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Extract From W9

This bot takes Company name and Address Data and translates it to a spreadsheet It then emails the spreadsheet to the user along with any errors

Top Benefits

  • Improve Information Capture speed from W-9 forms by 40%
  • Reduce workload on finance department staff
  • 100% accurate Information capture when needed
  • Create Template for potential future upload to quickbooks

Tasks

  • Capture Information from W-9 Forms
  • Create new spreadsheet for data if needed
  • Alerts user by email with spreadsheet attached when task is completed

Our financial department found creating new Customers in our online CRM to be a tedious and time-consuming task. While creating an associated bot to solve that problem, we discovered that we could spin off this bot and it would have many unrelated users. After all, every time a Vendor or Customer W-9 would come in, the Finance department would have to extract information from it, a tedious but necessary task.

As a result, we decided to spin this bot off to work separately. The bot takes a folder of W-9 forms and captures certain information from them into an Excel Spreadsheet which can easily be fed into the Create Customers Quickbooks bot. Once the spreadsheet is created, the bot will email it to the user, reducing the tedium and increasing the accuracy of this small, but necessary, function. There is simply no need to copy and paste information from W-9s on a large scale manually anymore!

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
November 22, 2019
First Published
November 8, 2019
Enterprise Version
11.3
Community Version
11.3.1
ReadMe
ReadMe
Support

See the Bot in Action

Screenshot of the code
A W-9 File that the data is extracted from.
The Excel document, after the bot finishes running.
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Screenshot of the code
A W-9 File that the data is extracted from.
The Excel document, after the bot finishes running.

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

  • Automation Anywhere version 11.3
  • Microsoft Excel
  • Digitized W-9s of the customers, saved as PDFs in a single folder