Automating processes involved in reporting is one the most common ways to optimize the workflow by implementing RPA tools.
Related topic: What is RPA
Programmed bots can automate numerous tiny, repetitive procedures, and one of them is data entry. Let's take a look at the real example. A manager receives invoices, notes about successful/unsuccessful transactions, and other valuable data in his/her/their email inbox. At the end of each month, the number of these emails reaches three-digit. It takes hours to extract information and manually add it to the CRM system and mentally drains the manager.
The picture may look a lot different from the one above if the company decides to implement RPA bot. Take a look at the process: bot opens inbox folder, reads email messages that contain information about transactions, and enters it into the CRM system by sending HTTP requests using API of this CRM system, like Hubspot. It takes several munites for a bot to finish the task that would take several hours of tedious activities for a person. A manager can be involved in more serious, exciting, and analytical projects.
If you want to learn more details about the automation of this exact process - we've got you! Check out this article with a step-by-step guide on how to deploy ElectroNeek RPA bot.
You can also find more technical information about RPA bots in ElectroNeek Blog using the #RPAforDevs tag.
If you are ready to analyze which process in your workflow should be automated first, reach out to our automation expert for a personalized session.