Workflow Automation

Meruscase Automation

End-to-end automated case filing — from free-form description to confirmed submission in four stages.

Case Preparation
Data Processing
Scheduled Submission
Completion
1
Case Preparation

Describe & Transfer

A

Manager fills out a case description in free style with all relevant client data

B

Manager transfers the case to the Meruscase automation account

👤 Human action
2
Data Processing

Parse & Structure

A

Automation parses data from the case description — extracts all relevant fields

B

Converts extracted data into a structured JSON format ready for form filling

⚡ Automated
3
Scheduled Submission

Fill, Submit & Capture

A

At 4:55 PM automation begins filling out the form with JSON data

B

At exactly 5:00 PM clicks the Submit button

C

Downloads confirmation files — proof of successful or unsuccessful submission

⚡ Automated
4
Completion

Attach & Handoff

A

Goes to Meruscase, attaches confirmation files to the original case

B

Transfers the task back to the manager for review

⚡ Automated