Automate PDF document creation using standard business application features and a variable dispatch method
Utilise the preferred customer dispatch method to customise text for generating detailed emails and attaching PDFs
Automatically email and file associated documents in the correct location within the document management system, following the correct naming convention
Solution
Defined a suitable driver file reflecting the index key associated with the required client entry, exportable from the primary business application
Mapped the business process, identifying potential error routines to implement appropriate error handling for transaction failures
Assigned necessary permissions for the end-to-end process to the BOT
Sequenced and looped the script for repeated execution until completion
Included closure of logical application windows for accurate and efficient replay
Mapped and tested requirements for a standalone audit log
Automated interaction with:
Primary Practice Management System
PDF generation tool
Outlook
Company Document Management System
Benefits
Efficiency:
Provides an efficient service, operating at approximately one transaction every 70-80 seconds, scalable through load balancing by adding more BOTs to the process
Flexibility:
Can accommodate different record types
Time and Cost Savings:
Saves significant amounts of administrative, managerial, and director time per transaction, particularly for repetitive monthly or quarterly actions
Ensures 100% accuracy and standardisation in all associated processes
Correctly names and stores all documents, leading to enhanced efficiency and compliance
