Robotic Process Automations with Automation Anywhere

Created Bots to Automate: 1. Web table extractions to CSV and Excel documents. 2. Reading, sending, forwarding, and replying Emails. 3. Creating invoices using invoicely

RPA

3 min read

As an operations manager for a logistics company, you receive hundreds of invoices from suppliers every day via email. To streamline your invoice processing, you decide to automate the task of extracting PDFs from emails. The RPA software can log in to your email account, identify emails with invoices attached, download the PDF attachments, and save them to a specified folder. This saves you time and reduces errors associated with manual invoice processing, allowing you to allocate resources to more critical tasks.

As a financial analyst for an investment firm, you need to extract data from a web table that shows the financial performance of different companies and new users in the technology sector. To automate this task, we can use RPA to extract the data from the web table. The RPA software can navigate to the web page, extract the relevant data, and save it in an Excel file. Once the data is saved in the Excel file, you can compare the financial performance of different companies, identify trends, and make informed investment decisions.

WEB TABLE EXTRACTION TO CSV

WEB TABLE EXTRACTION TO EXCEL

EMAIL AUTOMATION

CREATING INVOICES

Links to Workflows and Business Scenarios

As a marketing manager for an e-commerce website, you need to extract data from a web table that shows the Holiday customer reports of different product categories over the past year. To automate this task, we can use RPA to extract the data from the web table. The RPA software can navigate to the web page, extract the relevant data, and save it in a CSV file. Once the data is saved in the CSV file, you can perform further analysis and develop targeted marketing campaigns.

As a small business owner, you need to create invoices for your clients regularly. To automate this task and save time, you use Automation Anywhere RPA to generate and send invoices automatically. The RPA software can extract data from your database or spreadsheet, populate the fields of an invoice template, and send the invoice to your clients via email or a file-sharing service. This saves you time and ensures that your invoices are accurate and delivered promptly, improving your cash flow and customer satisfaction.