Automation library
Stop repeating. Start automating.
AI automation connects the tools you already use and adds AI where a step needs reading, writing or judgement, so repetitive work runs on its own. This library shows the workflows DAIDU builds, by team and by industry, with the steps and tools behind each one.
Flagship workflow — Abandoned Cart Recovery
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By industry
Automations for Finance
7 workflows · AI for Finance
Finance
Bank Reconciliation
Imports bank feeds, matches transactions with ledger entries, flags duplicates and mismatches, and sends exceptions to finance for review with suggested fixes.
- Bank feed arrives
- Match transactions
- Apply recurring rules
- Flag exceptions
Customer Service
Customer Onboarding for Financial Services
Takes new banking and financial-services customers through digital application, document verification, account setup and a personalised welcome, with progress tracked on a dashboard.
- Application started
- Collect documents
- Verify identity
- Open account
Finance
Fraud Detection Alerts
Monitors transactions across bank accounts, payment systems and ERP in real time, flags suspicious patterns such as duplicate payments or unusual transfers, alerts finance or the customer, and holds risky items for review.
- Transaction occurs
- Score risk
- Check threshold
- Send alerts
Finance
Investment Portfolio Reporting
Pulls holdings and performance data from brokerage and market data sources and produces branded portfolio reports with returns, risk and allocation for clients and advisers.
- Reporting date
- Gather portfolio data
- Calculate performance
- Draft commentary
Finance
KYC Verification
Collects ID documents, selfies and proof of address digitally, verifies them with OCR and biometric checks, screens against watchlists and routes uncertain cases to a compliance officer.
- Customer uploads documents
- Extract and verify
- Screen watchlists
- Decide or escalate
Finance
Loan and Credit Approval Workflow
Takes complete loan and credit applications through document checks, credit and risk scoring, approval routing by limit, applicant updates and handover to disbursement, with an audit trail.
- Application submitted
- Verify documents
- Score risk
- Route to approver
Finance
Loan Eligibility Pre-Screening
Gives applicants a quick indication of whether they are likely to qualify for a loan by checking basic financial data against lending policy before a full application, and suggests suitable products.
- Applicant submits details
- Retrieve credit data
- Apply lending policy
- Return indication
How DAIDU delivers
From one workflow to a working system
- 01
Discover
We map how the work happens today with the people who do it, and pick the first one to three workflows worth automating.
- 02
Design
A short specification: trigger, steps, systems, AI prompts, approval points and error handling. You sign it off before we build.
- 03
Build
We connect your existing tools and suitable AI models, then test with real examples, including the awkward ones.
- 04
Run
Staged launch, monitoring and alerts, and close attention in the first weeks so issues are fixed quickly.
- 05
Train
Your team learns how it works, how to handle exceptions and how to make simple changes themselves.
Consultation
Not sure which workflow to start with?
- A 30-minute call with someone who builds automations
- We look at one process you repeat every week
- You leave with a clear next step, whether or not you work with us
Replies within working hours