Purchase imports: from files to a queue
A Chrome extension connects parsing previews, customer matching and business-page actions in a manageable task queue.
Workflow Automation
Turn repetitive clicks into manageable batch work.
Connect file parsing, business matching, browser actions and PDF uploads for purchase imports and clinical calibration, with visible progress and clear checkpoints.
- support users of the import tool
- 30
- clinical team members
- 6
- documents/day previously handled individually
- ~100
A better way to work
BEFORE
Purchase imports require repeated customer lookups and page navigation. Clinical calibration involves reading Excel tasks, matching orders and equipment, locating PDFs and uploading files individually.
WITH THE PRODUCT
Batch workflows coordinate the steps, show progress, surface ambiguous matches and exceptions, and export results for review.
Core capabilities
Clinical calibration: connect browser and files
A Chrome extension and Windows assistant link Excel tasks, order and equipment matching, shared-drive PDF discovery and web uploads.
Stay in control of exceptions
Pause and resume, candidate confirmation, duplicate handling and exception stops allow staff to intervene where needed.
Verify what actually completed
Business-page feedback determines completion. Progress and exported results support review of finished, pending and exceptional tasks.
How it works
- 01
Import task files
- 02
Match customers or equipment
- 03
Run batches and resolve exceptions
- 04
Verify and export results
PRODUCT / ENGINEERING
What I delivered
I independently designed, developed, tested and delivered both workflows, including browser extensions and the Windows assistant. The import tool serves 30 support staff. The clinical tool serves a six-person team, moving a workload of approximately 100 individually handled documents per day into batch operations.
Does your team face a similar challenge?
Start with one workflow. Let’s explore how AI could fit your operations.
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