RPA Solutions

Solutions for real work

Find your industry. Reclaim your time.

Explore concrete workflows you can learn to build and adapt to your own work, one task at a time.

Browse by industry

Illustrative workflow designs, not customer case studies or ready-to-install integrations. The tools and access required are confirmed during your diagnostic.

01 / Accounting & bookkeeping

From an invoice inbox to a checked entry

A bookkeeper opens each supplier email, downloads its PDF and copies the supplier, invoice number and totals into a tracking sheet.

Example tool stack

  • Email
  • Document extraction
  • Spreadsheet

When it starts

A supplier invoice arrives in a dedicated mailbox.

The workflow

  1. Save the attachment and its source email reference.

  2. Extract the invoice number, supplier, date, currency and totals into a fixed format.

  3. Check required fields, arithmetic and duplicate invoice numbers; flag uncertain values.

  4. Place the entry and source document in a review queue before export to the accounting system.

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02 / Real estate

Turn a property inquiry into a prepared follow-up

An agency receives inquiries from its website. Agents manually copy contact details, look up the listing and decide who should reply.

Example tool stack

  • Website form
  • CRM
  • Calendar

When it starts

A visitor submits an inquiry containing a property reference.

The workflow

  1. Validate contact details and find the matching property record.

  2. Create or update the contact without duplicating an existing lead.

  3. Assign the inquiry using the listing owner and prepare a reply with approved property information.

  4. Ask the agent to confirm availability and send a viewing invitation.

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03 / E-commerce & retail

Give support a daily delivery-exception queue

A shop’s support team switches between orders, tracking pages and customer emails to answer “Where is my order?” questions.

Example tool stack

  • Online store
  • Carrier tracking
  • Help desk

When it starts

A scheduled check finds an unfulfilled or delayed order.

The workflow

  1. Read open orders and retrieve the latest available tracking status.

  2. Compare shipment dates with the store’s delivery rules.

  3. Create or update one support ticket per order with the tracking context.

  4. Draft a customer update for review and route missing tracking data to a separate queue.

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04 / Agencies & consulting

Prepare a weekly client report from approved data

An agency copies campaign results from several exports into a weekly report and rewrites the commentary for each client.

Example tool stack

  • Campaign exports
  • Spreadsheet
  • Report template

When it starts

The weekly reporting window closes and the exports are available.

The workflow

  1. Collect each client’s campaign exports for the same reporting period.

  2. Normalize currencies and metric names using explicit rules; flag missing data.

  3. Fill a report template and draft commentary using only the verified metrics.

  4. Send the draft and source links to the account manager for approval.

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05 / Recruitment

Coordinate an interview after a recruiter’s decision

Once a recruiter chooses to interview someone, the coordinator manually checks availability, sends invitations and updates the tracker.

Example tool stack

  • Recruitment tracker
  • Email
  • Calendar

When it starts

A recruiter moves a candidate to “Interview approved”.

The workflow

  1. Read the approved candidate and interviewer details.

  2. Find available slots within the interviewer’s permitted hours.

  3. Prepare a scheduling message and update the coordination tracker.

  4. After confirmation, create the calendar invitation and send the approved preparation information.

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06 / Hospitality & tourism

Prepare arrivals without rebuilding the same checklist

A small hotel reviews the next day’s bookings, copies arrival times and passes special requests between reception and housekeeping.

Example tool stack

  • Reservation system
  • Task board
  • Email

When it starts

A daily check reads confirmed arrivals for the next day.

The workflow

  1. Retrieve confirmed reservations and their latest arrival details.

  2. Create or update one arrival task per booking.

  3. Route relevant operational requests to the responsible team with minimal guest data.

  4. Prepare check-in instructions from approved templates for reception to review.

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07 / Education & training

Turn a confirmed registration into a ready learner file

A training provider copies registration details into a roster and separately sends course dates, joining instructions and preparation material.

Example tool stack

  • Registration form
  • Course roster
  • Email

When it starts

An administrator confirms a registration for a scheduled course.

The workflow

  1. Validate the required registration fields and course reference.

  2. Add or update the learner in the correct roster without duplicates.

  3. Prepare the joining instructions using the confirmed dates and location.

  4. Flag missing information for the administrator and send only the approved onboarding material.

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08 / Nonprofits & associations

Keep membership records aligned with actual payments

Volunteers compare payment notifications with a member spreadsheet, then manually record renewals and prepare acknowledgements.

Example tool stack

  • Payment notifications
  • Member register
  • Email

When it starts

A confirmed membership payment or refund is recorded.

The workflow

  1. Match the transaction reference to a member record.

  2. Update the membership period or flag an unmatched transaction.

  3. Record the transaction once and retain its source reference.

  4. Prepare an acknowledgement or renewal task using the association’s approved rules.

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