Automation case studies, ProcessCoach guides, and straight talk on AI for business — from the Robosource team.
LatestKeeping your team aligned shouldn’t mean jumping between five different tools just to check on a process. That’s why we’ve built a direct integration between ProcessCoach.ai and Microsoft Teams (you can read about how to set up an integration with Slack here). Now you can get real-time process updates, approvals, and coaching prompts right where…
Read article →14 business leaders sent the AI questions they lose sleep over. We answered every one.
Great processes shouldn’t live in someone’s head or get buried in a Google Doc no one opens. In ProcessCoach.ai, you can now use AI Skills to turn your team’s existing SOPs into agents that actually do the work. Here’s the best part: you don’t need to be technical to build one. If you can write…
New to using ProcessCoach.ai? ProcessCoach Consulting Partner Michelle Smith from TrueU put together this handy glossary of terms as a reference guide for users. Quick Reference – Five core concepts Play = your SOP Job Description = who does what Assets = company knowledge center Tools = integrations AI Chat = on-demand assistant Core Platform…
Work where you already are! Your team can now receive task notifications, complete workflow steps, and keep processes moving without ever leaving the conversation. No new dashboards to check; no extra logins to remember. When ProcessCoach assigns a step in a play, the right person gets notified in Slack and can take action right there,…
Robosource is honored to be named as a finalist for two different prestigious Mira Awards. They are a finalist for: Rising Entrepreneur Award – for our CEO Jason Beutler AnalytixIN Ai Transformation Award – for our ProcessCoach.ai workflow automation product, which launched in September The awards were announced by TechPoint, the industry-led growth initiative for Indiana’s…
Welcome to ProcessCoach! Let’s get started! So you just purchased ProcessCoach and are ready to start using it. Note that you’ll be hearing from your personal Client Account Manager (CAM) soon to schedule a ProcessCoach Intro Call. In the meantime, if you want to get started on your own, here’s what you need to know:…
Robosource announces the official launch celebration for ProcessCoach.ai, an innovative software solution designed to help growing companies improve profitability and increase value by streamlining their processes with artificial intelligence. The free, invitation-only event will take place on September 11, 2025, at 3:30 pm at the theater at Fishers City Hall. The launch celebration will feature…
Innovative artificial intelligence software automation company gains momentum with backing and strategic partnership (Fishers, Ind.) – Robosource, an emerging leader in the process automation and artificial intelligence (AI) sector, has successfully closed its Seed Series round, securing investments from Florida-based The Tebow Group and Arizona-based Legacy Portfolio, LLC. The Tebow Group was founded by Tim Tebow,…
At Robosource, we’re driven by the mission that the software we build for our clients frees up people to do more meaningful and strategic work – the work humans were meant for and are passionate about. As our team ventures deeper into building AI solutions, we’re discovering that this mission has taken on new significance…
The Problem A staffing and recruiting company was counting on its recruiting coordinators to navigate LinkedIn and identify candidates for positions. In LinkedIn, they manually entered each candidate’s information into the company’s recruiting management system (RMS), which took up a large percentage of their weekly hours. The company set a goal of 70 candidates per…
The Problem Freedom Healthworks (FHW) patient surveys were being sent out manually, which took more than three hours each day of their staff’s time. The company plans to add many more new clients over the coming months, but that growth would mean that much more time and effort their current staff has to spend…
In today’s business landscape, using automation to save time and simplify back office processes is generally accepted as good practice. But that doesn’t mean that everyone understands how it works. Today, we debunk 4 common myths about process automation. Myth #1: Using process automation will replace jobs We hear this one ALL the time –…
The Problem A large title and settlement services firm used a manual process for refinancing applications. Their team couldn’t keep up with demand during the 2021-22 refinance boom, and afterward used out-sourced services to process the applications. The Goal Automate the process of extracting data and placing it into the company’s underwriting system to qualify…
Automation lets computers do what computers do best, while leaving creative, strategic work to the humans (who are still best equipped for that kind of work). But what kinds of things are easy to automate? And what kinds of things are other small business owners automating? We have a fairly comprehensive list. But first, it’s…
Love to stay in the know on the latest AI technology? Keep up with the news on these sites! Some sites may be behind a paywall for regular viewing. AI Site #1 – AI News Covered in the last week: ChatGPT expands ‘Custom Instructions’ to free users “Custom Instructions empower users to tailor their interactions…
What is business process automation (BPA)? Business process automation is the use of technology to complete business processes. BPA can range from simple (have you ever used an “out of office” message in Outlook?) to complex. A complex automation will usually include multiple steps. Take for instance, the procurement process, which might be used in…
Artificial Intelligence (AI) is a hot topic in today’s world, and small business owners are starting to realize the power ChatGPT brings. The business world is quick to embrace it but the education world is wary. And if I was a college student, I might get a failing grade on this post. Here’s why: Confession:…
Old sci-fi movies are full of technology that seemed impossible at the time. Here are six examples of today’s tech that were first introduced in sci-fi movies/tv shows: Sci-Fi Tech 1: Self-Driving Cars First introduced in: 1980s tv show: “Knight Rider” (with car named Kitt) Now available as: Tesla Model 3 was probably the first and loudest,…
Who needs automation the most? The easiest answer would be to say: everyone. Everyone should to let robots run their mundane, repetitive processes – it’s more accurate, faster, and allows you to spend your time doing important things. But here are five specific kinds of people who especially need automation, how automation could help them,…
Automation is often touted to be the time-saver of the century, and it sure can be. But let me tell you, challenges arise when you first start down the path of automation. Here are 6 challenges to expect when implementing automation, and how to overcome them: 1. Identifying the right processes. One of the biggest…
There is an inherent tension between the human spirit and technological advancement. These kind of stories go back centuries. One of my favorite stories growing up was of Paul Bunyan, his big blue ox Babe, and the competition with a chain-saw salesperson. Walt Disney first released this cartoon in 1958. You can watch it here.…
From a practical standpoint, it’s hard to see why today’s businesses wouldn’t invest in automation. Benefits include saving precious time and money, keeping knowledge in-house, improving quality, and maximizing efficiency. In fact, Gartner predicts that 69% of managerial tasks will be automated by 2024. And yet, if you Google “Automation Failures,” you’ll find plenty of…
Most uses for automation affect day-to-day processes, like running payroll, monitoring in-boxes, or running basic back-office processes. But as innovation skyrockets in the area of automation technology, we’re seeing more and more crazy ways to use it. Here are a few crazy things people are doing with automation now: Crazy Automation: Choose Your Own…
4 Processes Every Business Should Automate Larger businesses are going all in on automating routine processes, but did you know that automation can be affordable for smaller businesses too? Small businesses and sole proprietorships can grow in two ways: either by delegation (and potentially hiring) or by automation. With the availability of automation-as-a-service, automation tools…
Although it’s continuing to rise in popularity, business process automation has been around for a long time. But robotic process automation (RPA) has only been around since the early 2000s. And we are still learning all the possible ways to use it. RPA technology is rapidly growing. According to a report by McKinsey and Company,…
The manufacturing industry was one of the first to truly embrace automation with its physical production line robots. And that’s not changing as automation technology continues to evolve. Back-office operations are the next area in which manufacturers are attacking inefficiencies. In order to optimize those processes, companies are turning to automation tools such as robotic…
It’s no secret that companies are turning to automation to increase accuracy and efficiency. But did you know that automation is also a huge cost saver? Experts estimate that automating common processes saves between 25 and 80% on current operational costs. Can Automation Cut Costs? Here are 6 practical ways companies can see cost savings…
How does Business Process Automation (BPA) differ from Robotic Process Automation (RPA)? It’s really a question of bigger picture versus smaller picture. Business Process Automation is the broad umbrella term that encompasses all of digital process automation – that is, automating business processes that businesses run digitally (as opposed to physical work, like filing paperwork…
What is Robotic Process Automation (RPA)? RPA is when programmers “train” software bots to perform rules-based, monotonous processes. Get it? Software bots take care of processes you run over and over again, leaving humans free to do things only humans can do, like strategize and solve problems. Software bots can usually run mundane processes more…
The Problem: Updating Vaccine Records in Time Community Health Network mandated proof of COVID-19 vaccination as a requirement to return to its facilities. A deadline was set by Community leadership for all employees, even front-line workers. Community created an authorization form on their SharePoint site for each employee to give authorization to check the employee’s…
Robosource Specialty: Process Automation One of our sweet spots is robotic process automation, and we used that to automate leadership evaluations. The Problem: A rapidly growing real estate and construction company created a formal employee leadership evaluation process. It allows managers to rate corporate culture fit, development, and advancement of each employee in their group.…
You can’t clone yourself … but you wish you could! How many times have we wished we could clone ourselves? We don’t have time to handle the myriad of emails we receive, to talk with clients, to manage our CRM and ERP and shipping store. There is simply too much to do. But there’s another…
What is RPA? When I first heard about Robotic Process Automation (or RPA), my thoughts went to the robotic arms in an auto factory, or some sci-fi movie where the robots outsmart the people and take over the world. In reality TechTarget.com defines RPA as “the use of software with artificial intelligence (AI) and machine…
The Problem: An Indianapolis-based nonprofit that regulates student athletes receives student transcripts from high schools around the country. The transcripts contain the required information, but in thousands of different formats. As a result, employees had to enter the documents into a database manually. This was costing the company hundreds of man-hours per week. This was…
Robosource Speciality: Data Cleansing Via Machine Learning The Problem Our client is a nonprofit that since 1997 has developed STEM curricula for use in US schools from pre-K through high school across all 50 states. This company’s data system had 5.5 million student records that contained massive numbers of duplicate data. Also, many student…
Robosource Specialty: Data Analytics The Problem A major insurance provider wanted to mitigate their risk by greater use of a government-funded support program for Medicare and Medicaid patients. The state administrator of Medicare and Medicaid did not have a systematic way to identify patients who qualify for support services. They needed help interpreting their medical…
Keeping your team aligned shouldn’t mean jumping between five different tools just to check on a process. That’s why we’ve built a direct integration between ProcessCoach.ai and Microsoft Teams (you can read about how to set up an integration with Slack here). Now you can get real-time process updates, approvals, and coaching prompts right where…
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