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Workflow Solutions

At XRay, we can build automations for thousands of popular apps that you use every day.

We can enable any department at your organization to start saving time and streamlining their processes.

XRay analyzes every aspect of your business and tools to discover opportunities for automation.

Any Tool. Any Department.

XRay is tool, industry, and department agnostic. We'll amplify your best people regardless of the software they use, or the department they are part of.

We already have thousands of automations under management, ensuring that no knowledge worker needs to waste their time on mindless tasks.

Finance Workflows

Empower your accounting and finance teams with automated filings.

Automate any robotic accounting task from creating purchase orders to sending itemized invoices.

With workflow automation, your finance team could focus more time on analyzing the flow of money, rather than keeping up with your sales team.

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Marketing Workflows

Empower your marketing teams with total data visibility.

Consolidate all of your analytics into a single location to easily track your audience and their behavior.

Compare your social media, website, search, and ad campaign statistics all in the same place and get the data you need to plan your next moves.

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Sales Workflows

Empower your sales team with automatic follow-ups and CRM integrations.

Sales teams have a lot to manage. Workflow automation can handle outreach campaigns and integrate directly with CRMs so your Sales Ops team can focus on their relationships instead of their software.

Give your sales team the upper hand, with instant automatic responses and up-to-the-minute data.

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Legal Workflows

Empower your accounting and finance teams with automated filings, done the right way every time.

Free up time for your legal team and reduce human error. Automatically draft and send proposals, contracts, NDAs and other documents from pre-approved templates with the click of a button.

Quickly secure the signatures you need to start your projects without any hassle.

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Human Resources Workflows

Empower your HR team with fast, easy, and consistent onboarding.

Welcome new employees to the team with everything they need to get started. Use workflow automation to create the accounts they need, send and sign important documents, share helpful orientation guides, and more.

Make sure everyone hits the ground running as soon as they join your team.

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Learn More About Workflow Automation

Check out our blog to discover how automation works to save time and refine your business processes.

Understanding Automation

Enable Everyone on Your Team to Succeed with Clear, Consistent Workflows

September 7, 2022

Enable Everyone on Your Team to Succeed with Clear, Consistent Workflows

Understanding Automation

The 3 Best Ways to Get Started with Automation

August 31, 2022

The 3 Best Ways to Get Started with Automation

Understanding Automation

What is Workflow Automation?

August 17, 2022

What is Workflow Automation?

Understanding Automation

How to Ensure Successful Project Delivery

August 10, 2022

How to Ensure Successful Project Delivery

Not sure where to start with automation?

Hop on a 15-minute call with an XRay Automator to discuss your options and learn more about how we can help your team to get more done.

Schedule a 15-Minute Call