AUTOMATION OF ACTIVITIES
IN THE COMPANY

VIRTUAL EMPLOYEES ARE EXCELLENT TO AUTOMATION OF REPETITIVE ACTIONS 

The benefits of using a virtual employee are many - they work 24/7, they don't need breaks for food, sick leave or parental leave. And most importantly, he always has the right mood. He performs his tasks routinely, according to the programmed scheme, without breaks. This is how the automation of activities looks like in a nutshell.

FINANCE DEPARTMENT

Invoices are automatically issued and posted based on customer contact details and their orders. Robots verify VAT suppliers, generate statements, enter payments into the sales system and send reports to selected employees.

SALES DEPARTMENT

Virtual employees check inventory, update price lists and availability of goods. They generate offers in relation to customer queries. They collect leads from contact forms. Robots issue automatic invoices and send to customers.

PURCHASING DEPARTMENT

Robots register information about products purchased by customers. If a new customer appears in the ordering system, they create his profile and complete it with the data provided. They download order documents from an electronic mailbox and convert them from PDF to TIFF. Robots work similarly to robots in the finance department. They create reports summarizing the inventory and the number of purchased goods. Then send to managers and designated employees.

CUSTOMER SERVICE DEPARTMENT

The robots deal with initial customer service by answering frequently asked questions. They are able to send documents or redirect to the company website. They also assess opportunities and threats based on established relationships. The customer service and relationship management system is based on automated operations (RPA). The robot can send an offer to a potential consumer, set alerts reminding the employee to take action after the implementation of the indicated action, e.g. ending a chat conversation.

COMPLAINTS DEPARTMENT

Each opinion submitted by a dissatisfied customer is received and categorized by virtual employees. Information is sent to the customer about the acceptance of his application. Automatic notification of the status change appears in the sales system, e.g. from "processed" to "complaint submission". A report is sent after the whole process, which includes or doesn't recognize the complaint. The customer service and relationship management system is based on automated operations. Starting from sending an offer to a potential consumer, the employee can set reminder alerts or enter actions as a result, e.g. closing the conversation stage.

PERSONNEL DEPARTMENT

Each new employee must be entered into the company management system. This task is taken over by robots, which download contact data from e-mail or Excel files. In this process, they generate employment contracts. The employee's profile during the internship is supplemented with the amount of salary, the number of vacation days or obtained certificates.

As you can see in the examples above, robotization and automation of activities using robots can be used in many areas. They certainly facilitate the work, making the individual stages more transparent and accelerating the entire process.

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