All cases
Human ResourcesPharma
RPA

Every file belonging to an application is named with the application number and filed – missing documents don't stop the run

How a pharma company automatically downloads, renames and files the documents and reports for every application from the HR system – triggered by a single CSV list.

Customer anonymised
Starting point

For every application on the list, someone had to log into the HR system, locate the application, download the documents, rename them according to a naming convention and upload them to the designated folder. Every entry, every run.

Solution

A robot monitors the inbox for emails containing a CSV file with application and employee numbers. It works through the list entry by entry: it logs into the HR system, locates the application, downloads all available documents and reports, renames them using the application number and files them in the transfer folder. If no documents exist for an application, it skips the entry and continues.

Result
RobotHumanAI-assisted
CSV file received by emailApplication located in the HR systemDocuments downloadedFiles renamed with the application numberTransfer folder updatedNo documents: entry skipped, run continues
Result
5
steps per application, previously done by hand
Zero
interruptions when documents are missing
Consistent
every file carries the application number
1CSV
starts the entire run

Do you have a similar process?

Tell us about your workflow, we’ll tell you honestly what can be automated.

Book an intro call