Use Cases

Automate your CRM updates

Updating CRM like Salesforce is one of the recurring activities performed by the Sales operations team. RPA can Automate most of the repetitive tasks of maintaining your CRM and also run an error check with other applications like an ERP.

Automate your payroll payment

Robotic Process Automation is perfect for payroll payments. A leading international bank adopted RPA in payroll payments with great results. They reduced manual errors

100 RPA Automation ideas

Looking for RPA Automation ideas? Here are 100 Automation opportunities from Kofax. There are ten examples use cases across ten

HR: Automate your Employee onboarding

As an HR employee, you like to be able to talk to the new hires and ensure they have everything they need day one and ensure they are comfortable in their new job. The problem is that there is too much administrative work that you need to take care of with so many new employees joining. With Robotic process automation (RPA), you can dramatically compress the time taken for key onboarding activities. This helps you to get back to focusing on what’s most important for you and your company.

AP 3-way matching

3 way match – How to automate with RPA

Before paying any invoice, Accounts Payable(AP) matches what was ordered (with PO) to the goods received (via GRN) to what is being charged (Invoice). The current process that has evolved over the years is very manual, paper-based and leads to delays and human errors. With Robotic Process Automation (RPA), this three-way matching can be automated removing this tedious work for the AP professionals. Here is a quick demo.

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