ElectroNeek Bot Library

Collection of planning data

Case for Automation

Organizational planning requires data collection from multiple teams and business units and involves almost all functions across the company – from administrative roles to executive management. The collected data must be compiled in a structured format and distributed to key stakeholders in a timely manner. In many companies, employees spend an entire day performing these rule-based tasks. 

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

Hubspot

MS Excel

MS Outlook

QuickBooks Online

Salesforce

🚀 Author
  • Electroneek
📒 Bot Category
  • Strategy and Planning
💡 Tags
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Get matched with ElectroNeek Partner to get this or similar bot running in your organization without paying for any RPA software. Yes, this is possible. Only with ElectroNeek.

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