RPA Automation

Automate the Work.
Liberate Your Team.

We design and deploy RPA workflows that eliminate manual bottlenecks across your entire stack — from lead routing and data sync to invoice generation and compliance reporting.

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Overview

Manual processes kill growth. Every hour your team spends on data entry, report building, or lead routing is an hour not spent selling, building, or strategizing. At Process IQ, we map, design, and deploy RPA workflows that replace manual operations with intelligent automation — across your CRM, ads, finance, and ops stack.

We don't just automate tasks — we re-architect your operations so your team can focus entirely on high-value work that moves the business forward.

RPA Workflow Diagram
78%
Manual Ops Replaced
Across active engagements
142
Automations Deployed
Live RPA workflows
4.2×
Deal Cycle Speed
After automation rollout
−68%
Manual Overhead
Average per client
What We Do

Every bottleneck is an opportunity.

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Lead Capture → CRM Injection
Zero manual entry. 2-second injection.
Form submissions routed, enriched, and injected into Salesforce with full attribution tagging in under 2 seconds — automatically, every time.
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Ad Attribution Reconciliation
Every dollar traced to a deal.
Daily sync between Meta/Google Ads and your CRM. Every opportunity tracked back to a campaign, ad set, and creative — fully automated.
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Pipeline Stall Detection
No deal left behind.
Deals that haven't moved in 7 days surface automatically to the right rep with context and next-step prompts — before they go cold.
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Revenue Reporting Automation
Reports that write themselves.
Weekly and monthly revenue decks assembled automatically from CRM + Ads data — delivered to leadership inboxes on schedule, always accurate.
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Invoice & Contract Automation
Close faster. Admin slower.
Auto-generate invoices, contracts, and NDAs from CRM data. Route for e-signature via DocuSign or Adobe Sign — zero manual formatting.
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Onboarding Workflow Automation
New client? Automated from day one.
New client onboarding tasks, Slack provisioning, CRM record creation, and welcome sequences triggered automatically the moment a deal closes.
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Client Impact

Automation that changes how businesses operate.

Logistics Company
14 Manual Workflows Replaced Across 3 Enterprise Systems
End-to-end RPA deployment across invoicing, lead routing, and compliance reporting — 78% of manual ops automated in 6 weeks.
78%
Automation Rate
4.2×
Deal Cycle Speed
+38%
Pipeline Velocity
Series B SaaS
Revenue Reporting Fully Automated for 80-Person GTM Team
Weekly revenue decks, pipeline reports, and ad attribution summaries now auto-deliver every Monday morning — zero manual spreadsheet work.
−68%
Manual Overhead
100%
Report Accuracy
8hrs
Saved Per Week

Ready to eliminate manual work?

Get your free automation audit — we identify your top 10 automation opportunities in one session.

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Let's automate your operations.

Tell us your biggest manual bottleneck. We'll show you how to automate it.

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