Robotic Process Automation (RPA) and Integrify
RPA + Workflow Automation is a Powerful Way to Automate Tasks
Workflow automation and robotic process automation (RPA) are separate but compatible technologies. Workflow automation tools like Integrify allow your business to define a series of tasks involved in a process and ensure they are completed by the correct individuals in a standardized, compliant manner.
RPA digs deeper into a specific type of task performed as part of a workflow. Tasks frequently addressed by RPA systems involve the tedious process of taking data out of one system or document and entering into another system. This is especially helpful when there is no API connecting the different systems. In addition, RPA systems can “learn” how to perform rote tasks by observing them and using AI to design rules based on actions taken.
Let’s say an administrative mailbox regularly receives invoices as PDF attachments. Someone needs to check the mailbox, open the PDF attachment, ensure that the invoice is completed properly and then send it to the appropriate finance staff for processing.
Instead, an RPA tool can process all these incoming invoices. A bot can check for new emails, open them, and then open the attachments. It then uses rules to determine if the invoice is compliant. If the invoice has an issue, the bot signals the workflow automation system to trigger an automated workflow.
All this happens in seconds and frees up the employee who spent their day reviewing emails and attachments to work on more valuable tasks.
It’s helpful to view RPA activities as tasks within a broader workflow. Consider the example above.
Now let's say once this RPA task is completed there are several more human tasks that need to be performed. For instance, someone in purchasing needs to review the data that's been entered to approve it. Once approved, the data needs to trigger alerts for fulfillment with another department. The bot passes all the data it extracted from the invoice and passes it into the workflow. Logic in the workflow system evaluates the data from the invoice and assigns a task (and possible additional workflows) for someone to review/resolve the issue.
These approval and follow-up tasks can be handled by an automated workflow that's triggered when the RPA task completes.
While Integrify is not an RPA tool, it is compatible with any RPA tool on the market. Integration can be done through our API or via the front-end. Our philosophy is that you should get to choose the best RPA vendor for your needs and then pair it with Integrify’s powerful workflow automation tools.
If you’re intrigued about how RPA combined with workflow automation can help your organization become even more efficient and productive, please contact us.
We can consult with you on your use cases and approach to automating your business processes to find the best solution.
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