubSpot, NetSuite/SAP, Stripe/Adyen, ServiceNow/Zendesk.
Playbooks
Order validation, invoice & dunning, dispute triage, rev-rec.
CPQ → Order → Invoice, with RevRec and Case side-flows.
Employee Onboarding
Give new hires day-one productivity. Agents coordinate HRIS, identity, device provisioning, app access, payroll, and orientations—with approvals and audit trails baked in.
Top Automations
- Offer acceptance → HRIS profile → directory user
- Laptop & SaaS provisioning by role
- Payroll & benefits enrollment, welcome tasks
KPIs Moved
- Time-to-productive ↓, Provisioning errors ↓
- Compliance coverage ↑
Common Systems
Workday/BambooHR, Okta/AAD, Jamf/Intune, Slack/Google/MS 365, payroll/benefits.
Playbooks
Day-0 → Day-1 provisioning, role access, compliance tasks, offboarding.
HRIS → Identity → Provisioning, with Payroll & Benefits handoff.
Enterprise iPaaS
Replace brittle point-to-point scripts with governed, observable pipelines. Use triggers, transformations, and agentic steps to unify data and orchestrate processes across your stack.
Top Automations
- CRM ↔ ERP account/contact/product sync
- Ticket & incident mirroring across ITSMs
- File drops → ETL → warehouse loads
KPIs Moved
- Time-to-integrate ↓, Break/fix incidents ↓
- Data freshness ↑, Coverage ↑
Common Systems
Salesforce/HubSpot, NetSuite/SAP, ServiceNow/Jira, S3/Blob, BigQuery/Snowflake.
Playbooks
Master data sync, case mirroring, ETL pipelines, webhook relays.
Event in → transform → write out; optional agentic enrichment loop.
Product-led Sales
Turn product usage into pipeline. Agents score accounts, surface PQLs, draft outreach, and open the right opportunities—using feature telemetry, CRM, and marketing tools.
Top Automations
- Usage thresholds → PQL creation & routing
- Expansion signals (seats/limits) → opp
- Personalized email/slack outreach drafts
KPIs Moved
- PQL-to-SQL ↑, Time-to-touch ↓
- Expansion ARR ↑
Common Systems
Segment/Rudder, Snowflake, Salesforce/HubSpot, Outreach/Salesloft, Slack.
Playbooks
PQL generation, seat-limit alerts, expansion risk & churn save.
Usage → score → CRM opp, with auto-drafted outreach.
Embedded Integrations
Ship a native integrations marketplace in weeks. Let Engini handle auth, rate limits, retries, and monitoring while your customers connect their stack—securely and reliably.
Top Automations
- OAuth flows, token rotation & secret vaulting
- Prebuilt actions & triggers for common apps
- In-product logs, alerts, and self-service tests
KPIs Moved
- Time-to-ship ↓, Integration adoption ↑
- Support tickets ↓
Common Systems
Your app, Engini connectors, customer SaaS (CRM, ERP, files, comms).
Playbooks
Customer data syncs, event webhooks, workflow starters, audit exports.
Your app ↔ Engini runtime ↔ connectors, with in-product observability.