100+ workflows built for verified field operations.
Each one deploys to iOS and Android in hours, with AI validation, logic enforcement, and HITL governance built in.
By Industry
By Function
Store Opening Checklist
Verifies that displays are set, equipment is checked, cash is counted, and staff are briefed before the store opens to customers. Sequence-enforced — closing cannot be submitted while items remain open.
Store Closing Checklist
Covers cash reconciliation, security lockdown, equipment shutdown, and cleaning standards at end of shift. Logic blocks submission until all open items from the day are resolved or escalated.
Shift Handover Report
Captures pending tasks, equipment issues, stock shortages, and customer complaints at each shift transition. AI summarises open items for the incoming team before they start.
Daily Store Compliance Check
A lightweight 5-minute daily check covering cleanliness, display condition, pricing accuracy, staff presentation, and safety compliance. Generates a daily compliance score per store for trend tracking.
Franchise Outlet Compliance Audit
Structured area manager visit covering brand standards, VM compliance, staff presentation, food safety (where applicable), and operational compliance. AI scores the outlet and routes exceptions to HITL.
VM Execution and Compliance Workflow
Zone-by-zone VM checklist with mandatory photo per display area. AI verifies fixture placement, signage position, and display completeness against the embedded guideline before submission is allowed.
Campaign and Promotion Rollout Checklist
Structured rollout verification per campaign, covering asset placement, display setup, pricing confirmation, and staff briefing. AI verifies correct asset placement. HQ sees real-time completion across the network.
New Store Opening SOP
Multi-stage launch verification covering fit-out completion, VM setup, stock receipt and display, staff onboarding compliance, and brand standard sign-off. Each stage requires approval before the next begins.
Store Safety and Compliance Audit
Scheduled safety check covering fire exits, emergency equipment, electrical compliance, hazard identification, and cleaning standards. AI flags visible safety issues. Logic escalates critical findings immediately.
Store Maintenance Ticket and Resolution
Staff raise maintenance issues from any checklist item or independently. Auto-routes by issue type and location. SLA clock starts on assignment. Resolution confirmed with photo proof before ticket closes.
New Store Staff Induction
Structured induction for every new joiner covering role SOP orientation, store safety briefing, equipment handling, and HR policy acknowledgement. Deployment blocked until every induction step is verified complete.
SOP Update Acknowledgement
When a new SOP or brand standard is released, this workflow broadcasts it to all relevant staff with embedded comprehension questions. Completion tracked by store and individual. Non-response escalated automatically.
Petty Cash and Expense Submission
Staff submit expenses with receipt photo. AI extracts vendor name, amount, date, and category automatically. Threshold logic auto-approves low-value claims and routes high-value claims to manager with AI summary.
Inventory and Shrinkage Audit
Structured stock count with photo proof. Logic calculates variance against system stock and flags discrepancies above a defined threshold for HITL review. Creates a traceable shrinkage record.
Opening and Closing Checklist
Kitchen setup, equipment checks, cleaning standards, cash reconciliation, and security verified in enforced sequence. GPS and timestamp auto-captured. Logic blocks closing while open items remain.
Shift Handover Report
Captures pending tasks, equipment issues, stock alerts, customer complaints, and staff notes at each shift transition. Mandatory completion before shift closure is confirmed.
Staff Hygiene and Fitness Declaration
Daily pre-shift declaration by food handlers covering health status, clean uniform, handwashing, and no jewellery or nail polish. Creates a timestamped FSSAI-compliant record for every staff member every shift.
Daily Food Safety and HACCP Compliance Checklist
Temperature logs for storage and cooking, hygiene checks, cross-contamination controls, and equipment status. AI reads temperature photos and flags out-of-range readings. Logic blocks submission on critical failures.
Franchise Outlet Compliance Audit
Structured area manager visit covering brand standards, food safety, VM, staff presentation, and operational compliance. AI scores the outlet. Action tickets auto-generated per finding.
FSSAI Audit Preparation Checklist
Comprehensive pre-audit self-assessment covering all FSSAI inspection criteria including structural hygiene, food storage, personal hygiene, documentation completeness, pest control, and water quality.
Vendor and Supplier Delivery Inspection
Captures incoming goods quality, covering temperature, packaging integrity, label verification, and quantity match. AI reads delivery documents to extract supplier name, batch number, and expiry dates.
Pest Control and Sanitation Log
Scheduled pest control visits and daily sanitation records. Vendor submits structured completion with photo proof. Logic validates all required areas were covered. HITL routes to facility manager for sign-off.
Kitchen Equipment Preventive Maintenance Log
Scheduled checks for fryers, coolers, ovens, grills, hoods, and grease traps. Photo proof of condition. AI reads equipment photos to flag visible damage. Logic triggers escalation workflow on fault identification.
License and Certification Validity Tracker
Centralised tracker for FSSAI license, fire safety certificate, pest control agreement, and food handler health certificates. Automated alerts at 90, 60, and 30 days before expiry. Renewal workflow triggered automatically.
Food Handler Induction and Certification
Structured induction for every food handler covering FSSAI hygiene requirements, food safety protocols, equipment handling, and personal hygiene standards. Deployment blocked until induction and certification are verified.
Petty Cash and Expense Submission
Outlet-level expense submission with AI-decoded receipt. Threshold logic routes high-value claims for manager approval. Duplicate detection flags repeat submissions.
Customer Complaint Capture and Resolution
Structured complaint intake across channels including in-store, delivery, and phone. Categorised by type, auto-routed for resolution, tracked to closure with timestamp. Generates trend reports by outlet and category.
Daily Soft Services Completion Log
Cleaning staff complete a structured log per area covering washrooms, common areas, kitchen, and lobby, with photo proof. GPS and timestamp auto-captured. AI reads photos to verify cleaning standards.
Staff Attendance and Deployment Verification
GPS-verified check-in confirming contracted staff are deployed at each site and shift. Logic flags under-deployment against contracted headcount immediately. Client-facing proof of deployment.
Security Patrol and Guard Tour Log
Guards complete a structured patrol log at defined checkpoints. GPS confirms physical presence at each checkpoint. Photo proof of incidents. Logic flags missed checkpoints or time deviations.
Compliance and Regulatory Inspection Checklist
Structured inspection for regulated environments covering fire safety, bio-waste disposal, air quality, water quality, pest control, and electrical safety. AI compliance score generated. HITL routes to account manager.
Client SLA Audit
Structured assessment of service delivery against contracted SLA covering cleaning completion rates, PPM compliance, and fault response times. Generates a client-ready compliance report from verified field data.
Visitor and Contractor Access Log
Structured entry and exit log for visitors and contractors. AI reads ID document photos to extract name, company, and certification expiry. Logic flags contractors with expired inductions and blocks access confirmation.
Waste Management and Disposal Log
Daily log for waste collection, segregation, and disposal. AI reads waste segregation photos to verify correct sorting. Logic flags non-compliant disposal before submission. Creates documented waste trail for regulatory compliance.
Energy and Utilities Monitoring Log
Daily readings for electricity, water, and gas consumption. Logic calculates consumption against baseline and flags anomalies. Generates energy trend data for ESG reporting and outcome-based SLA management.
Preventive Maintenance (PPM) Checklist
Scheduled maintenance for HVAC, electrical panels, plumbing, fire suppression, lifts, and MEP systems. Photo proof per check. AI flags visible damage or abnormal conditions. Logic blocks submission if parameters are missing.
Fault and Incident Reporting Workflow
Any facility fault raised as a structured ticket, auto-routes by fault type and SLA tier. SLA clock starts on assignment. Escalation triggers on breach. Resolution confirmed with photo proof.
Vendor and Subcontractor Work Completion Verification
Subcontractor submits structured completion report with photo proof. AI verifies work was performed as described. Scope coverage validated by logic. HITL routes high-value completions for account manager sign-off before billing.
New Site Onboarding SOP
Standardised multi-stage onboarding for new client sites covering site survey, service scope confirmation, team briefing, SOP deployment, baseline inspection, and client sign-off. Ensures every site starts to the same standard.
Contractor and Third-Party Induction Log
Site-specific induction for every contractor entering a facility covering site hazard briefing, PPE confirmation with photo, and access restriction acknowledgement. AI reads contractor ID and certifications. Logic blocks site access if induction fails.
Infection Control Daily Compliance Checklist
Hand hygiene station checks, surface disinfection records by ward and time, sterile area access log, PPE availability, and housekeeping disinfection schedule. Logic blocks submission if timing deviations exceed the defined window.
Emergency Equipment Readiness Check
Daily verification of crash cart contents, defibrillator charge, oxygen cylinder levels, fire extinguisher status, and emergency medication inventory. Logic blocks submission if any critical item fails or is below minimum threshold.
NABH Internal Audit Checklist
Comprehensive self-assessment covering all 10 NABH standard chapters. AI generates a compliance score by chapter and flags gaps. HITL routes completed audits to Quality Manager and CEO for review and corrective action.
OT and ICU Readiness Checklist
Pre-procedure verification covering equipment functionality, sterile supplies in date, environmental controls within range, and emergency equipment present. Logic blocks procedure clearance if any critical item fails.
Patient Feedback and Complaint Capture
Structured intake for patient and family complaints, categorised by type, department, and severity. Auto-routed with resolution SLA. Serious complaints route immediately to Quality Manager. Generates trend reports by facility.
Biomedical Waste Segregation and Collection Log
Daily log for waste generation, segregation, and handover across every ward. AI reads bin photos to verify correct colour-coded segregation. Logic blocks collection confirmation if segregation is non-compliant.
Fire Safety and Emergency Preparedness Drill Log
Documentation of fire safety equipment checks, emergency exit inspections, and mock drill completion. Logic validates drill frequencies meet NABH and fire safety requirements. HITL routes to facility administrator for sign-off.
Medical Equipment Preventive Maintenance and Calibration Log
Scheduled maintenance and calibration for ventilators, sterilisers, infusion pumps, diagnostic devices, and emergency equipment. AI reads equipment photos to flag damage or abnormal conditions. Logic enforces mandatory calibration intervals.
Pharmacy and Medication Storage Compliance Check
Temperature logs for refrigerated medications, controlled substance storage, and expiry date verification for high-risk medications. AI reads temperature display photos and flags out-of-range readings. Logic blocks submission on critical deviations.
Staff Training and Competency Verification Log
Mandatory training completion across all staff categories including infection control, BMW management, fire safety, and patient handling. Logic flags staff with expired certifications and blocks workflow submission until training is updated.
New Joiner Induction Workflow
Role-specific induction for every new joiner covering SOP orientation, site safety briefing, equipment handling, HR policy, and emergency procedure awareness. Deployment confirmation blocked until every induction step is verified.
Shift Handover Report
Equipment faults, pending maintenance, safety near-misses, quality holds, and production notes captured at each shift transition. Mandatory before shift closure. Incoming supervisor receives AI summary of open items.
Toolbox Talk and Safety Briefing Log
Daily pre-shift safety briefing record covering topic covered, attendees, and acknowledgements. Photo proof of assembled team. Logic enforces minimum attendance threshold before shift start can be confirmed.
5S and GMP Audit Walk
Area-by-area audit covering Sort, Set in Order, Shine, Standardise, and Sustain, or GMP requirements for regulated manufacturing. AI scores compliance per area. Action tickets auto-generated for deviations.
Customer and Third-Party Audit Preparation Checklist
Self-assessment aligned to ISO 9001, ISO 14001, ISO 45001, IATF 16949, or GMP criteria. AI generates compliance score by section and flags gaps. HITL routes to Plant Head for review before the external audit.
Incoming Raw Material Quality Inspection
Visual inspection, measurement verification, certificate of analysis review, and temperature check for sensitive materials. AI reads inspection certificates to extract batch numbers and test results. Logic blocks goods receipt on failure.
Daily Safety and EHS Compliance Checklist
Machine guarding status, PPE availability, emergency equipment condition, fire exits, and hazard identification checked shift by shift. AI validates safety equipment photos. Logic blocks shift start confirmation on non-compliance.
Permit to Work Workflow
Structured permit issuance and closure for hot work, confined space entry, work at height, and electrical isolation. HITL routes permit approval to the authorised authority. Logic enforces that closure requires all sign-offs and photos.
Near-Miss and Incident Reporting Workflow
Mobile-first incident and near-miss capture accessible to every worker. Structured categorisation, photo evidence, GPS location, and immediate escalation by severity. HITL routes critical incidents for formal investigation.
Environmental Compliance Monitoring Log
Scheduled readings for effluent quality, stack emissions, ambient noise, and hazardous waste records. AI flags readings outside CPCB limits and triggers escalation. Logic blocks log submission as compliant on exceedances.
Equipment Inspection and Preventive Maintenance Log
Scheduled checks for production machinery, safety systems, fire suppression, electrical panels, and lifting equipment. AI reads equipment photos to flag visible damage. Logic enforces inspection intervals and blocks sign-off on failures.
Contractor and Contract Labour Induction and Deployment Log
Daily deployment record for all contract workers. Induction status verified, PPE confirmed with photo, and work area assigned. AI reads induction certificate photos. Logic blocks deployment if induction is expired or PPE fails verification.
Vendor and Outsourced Service Verification
Cleaning, waste collection, security patrol, and canteen compliance verified by vendors with photo proof. AI verifies photos against service standard. Logic validates scope coverage. HITL routes high-value completions for sign-off before billing.
Branch Opening and Closing Compliance Checklist
Vault status, cash balance confirmation, security system check, regulatory display verification, and staff attendance. AI verifies regulatory display photos. Logic blocks opening confirmation if mandatory items are incomplete.
Internal Audit and Concurrent Audit Preparation Checklist
Self-assessment aligned to RBI concurrent audit requirements covering advances documentation, KYC compliance, cash verification, customer complaint register, and regulatory display compliance. AI generates compliance score by section.
ATM Inspection and Maintenance Workflow
Scheduled inspection of every ATM covering physical condition, security camera status, cash level, card reader integrity, and first-level maintenance. AI reads ATM photos to flag tampered card readers or missing security seals.
Business Correspondent and Agent Outlet Inspection
Periodic inspection of BC outlets covering regulatory display compliance, customer service standards, transaction log availability, and KYC documentation maintenance. AI scores each outlet. Action tickets generated for deviations.
Branch Safety and Security Check
Security guard deployment, CCTV operational status, fire extinguisher condition, emergency exit clearance, and night locker status. Logic flags under-deployment of security staff. Escalation triggers on critical security failures.
Cash Handling and Vault Audit Workflow
Cash counting, denomination-wise verification, vault opening and closing with dual-control confirmation. Logic enforces dual-person verification so vault audit cannot be submitted without two authorised sign-offs. AI reads cash count photos.
Field Agent Activity and KYC Collection Verification
Daily activity log for field agents covering GPS-verified customer visits, KYC documents collected, and loan applications submitted. AI reads KYC document photos to extract customer name and document number. Logic blocks KYC submission if documents fail verification.
Loan Collection Agent Visit Log
GPS-verified collection agent field visits, borrower interaction confirmation, and payment receipt documentation. AI reads payment receipt photos to extract amount and date. Logic enforces GPS verification and receipt photo before completion is marked.
Guard Deployment and Shift Check-In Verification
Guards check in at shift start with GPS-verified location confirming physical presence at the client site. Photo of deployed guard in uniform submitted. Logic flags under-deployment against contracted headcount immediately.
Guard Patrol and Checkpoint Log
Structured patrol log at each checkpoint during shift. GPS confirms physical presence at each checkpoint at the recorded time. Photo of checkpoint area submitted. Logic flags missed checkpoints or time deviations.
Client Site Inspection and SLA Audit
Periodic structured audit of each client site against contracted service standard covering guard deployment confirmed, patrol frequency verified, equipment maintained, and access control log current. AI generates SLA compliance score.
Incident and Security Event Reporting
Mobile-first incident capture for every guard, categorised by incident type with photo evidence, GPS location, and timestamp. Immediate escalation by severity to site supervisor, operations manager, or control room.
Equipment and Post Order Compliance Check
Verification that all security equipment at each site is functional covering access control systems, CCTV cameras, communication devices, physical barriers, and first aid kits. Maintenance ticket auto-raised on equipment failure.
Guard Grooming and Uniform Compliance Check
Daily pre-shift check confirming all guards meet client grooming and uniform standards. Photo proof submitted by site supervisor. AI verifies uniform compliance from submitted photos. Logic flags non-compliance before shift starts.
Retailer Visit Verification Workflow
GPS-confirmed presence at retailer location, shelf photo authenticated at capture, beat plan compliance enforced at submission. A visit that does not meet location and timing criteria is flagged before the report is accepted.
Beat Plan Compliance Checklist
Rep's planned route loaded into the workflow. GPS verification confirms physical presence at each retailer within the required time window. Beat plan deviation flagged in real time, not inferred from end-of-day reports.
Merchandising and Shelf Compliance Audit
Shelf compliance at retail partner locations covering product placement, facing count, share of shelf, and promotional display verification. AI reads shelf photos and flags non-compliance at capture. Corrective action required before report is accepted.
Distributor Stock Audit
Structured stock count at distributor locations with photo proof. Logic calculates variance against system stock. Discrepancies above threshold route to HITL. Creates a traceable stock record that links field data to finance.
Customer Complaint Capture and Resolution
Structured in-store complaint intake with categorisation by type, photo evidence where relevant, and auto-routing to the responsible team. Resolution tracked with timestamp and confirmed with photo proof. Generates complaint trend reports by store and category.
Visual Merchandising Broadcast and Acknowledgement
HQ pushes new VM guidelines, campaign assets, and brand updates directly to store teams as a structured broadcast. Store managers acknowledge receipt and confirm understanding. Acknowledgement rates tracked by store. Non-responsive stores escalated automatically.
Staff Briefing and Daily Target Log
Captures daily team briefing content including targets, priorities, campaign focuses, and pending tasks. Structured form ensures consistent communication across shifts. Managers at HQ can see briefing completion rates and content across all stores.
Probation Period Milestone Assessment
Structured assessment at defined points during a new joiner's probation covering role-specific competency, SOP adherence, attendance, and conduct. AI generates a summary for the HR team. HITL routes borderline assessments for second-level review.
Seasonal Store Readiness Checklist
Pre-season verification that every store is prepared for a high-traffic period covering VM setup, stock levels, staff deployment, equipment readiness, and safety compliance. Each stage requires sign-off before the store is marked ready to trade.
New Outlet Opening SOP
Multi-stage checklist for new site launches covering kitchen setup verification, equipment commissioning, staff onboarding compliance, FSSAI documentation readiness, and brand standard sign-off. Ensures every outlet opens to the same standard regardless of franchisee or geography.
Customer Complaint Capture and Resolution
Structured intake for customer complaints across channels covering in-store, delivery platform, and phone. Categorised by type, auto-routed to the responsible team, tracked to closure with timestamp. Generates complaint trend reports by outlet and category.
Cold Chain Temperature Monitoring Log
Continuous temperature monitoring for refrigeration units, cold storage, and delivery vehicles. AI reads temperature display photos and extracts readings. Logic blocks submission if readings fall outside safe thresholds and triggers immediate escalation.
Catering and Banquet Setup Verification
Structured setup checklist for catering events covering food preparation compliance, service area setup, staff hygiene, equipment readiness, and portioning verification. Photo proof at each stage. Logic blocks event confirmation until all setup items are verified.
Equipment Deep Clean Log
Scheduled deep cleaning records for kitchen equipment including ovens, fryers, grease traps, cold rooms, and extraction systems. Photo proof of before and after condition. AI reads photos to verify cleaning standard has been met. Logic flags incomplete coverage.
Delivery Rider Compliance Check
Pre-shift verification for delivery riders covering vehicle condition, helmet and safety gear, packaging standards, and mobile device functionality. GPS-verified check-in at the outlet. Logic blocks rider deployment if mandatory items fail.
Co-Working Space Daily Floor Readiness Check
Structured pre-opening checklist covering every zone in a co-working centre including open desks, private cabins, meeting rooms, phone booths, cafe area, and washrooms. Photo proof for each zone. AI verifies cleanliness and setup. Logic blocks opening confirmation if any zone fails.
Meeting Room Setup and Turnaround Verification
Structured setup checklist triggered for each meeting room booking covering AV checked and working, seating confirmed, whiteboard cleared, refreshments placed, and climate set. Photo proof submitted before room is marked ready. Logic blocks room confirmation until all items are verified.
New Member Onboarding SOP
Structured workflow for welcoming a new co-working member covering access card issued, locker allocated, desk or cabin confirmed, tour completed, amenity briefing done, and welcome kit provided. Creates a consistent onboarding experience regardless of which staff member handles it.
Amenity and Equipment Availability Check
Daily check confirming all member-facing amenities are operational covering printers, scanners, coffee machines, lockers, phone booths, internet access points, and AV equipment. Any fault raised directly as a maintenance ticket from the checklist.
Centre Audit and Brand Standards Check
Periodic structured audit covering brand standards across a co-working or managed facility including signage, furniture condition, branding materials, plant maintenance, cafe presentation, and reception appearance. AI scores the centre against brand standards.
Member Complaint and Feedback Capture
Structured intake for member complaints and feedback, categorised by type including cleanliness, equipment, noise, and service. Auto-routed to the responsible team with SLA tracking. Resolution confirmed and communicated. Generates complaint trend data by centre and category.
Housekeeping and Terminal Cleaning Verification
Structured verification of housekeeping completion across all clinical and non-clinical areas including OPD, wards, OT, ICU, corridors, and washrooms. Mandatory photo proof. AI verifies cleanliness standards. Logic differentiates between standard and terminal cleaning protocols for OT and ICU areas.
Vendor and Housekeeping Staff Deployment Log
Daily verification that contracted housekeeping, waste management, and support staff are deployed at the correct facility and shift. GPS-verified check-in. Photo proof of staff deployment by area. Logic flags under-deployment against contracted headcount.
Biomedical Waste Disposal Vendor Verification
Monthly structured verification that the authorised biomedical waste disposal vendor is licensed, current on regulatory compliance, and collecting waste within the required frequency. Document upload of vendor license and CPCB authorisation. Logic flags expired vendor authorisations.
Infection Control Audit
Periodic structured audit of infection control practices across every ward and department covering hand hygiene compliance, surface disinfection, sterile area access, PPE usage, and housekeeping standards. AI generates a compliance score by ward. HITL routes to the Infection Control Officer.
Staff Certification Renewal Tracker
Centralised tracker for all mandatory staff certifications including NABH training renewals, BLS certification, infection control competency, and biomedical waste handling. Automated alerts at 60 and 30 days before expiry. Renewal workflow triggered and routed to the training coordinator.
Dietary and Kitchen Hygiene Compliance Check
Daily hygiene verification for hospital kitchen and dietary services covering food handler fitness declarations, temperature logs, cross-contamination controls, storage compliance, and FSSAI documentation. AI reads temperature photos and flags deviations. Logic blocks submission on critical failures.
Shift Start Readiness Check
Pre-shift verification that the production line, equipment, safety systems, and personnel are ready before operations begin. Logic blocks shift start confirmation if any critical readiness item fails. Creates a documented pre-shift readiness record for every line, every shift.
Contractor Payout Verification
Structured verification of contractor work completion before payment is triggered. Scope coverage confirmed with photo proof. AI verifies completion photos against the contracted standard. HITL approval required before billing is confirmed. Creates an auditable payout record.
Chemical and Hazardous Material Handling Log
Structured log for chemical receipt, storage, usage, and disposal. AI reads material safety data sheet photos to extract chemical name and handling requirements. Logic enforces mandatory PPE confirmation before handling is recorded. Creates a CPCB-compliant chemical handling trail.
Production Line Quality Check
Structured in-process quality verification at defined production milestones. Photo proof of product condition at each stage. AI reads quality check photos to flag visible defects or deviations. Logic blocks line advancement if quality thresholds fail. Creates a traceable quality record per batch.
Safe Work Method Statement Acknowledgement
Before beginning any high-risk task, workers acknowledge the Safe Work Method Statement for that activity with embedded comprehension verification. Completion timestamped and GPS-tagged. Logic blocks task commencement until acknowledgement is confirmed.
Goods Dispatch and Outbound Verification
Structured verification of outbound goods before dispatch covering quantity confirmation, packaging integrity, labelling accuracy, and vehicle condition. AI reads dispatch documents to verify batch numbers and quantities match the order. Logic blocks dispatch confirmation on discrepancies.
Loan Officer Field Visit Log
GPS-verified field visits by loan officers to borrower locations for assessment, documentation, and disbursement verification. AI reads submitted documents to extract customer name and loan details. Logic blocks visit completion without GPS confirmation and document photo.
Branch Regulatory Display Compliance Audit
Periodic verification that all mandatory regulatory displays are correctly posted at every branch including RBI interest rate boards, PMLA notice, grievance redressal officer details, ombudsman scheme information, and fair practice code display. AI verifies display completeness from submitted photos.
Insurance Agent Activity and Proposal Log
GPS-verified field activity log for insurance agents covering customer visits, proposal submissions, document collection, and premium collection. AI reads proposal and document photos to extract customer name and policy details. Logic flags incomplete submissions before the report is accepted.
Customer Complaint Registration and Resolution
Structured intake for all customer complaints at the branch, categorised by type and captured with relevant document photos where applicable. Resolution SLA assigned and tracked. Escalation triggers for complaints involving regulatory obligations. HITL routes serious complaints to compliance officer immediately.
New Branch Opening SOP
Multi-stage verification for new branch launches covering premises readiness, regulatory display installation, technology setup, staff deployment confirmation, security systems check, and compliance documentation. Each stage requires sign-off before the next begins.
Visitor and Access Log
Structured intake for visitor and contractor access at client sites covering identity captured, purpose recorded, host confirmed, and entry and exit timestamped with GPS tag. AI reads ID document photos to extract visitor name and document number. Logic flags unaccompanied visitors or contractors without valid induction.
Guard Performance and Conduct Log
Structured periodic performance record for each guard covering patrol compliance rate, incident response time, client feedback, grooming compliance, and punctuality. Generates a guard-level performance record for recognition, redeployment, and disciplinary decisions.
Post-Incident Investigation Report
Structured post-incident documentation for serious security events covering incident timeline, evidence collected, witnesses identified, immediate actions taken, and root cause assessment. HITL routes to operations manager and client account manager for review and sign-off.
New Distributor Onboarding Checklist
Structured onboarding verification for new distributor partners covering infrastructure assessment, cold chain capability, staff readiness, regulatory compliance, and agreement documentation. Each stage requires photo proof and sign-off before the next begins.
Promotional Campaign Compliance Audit
Structured verification by field reps that promotional campaign materials are correctly deployed at retailer locations covering display placement, pricing accuracy, stock availability, and competitor activity observation. AI reads display photos and flags non-compliance at capture.
Salesman Daily Journey Plan Log
Daily structured log for salesman journey plans covering outlets planned, outlets visited, GPS-confirmed presence, orders taken, collections made, and competitor observations. Beat plan adherence calculated automatically from GPS-confirmed visits versus planned route.