ElectroNeek Bot Library

Annual questionnaire processing

Case for Automation

Annual tax questionnaires contain essential information on clients’ financial accounts and guarantee that tax requirements are met. Processing these questionnaires manually is time consuming and risks introducing human error. Task automation would eliminate errors and free up over 2 hours of productive time[ED22]  for other priority activities.

 

Bot Activities
  • Is triggered by client form submission
  • Extracts client form details
  • Enters client form details into tax software
  • Saves copy of completed questionnaire to file folder
  • Creates Excel file with list of questionnaires processed and their statuses 
  • Sends messenger or email notification once questionnaire is processed
Automated software

MS Excel

MS Outlook

Sage

🚀 Author
  • Electroneek
📒 Bot Category
  • Finance and Accounting
💡 Tags
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