Handing recurring web-portal chores to SI
SI works through recurring tasks in web portals, such as downloading statements, checking statuses and entering routine data, and stops before any final step.
The problem
Admin work is full of small portal tasks: download this month's statements from six sites, check claim or permit status, update the same info in three places. Each is quick, together they eat hours.
What SI does
With access you grant, SI logs into the portals you list, follows the written steps for each chore, downloads files into the right folders, records statuses in a sheet, and fills routine data entries. Before any step that submits, pays, accepts terms or changes account settings, it stops and asks.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Property management company
On the first business day, SI downloads utility and bank statements from each portal and files them by property.
- Medical billing office
SI checks the status of a list of insurance claims in payer portals and records which need follow-up.
- General contractor
Permit status is checked weekly on the town portals for each active job and logged in the job sheet.
What it takes to set up
A written list of chores and steps, and access set up the way you choose (preferably with limited-permission user accounts). Setup is often a few days.
What a human still checks
- SI stops before any submit, payment, signature or setting change.
- Access uses limited-permission accounts where possible, and passwords are not shared in chat.
- A person spot-checks downloads and entries.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Do these portal chores [list with steps] for [period]. Download files into [folders] with names [pattern], record statuses in [sheet], and enter this routine data [file]. Stop before any step that submits, pays, signs, accepts terms or changes settings. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.