We developed an automated solution for extracting and packaging the specific data within a reporting form required by government agencies. The solution used a dashboard and bot to achieve this. The automated process needed to be initiated by a user with a simple click of a button in the dashboard. The selected data set was then extracted and sent to the RPA bot, which filled in the data within the reporting form, which was a more advanced and feature-rich PDF file. After the file was ready, the bot sent it back to the user through an e-mail to download or outright send it to the respective government agency.
Using this automated solution, our client was finally able to quickly fill out those complex multi-page forms required by the government agencies. Allowing them to dynamically select all the required data was what greatly sped up the process and made quite a difference. Additionally, since every user had unique tasks and work styles, the bot was able to accommodate them by filling the forms depending on the user’s security level and their role within the company.