100+ Robotic Process Automation (RPA) Use Cases
Explore our database of Robotic Process Automation (RPA) use cases for RPA examples in various industries and business functions
RPA use cases across different business functions
In different industries, Robotic Process Automation (RPA) can be used for many different purposes. RPA helps companies to automate rule-based processes, allowing companies to work cheaper, faster and better.
To help you get started, these are over 100 RPA Use Cases at a glance. Scroll down for a more detailed look at each of the RPA use cases.
Find the right RPA use cases for you
Start by choosing your work function in the dropdown list below. Alternatively, you can explore RPA use cases for all functions to view a large range of RPA examples for inspiration to get started with RPA.
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HR Virtual Assistants
Use chatbots and RPA to help employees easily accomplish routine HR tasks such as applying for leave, submitting claims, and more.
This creates a smoother process for employees, resulting in less frustration and more accurate declaration, while HR staff members can focus on higher-value tasks.
Gathering Customer Information
Automate the collection of customer information during new calls and provide the information to call centre agents for smoother customer experience and quicker resolution of issues.
During the call, quickly retrieve customer information, such as customer information, order details, and conversation history, from multiple enterprise systems to reduce search times by call centre agents.
Automatically create support tickets if subsequent follow-ups are required.
Customer Service and Support
Automate repetitive customer service/support desk activities and provide self-service options for common problems, flagging exceptions for handling by human agents.
Automate the retrieving of customer/employee information across multiple disparate systems to support human agents in resolving issues quickly.
Capture data from hardcopy invoices from suppliers and automatically check them for missing information and against payment limits as stated in the POs or contracts.
Prevent payment of invoices with discrepancies and initiate requests for additional information to the relevant stakeholders.
Use machine learning and RPA to automatically classify procurement transactions according to texts in the requisitions. Flag requesters with follow-up questions if there is insufficient information for classification.
Create automated periodic reports to inform your procurement strategy.
Invoice Creation In Accounting System
Automatically access and read Excel files in shared folders, then retrieve and store the details. The RPA bot can then log in to your accounting system, such as SAP, to update the data for all relevant records, and automatically send emails to relevant personnel.
Automate data entry from one place to another using RPA bots.
For example, information from Excel spreadsheets can be keyed into your enterprise system without human workers having to toggle between the two.
If the information is not yet digitised, then OCR can be employed to extract information from hardcopy documents for further processing by RPA bots.
Resolving Login Issues
Read requests for resolving login issues from the log system and retrieve employee and IP address details. Perform checks such as the employee's blocked status, verifying the employee's credentials, and more.
Depending on results of these checks, automatically send emails to relevant personnel for manual follow-ups.
Offer Letter Administration
Gather information across different platform to automatically tailor the offer letters to specific candidates, and verify them against regulations.
Automate the sending of offer letters, then monitor and track the returned documents to ensure that they fulfill your requirements.
Supplier Risk Management
Perform supplier due diligence quickly, across several risk categories. Continually monitor operational risks of your suppliers, such as financial, legal, and reputational risks.
Monitor events that may affect your supply chain resilience, and receive real-time notifications.
Invoice Creation From Unstructured Data
RPA bots can automatically access and read invoice sent through emails, retrieve the information, and update the data in your accounting system. They can then initiate information requests if there is missing information, or create an invoice through the system.
Extract information from forms, and execute processing steps, such as creation of membership accounts and amendments of customer details, directly in your enterprise system.
If necessary, you can also integrate OCR or Intelligent Data Capture to extract information from handwritten hard-copy forms.
Data Extraction & Aggregation
Extract information from large numbers of websites, portals, documents, and systems, and aggregate them in a central database.
You can also populate the information across multiple systems to ensure that different business functions in your company have access to the same information.
Research on Customer Sentiments
Gather feedback on a large scale by monitoring large volumes of online news outlets such as blogs, social media, newspapers, and magazines for opinions on your organisation's products.
Perform analysis that will help improve your products, marketing materials and content, and customer service.
Self-Service Options for Customers
Combine RPA with chatbots to offer self-service options for common issues faced by customers. Customers can relay instructions through chatbots and have the desired action, such as order cancellation and amendments executed directly in the enterprise system. This helps reduce loads on customer service agents.
Automate the running of standard payroll batch extract.
Reduce errors and rework during gross-to-net processing by automatically verifying data across different HR platforms, including verifying time records, deductions, reimbursements and more.
Automate the online distribution of payslips.
Automatically check for employees to be offboarded and retrieve their details. With these, RPA bots automatically log in to the appropriate systems to block access to company resources and facilities at the right time, before sending email notifications to the HR personnel for any manual follow-ups.
Supplier Relationship Management
Integrate updates on supplier portals with internal systems. Integrate supplier performance data across disparate systems to form a holistic picture for supplier performance review.
Analyse email interactions with suppliers and highlight those with the most escalations to strategically address gaps in supplier relationships.
Automate liaising with new hires to acquire accurate and complete information throughout the hiring and onboarding process.
Automatically check for new employees for onboarding, then retrieve their details and log into the HR system to create these new employee accounts with their corresponding usernames, passwords, and more, and send them a welcome email.