Our client wanted to improve efficiency in their production accounting financial processes. Manual handling became time-consuming, with over 100 emails daily, containing vital information and attachments from various sources related to different transactions. Each email required meticulous sorting, downloading, and processing of attachments, including those embedded within emails and combined into one PDF. Additionally, generating unique file names based on attachment contents further complicated the task.

It took approximately ten minutes to complete this process per email, leading to significant inefficiencies and bottlenecks in their workflow. The overarching goal was to automate this cumbersome process, leveraging Robotic Process Automation (RPA) and AI to seamlessly streamline email retrieval, attachment processing, file naming, and repository uploads.

Intelbyte embarked on a comprehensive approach to tackle the client's document workflow challenges. Leveraging Power Automate, a bot was developed and deployed on virtual machines to automate the processes. Automated email retrieval was implemented, enabling the bot to monitor the inbox, process incoming emails, and manage attachments seamlessly.

AI algorithms were employed to identify and extract key data from documents accurately and precisely. Furthermore, the bot facilitated efficient processing and routing of documents, dynamically combining necessary files and generating unique file names based on content. This streamlined approach enhanced efficiency and minimized errors, ensuring smooth document handling and management for our client in the energy sector.

Implementing an automated document workflow solution led to a remarkable 95% reduction in human intervention and yielded remarkable results for our client. Processing times were slashed by 60% compared to manual methods, significantly enhancing operational efficiency.