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Statement Generation

Customer statement generation and delivery

Complexity: Simple | Duration: 5-15m | Category: Industry/Financial Services

Tags: statement delivery customer-service reporting

Workflow Diagram​

Steps​

Step 1: Generate statements​

Agent: operations

analyst - Create statement files

Step 2: Validate accuracy​

Agent: operations

analyst - Check statement content

Step 3: Route delivery​

Agent: notification

specialist - Determine delivery method

Step 4: Send statements​

Agent: notification

specialist - Distribute to customers

Step 5: Track delivery​

Agent: notification

specialist - Confirm receipt

Step 6: Archive copies​

Agent: operations

analyst - Store for records

Usage​

To execute this workflow:

/workflow industry/financial-services/statement-generation.workflow

See other workflows in this category for related automation patterns.