Human in the Loop Automation: Exploring Ply's new Portals

How to Unlock Ply’s Human-in-the-Loop Automation Workflow

Automation tools have undoubtedly revolutionized the way businesses operate and streamline their workflows. If you're already engrained in the world of automation, chances are you've heard of the concept known as 'human-in-the-loop automation.' This innovative technology is not fully automated but instead incorporates human interaction at pivotal points throughout a process.

One tool leading the charge in human-in-the-loop automation is Ply. The latest feature added to its arsenal is ‘Portals,’ which allows you to achieve even more with your automation processes.

Diving into Ply’s Latest Feature - The Portals

In essence, Ply Portals are robust form-like experiences that are connected to your data in real-time. They allow you to incorporate your business' unique processes and AI logic to create your dream customer workflows - all without requiring a single line of code.

Ply Portals can help create dynamic, interactive, and automated experiences. Let's illustrate this with an 'onboarding' example where potential customers visit your website and provide their information to initiate an onboarding process.

The stages of onboarding might include 1) agreement signature, 2) paid deposit, and 3) fully onboarded. Depending on a potential customer's onboarding stage, Pli Portals coordinate various interaction paths, hence creating a truly customized onboarding experience.

Setting Up an Interactive Onboarding Process with Ply Portal

Let's create a Ply Portal with a human-in-the-loop automation process. First, you'll need to give your portal a name, such as 'onboarding.' Once your onboarding portal is created, you'll begin to set up the building blocks of your portal.

Your new users will need to input their email addresses into your system. If a user doesn’t exist in your database, the workflow takes them through the process of creating a new account. If their email address is already part of your database, the workflows can be customized based on the stages of the onboarding process they are in.

The power of Ply Portals shines through in their ability to conduct different operations for different users. It creates a pathway based on the dynamic data feed. If a user email isn't in our database, the portal would ask for their name, then proceed to create a new record for them in your AirTable.

On the other hand, if a user is already in your system, the portal will differentiate workflows between users waiting for agreement signatures, those who need to make a deposit, or those fully onboarded.

By integrating Ply Portal’s capabilities with your existing database, you can create a truly interactive and automated user onboarding process. You can design a portal layout that aligns with your brand and directly publish it without any lengthy or complicated development processes.

Ply’s portals revolutionize customer interaction with a brand in real-time, making interactive forms more than just forms. They become an integral part of the user's journey with your company.

For those who may encounter difficulties while trying to set the process for themselves, GAP Consulting services are available to assist. Take a leap forward in your automation processes by capitalizing on the potential of Ply’s human-in-the-loop automation!

Remember, the right automation can unleash the full potential of your no-code tools, giving you a competitive edge in the market.