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Service scheduling

Case for Automation

Maintaining a business calendar requires excellent organizational skills. It
can be especially complicated when dealing with high-level employees who
have numerous meetings each day. Here, automation may come in handy by
finding the best time for relevant team members to meet, thus freeing up
more time for selling or other advanced tasks.

Bot Activities

  • Logs into planning systems using various account credentials
  • Navigates employee and customer calendars to find time slots based on
    predefined criteria
  • Checks availability of various business parties
  • Schedules time for multiple parties to perform complex, multistep services
  • Emails confirmations and calendar placeholders
  • Collects data on available time slots in a single Excel file
  • Creates and emails report to stakeholders upon task completion