Automation library
A library of automations by business area: uploaded and downloaded from Roubot, each with a public card, and the content can only be opened by a Roubot installation.
Example data. The library is not open yet: these cards do not exist and only show how they will look.
- Only the public card is here, with the action type of each step. The parameters, paths, accounts and code of the automation never reach this website: only a Roubot installation can open them.On the way
- Anything downloaded from the library will start as a draft with its scorecard at zero in your organisation: it only moves up with tests or a person's signature, never because the model says so.On the way
Areas
Administration and finance
Invoices, collections, payments, reconciliations and reports for the accountant.
Insurance
Policies, premiums and claims: from the incoming email to the insurer's system.
Sales and customers
Quotes, customer follow-up and orders.
Customer support
Enquiries, complaints and replies.
Human resources
Onboarding, absences, payroll and staff paperwork.
Operations and logistics
Orders, shipments, warehouse and suppliers.
Legal and compliance
Contracts, deadlines, data protection and obligations.
Marketing
Content, campaigns and results tracking.
IT and systems
Backups, accounts and machine upkeep.
Other
Whatever does not fit the other areas.
Cards
Dar de alta un siniestro que llega por correo
Lee el correo del asegurado, saca de los adjuntos la póliza, la fecha y la descripción, y rellena el alta del siniestro en la web de la compañía. Antes de pulsar «Enviar» pide el visto bueno.
Pasar las facturas en PDF de una carpeta a una hoja de Excel
Recorre una carpeta, lee cada factura en PDF, saca el proveedor, la fecha, la base y el IVA, y añade una fila por factura a un Excel, conservando su formato.
Preparar el borrador de respuesta a una petición de presupuesto
Lee el correo del cliente, pide a la IA un borrador con los datos que faltan y lo deja en la carpeta de borradores. No envía nada.
Label incoming support emails by topic
Reads each new email in the support inbox, asks the AI which of your topics it belongs to, and applies that label. Nothing is sent or deleted.
Ordenar los justificantes de ausencia por persona y mes
Lee los justificantes que se dejan en una carpeta, saca a quién y a qué mes corresponden, y los mueve a una carpeta por persona y mes.
Avisar por correo cuando cambie el estado de un envío
Mira cada cierto tiempo la página de seguimiento del transportista y, si el estado ha cambiado, manda un correo a quien se indique.