Create Account Reconciliation Dashboard

This bot will generate a demo Bot Insight dashboard for the Account Reconciliation process.

Top Benefits

  • Easy to use and integrate in new tasks without any technical supervision
  • Bot execution results in auto generated dashboard for Account Reconciliation process showing valuable metrics to the end user
This bot is a demo designed to demonstrate the process of creating an Account Reconciliation Dashboard in Bot Insights based on information provided in a sample CSV (provided). For the demo to work properly, place the sample CSV in the My Docs directory (or change the file reference path in the bot). Sample values should be replaced with actual data when you're ready to integrate this concept/bot into your existing automations.

See the Bot in Action

Setup process

Install

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

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

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

Requirements and Inputs

  • Functional AAE 10.7 sp2 setup
  • Inputs: Sample CSV provided should be placed in My Docs folder

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