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Eligibility checking

Case for Automation

Departments such as sales, procurement, accounting, and HR may be required
to perform eligibility checking. This task involves carrying out repetitive
actions on various websites such as performing queries, copying relevant
information, and pasting it into the relevant systems

Bot Activities

  • Creates list of relevant websites
  • Performs queries on selected websites
  • Checks eligibility status
  • Copies relevant information
  • Inputs information collected into Excel spreadsheet
  • Uploads relevant documents for selected sources based on status
  • Creates report on query status
  • Sends report to stakeholders