Module 3: Intelligent Automation in Action (The "Digital Clerk")
Section outline
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- Learning Objective: Identify processes ripe for automation and understand how RPA and other tools work.
- Content:
- Identifying Automatable Tasks: High-volume, repetitive, rule-based processes.
- Examples:
- Invoice Processing (Data entry from PDFs/emails)
- Account Reconciliations
- Report Generation and Distribution
- Expense Report Auditing
- Introduction to Key Tools:
- RPA Tools: UiPath, Automation Anywhere, Blue Prism (showcased with demo videos).
- Low-Code/No-Code Platforms: Microsoft Power Automate, Zapier.
- Hands-On Lab (Basic): Building a simple automation with Microsoft Power Automate to save email attachments to a SharePoint folder and notify a team.