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 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

See other Bots

Finance and Accounting

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