Systems and methods for determining user personas for a user
US-2023245174-A1 · Aug 3, 2023 · US
US12242883B2 · US · B2
| Field | Value |
|---|---|
| Publication number | US-12242883-B2 |
| Application number | US-202117196503-A |
| Country | US |
| Kind code | B2 |
| Filing date | Mar 9, 2021 |
| Priority date | Mar 9, 2021 |
| Publication date | Mar 4, 2025 |
| Grant date | Mar 4, 2025 |
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In an embodiment, an apparatus comprises one or more processors and one or more memories communicatively coupled to the one or more processors and storing instructions which, when processed by the one or more processors, cause: providing one or more first software services to a client computing device corresponding to a particular entity profile for a particular entity; identifying data in the particular entity profile identifying one or more second software services used by the particular entity; while executing a first workflow for the one or more first software services, identifying a trigger for the one or more second software services; in response to identifying the trigger, executing a second workflow for the one or more second software services using data extracted from the first workflow.
Opening claim text (preview).
What is claimed is: 1. A method comprising: providing one or more first software services to a client computing device corresponding to a particular entity profile for a particular entity; identifying, in the particular entity profile, data that identifies one or more second software services used by the particular entity; receiving, from the client computing device, input identifying one or more fields of a particular type of electronic document processed through the one or more first software services that contains information to be used by the one or more second software services; while executing a first workflow for the one or more first software services; identifying a trigger for the one or more second software services based at least in part on data received from the one or more first software services, the trigger defining an event within the first workflow for the one or more first software services and a responsive action within a second workflow for the one or more second software services, and the data obtained from the one or more first software services indicating an occurrence of the event within the first workflow for the one or more first software services; identifying the particular type of electronic document; and in response to identifying the particular type of electronic document, extracting second data from the one or more fields to be used in the second workflow; and in response to identifying the trigger, executing the second workflow for the one or more second software services using data extracted from the first workflow, wherein the method is executed by one or more computing devices. 2. The method of claim 1 , wherein the one or more first software services comprise one or more of processing of digital media files, controlling operation of one or more physical items, tracking of transactions between the particular entity and one or more other entities, or management of systems or processes of the particular entity. 3. The method of claim 1 , further comprising providing the one or more second software services to the client computing device. 4. The method of claim 1 , wherein the one or more second software services are provided by the particular entity or a separate entity. 5. The method of claim 1 , wherein identifying the trigger for the one or more second software services comprises determining that the data extracted from the first workflow corresponds to one or more previous instances of the one or more second software services. 6. The method of claim 1 , further comprising displaying, on the client computing device, an interface depicting analytics for a process using the data extracted from the first workflow and data extract from the second workflow. 7. The method of claim 1 , further comprising: while providing the one or more first software services to the client computing device, generating one or more analytics; determining that the one or more analytics relate to the one or more second software services; generating and displaying, on the client computing device, a recommendation to activate the one or more second software services; and receiving, from the client computing device, a request to activate the one or more second software services and, in response, storing the data in the particular entity profile identifying the one or more second software services as used by the particular entity. 8. A system comprising: one or more processors; a memory communicatively coupled to the one or more processors and storing instructions which, when executed by the one or more processors, cause performance of: providing one or more first software services to a client computing device corresponding to a particular entity profile for a particular entity; identifying, in the particular entity profile, data that identifies one or more second software services used by the particular entity, the one or more second software services comprising one or more external software services; receiving, from the client computing device, input identifying one or more fields of a particular type of electronic document processed through the one or more first software services that contains information to be used by the one or more second software services; while executing a first workflow for the one or more first software services; identifying a trigger for the one or more second software services based at least in part on data received from the one or more first software services, the trigger defining an event within the first workflow for the one or more first software services and a responsive action within a second workflow for the one or more second software services, and the data obtained from the one or more first software services indicating an occurrence of the event within the first workflow for the one or more first software services; and identifying the particular type of electronic document, in response, extracting second data from the one or more fields to be used in the second workflow; and in response to identifying the trigger, executing a second workflow for the one or more second software services through an application programming interface (API) of the one or more second software services using data extracted from the first workflow. 9. The system of claim 8 , wherein the one or more first software services comprise one or more of processing of digital media files, controlling operation of one or more physical items, tracking of transactions between the particular entity and one or more other entities, or management of systems or processes of the particular entity. 10. The system of claim 8 , wherein the instructions, when executed by the one or more processors, further cause performance of providing the one or more second software services to the client computing device. 11. The system of claim 8 , wherein the one or more second services are provided by the particular entity or a separate entity. 12. The system of claim 8 , wherein identifying the trigger for the one or more second software services comprises determining that the data extracted from the first workflow corresponds to one or more previous instances of the one or more second software services. 13. The system of claim 8 , wherein the instructions, when executed by the one or more processors, further cause performance of displaying, on the client computing device, an interface depicting analytics for a process using the data extracted from the first workflow and data extract from the second workflow. 14. The system of claim 8 , wherein the instructions, when executed by the one or more processors, further cause performance of: while providing the one or more first software services to the client computing device, determining, generating one or more analytics; determining that the one or more analytics relate to the one or more second software services; generating and displaying, on the client computing device, a recommendation to activate the one or more second software services; receiving, from the client computing device, a request to activate the one or more second software services and, in response, storing the data in the particular entity profile identifying the one or more second software services as used by the particular entity. 15. The system of claim 8 , wherein the particular type of electronic document is an electronic mail document, wherein the identifying the trigger for the one or more second software services includes: initiating actions for a file management workflow in response to identifying the electronic mail document, the actions including identifying the trigger i
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