Tired of doing the same tasks over and over in Salesforce?
This newsletter will give you ideas for different kinds of businesses.
- Patient Onboarding: Automating intake forms, scheduling initial appointments, and sending pre-visit instructions.
- Lab Result Notifications: Sending secure patient notifications when test results are available, with tailored follow-up instructions based on result type.
- Appointment Reminders: Time-based Flows sending SMS or email reminders before appointments, reducing no-shows.
- Medication Adherence Tracking: Flows to check refill dates, send reminders, and flag patients potentially at risk of non-adherence.
- Insurance Pre-Authorization: Automating the submission process with relevant documentation, tracking status, and notifying the care team of changes.
- Clinical Trial Management: Tracking patient enrollment, visit scheduling, and data submission according to strict protocols.
- Feedback Surveys: Post-appointment or post-treatment surveys to gather patient insights.
- Equipment Inventory: Flows to track equipment availability, trigger maintenance alerts, and manage reorder requests.
- Lead Qualification and Routing: Ensuring hot leads reach the right team based on location, investment goals, or product interest.
- Document Automation: Generating contracts, proposals, or NDAs pre-filled with client data for faster execution.
- Risk Assessment: Automating client risk scoring using a mix of internal and external data sources to guide advisors.
- Loan Application Status: Updating applicants via email/SMS at key stages, and notifying internal teams of required actions.
- Compliance Alerts: Flows for monitoring transactions or accounts that might trigger regulatory flags.
- Know Your Customer (KYC) Updates: Reminders to gather updated client info on a schedule, maintaining compliance.
- Client Onboarding: Guiding clients step-by-step with checklists and automatic document requests.
- Invoice Reminders & Payment Tracking: Automated reminders for outstanding invoices, and updating records when payments are received.
- Case Triage and Assignment: Routing cases based on urgency, client tier, product expertise needed, etc.
- Escalation Automation: Time-based escalation to supervisors or specialized teams if cases aren't resolved within SLAs.
- Knowledge Base Integration: Flows that suggest relevant articles to agents while working a case, potentially deflecting the need for manual escalation.
- Customer Satisfaction Surveys: Sending surveys after case closure, with the ability to reopen cases based on low scores.
- Proactive Support: Flows to identify at-risk customers based on usage patterns or support history, triggering outreach.
- Agent Performance Tracking: Calculating metrics like time-to-resolution, closure rates, etc., for feedback and coaching.
- Self-Service Enhancements: Guiding users through troubleshooting wizards with decision-based solutions in a Screen Flow.
- Cross-Channel Communication Flows to update cases based on social media inquiries, SMS, or other communication platforms.
- Inventory Replenishment: Triggering reorders or notifying procurement teams when stock levels fall below thresholds.
- Shipment Tracking Updates: Sending notifications to customers (and internal teams) as shipments progress through different stages.
- Route Optimization: Flows using external data (traffic, weather, etc.) to suggest the most efficient delivery routes (complex but super powerful!).
- Returns Management: Automating returns authorization, label generation, and coordination with warehouses.
- Supplier Portal Updates: Flows to communicate order confirmations, shipping delays, or changes in demand to suppliers.
- Quality Assurance Checks: Automating the creation of quality inspection tasks when items arrive, ensuring compliance.
- Asset Tracking: Monitoring the location and maintenance status of vehicles, machinery, or other high-value assets.
- Predictive Maintenance: Flows to track equipment usage and trigger maintenance tasks before failures occur.
Hit reply with your thoughts, and I'll gladly provide a more detailed breakdown of a chosen project, similar to what we did for the task creation Flow.
