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Inventory Status Change Automation with TruBot RPA

by Ant Sh
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Inventory Status Change Automation with TruBot RPA

In this demo, you’ll see how you can use the TruBot* – TruCap+** integration to manage a stock status change request. The image above shows an inventory stock process workflow. In this use case, the user fills out a stock status change form and emails it to a designated email ID. A bot retrieves these status change forms from the email and TruCap+ plus then extracts the form data. The bot uses the extracted data for further processing.

In case the user wants to handle some special scenarios or business validations, they can leverage the TruCap+ HITL functionality to set up a validation system. In this particular use case, let’s see how an approver utilizes the TruCap+ HITL functionality to accept or reject forms if any particular field value exceeds a certain threshold. Once the data extraction and validation is complete, the bot updates the inventory management system with the extracted stock data. The bot also initiates the process to add the extracted stock data to Salesforce system through API calls.

Next, let’s take a look at different types of the documents for the demo. There is a mixed type of input documents, both PDFs and images:

  • normal digital PDFs;
  • skewed images;
  • rotated documents;
  • documents with a company watermark;
  • and others.

Now let’s move on to the actual demo.

*Datamatics TruBot RPA software is a digital workforce product enabling unattended and attended automation for a wide range of tasks and processes.
** Datamatics TruCap+ is an intelligent data capture solution powered by Artificial Intelligence (AI) and fuzzy logic.