Thank you for participating in our workshop!! We hope you enjoyed “Automation vs AI - What's the Difference? How to Choose?” and your brain is mulling over the potential of automation in your firm or business!  Please don't forget to fill out our Survey! 

Included in this follow up package: 

  • RPA Idea Tracker - use this tool to help evaluate the processes you’d like to see automated.  You’ll enter a little bit of information about each process on your list, and the tool will help identify if it’s a good candidate for automation.  (instructions are included on spreadsheet) 
    • Once you have a few ideas, determine which one is the most straightforward and would have the most impact in terms of saving time for higher value work. 
  • Techromatic Process Intake Form – Once you have identified the most straightforward process(es) for automation, proceed to this questionnaire.  The data on this form will help to inform the project and next steps.  Filling this out prior to our Workflow Discovery will significantly reduce the time to scope! 
  • Workshop Slides – Please feel free to review the slides from the workshop. 
  • Demo – Feel free to take another look at the Probate Bot Demo
  • One Pagers: Here are a few of one pagers to give you some more inspiration: 
  • Podcasts: Here are some podcasts to give you even more content! 

Thank you again for joining us! Please feel free to reach out if I can answer any questions or feel free to jump on my calendar - here is the link! ! 

Have a great day and I hope to see you soon!

Best, Elisa


Elisa Silverglade (she/her)
Director of Automation
914-362-8000 PHONE
917-439-7839 CELL