Robotic process automation.
CRM Integration with RPA
Wednesday, 04 October 2023
Stop adding files to your customer records manually. That’s what robots are for! In this prior demo, SimpleIndex generates reader-friendly PDFs when given a fillable form and XML data. Now let’s look at how to efficiently upload these completed forms into our CRM’s corresponding customer records. These operations are possible because SimpleIndex generates a log
PDF Form Filling, XML & RPA Integration
Monday, 21 August 2023
How to create reader-friendly PDF documents from XML or JSON data–automatically! This demo also shows how to harness the efficiency of Robotic Process Automation (RPA), powered by our partners at AstroRPA, to take a tedious multi-step work routine and turn it into a hands-off process completed in a fraction of the time. In this scenario,
Accounts Payable Automation with RPA
Thursday, 20 January 2022
In just a few clicks, you can an inbox full of invoices to data entered into QuickBooks Online (or any other accounting system) with SimpleIndex and Astro RPA. The first step is to run our SimpleInvoice job to capture the data from your invoices. Then, with one more click, fire up the robot and grab
Indexing from Applications with Screen OCR
Monday, 29 January 2018
Some documents are difficult or impossible to automate with OCR. For example, documents with non-standard layouts, unconstrained handwriting or very poor scan quality. In applications like invoice processing, fully automating the data entry can require expensive software and weeks of consulting. Even after all that expense, many users miss the interface and data validations that
