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Document template completion

Case for Automation

Completing standard forms for banking, taxes, HR, and accounting can be
extremely labor intensive, especially when team members must complete tens to
hundreds of such forms daily. Such data entry requires a meticulous approach
and may lead to human errors.

Bot Activities

  • Places data from various sources into the relevant fields in template-based
    documents
  • Recognizes and reconciles data between primary and target documents’ fields
  • Removes duplicate forms
  • Emails completed documents to stakeholders
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