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Roubot
ES

Administration and finance

Invoices, receipts, collections and payments: whatever arrives by email or in a folder, recorded in its sheet and filed where it belongs.

Use cases

In the test bench

Supplier invoices, to their folder and their Excel

When an invoice arrives by email, save the PDF in a folder and note the date, invoice number and amount in an Excel file.
  1. Read emails
  2. Save an email's attachments to disk
  3. Create a spreadsheet workbook
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row
In the test bench

Each PDF receipt, one Excel row

From each PDF receipt in a folder, extract the date, the shop and the total, and put it all in an Excel file.
  1. See what is in a folder
  2. Read a document
  3. Ask the AI for something
  4. Create a spreadsheet workbook
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row
Example request

The month's expenses, ready for the accountant

On the last day of each month, total the expenses in the sheet by category, make me a new Excel with the summary and leave the email to the accountant in drafts.
  1. Read a sheet or CSV as a table
  2. Do a calculation with some data
  3. Create a spreadsheet workbook
  4. Leave an email in drafts, without sending it
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row

Administration and finance automations in the libraryAll areas

Where the cases come from

  • Roubot is tested with requests written the way a person writes them. These are the ones in the test bench, by area.
    In the test bench
  • The example requests only use action types that already have an action in Roubot. They are not in the test bench.
    Example request
  • To become autonomous, an automation needs 20 checked runs in a row; 60 if any step leaves the machine or cannot be undone.

See it working on your own work

Tell us about a task that repeats in your organisation and we will show you how it would look as a flow, with its log.

Write to us See use cases by area

hola@roubot.ai