Examples of automated processes on our platform AutomationDock. What our robot can do:
| Downloads new bank transactions for each client from online banking and imports them into the accounting system—keeping ledgers up to date without manual re-entry. |
| Monitors a network folder for new statement files, validates the upload window, imports them into the finance system, and emails a report with references and processed dates. |
| Retrieves reports/PDFs from online banking portals, stores them in a shared repository, and transfers copies into a secured remote workspace for downstream processing. |
| Logs into online banking, downloads statements using defined filters, stores them in the right folder structure, and uploads them to the correct client record in the accounting system. |
| Downloads bank statements, validates dates and completeness, uploads them into the finance system, and sends a status report including references and uploaded periods. |
| Converts spreadsheet inputs into a structured submission: fills the required web form, generates and uploads the output file, sends it via secure digital delivery, stores delivery confirmation, and notifies stakeholders by email. |
| Runs VAT preparation checks and validations, finalizes the VAT close, and shares results with the client—reducing risk of errors before submission. |
| Generates tax/VAT overviews and produces the required export/import files—standardizing compliance outputs for review and submission. |
| Monitors incoming requests, identifies the relevant client by company ID, exports required VAT-related reports for the specified period, saves them into the correct folders, and confirms completion by email. |
| Uses a control spreadsheet to trigger VAT submissions, sends pre-prepared XML filings for the correct client and period, and stores delivery confirmation as audit proof. |
| Imports structured electronic invoices into the accounting system from client-provided files—ensuring consistent and auditable invoice intake. |
| Imports electronic invoice files (e.g., structured invoice format) into the accounting system—removing manual keying and reducing data-entry errors. |
| Reads invoice data from a spreadsheet, creates invoices including line items in the accounting system, exports a review view, and writes back a control/check sheet for verification. |
| Builds invoices from spreadsheet items, groups them by unique customer, sends invoices by email, and files them to the correct customer account for traceability. |
| Creates or updates employee records in the HR system based on a provided spreadsheet—ensuring onboarding data is captured consistently and on time. |
| Based on flagged clients in a spreadsheet, exports required client documents to PDF, sends them to the correct health insurance recipients via secure digital delivery, and stores sent-document evidence. |
| Onboards new clients end-to-end: creates the client profile, fills required forms/contracts, organizes files in shared storage, and captures key data into a tracking spreadsheet. |
| Reads a client/document list, locates the right client record, sends the required filings to the relevant tax authorities via secure digital delivery, and archives proof/copies of what was sent. |
| Extracts company/entity details from public websites/registries and compiles them into a structured spreadsheet—speeding up due diligence and master-data updates. |
| Executes the full payroll accounting workflow (wages, insurance, related postings), generates required documents, and distributes outputs to clients via email. |
| Scans for missing documents and overdue receivables/payables, then sends a structured email summary (including attachments where relevant) to speed up follow-ups and closure. |
| Takes a cost spreadsheet, classifies items using a guide/mapping sheet, posts each cost into the finance system, and emails a completion report including any exceptions. |
| Automatically re-codes advance payments for cash receipts by matching product names against a predefined mapping table—ensuring consistent accounting categorization. |
| Detects account balance discrepancies, compares expected vs. actual balances, and proactively notifies the client so issues are resolved before month-end close. |
| Takes an internal documents spreadsheet, transfers it into the secured workspace, imports it into the finance system, and closes the loop with a clean, repeatable upload routine. |
| Creates predefined financial overviews/reports, saves them to the correct folder structure, and makes them ready for analysis and decision-making. |
| Watches a dedicated inbox for statement emails, extracts and processes attachments, uploads them into the finance system, archives handled emails, and sends a processing report with references and dates. |
| Extracts through artificial intelligence all required fields defined by client from provided invoices and import these information into system. |
| Through artificial intelligence extracts any field from any document defined by user and save extracted information into web portal. |
| An AI uses a trained model to analyze an image, detect characteristic patterns (shapes, colors, textures), and based on them decides, with a certain probability, whether the target object is present. |
| Extracts data from Material list from extensive production documentation and provides it to users via a web portal and Excel spreadsheet, replacing time-consuming manual data transcription. At the same time, it allows checking the accuracy of data filled in by planners. |
| Steps through client’s CRM system and sends proper email to designated employee, based on input parameters. |
| Loads employee data from Excel workbook and collects data from other client’s HR systems. Then tracks a recruitment progress and saves the collected data inside of the designated Excel worksheet |
| Verification of information about business entities in business register. |
| Search through the mailbox for relevant emails. Extract specific data from the attachements and upload the attachements into internal HR system pairing them with employees’ profiles. |
| Retrieve information from database about employees whose contract should be ended. Update information in HR system. Then update information in database and send report via email about proceeded records. |
| Verification of ongoing insolvency proceeding on subject in insolvency register. |
| Checks shared mailbox for new application. Extract parameters from requests and fill information into CRM system. |
| Loop through mailbox for relevant emails with applications in attachments. Search for relevant information in central excel file and send notification to relevant persons whose match to information from email and excel file. |
| Check mailbox for e-mails, extract information from them and record values into internal system. |
| Read information from relevant emails and upload attachments into client internal system. |
| Search within Excel file for relevant E-mail adresses and send specified e-mails to these adresses. |
| It extracts dimensions and other data from the technical drawings and stores them in a structured and easy-to-read form. |
| Extracts through artificial intelligence all required fields defined by client from provided invoices and import these information into system. |
| Through artificial intelligence extracts any field from any document defined by user and save extracted information into web portal. |
| An AI uses a trained model to analyze an image, detect characteristic patterns (shapes, colors, textures), and based on them decides, with a certain probability, whether the target object is present. |
| Extracts data from Material list from extensive production documentation and provides it to users via a web portal and Excel spreadsheet, replacing time-consuming manual data transcription. At the same time, it allows checking the accuracy of data filled in by planners. |
| It extracts dimensions and other data from the technical drawings and stores them in a structured and easy-to-read form. |
| Downloads new bank transactions for each client from online banking and imports them into the accounting system—keeping ledgers up to date without manual re-entry. |
| Retrieves reports/PDFs from online banking portals, stores them in a shared repository, and transfers copies into a secured remote workspace for downstream processing. |
| Downloads bank statements, validates dates and completeness, uploads them into the finance system, and sends a status report including references and uploaded periods. |
| Monitors a network folder for new statement files, validates the upload window, imports them into the finance system, and emails a report with references and processed dates. |
| Logs into online banking, downloads statements using defined filters, stores them in the right folder structure, and uploads them to the correct client record in the accounting system. |
| Converts spreadsheet inputs into a structured submission: fills the required web form, generates and uploads the output file, sends it via secure digital delivery, stores delivery confirmation, and notifies stakeholders by email. |
| Runs VAT preparation checks and validations, finalizes the VAT close, and shares results with the client—reducing risk of errors before submission. |
| Generates tax/VAT overviews and produces the required export/import files—standardizing compliance outputs for review and submission. |
| Monitors incoming requests, identifies the relevant client by company ID, exports required VAT-related reports for the specified period, saves them into the correct folders, and confirms completion by email. |
| Uses a control spreadsheet to trigger VAT submissions, sends pre-prepared XML filings for the correct client and period, and stores delivery confirmation as audit proof. |
| Imports structured electronic invoices into the accounting system from client-provided files—ensuring consistent and auditable invoice intake. |
| Reads invoice data from a spreadsheet, creates invoices including line items in the accounting system, exports a review view, and writes back a control/check sheet for verification. |
| Imports electronic invoice files (e.g., structured invoice format) into the accounting system—removing manual keying and reducing data-entry errors. |
| Builds invoices from spreadsheet items, groups them by unique customer, sends invoices by email, and files them to the correct customer account for traceability. |
| Creates or updates employee records in the HR system based on a provided spreadsheet, ensuring onboarding data is captured consistently and on time. |
| Steps through client’s CRM system and sends proper email to designated employee, based on input parameters. |
| Loads employee data from Excel workbook and collects data from other client’s HR systems. Then tracks a recruitment progress and saves the collected data inside of the designated Excel worksheet |
| Search through the mailbox for relevant emails. Extract specific data from the attachements and upload the attachements into internal HR system pairing them with employees’ profiles. |
| Retrieve information from database about employees whose contract should be ended. Update information in HR system. Then update information in database and send report via email about proceeded records. |
| Extracts entity details from public registries and compiles them into a structured spreadsheet. |
| Verification of information about business entities in business register. |
| Verification of ongoing insolvency proceeding on subject in insolvency register. |
| Based on flagged clients in a spreadsheet, exports required client documents to PDF, sends them to the correct health insurance recipients via secure digital delivery, and stores sent-document evidence. |
| Onboards new clients end-to-end: creates the client profile, fills required forms/contracts, organizes files in shared storage, and captures key data into a tracking spreadsheet. |
| Reads a client/document list, locates the right client record, sends the required filings to the relevant tax authorities via secure digital delivery, and archives proof/copies of what was sent. |
| Executes the full payroll accounting workflow (wages, insurance, related postings), generates required documents, and distributes outputs to clients via email. |
| Scans for missing documents and overdue receivables/payables, then sends a structured email summary (including attachments where relevant) to speed up follow-ups and closure. |
| Takes a cost spreadsheet, classifies items using a guide/mapping sheet, posts each cost into the finance system, and emails a completion report including any exceptions. |
| Automatically re-codes advance payments for cash receipts by matching product names against a predefined mapping table—ensuring consistent accounting categorization. |
| Detects account balance discrepancies, compares expected vs. actual balances, and proactively notifies the client so issues are resolved before month-end close. |
| Takes an internal documents spreadsheet, transfers it into the secured workspace, imports it into the finance system, and closes the loop with a clean, repeatable upload routine. |
| Creates predefined financial overviews/reports, saves them to the correct folder structure, and makes them ready for analysis and decision-making. |
| Watches a dedicated inbox for statement emails, extracts and processes attachments, uploads them into the finance system, archives handled emails, and sends a processing report with references and dates. |
| Checks shared mailbox for new application. Extract parameters from requests and fill information into CRM system. |
| Loop through mailbox for relevant emails with applications in attachments. Search for relevant information in central excel file and send notification to relevant persons whose match to information from email and excel file. |
| Check mailbox for e-mails, extract information from them and record values into internal system. |
| Read information from relevant emails and upload attachments into client internal system. |
| Search within Excel file for relevant E-mail adresses and send specified e-mails to these adresses. |
