Business Automation (n8n & Power Automate)
A collection team with one app for visits, payments and documents
Finance department
- Before
- Visits, payments and documents tracked in separate sheets
- After
- One tablet app, managers follow progress centrally
The problem
Collectors tracked visits, payments and delivered documents in separate sheets.
My responsibility
Designed and built the Power App for the collection team
Work performed
- Customer visit management and payment tracking on tablets
- Document-delivery tracking
- Central monitoring and follow-up for managers
Technology used
How I work with these technologies:
Evidence
Client details, data and screenshots stay private. I am happy to walk you through the system and its results on a call.
The outcome
- Collectors record visits, payments and delivered documents on a tablet, in one place
- Managers see progress centrally and follow up without calling around
Get this for your business: Business Automation (n8n & Power Automate)
Want a result like this?
Message me on WhatsApp and tell me what slows your team down. The first 30-minute call is free.