A2019.20 testing

This bot takes client data from a CSV file and creates client records for you in Invoicely. The Sales Operations Specialist extracts information from multiple s

Top Benefits

  • Improve sales team productivity by up to 30%.
  • Improve sales team productivity by up to 30%.
  • st, efficient AP processing whenever you need it.
  • Reduce costs for skill maintenance due to Salesforce product changes.

Tasks

  • Read and validate Excel files to get AP record details.
  • Switch to Sheet, Close Sheet
  • Delete Cells, Find, Get Multiple Cells, Get Single Cells

Inputs and triggers: Outline the input data that a person will give the bot, or a trigger for the bot to act.
Actions: Describe the task that the bot does.
Outputs: Explain what the bot produces, such as a spreadsheet, emails, or new records in a particular application.
Use cases: Talk about business process pain points when this bot would be valuable. Illustrate the benefits of using this bot by describing the manual work people have to do without this bot, including the long hours required, money spent, and inefficient results. Contrast that with how their workflow and efficiency improve after implementing this automation.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
March 5, 2021
First Published
March 5, 2021
Enterprise Version
A2019
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Do not include the Automation Anywhere version since that’s already included above.
  • List any databases or other sources the bot relies on.