Processes & Automations

Automate your processes and increase efficiency

With epilot, you can automate complex business processes, reduce manual tasks, and use resources more efficiently.

+150 leading energy transition companies rely on the epilot cloud platform

Why do you need epilot process automation?

Automated processes can help you save valuable time and resources.
Before...
Lots of manual and repetitive tasks
Processes are inefficient and prone to errors
No clear overview of ongoing processes, responsibilities and deadlines
Changes in processes are time-consuming and complicated
Process automation with epilot
Automate repetitive tasks and save time
Optimize processes and reduce errors through automation
Keep track of all processes and their progress, responsibilities, and deadlines
Adapt processes quickly and flexibly to your needs

Create and manage custom processes

Process builder

Freely configure your process stages, work steps and automation rules. Whether for B2C and B2B sales processes, qualification processes, installation processes and more. Example: From ordering a product to installing a solar system including transfer to the billing system.

Best practice templates

Use epilot Blueprints, which were developed together with epilot customers, to activate best practice templates for your processes with one click. Customization of the standard is flexible.

Automate business processes and tasks

Automate processes such as assigning tasks, sending messages, and actions with epilot.

Task automation

Automatically assign tasks to employees, teams & partners and set deadlines, e.g. for feedback or installations.

News and documents

Use variable-based templates to quickly create personalized messages and documents. Let epilot AI help you process messages.

Process transparency

Follow the status of your processes in real time and get insights into relevant tasks from your colleagues and partners. This creates more transparency for all process participants.

Use processes interlinked with Journeys and Product Hub

Automated start of processes

Start automated processes based on customer inquiries and product purchases, or after completing a journey. Example: Start the “B2C Wallbox Lead Qualification” process after completing the “B2C Wallbox Request” journey.

Your benefits

Save time through automation

Reduce manual effort significantly and focus on strategic tasks.

Win valuable
Process transparency

Follow the progress of all processes in real time and identify potential for optimization.

Increase the flexibility of your processes

Adapt processes quickly and easily to new requirements and react flexibly to changes.

Explore more features

Get a live demo

Watch a demo to find out how the epilot cloud platform can help you. Because no one likes inefficient processes. Neither employees, nor partners, nor customers.

Flexible & modular

GDPR compliant

No programming knowledge required

Learn how to set up full use cases in minutes with our growing library of validated blueprints.