A robot prepares the morning sales and stock reports at 6:00
A robot has taken over twenty minutes of daily routine. It emails the finished reports, with screenshots, to the manager.
The starting point
Every morning, colleagues in controlling had to produce two Excel reports, one on daily sales and one on stock levels.
They logged in to a remote desktop, launched the ERP, checked several parameters, confirmed that the previous day's data had loaded, took screenshots and emailed everything to the manager. The routine took about 20 minutes every day.
The solution
- Every morning at 6:00, the robot logs in to the ERP and opens both reports.
- It checks the period and other parameters and refreshes the data.
- It compares the result with the previous day. If something does not add up, it emails the responsible user.
- If everything is in order, it takes screenshots, creates an Outlook email with both reports attached and sends it to the manager.
The result
- The reports are ready before colleagues get to work, and the routine no longer holds anyone up.
By automating routine tasks, our people can focus on the more important parts of their jobs.
Documents from email to ERP with no human input
A robot reads documents from email and enters them in the ERP. Rekeying errors are gone and documents move through the company faster.
Supplier invoices go from email into the accounts on their own, twice a day
Twice a day, a robot goes through the invoice mailbox and creates each invoice in the accounting software as a provisionally entered document.
A robot checks delivery schedules from email, giving the planner a third of his capacity back
Twice a day, a robot extracts delivery schedules from PDFs, checks the orders in the ERP and sends a report to planning.