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Robotic Process Automation (RPA) PDF Reviews

Showing reviews of the top ranking products in Robotic Process Automation (RPA), containing the term PDF
Kofax RPA: PDF
Robotic Process Automation Leader at Borusan CAT

The solution is improving every day and they have valuable tools for integration with RPA tools like OCR system, for example. We use it on our PDF documents and on our invoices.

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Automation Anywhere (AA): PDF
Business Advisory Manager (AVP) at a tech services company with 10,001+ employees

#1.You don't have to really code anything, as it gives you a good interface (UI), because the components are already preconfigured, you  have to just a drag and drop sequence in terms of how you want to execute the steps. 

#2. There are preconfigured APIs that can be used. E.g., if you want to interact with the mailbox solution, you can have the RPA fetch attachments or email body from the mail solution. You can process attachments via test file or PDF. You can even make Automation Anywhere work around PDF, which is typically not that easy to work with in terms of extracting information.

#3. Metabots/ IQ Bots: One of the features, which we have not used too much, but available, is the MetaBot feature. These preconfigured solutions are easily downloadable, and you can just plug-and-play with a bit of customization, which also means you do not have to keep recreating and can reuse existing functionality. Some of the typical uses are that you could be regularly logging into a website. You can just download a MetaBot, as a useful webpage interface and just run it. All you have to do is maybe replace the name of the website, and in case there is a certain authentication mechanism that is being used, then provide that information.

# 4.There are multiple levels of cloning. In case screen cloning doesn't work, you can do object-based cloning or keystroke-level cloning, depending upon what parameters are available to you and what is the level of information that you capture. You can traverse between object cloning, which is the lowest, most basic form of cloning to a stroke-based cloning, which is like taking care of each keystroke-level which is made by the agent.

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RPA Specialist at Olam International

We kept on hiring resources to do the same type of operations, which increased our team resources. So, our SLAs were not up to the mark. the client that we were supporting was not satisfied. Therefore, we pushed toward RPA to optimize a few areas, such as onboarding employees, company access, and reading invoices from the PDF files. 

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RPA Program Manager at a engineering company with 10,001+ employees

We have found both the basic Task Bot & IQ Bot very useful as the combination of both helped us to create some solutions which were End to End Business solutions. IQ bot performs the basic Data Sample set creation and Extraction of the details from the unstructured PDFs and later we have used the Business Rule engine using the IQ Bot to perform the data feed into the various Systems. Overall we were able to achieve the value using the combination. As part of our internal solution, we have also created custom Python scripting to handle the OCR failure issues surfaced due to IQ Bot product limitations

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Technical Architect at MindTree

It would be great if they provide installation documents that are easier to understand, place more focus on capturing the fields, and most importantly, concentrate more on the OCR capability. Lots of customers come with scanned PDFs, wherein we find that area is more challenging. If a constant solution can be provided to read the non-editable documents, then that would be the highest milestone of the Automation Anywhere.

Lots of companies do not follow the LEAN method, so most of the processes are still with the old models. AA can focus on those areas and introduce some techniques to address those issues within the processes.

They can conduct more regular sessions with partners about their ability and new developments, which will help us in bringing new businesses.

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Automation Developer at UnitedLex

The Workflow Designer helps to create the sequences and assigning end-to-end tasks.

Image Recolonization helps with scanned PDF documents, where it will identify certain clauses. Using AA validates all of the PDF documents with high accuracy and less time.

Bot Creator and Task Editor and valuable features.

IQ Bot and Meta bots are super-efficient and AA has a control room that is easy to use with lots of features.

IQ Bot helps to automate PDF and image documents.

It helps in daily reporting through email automation.

Exception handling is pretty decent and we don't have to worry about a process being stuck, as it moves to the next iteration on its own.

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Senior Analyst at Capgemini

The most valuable feature is PDF automation, where we can automate templated PDFs with almost 100% accuracy.

DOMX path support for identifying the web elements is helpful.

The Control room features, such as pooling devices, Queues, and the secure environment, are also valuable.

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Associate at Cognizant Technology Solutions

We primarily use Automation Anywhere to automate Windows applications and Web applications. Both of these are easily automatable with the advanced Automation Anywhere commands, which are user-friendly and easy to use in the Financial & Banking services industry.

It can be used to automate the PDF processes, Microsoft Word, as well as Excel. Without manual intervention, the bot can make its own decisions based on the business rules, and its timely actions make the bot to run smoothly. This saves the users' time and compared to manual processes, the bot reduces the effort and time, with it safely run from the control room.

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Software Engineer at Accenture

My primary use case starts with downloading an inventory file in IE and then storing it in the database. This uses DB variables that interact with the banking application.

Through its automating system of generating quotations, it is much easier for us to track back the same customer data. It is giving us a real-time capability for generating reports.

Automation anywhere has equipped us with amazing tools including Bot Insight, IQ Bot, Discovery Bot, etc. The Discovery Bot is used to search the entire task in the system that can be automated. It keeps much value in our organization.

Extracting PDFs is very easy using Automation Anywhere. Its strong points are that it is easy to use, easy to deploy, easy to share, and has multi-user support. Different devices can be used to execute the bot.

The Bot Store provides some utilities for free, which can then be integrated into my workflows easily.

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Jr. RPA Developer at ProEchoes Technology

The most valuable features are object cloning, image recognition, assignment value, and automation for databases, OCR, PDF, Excel, and email.

Excel automation is especially helpful because a lot of small companies are still using Excel as their data storage.

Database automation is really important for executing report queries.

PDF automation is useful because a lot of companies still use PDFs as fillable forms. To automate a PDF, it uses the OCR function to extract data, from either a soft copy or handwritten-scan form.

Last but not least, the assignment value command is really needed to help with the manipulation of variable datatypes. Without this, it is quite hard to manipulate the data.

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Senior Testing Consultant at Dark Horse Digital

OCR, Image Recognition, Object Cloning, and PDF integration help us a lot. We have used these mostly, as our system is legacy. We automate primarily with image recognition and MetaBots, which are mostly accurate. 

Metabots are a useful feature that helps us overcome the issues that we face using image recognition. The reading of data from Excel is much easier and is getting even better in A2019.

The bot store helps us to download most of the reusable utilities and overcome our issues. We also earn at the same time.

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RPA Developer at OMFYS Technologies India Pvt.Ltd

The primary use case of this solution is that we are automating repetitive processes such as daily currency calculation, data entry in the EPR system, email reading and sorting data, extracting data from webpages, and extracting data from invoices.

We also use automation for data massaging on Excel data, database connectivity, PDF data extraction, scheduling bots, and the validation of extracted data from webpage or invoices.

We use error handling to point out which of the bots are failing. 

We are using v11, A2019, and IQ Bot. 

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President at PAVAJ LLC

A 2019 dual-mode is very useful and the Control room type of setup for use of A2019 Client is very useful as it eliminates disconnection issues. Also, the broad range of Commands and elimination of the need for Metabots is also very helpful in Automating the increased number of variable types cover an expanded range of web and window components. 

Bot insights and IQ bots are both valuable features if implemented in a cost-effective way for larger enterprises, Bot insights provide analytical details of the ROI that is generated by running bots and IQ bots help to automate document processing in an intelligent way minimizing the cost of document processing and hence saving a lot of employee time and money for any enterprise with a large volume of pdf data.

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Presales Solutions Architect at PT. Artapala Telekomindo (Business Partner of ESRI Indonesi

We are proposing a documentation solution like archived files, payroll, and integrating data between Excel forms and CRM/SAP.

We have a solution for how to digitize archived files into PDFs and distribute them to a dedicated folder. We use Excel forms to manipulate data, then the physical data will be scanned and contains the date, which will be input by the user manually. After that, the bot will execute the process for distributing the file, and finally, will send a report to the user.

We use analytics as part of the result.

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Deputy Manager - Automation, Business Transformation at a performing arts with 10,001+ employees

There are many features of Automation Anywhere that were found to be most valuable like WLM, PDF integration, Advanced Excel Commands, Terminal Emulator and its commands, Interactive Forms building features of A2019 which helped us in developing UI for our front office automation and integrate it with multiple rest APIs. The new features which were introduced in A2019 like Data Table, custom DLL, IBM Watson Speech to Text, IQ BOT, Document Extractor has been impressive. The option to use the Python Script has been very helpful.

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Associate Systems Analyst at NSEiT Limited

My primary use cases consist of the following:

  1. Filtering and manipulating multiple Excel, CSV, XLS files to gather relevant data as per the business requirements.
  2. Extracting text from searchable and non-searchable PDF files and uploading the data to separate output files or web-based forms.
  3. Scheduling tasks to run on a daily basis or implementing trigger-based process execution.
  4. Implementing email automation in various modules.
  5. Working with external macros and JScript files, depending on the given business logic. 
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RPA Developer at Nine A Business Connect

Automation Anywhere is one of the simplest RPA tools!

We primarily use it for data scraping from PDFs. AA has helped me to get the data from scanned PDFs with a higher accuracy rate, automating multiple formats, and maintaining its data in Excel format.

In this scenario, the user emails a PDF to the Bot email ID, the Bot downloads the attachment & scraps the data from it. As per the format, the data is pulled and maintained in Excel, in a standard format. The Excel file is then emailed back to the respective user.

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Information Technology Software Developer at a financial services firm with 501-1,000 employees

We mainly use it for Financial Documents processing to conduct payments to registered Vendors. Invoice reception via a central mailbox on the server; Extraction of said PDF invoices via the IQ Bot cognitive platform using the ABBY OCR, as it is by far the most effective for our processing requirement; Consolidation of each individually extracted file into a central Batch processing file; Upload of central batch processing file into a stand-alone approval system, developed on IBM Xpages; Approval of uploaded files, from a central batch file, for payment; Upload of each invoice record in a third-party processing system such as Sage Evolution / SAP. Payment is done via a batch file generated by a third-party payment application.

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Senior Program Analyst at WNS Global Services

Automation Anywhere (AA 2019) IQ Bot has improved efficiency and is very useful for the Conversion of Invoices to CSV files and JSON files to PDF boxes.

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Deputy Manager (RPA) at WNS Global Services

We have used AA for multiple applications that were to be automated. We're interfacing a lot with Excel, scanned PDFs, image files, databases, file folders, text files, CSVs, and web applications. It's hard to pin down one. The tool can interact with SAP and Oracle which helps us automate the application faster. Mainframes can be automated and Citrix applications can be automated. 

We use it to automate all kinds of business processes. The primary use case is the RPA platform, even though they have the cognitive platform and the analytics platform. We use it for so many different things it's hard to focus on one. Now AIML is also incorporated which is a current requirement and an added benefit.

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RPA Specialist at Thirdware Solution Ltd.

Automation of AP 3 Way Invoice Matching Process. Details from PDF invoices with the corresponding data in terminal. This project involved applications like Outlook, Aurora Terminal, PDF reading by IQ Bot, and Excel. The current scope of the project was to process around 600 invoices per day from 20 different suppliers which has saved a lot of time for the end-user. It has been deployed in production and the customer is pretty much happy with the performance of the bot.

On-Premise installation of CR with 1 runner and 2 creator license.

IQ Bot


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Business Analyst at Accenture

Autosuggestion of existing use cases based on the problem statement could use improvement. 

My primary use cases are where I'm dealing with a lot of raw data extraction and transformation so that the data can be used by other systems. An example would be getting the data out of PDF files, transforming it from semi-structured to structured, and putting it into an extra-stable system like Excel or a CSV so that it can be used by other systems. Listed are low hanging fruits and will boost the confidence of the stakeholders in the RPA deployment, recommend to look at such use cases when looking at Automation Anywhere and its implementation.

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RPA Engineer at Fournxt

With better technologies and research at its disposal, we will see a decrease in the cost of RPA tools.

With it, the other processes on work, the automation cost will dramatically reduce in the upcoming years.

Moreover, as the number of robotic vendors grows, the RPA licensing will see a significant decline rate in RPA licensing and with more space for changes.

RPA Security:

With more significant responsibilities on the robots’ shoulders, the bigger are the possibilities of a breach and system failure.

There will be an improvement in protection measures from the new types of cyber threats or any internal faults will see an increase due to a constant rise in security requirements.

Better Cloud-Based RPA Platform:

According to “Robotics Process Automation (RPA) – 2018 Annual Report,” Everest Group, 2018; currently over half of all RPA processes (~57%) are attended.

Including cloud-based, unattended RPA represents the remaining 43% (33% on-prem, 10% cloud-based).

The growth of IoT and improved cloud services gives more flexibility and security to Robotic Process Automation.

The cloud supplies unlimited, off-site storage, and on-demand access to data.

Automation at its best:

About 70% to 80% of rule-based processes in a business can be automated. RPA has a good hold in both the back- and front-office with advancements in AI, big data, speech recognition technologies, machine learning, and deep neural networks.

As a consequence of predicted growth in the field of Cloud-based tech and natural learning processes, RPA tech is positioned to be even more integrated, automated, and independent.

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Senior RPA Developer at Yantrik

PDF extraction and cognitive automation need improvement.

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HR Manager at OMFYS Technologies

The most useful features of this tool are that this tool has less coding activity as compared to other tools, it has drag menus. Most Excel/VBA coding is automated in the AA tool, since, in Excel or VBA we need to do manual coding.

The following features are very valuable to us :

  • Web Recorder
  • Smart Recorder
  • Work Bench Command Library
  • Object Cloning Command
  • Business Analytics
  • Meta bot Designer
  • File or Folder Command
  • Error Handling Command
  • Control Room Administrator
  • Integrating PDF Using the PDF Command
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Software Engineer at Capgemini

Mostly the Metabots function and Excel as DB function are of great help as we can connect to SAP and work on that easily. Excel as DB helps us to perform operations on it even when huge amounts of data are on it. 

The control room is the best part as everything can be seen and controlled from there, scheduling storing of credentials, and much more. I have used PDF extraction and other tools where data needs to be extracted and it works great at that part. I highly recommended this tool for automation.

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RPA Consultant at Infogain

Automation Anywhere is an RPA package for basic Automation to Complex Automation. It also has analytics and cognitive capability.

I have used Automation Anywhere in many use cases from PDF integration to Excel reconciliation. The best use case was invoice processing using IQ Bot. In this process, we download PDFs from an application and pass it to IQ Bot for the extraction of invoice data.

This helps in extracting data from PDF documents and use it to post the invoices. This is something that we had done in a single dev environment, where Automation Anywhere was on-premises and secured in terms of sharing details for data extraction.

I have also explored other products from Automation Anywhere including IQ Bot and Bot Analytics. In addition, I have provided POCs to customers with Attended Automation 2.0 and the Automation Productivity Pack.

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Senior RPA+Cognitive Developer at Innova Solutions

AA brings a lot of benefits for our organization in a number of different ways.

I could say that many of the Salesforce activities are now replaced by bots, like creating the case ID number, uploading the attachment in the Chatter feed object, and many more.

Earlier users were converting the unstructured data from the PDF into the structured format to process the task but now, this activity is replaced by IQ Bot. It reads the unstructured data from the PDF and processes the task smoothly. Basically, we are dealing more with the invoice PDF to read the unstructured data.

I believe everyone is aware of the Jira application, which is used for issue tracking and project management. Now, all the Jira activities are replaced by the bots. Whenever any user is logging any issue through Jira, the Bot automatically assigns the ticket to the respective individuals, which saves a lot of time. In a simple way, I can say the Bot has replaced our Jira monitoring team.

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Application Development Analyst at Accenture

Automation Anywhere provides the best application to use for RPA and other automation requirements. It's very easy to use and easy to understand. It's UI(user interface) is user-friendly and easily understood by users, it is very easy to install Automation Anywhere. Simply click on next to install. It is easy to develop a bot, and no coding knowledge is required to develop. 

AA has another feature BOT STORE which contains pre-built bots for most commonly used applications like sap, oracle, etc and last but not least IQ bot features which are used to extract unstructured or semi-structure data from pdf, images, emails, etc. Automation Anywhere also provides a dashboard so you can check your bot details like bot accuracy, bot failure details, and ratio, etc. It helps to find errors. It also provides error handling commands so if you know the bot may get any error so you can handle it.

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Sap BW on HANA Consultant at Infosys Technologies Ltd

It is primarily used for automating manual processes in Project. Automation was carried out in a two-way process, downloading files from client email and scanning values from PDF file. Post these values were compared with thresholds and return mail is sent. Most of the process is carried out in the Windows environment and the Gmail suite is used as the target output location. It also included SAP application BEx for downloading the file as an Excel sheet and sent as an attachment to an email. This was all implemented in AA, and saved a few man-hours in Project.

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RPA Engineer at a consultancy with 1,001-5,000 employees

I mainly used AA to extract data from invoices from PDF files with multiple formats and to upload this data to a Data Lake, on a Windows machine.

Other projects involved extracting data from Excel and CSV files and then inserting them into custom applications, databases, and mainframes and finally sending recap emails to the user.

The Bots developed, according to the end user's needs and the type of process, were both attended and unattended. In both cases, the end-users were always satisfied with the functioning and performances of the Bots.

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Associate Company at Cognizant

Automation Anywhere has been useful to implement business solutions that were previously performed manually by the business Team.

We have been using it to automate applications such as Excel, PDF, Web applications, Windows applications, Outlook, Word documents, and more. Using it will help reduce the time and improve the efficiency of the project, and also to reduce FTE.

Our organization also uses IQ Bot and Metabot for projects that require cognitive capabilities. Also, the OCR extraction helps in reading data from PDF.

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IBM BPM Developer with 51-200 employees

The product needs improvements in dealing with remote servers and providing more APIs that will be used with other systems.

Also in need of improvement are:

  1. The AI sense command needs improvement.
  2. Bot discovery needs more work.
  3. Migration tools should be improved.
  4. REST and SOAP services need work.
  5. AA should provide the ability to use custom packages that follow a standard to be imported in RPA.
  6. I would like the ability to use custom cryptography algorithms with commands.
  7. They should improve PDF commands and IQ features to include Arabic language OCR.
  8. The admin user should have the ability to change the tome out of the session. 
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Technology Test Lead at Infosys Technologies Ltd

We get many banking and finance use cases e.g. reconciliation, accounts payable, etc. from banking clients which involves the extraction of unstructured data from various scanned and true PDF documents. Post this, the data needs to be validated and triaged before feeding it into SAP and Java-based applications. 

The Automation Anywhere platform has always stood out from the rest of the solutions available on the market given we have IQ Bots and Bot Insights neatly integrated into the platform which enables us to develop rapidly and train the learning instances using pre-defined domains over the purchase orders, forms, invoices that need to be processed. Post extraction of the form and data fields from the documents we post them into SAP and Java-based applications. Automation Anywhere's ease of automation with these types of applications helps to deliver consistent and reliable automation in record time.

We are currently using AAE Client with Control Room, IQBots, MetaBots, Bot Insights, and AA2019 capabilities.

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Solution Architect at Cognizant

AA has helped to automate a complex Audit process. The process was tedious to the auditors, as they need to log in to a number of applications to collect audit data for validation. It involves web, desktop, and mainframe applications (total of 20+ applications of 40+ roles).

The whole process was automated such that the bot will log in, collect screenshots, build the PDF, and then report the results to the auditors. This saved auditors from doing the mundane manual task of logging into multiple applications independently. Also, the auditors had to manage credentials for all of the applications before, whereas now, the bot takes care of storing the details in a secure vault.

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Senior Software Engineer at Accenture

We use the IQ Bot and Metabots extensively in almost all of our tasks. We have created the bots to consolidate reports from various resources like webpages, databases, and different message formates like PDFs, Excel, XML, and submitting them to the business owner.

Scheduling helps to generate and send reports without any delay.

We have used this functionality to automate business processes that submit the order forms in SAP for a large number of orders without any human intervention.

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GIS Engineer at a tech services company with 10,001+ employees

The main and primary use case using Automation Anywhere is "Invoice generation", which has repetitive steps and a huge amount of data. For this automation, we worked on a database, Excel, and mail activities.

In order to connect Automation Anywhere with our database, which is in a remote location, we had to install related drivers in the working machine. After that, we apply some business logic to the data and insert it into an invoice template that is in XLSX format.

Ultimately, we save the file as a PDF and send the output file to the user through email.

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Senior RPA consultant at RPATech

The following features are best in the Automation Anywhere tool:

Automation Anywhere offers the capability of integrating the DLL files with meta bot and hence the developer can use DLL files to connect to applications likes Outlook, SAP, etc.

Automation Anywhere offers the best tool in the market for extracting information from PDF and is called IQ bot. IQ bot is built on machine learning and natural language processing. It helps users to create layouts for the pdf and then process the similar format pdf in one go.

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Associate System Analyst at NSEiT Limited

The recorder feature for front end automation and email packages is the most valuable feature as it has more features and it makes the email server related tasks easier and more independent on the email client. Integration of VB, python, and java scripts help us to make our code more reliable. Excel basic and excel advanced package with increased features help us to easily automate the Excel related tasks.

PDF package is also valuable for PDF to image conversion, encryption, decryption, and merging.

OCR package is also valuable as it helps to read the contents of Image.

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Senior Consultant at a tech services company with 1,001-5,000 employees

My primary use case is the automation of manual tasks involved in Order to Cash and Procure to Pay.

During the digital transformation of a company, the number of internal portals and applications increases leading to an increased number of data silos.

TCPL has successfully implemented a bot to synchronize data flow (including document files viz. docs, pdfs, images) between its in-house developed install portal and Microsoft Navision ERP.

TCPL has automated the AWB tracking of all outbound shipments to get latest updates on all our shipment movements, take timely corrective measures to ensure our customers receive shipments on time. This helps in ensuring timely order deliveries which results in higher customer satisfaction and lower DSO as we can collect on time only if we deliver on time.

Other bots are:

Vendor Invoice Processing and Data Entry

Accounts Receivables Data Entry

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RPA at XLnc

Especially while using v11, I often experience freezes with OCR extraction from PDF files. It just didn't work properly. I had to work around this using Python scripting. It would be a big improvement to have the inbuilt OCR capability work seamlessly. A perfect OCR would be awesome. 

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System Developer at PKT Logistics Group Sdn. Bhd.

The most valuable feature is IQ Bot, as it allowed us to train it to extract important logistical information from customer PDF documents, irrespective of the format. This is valuable because not all PDF sheets have the same format. Many customers tend to use various formats to represent their data. Hence, with IQ bot, even with the wide variety of different PDF formats, the bots would still able to help us extract what we needed.

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RPA Developer at Omfys Technologies Pvt Ltd

We use Automation Anywhere to automate business processes for better accuracy, time reduction, and scalability. An Automation Anywhere bot can work for 24 hrs. I worked for KYC Reconciliation processes in Automation Anywhere which consists of data extraction from PDF with the help of IQ Bot and extracted information entered into companies web portals. In the process, clients give us invoices through the mail and te bot identifies mail with specific subjects, downloads invoices, uploads invoices to IQ bot, and downloads CSVs to specific folders, and validate CSVs and upload CDVs to the web portal.

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Senior Software Engineering at JK Technosoft Limited.

1) Needs some improvement in IQ BOT:

* while uploading input files we are facing issue with grouping even the same kind of PDFs

* consuming of CPU utilization and requiring more RAM

2) It is not able to use OCR effectively and has limited usability.

3) Handwritten documents are still a drawback.

4) Some of the control room GUI can be improved, it is also difficult in terms of control room management.

5) If Excel gets hanged Automation Anywhere does not give any notification.

6) Needs improvement in image recognition.

7) BOT insights taking more CPU utilization.

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Robotic Process Automation Developer at Mekkanos Limited

I have used Automation Anywhere for automating different use cases which involved applications such as Excel, SAP, PDF, Salesforce, Outlook Web applications, Desktop Automation Email automation, and many more. I have automated many processes that involve report generation using Excel, invoice processing, order processing, BPO related processes, and many more. It's safe to automate processes that involve secure credentials because Automation Anywhere provides an encrypted centralized credential vault.

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Quality Analyst at a computer software company with 10,001+ employees

Web-based control is the most valuable feature. We can access it from anywhere in the world with the control room URL and in any browser. Bot Insights make our report generation and other insights view easier. We can export the data in the form of CSV, PDF, etc.

Credentials is another important feature, where we can store the important/bot credentials securely in the Control room itself and we can track who accesses the credentials and we can restrict the access based on users.

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Technical Support Engineer at Wipro Limited

We use this solution for all the business processes and mainly to integrate with Excel files, our database, and our ERP.

We basically process data that are in form of Excel, PDF, or CSV formatted files. We also interact with information that is stored in our database.

Generally, we automate a lot of processes that are repetitive and time-consuming. We work mainly with processing data, thus reducing the time needed to do the process manually. The workforce is also reduced for completing simple tasks like logging in to a forum, as well as complicated tasks like banking or finance. All of these all possible.

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Software Engineer at a tech services company with 11-50 employees

Automation Anywhere changed OCR features in A2019. My suggestion is to improve the OCR command scope and usability. We use OCR for PDF data extraction as we use in V. 11.x product.

Automation Anywhere has a perfect structure of working. Automation Anywhere has the best product structure. It also provides support for customers and they respond in 24 hours.

They still provide updates on packages to get more accuracy in process creation. The automation has already improved very much.

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Senior RPA Developer at a tech services company with 201-500 employees

Automation Anywhere is an RPA tool that is used to Automate any repeated simple/complex tasks with ease. Automation Anywhere is not perfect but it is still the best tool available in today's market.

It is one of the simplest RPA tools, having a simple user interface, and it is very easy to get hands-on with this platform. It has vast learning resources available, too.

Use Cases:

  1. Extracting data from scanned PDFs: Using Automation Anywhere made it much simpler to scrape data from scanned PDFs and convert it into standard Excel format, as per requirements.
  2. Portal Automation: AA makes web automation simple and our manual tasks have now been automated. Our portal is for making client bookings of the client. The Bot reads the Excel file shared by the user and accordingly, makes the booking in the portal with minimum time and with high accuracy.
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Lead Engineer at a financial services firm with 10,001+ employees

I use this solution to script and update website data and work with databases such as SQL. We also use IQ Bot extensively to script data from PDF files.

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Blue Prism: PDF
Senior Member Technical at Automatic Data Processing, Inc.

We started with a very small team and small projects. As the project started getting success with Blue Prism we have a large number of teams now just for automating all the business procedures. Larger time was saved after automating the processes.

The business was very much satisfied with the results. Many projects involving Java, Mainframe SAP, Web browsers, and Windows were made. We did also use PDF automation using OCR and Surface automation which helped tremendously as our company is payroll-based and involves lots of file processing in which the toughest is interacting with PDFs. 

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Project Manager at a transportation company with 10,001+ employees

We didn't find it much useful for unstructured data. It is not easy to do the automation with Blue Prism if you have unstructured data. It should have better automation processes or connectors for unstructured data such as PDFs or pictures.

It has a connector for different applications, such as SAP, but we use a few other applications for which it doesn't have a connector.

It should have a more comprehensive dashboard that we can use to see the processes that are running and control the parameters.

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Lead RPA Developer at eclair Group

The intelligent automation, like document processing, is lacking and should be improved. I would like to see PDF processing capabilities, and invoice automation templates.

Technical support is in need of improvement.

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Development Lead For RI DMV Modernization at a tech services company with 10,001+ employees

There are many reasons why many companies don't go for Blue Prism. It is not open, and the community addition is not available. Blue Prism provides support through partnership. You need to do a partnership with them, which is a major disadvantage. You contact a Blue Prism team, and they will schedule a meeting with you. They will give you a demo and help you set up everything, whereas with UiPath and Automation Anywhere, you can try the community edition, and if it fits your needs, you simply buy a license for that.

The initial setup of Blue Prism is complex. They simply provide a PDF or documentation for you to go through it, whereas, if you go with UiPath or Automation Anywhere, they have several videos and community support to guide you.

The documentation of Blue Prism is static. They don't have any sort of videos or open forums. Other tools have got a lot of community support, but Blue Prism doesn't have that. Its training is also hard to attain, and they also don't provide any certification.

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Manager - Business Analysis at DXC

We've primarily used the solution for financial purposes. We have payroll management and a lot of manual processes. With this, we can run automated reports. There are about 15 to 18 interfaces where we get the information. We can consolidate emails, PDFs, and Excel. There's automation to pick everything up and understand all the sources and different kinds of data. We can input raw data, consolidate it and then handle calculations. We can download data and save it in folders.

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UiPath: PDF
Dir., Resource Management Systems and Data at a healthcare company with 10,001+ employees

We have not seen it do OCR, and that would be helpful. Right now, the tool will not read a PDF file, and we can't use PDF files. We want it to able to take an image, then take that image and put the particular field out in the right spot in a table. We have not seen it where you can scan a document in, then it reads fields and places those in a table.

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Senior Lead Developer at a leisure / travel company with 11-50 employees

We are using approximately 70% of all of the activities that are available in UiPath. These include web scraping and data entry, where the information is stored in a database. We also perform database queries.

The biggest benefit that we have from UiPath comes from using the API.

The features that we use most often are database communication, scraping, and PDF functions. The only features that we don't use are those related to Excel, for spreadsheets.

For smaller projects, we are only passing parameters from .NET applications but in the newer projects, we are using features such as database communication and data scraping.

The ease of building automations is great. When I talk about UiPath, I am usually referring to Studio, which has a very intuitive and easy-to-use interface, yet it is very powerful. This is something that has improved with the help of forums and tutorials. In 2016, it was more difficult because there were really no forums so we had to contact the head office in Bucharest, Romania when we needed help. Getting a demo had to be done in the very early hours and there was lots of communication back and forth. It was a struggle to find solutions, although to be fair, they've been very helpful. These days, it is very easy to use because there are numerous examples, and UiPath Academy is available, along with other resources.

We have been using the UiPath Apps feature and it has helped with the ease and time required for creating automation. Everything has improved over the past several years, as in the past, there were no examples or tutorials available. There was no manual and it was very technical. At the time, you definitely needed programming knowledge in order to handle some of the scenarios. It was at times like this that we relied on support from Bucharest.

Even today, there are only a couple of programmers in the company who develop the bots. Even with the Apps feature, I don't think that the end-users are ready, although this may be because of the way that our organization is structured. Everything is given to the IT department because our scenarios are very complex, and not a simple case of data entry or something like that. With such complex solutions, it is definitely too difficult for our end-users.

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RPA Engineer at a computer software company with 10,001+ employees

The primary use case is the automation of many reports, dashboards, and tables that were created manually by some of my colleagues. The tasks involve collecting information from SAP Solution Manager, manipulating some of the data based on business rules that have been implemented, and then storing the data in a specific way that can be used in the next part of the workflow. This includes using Excel and the aim is to create a PDF report that is sent to the top business line managers.

UiPath is the perfect tool to implement a solution like this, with continuous operative tasks between Microsoft native applications such as Excel, Outlook, and PowerPoint.

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Consultant with self employed

I am an RPA developer and I am using this solution as an automation development framework.

My primary use cases are web automation and data scraping.

I have done jobs that required user-action recording, creating bots for tasks such as scraping data from the screen. I have also created bots for performing tasks like PDF and Excel automation. Some of these are small, and not for a business model.

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Associate Project Manager at InfoBeans Technologies

The feature that we use the most is Studio.

Document Understanding is a good feature that is very helpful to us. We have an ongoing project that requires reading PDF files. We need to use different OCR engines and see which ones give us the correct data. Document Understanding allows you to extract the data into different types using different extractors. For example, there is an ML extractor and other types that allow you to pinpoint fields and determine which should be accepted. Based on the confidence level, it gets better every time. In this way, the feature has helped us a lot.

This is the friendliest community and forum that I have ever seen, which is something I see as added value.

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Sr. RPA Developer at Capita

I am an RPA developer and I work with UiPath in that capacity.

Our current use case involves the automation of a process involving healthcare-related data. This is confidential data that is received from the customer and inserted into Oracle forms. Reports are then generated from it and these reports are then used by the organization, which is in the healthcare domain, for their analysis.

The data being analyzed includes medical and treatment history. For example, with the current pandemic going on, there are all sorts of healthcare data that is related to it, including various types of treatments. When somebody walks into any clinic or hospital, all of the treatment is entered into a database and we get an extract of it. The analysis is used to get more details.

Another interesting use case, prior to this one, involved the documenting of invoices. We were working with approximately 250 different samples of purchase invoices, many in different formats. One might be a native PDF file, whereas another could be a scanned PDF, and yet another might be a simple handwritten invoice that was converted into a PDF based on a picture that was taken from a mobile device. We were receiving these invoices from our client and they wanted to extract data from them. It was accomplished by using the Document Understanding features in UiPath.

The other notable use case had to do with issuing refunds for purchases that were made on an e-commerce site. When a customer made an order and there was a problem that resulted in them wanting a refund, there were multiple ways that the client could request one. A refund application could be received by the customer care department in the form of a simple call, which was a verbal request, or as an email written by the customer, or as an automatically-generated email that was created based on filling out a form on the website.

Regardless of which of the three input methods is used, the refund request is gathered and sent to a mainframe application. At that point, the information is extracted from the mainframe and the refund is issued using another application.

The automation of these tasks using features such as artificial intelligence and document understanding has reduced our costs. For example, with the invoice processing use case, there was a team of between 20 and 25 agents who were doing it manually. Obviously, a team of that size has a large cost associated with it. Also, the volume was very high, which meant that the team was not able to deliver on all of the work. There are approximately 250 vendors sending invoices to our customer to process the data, which translates to about 1,000 documents being sent on a daily basis, to be processed by only 25 people. It was a huge task. With this level of volume, people tend to get frustrated. 

We implemented the automation and the team size has now been reduced to only five or six people, and that is only required to monitor the bots. For example, they check to make sure that the data being fetched using document understanding is at par. We have set the minimum confidence of the documents being scanned at 90% and each day, a report is generated and sent to the customer. Overall, it was a very cost-saving implementation.

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Associate Principle Engineer at Nagarro

The AI and machine learning capabilities need to be improved.

The task mining and process capture methods are capabilities that we use, but they sometimes miss part of the task. For example, let's say that for one of my tasks, I need to open my email 400 times a day. This is something that we can automate but for some reason, probably because it is related to email, it is not accurately evaluated. In this regard, the process mining could be improved and lead to better results.

The built-in OCR is only 60% to 70% correct if you're analyzing a PDF that has images in it, so this is an area that can be improved. Different companies use their own OCRs; Google has one, and Microsoft has one. The UiPath one requires that we use a validation step between workflows in order to improve the accuracy.

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Associate Consultant at Capgemini

One of the things that I like is that they keep adding new features, such as machine learning models. For example, if you are reading a PDF copy of an invoice then the RPA should be able to identify and understand it. Rather than using rules to identify different formats for different kinds of invoices, machine learning and AI should be involved.

We are using the AI functionality and it gives us the ability to have more automation, saving more time and manual effort, and at less cost. This is possible because UiPath provides pre-built and pre-trained AI models that we can import, depending on the use case.

Some of the processes we have implemented are very complex, and these are the ones that we need AI for. Some of them involve human interaction and cover use cases such as taking different formats of invoices and pushing them to SAP. We have had good success when working with the machine learning capabilities.

The Action Center and Task Manager are very good for business users. The features are helpful because these days, business users are expecting more than a simple rule-based operation in RPA systems.

UiPath Studio integrates well with third-party tools such as Git. It is easy to maintain code from within Studio.

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Software Developer - II at Rackspace Technology

All the features, all the packages, everything, have been great. All of the artificial intelligence which we are getting is super-useful, as are all the needed updates.

All the features are valuable as, much like any application, it cannot work without just one feature. For example, we have PDF automation, we have Excel automation, Citrix, SAP, and we have SharePoint automation - which makes it so that we can automate anything. All the features combined allow us to work on multiple projects or one specific project. 

The ease of building automation using this solution is good. I really enjoy the flexibility. It's also very easy. We do need a few coding skills with languages like C# or Power Automate. However, it's got a good UI, with drag and drop functionality. That makes it easy compared to other tools, like Prism automation. UiPath is much better and it's highly recommended.

Scaling automation without worrying about the infrastructure was easy. I simply did some googling and looked to see which automation tools were out there and which was the leader. There were multiple training portals - including UiPath Academy, where I was able to pull all of these tutorials and insights. There's also a free forum where queries are answered. It made everything quite easy. 

The solution enables us to implement end-to-end automation starting with process analysis, and robot building. This end-to-end coverage is important to me as we follow an agile methodology. We have an RPA development life cycle. This product gives us all the tools and everything we need. The requirement gathering and document preparation come as standard models. We have UiPath Studio for testing and UiPath test features for maintenance. We have the Orchestrator where we can maintain everything as well. We can see where things are working or not. In fact, we have integration with PagerDuty that gives alerts if something is failing or not working. It's really important that UiPath has integrated across all the life cycles, and that all the phases are working properly.

UiPath has helped to minimize our on-premises footprint, which has been very important to me. It's very important due to the fact that we can build a robust and scalable solution for an enterprise and have security in UiPath. It's very important that customer satisfaction is there, no matter what we are developing. It's very important to our organization.

It's a very fast solution. It can provide a result or automation to a business process within seconds. If we have an API, we can integrate EPS as well instead of using the UI. Basically, we can get any solution we need within seconds. It's very fast.

I have noticed that the solution reduces the cost of digital transformation as we are saving on manual hours. It's reducing them. We don't have to hire more people to do these manual jobs, which has helped us reduce the cost.

We did require application upgrades and IT application support. We wanted to update get all the latest features that UiPath often releases. I've seen every month or every year we get all of these new packages. It's better to include the latest version to get all the latest features.

With UiPath, we have reduced human error. Humans are prone to making errors that they can make at any time. The bot does not. It's continuously given proper feedback. The lack of human errors has affected business a lot. The bot allows for complete confidence that perfect work is being done. It has also freed up employee time. We've saved thousands of hours. We have ten processes that are running in production. Up to this point, with those running, we have saved up to 1,918 hours from the automation. On top of that, employees can now focus on higher-value work. It has improved work satisfaction. There is more self-motivation that boosts the work, which we are doing.

The solution has reduced costs overall via automation. However, I cannot speak to exact cost savings. As a whole, it's saved our organization money.

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Senior Software Engineer at a tech services company with 10,001+ employees

Our use case is mainly for PDF automation for invoicing. Specific data from the invoice needs to be gathered, entered into, and compared within the SAP application we use. We face challenges as the formats of the invoices change and can range in length from a single page to up to 100 pages. 

We've integrated a tool called ABBYY FlexiCapture and ABBYY will help format and be used as the source of input for the UiPath bot. This bot in turn will process each and every necessary customer detail to the SAP application. If everything is correct, and the data meets the parameters, an email will be sent to the customer, attaching the necessary invoice. If there's an exception, we'll be able to look at that too.

There are some other sets of use cases as well, which include SAP or Hyperautomation. However, we also do generic workflows where we have data from multiple domains and will need to build our XML output. The XML output will contain a lot of data (such as the date, time or name of the customer) which will keep changing and is not fixed. I built a bot using UiPath that I host on Orchestrator which can monitor this data.

Another use case is placing job descriptions into an analyzing tool to search for keywords. Depending on the sort of description which we have pasted in, it will throw out a certain set of outputs, such as if the word is feminine, masculine, how many details it contains, how long it's going to take to complete the description, et cetera. This part has been done using an API key, and therefore it's not a normal cut and paste job. 

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RPA UIPath Trainee at a non-profit with 11-50 employees

I've created an app for conversions and exchange rates. Every day I need the exchange rate of a certain currency and I use the API free exchange and UiPath.

It's also used for the reconciliation of invoices.

I've used it for the creation of an onboarding bot for employees to be onboarded onto a website with a remote system. I used AWS and a virtual machine and created a Google Form from there, and used UiPath's computer vision to do onboarding activities and extract data from files. PDF files can then be entered into the remote system. UiPath can be used to fill the forms.

It can be used for web extraction tasks as well, for example, for booking flights, where you can extract the flight details for particular search criteria and place them into an Excel sheet.

It can also be used to extract data from invoices in order to populate an Excel sheet, for a portable format. I've created a process that used documents as a learning model and extracted the invoices, using logic to output the transactions. 

Another use case I tried was extracting data from Amazon based on exact data. The same can be done on Linkedin using the Linkedin API. I'm fine-tuning and extracting data, putting the outputs on Google Sheets.

I've experimented with many use cases and automated many processes. 

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Application Development Specialist at a tech services company with 10,001+ employees

UiPath has helped to improve our organization in several ways. Prior to UiPath, the company was using legacy methods of automation. These were time-consuming and required that more code be written. With the ease of use and speed at which automations can be developed using UiPath, the company is bringing on new clients and therefore, more business.

UiPath and the automations that we create help us to better utilize our resources. For example, a manual task that used to take between seven and eight days can be completed in one or two days with automation.

This product is bringing new clients to the business and nowadays, all of our clients require something to be done in the domain of robotic process automation. 

With respect to ease of use and building automations, UiPath is very good. I would rate them at least a four out of five in that regard, especially when compared to other products on the market. The ease of building automations makes them quick to create and it can be accomplished by people in the business sector.

UiPath enables and helps us to create end-to-end automations, and it divides all of the subtasks up in a good way. For example, monitoring processes is different from developing code, and each of these is separated such that they are independent, but we can link them together for the benefit of the process. This is important because I am a complete process developer, so having all of the different subtasks available in one tool allows me to best develop automation for our clients.

This solution has helped to decrease our time to value, which is something that is evident when you look at the automation we were doing previously. Our technologies included Python, VBScript, and other ways. These approaches took more time to develop and are a little bit more complex. With the help of this tool, it takes less time to build the same automation. It allows us to focus on building the logic and algorithms, without having to deep-dive into things like syntax. By allowing us to focus on the business logic for each process, it leads to significant time savings.

We use the attended automation feature and it helps us when it comes to tasks that require interaction between user and application, such as the necessity to enter credentials. It is quite helpful, in particular for BPM processes, and this is something that is important to us. The typical case is when somebody is doing repetitive work as part of their task. In other words, they are working on one task, and the bot is working beside them but needs the occasional input from the user. In these processes, the bot is doing 80% of the work and the user is doing the remaining 20%.

We use the AI functionality because it makes it feasible to automate processes that are quite complex. For example, Document Understanding and NLP from the UiPath Cloud are things that we use. 

The AI features enhance UiPath's capabilities and allow us to automate more processes overall. Previously, when we were doing a specific task, we may not have been able to fully automate it. With the help of AI, we can do more.

In previous iterations of our bots, before the AI features were used, we were not able to get all of the information that we needed from PDF files. This is specific to certain use cases, to present an example. The AI functionality generally gives us more data, whether from document understanding, computer vision, or otherwise.

UiPath has helped to reduce human error because the bot is doing everything and eliminates the opportunity for people to make mistakes in the process. UiPath has had a positive impact in this regard, although we have had successes with other similar tools as well.

UiPath and automation have helped to free up employee time and nowadays, they are more creative because of it. With many of their tasks automated, they have time to work on things that are more creative and have a higher value.

For example, for a task that used to take an employee 10 hours, they are now spending between three and four hours on it. In the remaining six hours, they can be more productive and work on more important tasks. This not only helps the employee but adds value to the company as well.

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RPA Consultant at a computer software company with 10,001+ employees

Orchestrator is very useful for deployment and publishing, maintaining queues, and running jobs.

In UiPath, REFramework is useful for different use cases with predefined code templates. There are well-established steps. There is a step for code marginalization. Similarly, there are separate steps for initialization and processing. For closing an application process, a step is there. So, it is very well modularized for getting the transaction data. If there is one exception or anything wrong happens with an application, it will log the exception in the orchestrator and send an email. It can also close your applications and end data processing. So, everything is well organized and separated, and we can log the exceptions separately in the queues as business exceptions or application exceptions. We can have the complete report of a particular queue.

For document understanding, there are so many features. I haven't used them practically, but to read a PDF, there are patterns and semi patterns. A wait option is also there for somebody to come and correct it. It can wait until somebody comes and corrects it, and then it will do the processing. So, all of the features are very useful in UiPath.

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Public Sector at Invoke public sector

The developers like the studio interface better than other RPA providers that they've used in the past and find it easy to use and can provide a lot of impact.

The ease of building automation using UiPath has been great. We actually have done them with airmen, with people that are in the Air Force. We've done training and workshops such as one-week workshops with about 250 airmen. Most of them, 80% to 90%, have built bots that work in production with basically little to no training. They can do a lot without any development experience whatsoever going into the solution.

The solution has saved costs for our customers. Overall, it's tens of millions of dollars there for a potential return. They're still working on scaling that out. However, bots that have currently been built could be spread out across the entire Air Force, which is 650,000 employees, and would have about $30 million worth of potential benefit.

UiPath has reduced human error. With one particular use case, we did with flight authorizations, they had to compare your names off of a PDF to a 40,000-row spreadsheet. That not only saves time, it also reduces that error dramatically as the bot can go and find the row in the spreadsheet and then match it exactly as opposed to somebody looking for it manually.

It has saved time for our customers, equally likely $30 million in potential savings and allowing for a shift to higher-order work.

We’ve used UiPath Academy courses. We actually have a new employee training right now using UiPath Academy, and we recommend it to our customers as well. It's fantastic due to the fact that we're not spending very much time onboarding new employees. We're letting them go do the academy and then help them in assisting where needed. That's a huge benefit for us as we can continue to do our job rather than focusing on onboarding. Users can also self-lead, and new developers can go and utilize it without a lot of interaction from others or a lot of help from others.

The functionality where you can quickly convert your code from Studio X to Studio is really nice.

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Director Financial System at a non-tech company with 10,001+ employees

Right now, it is way too big for me to even understand it. I feel like it's a universe. I'm just trying to get directions. The area that I'm looking at right now is analytics to make sure that we can properly report on how they're doing, and that's what is going to make management invest further into our idea. I come from a reporting background, and that's what I focus on in other financial packages that we have with PeopleSoft, Hyperion planning, and the FCCS cloud. In many of these automations, the need part of it is that you're not stuck within the software that you had; for example, a macro within Excel can only help you with what you're doing in Excel. It can't help you with an email. It can't help you with a PDF form, but you can bring these together, so the automation opportunities are endless.

So, at this time, it hasn't saved us money because we're just in the investment phase. That's why I want to do reporting so we can see. The decisions you make now affect the next 10 to 20 years. Everyone gets too short-term-focused. You should go to where you want to be five years from now and go backward. What you are doing today is going to make that five years strike. So, it is an investment.

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Commercial Manager at a tech vendor with 201-500 employees

The automation of the cloud offering helps to decrease the solution's total cost of ownership.

The document understanding is great. I interact with different documents of people. The IDs of one are different from a document or a PDF. For example, our contracts, et cetera. It can understand the differences.

I’m not quite sure about the ease of building automation using the solution just yet. It seems to be moderate. Not too easy or difficult.

The solution has helped our organization save costs. It’s likely saved us about $10 million.

UiPath has helped us reduce human error. That’s had a partial impact on our business. Our techs understand the different types of processes and competencies it can help with. Regular users cannot see this just yet.

It has freed up employee time. It’s allowed for a focus on higher-value work. Employees seem happier. It’s an easy tool to use and deploy.

We’ve used the UiPath Academy courses. All employees take the course and learn about it. You still need more education afterward, however, the biggest value of the Academy is the knowledge. I've got people who are new in the company and I can just say "take these courses." It's accepted by everyone as part of the process.

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Intelligent Automation Senior Consultant at a consultancy with 5,001-10,000 employees

Often, the solution is used for a lot of connecting data from different systems, et cetera. Also, a lot of tasks involve taking data from Excel or an email and putting it into different PDFs at high volumes and then saving everything in a certain spot in the file directory.

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Intelligent Automation Manager at a tech consulting company with 5,001-10,000 employees

With federal governments, a lot of the use cases vary around what they're doing, however, it's just a lot of PDF, Excel, and Microsoft Suite automation and then interacting with their custom and web-based tools for subject information.

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User at Reli

We work with TMS, a technology-management resolution division. We use UiPath to read the PDF documents that we get. We manage a business service for TMS and as part of that business contract, we read the PDFs and enter that information. We get that information out via documents from the templates where we have to enter information related to that particular case. 

These are the use cases that we are currently working on, but we are also looking to use this for quality assurance of all the steps because this is a highly visible, very critical process for TMS. We have to make sure that everything is done on time and that all of the information is relevant and responsive. Quality assurance is a big deal for us, and we are looking to use UiPath quality checks at different stages in the process.

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My experience in using UiPath, in general, is in developing traditional bots, assisted bots. There are the typical mundane applications that we're trying to remove in order to add value to customers. 

The solution is used for extracting information from documents and consolidating data, maybe from various Excel sheets. I've used applications, such as PDF, Tableau, and a number of different entities as well. It varies.

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Associate - Robotic Process Automation at a financial services firm with 10,001+ employees

There are some external dependencies. When we have APIs available, UiPath does have that option that we can hook into APIs. That's really where I'd like to be down the line, more like hooking into APIs, data warehouses, so that you don't have to worry too much about the screen scraping functionality, even though that's a great big part of what it does.

I would really like the ability to bring OCR connectors into StudioX, if possible. Right now we're only using OCR and Studio as that's where the plugins are available. I don't know enough about the back end of what makes this feasible versus not feasible. However, at the moment, with StudioX, you can only really read and digitize PDFs. If they can bring in the OCR connectors, they'd allow citizen developers to be able to read in a larger breadth of documents that they would generally need Studio to do.

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Kryon RPA: PDF
Manager, Application Support at a consumer goods company with 1,001-5,000 employees

The stability is pretty good. The only unstable part is Studio where you build this stuff. In our version, the 5.25. It has a memory leak. If you leave it open for too long, eventually it just freezes. Saving your work, closing, and opening it just once a day is all it takes. However, this is a bug that I have noticed about the stability of the actual tool. Our production console and robots have been rock solid.

We are still a fledgling operation with it. We have one guy who works part-time on the PDF and another full-time contractor working with the business to build more bots and wizards and also finding more opportunities. Then, there are two of us who are dabbling in it in addition to our regular jobs. 

It is also helpful for certain one-off updates. I am a support analyst myself for a lot of our software. People in the business will come to me with really simple problems. E.g., HR had to send out an email to every intern with some of their employment credentials and links to sites for things that they needed. However, they all had to be personalized. Each email needed to have unique information to each candidate in it. So, they built the template real quick. They handed me the email and we dumped a list of the interns from our HRS system on it. We just threw that in the bot real quick with a couple of loops using the email template with some variables and were able to send out an email to all the interns in minutes, which could have taken a whole day, if done manually. For one off things like this, it's such a simple tool and really easy to use. 

While there are other ways of doing these type of tasks, e.g., a lot of HR systems have some sort of bulk email feature built-in to send new hires information. Our HRS doesn't have that or maybe it's too clunky to use. This just makes it super quick. 

We also use a lot of similar things with one off SQL automation where we could build a complicated script and run that. However, the bot can run a loop of queries for whatever variable it might be and spit out a report. This takes literally minutes to build and run versus hours if you go different paths. This makes it a very sleek little one off thing.

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BotFarm: PDF
Solutions Architect at PureSoftware Ltd

The task bots are good features. I also like enabling the IQ bots to read PDF documents and automate PDF projects and invoices. Because we employ so many people, it is very useful to automate any processes compatible with Automation Anywhere.

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Technical Lead at a tech services company with 1,001-5,000 employees

We use BotForm for predicting the suppliers for a particular client. There are multiple suppliers and we have to find the ones who are coming under the Middle Market and Public Labor Department. There are some criteria, and we use that together with the Bot to trace all of the PDF documents and webpages to see if there are any suppliers in those categories.

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Senior RPA Developer at a tech services company with 201-500 employees

The most valuable features are the portals for extracting data from PDF files, appending data to SAP, automating the SAP, downloading reports, and mapping and creating the reports accordingly to your requirements. 

The solution is great to automate any repetitive tasks, which you might do on a daily basis. For example, the organization may need to be generating invoices or extracting data from PDF files daily. It is very versatile in what you can automate.

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HelpSystems AutoMate: PDF
Chief Technology Officer at a computer software company with 51-200 employees

Our use case for this solution is in the HR department. We are a company that has external consultants that perform services for other companies, and each employee has to give us reports describing their hours each month. Based on these reports, we charge the customer accordingly.

We have PDF files that are scanned and sent to us by phone. These are from our employees on the customer's site, and our human resources personnel review them afterward. The reports are compared with our in-house system, the files are reviewed, and the hours are approved. Once this is complete, an invoice is sent to the customer.

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Principal at Adaptive Growth, Inc

Adaptive Growth is a reseller for HelpSystems' AutoMate Robotic Process Automation software system. Our primary target markets are manufacturing and distribution companies. We also feel that nursing homes and trucking companies are markets that RPA will provide tremendous benefits in operational cost reductions. HelpSystem's PDF and email integration into business software workflows is a great benefit for most any company. 

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Business Analyst at a tech services company with 51-200 employees

We didn't actually deploy the solution. It was basically testing the product. It was just some simple testing we were doing. We've tried downloading reports from the new RP system, using RPA, and doing some manual uploading from some PDF files into our ERP. It was just used for some super simple operations to try it out and get a feel for it.

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Product Manager - RPA at a security firm with 11-50 employees

I primarily use the solution for giving the sessions to the clients and trying to get them to set up AutoMate in their organization and also help them to design and create a workflow.

For example, one of our clients, for a healthcare chain, was having a lot of COVID patients coming in in 2020. Their SAP systems are on 15(16) Field information had to go on to the Department of Health site, as all the blood samples are tested in the government hospitals. There were lab technicians keeping the SAP application open and they were copying all these 15(16) Fields of 2000 patients end of the day into the DOH website. That was taking them a lot of time. Two other people were hired to help. 

What we did for them was automate the process. We went into the SAP system and every three hours would download that information, then, we would go to the DOH site, upload these 15 Fields for all of the patients.

After two days, we could go to the DOH website, and download their PDF document, which was a report on whether they had detected COVID or not. For the data we download we would enter the date into that Excel file for the hospital and attach that PDF document onto the top record of the patient. This way, there's complete information about the patient. With this solution, the cycle was complete.

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ABBYY Vantage: PDF
Automation Tech Resource Lead at Kelly Services, Inc.

We are using this solution for PDF reading capabilities for some invoices. We also utilize it to read DW4 forms.

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WinAutomation by Softomotive: PDF
Technical Team Lead at emids

It would be helpful to have features that are fine-tuned for Microsoft products because most of our clients are using products like SharePoint and OneDrive.

The OCR functionality needs to be improved. We are not getting the same accuracy as other tools when reading things like PDFs.

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Microsoft Power Automate: PDF
Digital Innovation Manager at a consumer goods company with 10,001+ employees

Microsoft is gradually becoming better, but for RPA, it's not fully there yet.

If you are looking for a low-code, simple to deal with email and extract a spreadsheet, then Microsoft is a good option. However, if you have a complex RPA use case where optical character recognition or PDF ingestion is needed then Kofax is a better choice.

I'm responsible for the center of excellence running Kofax as an RPA solution, and not for the Microsoft Power Apps.

I would rate Microsoft Power Automate a seven out of ten.

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Senior Product Manager Data Science at a government with 1,001-5,000 employees

We set up a process to monitor Twitter so that whenever specific hashtags that we cared about were used, the whole record of what was tweeted out was captured and stored into a SharePoint list because it was free and easy to analyze as well. That has helped. Event triggers, several different connections, and what you can do with the information once you have it have been very helpful.

We also used it as a one-time solution in a scenario where records were captured in a Power App, and oftentimes, those records, which were almost like medical records, would need to go to another team one at a time. We used Power Automate to capture all the information that was stored in Oracle. From the record, it would put the information into a Word document, convert the Word document to a PDF, and then email the PDF off to the team. All that was done behind the scenes with the user clicking one button. It was great.

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