Back-office automation in Creatio
Prepares the refunds, address changes, access requests and POs a person would — the decision stays with a person.
Used in these recipes
Solution
For each routine back-office request, the agent pulls the data from Creatio and your other systems, prepares the change and checks it against your rules. A person signs off; the change is then made in your systems and logged in Creatio. Works with Creatio and your ERP or billing system — such as SAP, Oracle NetSuite, Microsoft Dynamics 365, Sage, Stripe or GoCardless — through their APIs or Marketplace connectors.
The model
Reads the request and prepares the draft: the PO, the refund, the record change.
Code
Pulls the data, checks the draft against limits and policy, and makes the approved change in your systems.
A practitioner
Signs off each prepared change, as a task in Creatio.
On Creatio, we build it with: AI Studio agent · business processes and approvals · integrations with your back-office systems — see Creatio's built-in AI agents
Reference architecture
The draft is ready; the decision stays with a person
Back-office automation · Creatio · reference architecture
- Systems · Creatio + yours Work arrives case · order · invoice
- → Pick the process
- Code · decides Pick the process refund · address · access · PO
- → Pull the data data needed
- Systems · Creatio + yours Pull the data ERP · billing · core system
- → Prepare the draft
- Model · judges Prepare the draft PO · reconciliation · letter
- → Check it
- Code · decides Check it limits · matching · route
- → Sign off for sign-off
- Practitioner · approves Sign off task in Creatio
- → Done in your systems approved
- Systems · Creatio + yours Done in your systems written back · case updated
- Creatio
- Creatio agent
- Marketplace
- DigiTeam
Key deliverables
- Process list: the back-office requests worth preparing, picked with you — refunds, address changes, access, POs.
- Preparing agent in Creatio AI Studio, set up for each request type.
- Data pulls from Creatio and the systems the change touches.
- Rule checks as a Creatio business process: limits, policy, who may approve what.
- Sign-off and write-back: nothing changes in your systems before a person approves, and every change is logged.
Results
10× faster approval cycle.
Asked for by 13 teams, delivered for 3.
Results come from this module as we've delivered it, across platforms. Your Creatio version is adapted to your setup.
Start with one request type.
One back-office request type, live in your Creatio, with a fixed scope. The systems it touches, the rules and who signs off are settled before we build.