Use Cases

How businesses use OpSolid to work better

Real scenarios where our systems replace manual work with reliable, automated operations.

Email
n8n
AI
CRM
Dashboard

Multi-Channel Order Processing

Context

Mid-sized e-commerce company, 200+ daily orders across four sales channels.

Problem

4+ hours daily on manual order entry, status updates, and inventory adjustments. Frequent errors during peak seasons.

Solution

Automated pipeline: order ingestion, data normalization, real-time inventory, label generation, and tracking — across all channels.

Outcome

Processing time: 4 hours to 15 minutes. Error rate down 94%. 3x order volume with same team.

Invoice & Document Processing

Context

Logistics company, 500+ monthly invoices from carriers and suppliers in mixed formats.

Problem

Two full days per week spent extracting invoice data, entering it into accounting, and matching purchase orders.

Solution

AI-assisted extraction, automatic PO matching, discrepancy flagging, and direct routing to accounting.

Outcome

Processing time reduced 75%. Finance team now focuses on exceptions and strategy.

Internal Approval Workflows

Context

Growing company, 120 employees. Purchases, travel, contractor onboarding managed via email.

Problem

Requests lost in email. No visibility, no audit trail. Process varies by manager.

Solution

Structured approval system: form submission, rule-based routing, tracking, automatic reminders.

Outcome

Approval time: 5 days to 1.2 days. Zero lost requests. Full audit trail.

Operations Dashboard

Context

Distribution company tracking sales, warehouse, and delivery via separate weekly spreadsheets.

Problem

Reports always a week old, often inconsistent. Decisions based on gut feeling.

Solution

Live dashboard pulling from ERP, warehouse, and delivery systems. Configurable alerts for anomalies.

Outcome

Monday meetings: 2 hours to 30 minutes. Issues caught in real time.

Customer Onboarding

Context

B2B service company onboarding 15-20 clients monthly with multi-step process.

Problem

Checklist in shared doc. Steps missed, inconsistent experience, 2-3 week onboarding time.

Solution

Automated workflow: welcome emails, account provisioning, document tracking, status dashboard.

Outcome

Onboarding: 3 weeks to 5 days. No missed steps. Improved client satisfaction.

Back-Office Digitization

Context

Manufacturing company. HR and procurement still on paper forms and local files.

Problem

Days to process paperwork. Inconsistent channels. Nothing searchable or tracked.

Solution

Digital workflows for onboarding, purchase requests, and document management with proper versioning.

Outcome

Paper eliminated. HR onboarding -60%. Purchase requests: 1 week to 2 days.

Cross-System Data Sync

Context

Retail company using Shopify, ERP, WMS, and HubSpot — each with its own data.

Problem

Hours daily on manual sync. Frequent discrepancies across systems.

Solution

Central integration layer with near real-time sync, conflict detection, and error handling.

Outcome

Manual sync eliminated. Discrepancies near zero. 15+ hours/week reallocated.

Automated Client Communication

Context

Service company. Status updates, reminders, and follow-ups managed manually by three people.

Problem

Messages late, inconsistent, or missed. Communication drops during busy periods.

Solution

Automated messaging triggered by service milestones. Consistent templates with override capability.

Outcome

100% communication reliability. 20+ hours saved weekly. Satisfaction up 35%.

WhatsApp & Telegram Support Channel

Context

E-commerce company receiving 300+ customer inquiries daily across WhatsApp, Telegram, and email.

Problem

Three staff members manually answering the same questions. No after-hours coverage. Messages lost between channels.

Solution

Unified messaging hub with automated FAQ responses, order status lookups, and intelligent routing to human agents for complex issues.

Outcome

70% of inquiries resolved automatically. Response time under 30 seconds. Full after-hours coverage.

AI Voice Assistant for Inbound Calls

Context

Service company receiving 100+ daily calls — appointment bookings, status inquiries, general questions.

Problem

Two full-time staff on phones. Long hold times. Missed calls during peak hours and after business hours.

Solution

AI voice assistant handling inbound calls: answering FAQs, booking appointments, routing complex calls to the right department.

Outcome

60% of calls handled without human intervention. Zero missed calls. Staff reallocated to higher-value work.

YouTube Content Operations

Context

Marketing team publishing 8-12 videos monthly across multiple YouTube channels with localized metadata.

Problem

Manual upload, title/description/tag entry, thumbnail assignment, and scheduling. 3+ hours per video.

Solution

Automated pipeline: video processing, metadata generation, thumbnail assignment, scheduled publishing, and performance tracking dashboard.

Outcome

Publishing time reduced to 20 minutes per video. Consistent metadata quality. Centralized analytics.

Sales Pipeline Automation

Context

B2B company with 50+ active leads. Sales team using CRM but manually tracking follow-ups and updating deal stages.

Problem

Leads going cold due to missed follow-ups. Inconsistent data in CRM. No visibility into pipeline health.

Solution

Automated lead scoring, follow-up sequences triggered by behavior, CRM auto-updates, and pipeline dashboard with alerts.

Outcome

Follow-up rate: 100%. Lead-to-meeting conversion up 40%. Real-time pipeline visibility for management.

See yourself in these scenarios?

If your team spends time on work that should be automated, we should talk.