Use Cases

Automate any workflow, in any industry

Deck agents interact with real software interfaces — clicking, typing, and navigating like a human. No APIs, no integrations, no limits.

Personalized for your company
Financial Services

Invoice reconciliation

Automatically match invoices across QuickBooks and Stripe, flag discrepancies, and update records — no manual spreadsheet work.

QuickBooks Stripe Excel
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Financial Services

Expense report processing

Extract data from submitted expense reports, validate against policy, and populate your accounting system automatically.

Expensify NetSuite SAP
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Financial Services

Vendor payment batches

Process vendor payments across multiple banking platforms, verify amounts, and generate payment confirmation reports.

Banking portals ERP
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Financial Services

Month-end close automation

Automate accrual entries, reconciliation checklists, and journal postings across ERP systems during month-end close.

NetSuite SAP Sheets
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Insurance

Claims processing

Process insurance claims end-to-end — intake, validation, status updates, and payouts across carrier and adjuster portals.

Claims portals Guidewire
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Insurance

Policy administration

Manage policy changes, renewals, and endorsements across administration platforms without manual re-keying.

Policy admin Salesforce
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Insurance

Underwriting data collection

Gather applicant data from public records, credit bureaus, and third-party databases to speed up underwriting decisions.

LexisNexis Public records
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Healthcare

Prior authorization

Submit and track prior authorization requests across payer portals. Reduce approval time from days to hours.

Payer portals EHR
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Healthcare

Claims filing & tracking

File claims across multiple payer portals, monitor adjudication status, and flag denials for review automatically.

Availity Change Healthcare
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Healthcare

Patient record sync

Synchronize patient demographics, insurance info, and clinical notes across EHR systems and clinic management tools.

Epic Cerner Athena
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Manufacturing & Supply Chain

Production work orders

Process and track production work orders across MES and ERP systems, updating status and flagging delays in real time.

SAP MES Excel
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Manufacturing & Supply Chain

Supplier invoice matching

Three-way match supplier invoices with purchase orders and receiving documents across disconnected systems.

SAP Oracle Coupa
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Manufacturing & Supply Chain

Inventory reconciliation

Reconcile inventory counts across warehouse management systems, flag mismatches, and trigger reorder workflows.

WMS ERP Sheets
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Technology & SaaS

Lead qualification & CRM enrichment

Qualify inbound leads, enrich them with LinkedIn and company data, and update HubSpot or Salesforce automatically.

HubSpot LinkedIn Salesforce
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Technology & SaaS

Cross-app employee onboarding

Onboard new employees across Slack, Google Workspace, Jira, and internal tools — all from a single trigger.

Slack Google Jira
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Technology & SaaS

QA testing automation

Run repetitive QA test scenarios across web applications — form submissions, checkout flows, and admin panel checks.

Web apps Staging envs
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Technology & SaaS

SaaS data migration

Migrate data between platforms that lack APIs — export from one, transform, and import into another via the UI.

Any SaaS CSV Sheets
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Retail & E-commerce

Product catalog management

Update product listings, descriptions, and pricing across multiple marketplaces from a single data source.

Shopify Amazon WooCommerce
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Retail & E-commerce

Order processing & refunds

Process refund requests from Zendesk, update the order in Shopify, and notify the customer — all automated.

Zendesk Shopify Slack
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Retail & E-commerce

Competitive price monitoring

Scrape competitor pricing daily, compare against your catalog, and update your CRM or pricing tool with the latest data.

Competitor sites CRM Sheets
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Professional Services

Client onboarding workflows

Automate client intake across CRM, billing, and project management tools — create accounts, send docs, and set up projects.

Salesforce Monday DocuSign
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Professional Services

Dashboard report generation

Generate weekly reports from analytics dashboards, compile them into a deck, and distribute to stakeholders via email.

Tableau Google Slides Gmail
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Professional Services

Time & billing reconciliation

Match timesheets with invoices across billing platforms, flag discrepancies, and prepare adjustment entries.

Harvest QuickBooks Sheets
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Real Estate & Property

Lease administration

Process lease agreements, extract key terms, and update property management systems — eliminating manual data entry.

Yardi Entrata PDFs
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Real Estate & Property

Maintenance request routing

Intake maintenance requests, categorize by urgency, assign to vendors, and update tenants — across any property management tool.

Property mgmt Vendor portals
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Real Estate & Property

Listing management

Update property listings across Zillow, Realtor.com, and MLS portals simultaneously from a single source of truth.

MLS Zillow Realtor.com
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