- Create tasks
- Inputs data from an excel spreadsheet
- Give reminders
This bot creates tasks in SugarCRM for every row in the excel file. This bot can automate this repetitive task and saves hours in a day. This bot will produce a detailed task needed for every single person and description for what everyone will need.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- SugarCRM account