Solutions / Use case
The manual work that bottlenecks the business but never makes IT's roadmap. Tray.ai is what ops ships it on.
Every business has a backlog of “we should automate this” — invoices stuck in handoffs, weekly reports one person regenerates, onboarding checklists in a Google Doc. Tray.ai ships it without the IT queue, under the governance the CIO needs.
Intelligent iPaaS lets workflows span CRM, ERP, ticketing, finance, comms — anything with an API. 700+ connectors means most of the plumbing is already there.
Add LLM steps anywhere in a workflow — for classification, extraction, summarization, or agent-driven decisions where it's worth the complexity.
Per-user RBAC, approval gates on sensitive actions, audit trails — baked into AI Governance, not bolted on after the fact.
Auctane processes 3B orders/year through Tray.ai. Starling Bank runs 800+ workflows in production. The platform holds up at enterprise scale.
−25% manual effort per order on Mixpanel's order-to-cash flow
“Automation has fundamentally changed our approach to building processes. So far, we have yet to find something that Tray can't do.”
Customer stories tagged to this use case.
IT / Business Tech
Auctane — parent company to ShipStation, Stamps.com, ShipEngine, and more — was onboarding up to 30 users a month through a mix of manual da…
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Finance
Mixpanel's finance team was reconciling closed-won contracts between CRM and ERP by hand on every sale — the order-to-cash process couldn't …
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Sales ops
Udemy's self-service enterprise tier was processing credit-card purchases in Stripe, but contracts were being created and amended in Salesfo…
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Sales ops
After acquiring The Real Yellow Pages, Thryv had a 1,500-person sales team waiting on a unified order-management stack — orders, fulfillment…
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Sales ops
AVID Property Group's sales team faced challenges integrating multiple systems for data ingestion and processing, causing delays and ineffic…
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A global enterprise software vendor was running its sales reporting against an on-prem CRM that couldn't take the load — an 8-person team sp…
Read the story →A mix. Business systems analysts, RevOps and IT ops engineers, and increasingly product / data teams. Tray's no-code builder gets non-engineers a long way; for the bits that need code, custom code steps are available anywhere in the workflow.
No — and that's the point. Tray drives APIs, not screen-scraping. RPA bots are brittle and expensive to maintain. Tray workflows talk directly to systems via 700+ connectors plus a universal HTTP client.
Tray is the enterprise tier. Zapier-class tools work great for individual productivity workflows but don't scale to 800+ governed workflows like Starling Bank's, or $400B+ managed integrations like Zuora's. Tray is what teams move to when audit, governance, and reliability become table stakes.
Every workflow run logged, every step traceable. SOC 2 Type II, SOC 1 Type II, HIPAA, GDPR, CCPA. 100% execution uptime.
Walk through the scenario with a Tray.ai expert.
