The Pointee platform
Process discovery. Structured mapping. Automation that fits your existing systems.
Discover: what your team actually does
Pointee observes interactions between operators and your legacy systems, identifies repeated sequences across sessions and users, and surfaces them as candidate automations with frequency data.
| Process Name | Weekly Freq. | Systems | Complexity |
|---|---|---|---|
| Account Reconciliation | 47 | 3 | |
| Policy Renewal Trigger | 22 | 2 | |
| Claims Status Update | 31 | 4 | |
| KYC Document Check | 18 | 2 | |
| Compliance Report Export | 8 | 3 |
Map: from observation to structured flow
Every identified process becomes a structured BPMN-style flow diagram before any automation is built. Your team reviews and approves each map.
Automate: without touching the core
Pointee drives your legacy systems the same way a human operator does, through the existing UI. No API integration. No data model changes. Your core systems keep running exactly as they were.
| Process Name | Status | Last Run |
|---|---|---|
| Account Reconciliation | Running | 2026-08-04 09:14 |
| Policy Renewal Trigger | Completed | 2026-08-04 08:55 |
| Claims Status Update | Exception | 2026-08-04 08:31 |
| Compliance Report Export | Completed | 2026-08-03 17:02 |
Exceptions routed back to the right person
When an automated process reaches an unexpected state, Pointee routes the exception to the correct operator with full context. Every step is logged.
| Process | Step Reached | Exception Type | Assigned To |
|---|---|---|---|
| Claims Status Update | Validate claim ID | Missing field | J. Horak |
| Account Reconciliation | Post to ledger | Timeout | M. Cerveny |
| KYC Document Check | Document scan | Format error | J. Horak |
Designed for regulated environments
Built with the data handling requirements of EU-regulated financial institutions in mind. All process observational data stays within your environment. GDPR-aligned data processing agreement available for Enterprise tier clients.
