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Collection of planning data

Case for Automation

Organizational planning requires data collection from multiple teams and
business units and involves almost all functions across the company – from
administrative roles to executive management. The collected data must be
compiled in a structured format and distributed to key stakeholders in a timely
manner. In many companies, employees spend an entire day performing these
rule-based tasks.

Bot Activities

  • Opens relevant folders and systems and sorts files according to requested
  • Extracts data from relevant financial, management, and administrative systems
    and spreadsheets
  • Sorts extracted data into relevant fields and categories in the planning spreadsheet
  • Marks areas where requested data has not been found and sends email
  • Emails stakeholders upon the completion of data collection