Automation Modules

A growing catalog of prebuilt automation — ready to deploy fast.

Every module below is a production-proven automation built to take a manual, repetitive process off your team’s plate. Deploy what fits your operation today, and extend with custom work where you need it.

Automation Modules

25+

5M+

Transactions (and counting)

50K

Staff Hours Returned / Year

90d

Average Time to ROI

SecurePath Managed Services

Every module, operated and improved over time

AXI doesn't just build automation — we run it. SecurePath monitors every module in production, handles exceptions, and continuously improves performance as your business and systems evolve, so results keep compounding long after launch.

Manufacturing · Operations Automation

Sales Order & Quoting

Multi-portal order entry and quote generation — from email to ERP/CRM — without manual rekeying.

The Challenge

Orders and quote requests pour in through email and customer procurement portals, each in its own format. Re-keying every line into your ERP is slow, error-prone, and ties up skilled people on data entry instead of customers — and during a rush, orders wait in a queue.

How AXI automates it
Technologies
Microsoft Graph API

Secure email capture from the inbox

Document Intelligence

Reads and extracts line items from purchase orders

OpenAI LLM

Interprets and validates order details

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

95%

of orders processed automatically

2,000+

staff hours returned per year

0

manual touches on clean orders

Finance & Accounting · Operations Automation

Accounts Payable Automation

Invoice matching, PO creation, and approval routing without manual handling.

The Challenge

Invoices arrive from dozens of vendors in every format imaginable. Matching each one to its purchase order, keying it into the ERP, and chasing down approvals is slow, repetitive work — and a single missed match can mean a late payment or a duplicate.

How AXI automates it
Technologies
Document Intelligence & OCR

Reads invoices and purchase orders of any format

AI Matching & Validation

Performs three-way match against POs and receipts

Workflow Automation

Routes approvals and posts to the ERP

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Healthcare · Compliance Automation

HR Compliance Screening

Automated candidate verification across OIG, SAM & state exclusion lists.

The Challenge

Every new hire — and every existing employee and vendor — has to be screened against federal and state exclusion lists. Doing it by hand across dozens of facilities is tedious, easy to fall behind on, and a real compliance risk if anyone slips through.

How AXI automates it
Technologies
Automated Verification

Checks names against federal and state exclusion sources

Document Intelligence

Captures and structures candidate records

AI Matching

Resolves name and identity matches accurately

RPA

Automates the workflow steps end-to-end

REST APIs

EHR integration with PointClickCare and clinical systems

60+

facilities screened continuously

100%

of new hires verified before start

Monthly

automated re-screening

Healthcare · Operations Automation

Patient Admissions

EMR referral processing and admissions workflow automation end-to-end.

The Challenge

Referrals arrive from hospitals and discharge planners as faxes, PDFs, and portal messages — each formatted differently. Admissions staff read, interpret, and re-key the clinical and demographic details into the EMR by hand, and every minute of delay is a delay in placing a resident.

How AXI automates it
Technologies
Custom Python Libraries

Document intelligence — reads and extracts referral data

Text Analytics for Health

Extracts clinical entities from the text

Proprietary LLM

Interprets and structures the admission record

RPA

Automates the workflow steps end-to-end

REST APIs

EHR integration with PointClickCare and clinical systems

Minutes

to process each referral

24/7

automated intake

0

manual EMR rekeying

Healthcare · Analytics & Reporting

Quality Measure Analytics

Automated CMS quality measure reporting and 5-Star dashboard generation.

The Challenge

Tracking CMS quality measures and 5-Star performance across a portfolio of facilities means manually pulling and reconciling reports from multiple systems. By the time a declining measure surfaces, the window to act on it has often already closed.

How AXI automates it
Technologies
Data Integration

Consolidates quality data across source systems

Automated Analytics

Calculates CMS measures and 5-Star scores

AI Trend Detection

Surfaces declining measures before they affect ratings

BI Analytics Portal

Self-service dashboards and drill-down reporting

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with CMS iQIES for quality data and reporting

60+

facilities reported automatically

Daily

dashboard refresh

Resident-level

drill-down visibility

Sports · Content Automation

Game Notes

Branded game notes, capsules, and media guides produced from league-approved data, in a fraction of the manual time.

The Challenge

Producing accurate, on-brand game notes, capsules, and media guides for every game is enormously time-consuming. Communications teams spend hours per game pulling statistics and writing copy — over a full season, that is hundreds of hours on work that has to be both fast and flawless.

How AXI automates it
Technologies
Cloud Functions

Orchestrates data processing and document generation

Cloud SQL (PostgreSQL)

Stores team and player statistics

Adobe InDesign

Auto-populates branded templates to produce the finished guide

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with the MLB Stats database for team and player statistics

162

games covered per season

700+

hours returned per year

Minutes

to produce vs. hours by hand

Healthcare · Operations Automation

Revenue Cycle & Remittance

835 remittance posting, eligibility checks, and claims upload without manual data entry.

The Challenge

Posting remittances, verifying eligibility, and uploading claims are high-volume, deadline-driven tasks. Done by hand, they are slow and prone to the small errors that delay payment and create rework downstream.

How AXI automates it
Technologies
Document Intelligence & OCR

Reads remittances and payer documents

Automated Validation

Checks eligibility and claim accuracy

Workflow Automation

Posts, uploads, and tracks each claim

RPA

Automates the workflow steps end-to-end

REST APIs

EHR integration with PointClickCare and clinical systems

Healthcare · Document Automation

Clinical Document Intelligence

Extract and validate data from medical records, intake forms, and regulatory documents.

The Challenge

Critical information is locked inside faxes, PDFs, and scanned forms. Staff re-read and re-key it into clinical systems by hand — slow work that introduces errors right where accuracy matters most.

How AXI automates it
Technologies
Document Intelligence & OCR

Reads documents of any format

AI Classification

Identifies document type and key fields

Automated Validation

Confirms accuracy against source records

RPA

Automates the workflow steps end-to-end

REST APIs

EHR integration with PointClickCare and clinical systems

Manufacturing · AI & Analytics

AI-Enabled Estimating

Generate estimates from drawing and specification packages automatically, in a fraction of the time.

The Challenge

Producing an accurate estimate means interpreting drawings and specs, then pricing every component by hand. It is expert work that takes hours or days — and slow quotes lose deals.

How AXI automates it
Technologies
OpenAI Vision

Reads and interprets CAD drawings

AI Extraction

Identifies components, materials, and quantities

Automated Estimating

Builds a structured, priced estimate

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Manufacturing · Quality Automation

Quality & Visual Inspection

Computer-vision inspection and defect detection that flags issues before they ship.

The Challenge

Manual inspection is slow, subjective, and easy to miss under production pressure. Defects that slip through become costly returns and warranty claims.

How AXI automates it
Technologies
Computer Vision

Inspects parts and detects defects

Inspects parts and detects defects

Distinguishes pass from fail

Automated Logging

Records results for traceability

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Manufacturing · Integration & Modernizatio

Systems Integration & Modernization

Connect and modernize ERP, CRM, and legacy systems so data moves without manual handoffs.

The Challenge

Disconnected systems force staff to re-enter the same data in several places, and aging platforms make it worse. Every manual handoff is a chance for data to drift out of sync.

How AXI automates it
Technologies
System Integration

Connects ERP, CRM, and legacy platforms

Data Orchestration

Moves and synchronizes data automatically

Workflow Automation

Replaces manual handoffs

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Sports · Content Automation

Game Notes

Branded game notes, capsules, and media guides produced from league-approved data, in a fraction of the manual time.

The Challenge

Producing accurate, on-brand game notes, capsules, and media guides for every game is enormously time-consuming. Communications teams spend hours per game pulling statistics and writing copy — over a full season, that is hundreds of hours on work that has to be both fast and flawless.

How AXI automates it
Technologies
Cloud Functions

Orchestrates data processing and document generation

Cloud SQL (PostgreSQL)

Stores team and player statistics

Adobe InDesign

Auto-populates branded templates to produce the finished guide

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with the MLB Stats database for team and player statistics

Sports · Content Automation

Marketing & Fan Communications

Automated, on-brand fan and marketing content that keeps audiences engaged.

The Challenge

Keeping fans engaged means producing a steady stream of on-brand content across channels. Doing it by hand is time-consuming and hard to sustain through a long season.

How AXI automates it
Technologies
Content Automation

Produces on-brand fan and marketing content

AI Personalization

Tailors content to audience and channel

Automated Publishing

Formats and schedules output

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your CRM and marketing systems

Cross-Functional · Sales Automation

Sales Proposal Automation

Generate on-brand sales proposals from predefined templates — so reps spend their time selling, not formatting.

The Challenge

Reps lose hours assembling proposals by hand, and quality drifts as everyone works from their own version. Inconsistent, slow proposals cost deals and dilute the brand.

How AXI automates it
Technologies
Content Automation

Assembles proposals from approved templates

AI Drafting

Tailors language to each opportunitys

Workflow Automation

Routes for review and delivery

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Cross-Functional · Operations Automation

Finance & Accounting Operations

AP, AR, reconciliations, and reporting handled without manual data entry, so the close moves faster.

The Challenge

Finance teams spend the month re-keying invoices, chasing approvals, and reconciling accounts by hand. The manual load slows the close and pulls skilled people away from analysis.

How AXI automates it
Technologies
Document Intelligence & OCR

Reads invoices and financial documents

AI Matching & Validation

Posts entries and routes approvals

RPS

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Cross-Functional · Document Automation

Document Intelligence & OCR

Classify, extract, and validate data from any document type — turning paper and PDFs into clean records.

The Challenge

Every business runs on documents that arrive as PDFs, scans, and faxes. Turning them into usable data by hand is slow, repetitive, and error-prone.

How AXI automates it
Technologies
Document Intelligence & OCR

Reads documents of any format

AI Classification

Identifies document type and fields

Automated Validation

Confirms accuracy before posting

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems

Cross Functional · Process Automation

Robotic Process Automation

Hands-off automation of repetitive, rules-based tasks across the systems you already run.

The Challenge

Skilled staff lose hours every week to repetitive, rules-based clicking between systems. It is tedious, easy to get wrong, and a poor use of valuable time.

How AXI automates it
Technologies
AI Decisioning

Handles variation and exceptions

Orchestration

Schedules, runs, and monitors the automations

RPA

Automates the workflow steps end-to-end

REST APIs

Integration with your ERP and business systems