Processes

Discover selected processes that are handled by our robots in the companies.

CONSIGNMENT WAREHOUSE - LOGISTIC PROCESS

  • The client receives an invoice in PDF and Excel versions.
  • The robot posts the invoice.
  • In the warehouse system, the robot sets the range of dates by invoices and exports the list of products removed from the stocks.
  • Then, the robot compares each position from the invoice with the list from the warehouse.
  • If everything is consistent – the robot ends the process.
  • If any inconsistencies occur – robot reports these items in which discrepancies occurred to a coordinating employee.

MARINE EXPORT - CONTAINER TRACKING

  • The robot logs in to an internal system and downloads the container data.
  • Thereafter, it goes to the Port website, enters the container number into the web browser and downloads the container-related information such as: weight, custom import holds and permissions, status, envisaged receipt date.
  • The robot enters the information downloaded from the website to an internal system of the client.
  • It repeats the above-described process few times, completing the system with new entries such as: declared weight and the actual weight. It checks the registration number of the car that is assigned to pick up the container from the port and tracks the container until the moment when it reaches an appropriate status.
  • For one of our clients, a digital staff member handles about 140 up to180 inquiries of this kind per day.

STEEL PRODUCTION - DEBT COLLECTION

  • The robot logs in the SAP system.
  • It searches for invoices with delayed payments according to two date ranges: from 10 to 31 days and from 31 to 60 days.
  • The digital staff member downloads necessary information from the system about unpaid invoices, such as: the invoice number, amount, payment term.
  • Then the robot logs in to e-mail inbox and pastes the above-mentioned information in proper places in the message template that is sent to your business partner in default of payment.
  • The debt collection process is entirely handled by a robot.

SALES DEPARTMENT - CUSTOMER SERVICE PROCESS

  • The robot logs in to the CRM system and searches for clients who have an older version of the system software sold by the client.
  • In the CRM, the digital staff member checks clients with whom talks aiming to update the software have already been initiated.
  • From the CRM, it copies the contact data of the clients who have not received an offer for software update yet and reports to the salesman the readiness to send such an offer.
  • The robot logs in to the e-mail inbox and sends a message with offer for a more recent version of the programme.
  • The process that used to be performed by persons from the Customer Service Office, today is fully performed by a digital staff member.
  • During the first test launching of the robot, it sent about 50 offers, 20 of them resulted in the sale of new software versions. Technically, a digital staff member is able to handle much more sent e-mails.

MANUFACTURING COMPANY - ACCOUNTING PROCESS

  • One of our clients, a global lighting manufacturer, receives 2,000 invoices per month from one of his clients.
  • The digital staff member logs in to the e-mail inbox.
  • Then, it opens an e-mail message and downloads an e-mail attachment that is an invoice.
  • The digital staff member takes the amounts from specified places on the invoice.
  • It logs in to an accounting system and enters proper data from the invoice in specified places in the accounting system.
  • The robot saves changes in the system and goes to the next invoice joined to the next e-mail message.
  • The robot is able to post over 200 invoices per day all by itself.
  • Before hiring a digital staff member, in order to post these invoices, an employee at the company had to deal with this process all the time.

ARRANGED MEETINGS - RECRUITMENT PROCESS

  • The robot enters in LinkedIn browser all criteria set by the recruiter, e.g. a Java developer and searches for candidates.
  • It verifies the contact network of the candidate, checks in which company he/she works, excludes ones that should be omitted and narrows down the result list.
  • Thereafter, the digital staff member browses and “reads” the profile of each of several hundred selected candidates and downloads the required data, e.g. experience and others according to the set criteria.
  • The list prepared by the robot is verified by a recruiter. He may narrow it down even more, then he launches the robot once again.
  • The robot verifies the CRM whether a given candidate is in the database. If yes, it sends him/her an invite for a job interview by e-mail.
  • If the candidate is not listed in the CRM base, the digital staff member invites him/her for a job interview directly from the LinkedIn profile of the recruitment agency.

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