Uncategorized Archives - MI Digital Autopilot

Automated Weekly Sales MIS & KPI Reporting

Case Studies, Uncategorized / MI Digital Autopilot

About the Client The client has a dedicated Sales Team responsible for handling customer meetings, sales activities, and conversions. The Accounts Team manages financial and D2C Sale-related information separately. With multiple Sales Executives and different teams involved in maintaining business data, the client needed a structured way to bring this information together and monitor sales

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24-Hour Delayed Message Trigger Using Sheet-Based Automation

Business Challenges The client was using MIDAP (MI Digital Autopilot) Flow Management System (FMS) to manage a workflow in which a message needed to be sent to the client 24 hours after a specific workflow step was completed. However, the existing notification mechanism was designed to trigger messages immediately when the configured FMS step was