ElectroNeek Bot Library

Document template completion

Case for Automation

Completing standard forms for banking, taxes, HR, and accounting can be extremely labor intensive, especially when team members must complete tens to hundreds of such forms daily. Such data entry requires a meticulous approach and may lead to human errors.

Bot Activities
  • Places data from various sources into the relevant fields in template-based documents
  • Recognizes and reconciles data between primary and target documents’ fields
  • Removes duplicate forms
  • Emails completed documents to stakeholders
Automated software

ERP

MS Excel

MS Outlook

See other Bots
🚀 Author
  • Electroneek
📒 Bot Category
  • Document processing
💡 Tags
Related Blog Post
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‘RPA 101’: What is RPA in customer onboarding?
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29th January 2020
‘RPA 101’: What is Document Recognition?

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