RPA Platform Setup
If you are running Windows 11, then Power Automate is already setup on your computer. Go into Start, then to Windows Tools. Double click on Power Automate and sign in with your Microsoft account. You are now ready to build.
If you want to build a system of RPA flows for your firm or flows that can be shared in your firm, we can help. We can setup your RPA platform to get you started. Documentation can seem like a foreign language, but our engineers will get you up and running on the on the Power Automate RPA platform.
Bot Library
We have built a library of bots to interface with different web applications and are flexible to fit your process. Great if you want to take advantage of RPA, but do not want to bear the cost of development. We are constantly updating currently libraries and creating new ones.
Our current library contains bots for:
- Airtable
- Assessteam
- CCH Practice Management
- ClickUp
- Firm 360
- Gusto
- Jetpack Workflow
- iChannel
- Lacerte Organizers
- Mailchimp
- Microsoft Office 365 (Email and Teams)
- Microsoft SQL Server
- Monday.com
- Practice Ignition
- Quickbooks Online
- Safesend
- Sharefile
- Suralink
- Ultra Tax Organizers
- Xero
- Xero Practice Manager
- XCM
If you do not see an application you want to automate, talk to us. The library may already be in production and your input could help shape how it functions.
Custom RPA Projects
Automata will build RPA Projects to address your specific workflow inefficiency and pain points. We design, build, test, and deploy the RPA project for your practice. Contact us to discuss your specific use case.
Consulting
Need to bounce ideas off of an experienced RPA project manager? Software is typically not written by one person and a consultation can help get the gears moving efficiently; RPA is no different. If you have already started working on RPA projects but want some guidance, our project managers and RPA engineers can help. They can review your project and advise on efficiency or help break through walls if you get stuck.