AI automation for your industry
The principle is the same everywhere: Swissflow takes over repetitive office work in the software your team already uses and puts anything sensitive in front of you for approval. What that means in practice depends on your industry. Here are typical examples.
Fiduciary, legal and advisory
Fiduciaries and accounting
Chase clients for missing receipts, pre-sort incoming documents, flag deadlines and prepare queries and year-end documents for approval.
Read more →Law firms and notaries
Log new matter enquiries, coordinate appointments, request documents, monitor deadlines and draft correspondence and fee notes.
Read more →Consulting
Follow up enquiries and proposals, turn meeting notes into minutes and tasks and keep client data in the CRM up to date.
Insurance and brokerage
Take in quote requests, chase missing details, flag contract dates and prepare documents for advisory meetings.
Banking and asset management
Prepare client reports and investment minutes, follow up KYC documents and draft answers to DDQs and investor requests.
Marketing and communications
Structure briefs, track review rounds and approvals, coordinate meetings and collect time for invoicing.
IT and software
Triage support requests, coordinate client appointments, follow up quotes and prepare recurring replies.
Construction, planning and property
Construction and trades
Capture quote requests, coordinate appointments with clients and site management, chase plans and prepare material orders, job reports and invoices for approval.
Read more →Building services
Log service calls and faults, schedule jobs, announce maintenance in good time and prepare spare-part orders, reports and invoices.
Architecture and planning
Track plan and document issues, keep minutes and action lists, watch tenders on simap.ch and assemble building permit applications.
Read more →Engineering
Track project documents and revisions, prepare answers to clients and authorities and filter tenders worth bidding for.
Property management
Log damage reports, coordinate tradespeople and viewings, chase documents and prepare work orders, correspondence and statements for approval.
Read more →Cleaning and facility services
Coordinate jobs and client appointments, chase missing details and prepare orders for cleaning supplies, quotes and invoices.
Health and care
Medical practices
Answer appointment requests, confirm and reschedule appointments, send check-up reminders and chase missing insurance details.
Dental practices
Manage appointments and recall reminders, chase insurance details and prepare orders for consumables for approval.
Therapy and health services
Book and move sessions, track prescriptions and cost approvals and prepare billing documents.
Veterinary practices
Book appointments, send vaccination and check-up reminders and prepare orders for medicines and consumables.
Pharmacies
Take in customer requests and orders, notify customers when items are ready and prepare supplier re-orders for approval.
Care and social services
Log requests from relatives and referrers, coordinate rotas and prepare documentation and billing.
Beauty and wellness
Turn online and phone enquiries into bookings, confirm them and remind clients of their next appointment.
Retail, trade and industry
Retail
Handle orders and customer questions, announce deliveries and prepare re-orders, invoices and payment reminders for approval.
Wholesale and distribution
Capture orders, confirm delivery dates, chase missing details and prepare supplier orders.
Garages and automotive
Book workshop appointments, send service and vehicle inspection reminders and prepare spare-part orders, quotes and invoices.
Bakeries and food production
Take customer orders, plan deliveries and prepare orders for ingredients and packaging for approval.
Manufacturing and industry
Turn enquiries into quotes, track delivery dates and prepare material orders and shipping documents.
Transport and logistics
Take in transport requests, coordinate pick-ups and delivery slots, chase freight documents and prepare quotes and invoices.
Agriculture
Organise orders and direct sales, plan deliveries and assemble documents for statements and surveys.
Hospitality, education and public sector
Hospitality
Answer booking and banqueting enquiries, prepare event quotes and put supplier orders forward for approval.
Culture, events and associations
Handle registrations and member questions, send subscription reminders and prepare invitations and attendee lists.
Education and training
Process course registrations, inform and remind participants and prepare confirmations and invoices.
Public administration
Triage enquiries from the public, chase missing documents and draft replies for the responsible office to review.
Your industry is not listed? Workflows are often more alike than you would think. Tell us briefly what takes up most of your time.
Find out which workflow is worth automating first.
In a free initial conversation we review your workflows and tell you plainly what can be automated and what cannot. No upfront cost: you only pay once the automation delivers measurable value.