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Collection of planning data

Case for Automation

Organizational planning implies the collection of data from multiple teams and business units and involves almost all functions across the company – from administrative roles to executive management. The collected data should be represented in a structured format and distributed to the key stakeholders in a timely manner. In many companies, employees may spend a whole day on these rule-based tasks. 

Bot Activities
  • Opens the relevant folders and systems and sorts out the files accordingly with the requested data 
  • Extracts the data from relevant financial, management and administrative systems and spreadsheets
  • Sorts out the extracted data into the relevant fields and categories in the planning spreadsheet
  • Marks areas where the requested data has not been found and sends manual follow ups via email
  • Emails the stakeholders upon the completion of data collection
Automated software

Hubspot

MS Excel

MS Outlook

Quickbooks

Salesforce

🚀 Author
  • Electroneek
📒 Bot Family
  • Planning
💡 Tags
Related Blog Post
4 Ways to Streamline Data Entry Processes That Can Transform Your Business
4th June 2020
4 Ways to Streamline Data Entry Processes That Can Transform Your Business
Top 10 Best Automation Tools in 2021
30th November 2020
Top 10 Best Automation Tools in 2021

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