Integrations Directory 
nCino
nCino is a cloud-based platform that provides banks with a suite of tools to manage their operations efficiently and effectively.
- Account
- Loan
- Opportunity
- Contact
- User
- Task
- Note
- Document
- Transaction
- File
AI Operation Agent
Company Data
Company Knowledge
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AI Decision Framework
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AI Operation Tools
Your Business Process
Use nCino for your operation
Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
ModuleOperations
EntityIncident
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
ModuleOperations
EntityOperations Task / Checklist
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Purchase Requisition
Request approval to purchase goods or services before creating a purchase order.
ModuleFinance & Accounting
EntityPurchase Orders
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Payment Request
Request payment from customers or initiate payment to vendors.
ModuleFinance & Accounting
EntityInvoice
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