Processes & Automations

Automate your processes and increase efficiency

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

Book a demo

Screenshot: Prozessschritte Grid Compatibility Assessment, Offer Connection Reinforcement und Handover to Partner mit Assign-Partner-Button

+170 leading companies in the energy revolution rely on epilot cloud software

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

Book a demo

Create and manage custom processes

Ablaufdiagramm: automatischer Auslöser verzweigt zu automatisierten Aufgaben für Gas und Strom, gefolgt von einer Vollständigkeitsprüfung und Workflow-Ende (englische Beschriftung)

Process builder

The Workflow Builder allows you to graphically map entire process chains, including branches and repetitions, and adjust them at any time. This reduces manual tasks, increases efficiency and ensures full transparency and satisfied employees, customers and partners.

Icons für Strom, Solarenergie und Netzanschluss in blauem Farbverlauf.

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.

Screenshot: Prozesstransparenz-Karte für Wärmepumpe mit Status Inquiry Qualification, On-Site Appointment und Create Proposal

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.