Processes to Automate: Report Generation

Описание к видео Processes to Automate: Report Generation

Businesses need data from their ERP, CRM, and other systems in order to make informed decisions. But pulling manual reports on a regular basis is time-consuming and eats into the time you need to analyze the data. With RPA, there are a number of ways to reduce the burden of reporting, with scheduling or trigger-based report generation.

Check out this example of automated report generation where a project management team gets individual CRM reports sent to their email every week to tell them how many hours are left in each project.

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