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Currency updates based on exchange rates

Case for Automation

Businesses that involve money transfer services, currency exchange, travel,
and shopping all need 24/7 access to the latest mid-market rates. A bot can
efficiently fetch currency updates from online sources, automatically
download them into Excel, and update the rates on screen. Everything is
performed quickly and without the risk of human error presented by manual
entry. Bots can also handle customer queries via live chat, providing historic
currency graphs, live currency rates, and currency conversions.

Bot Activities

  • Extracts updated mid-market rates from predefined web sources and time
  • Creates new Excel tabs in worksheets or updates existing currency
  • Populates data across multiple screens (or a single screen) and website
  • Logs into ERP system to share updated rates across all business units
  • Handles customer queries via live chat