Automated document processing using Bots

Integrating RPA (Robotic Process Automation) bots for automated document processing significantly enhances business efficiency. These bots streamline repetitive, data-heavy tasks, freeing up time and resources.

This shift towards automation not only boosts productivity but also paves the way for focusing on more strategic tasks, accelerating digital transformation and future business growth. According to Deloitte Global RPA Survey, a total of 61% of participants reported their expectations of cost reduction being met or exceeded.

Fewer costly errors from manually extracting information

More precision, analysis and correct decision making

The best results and competitiveness

Bots for automated document processing​

Bot for data extraction from scanned format

Various administrative operations (back-office) require a document management process that come in different formats and originate from various sources. Whether structured or unstructured in nature, these documents can take hours to manually process. Check how automated document processing works:

  • Recognizes data using a character recognition (OCR) engine
  • Extract relevant data
  • Populate the relevant systems/spreadsheets with the extracted data

Automated software:

RPA EJEMPLOS_RPA SOFTWARE_proceso de gestion documental_automated document processing​

Bot automated document processing from digital format

With automated document processing the bot can input the extracted data into another system or application, eliminating the need for manual data entry. The bot would be able to handle large volume of document and also able to handle different types of digital documents and extract data accordingly.

  • Recognizes data using a character recognition (OCR) engine
  • Extract relevant data
  • Populate the relevant systems/spreadsheets with the extracted data

Automated software:

RPA EJEMPLOS_RPA SOFTWARE_proceso de gestion documental_automated document processing​

Bot automated document processing for insurance policy

The bot can be programmed to identify specific fields, such as policy numbers, policyholder names, coverage amounts, and expiration dates, within the policy document. Also to recognize certain keywords and phrases that may indicate specific types of coverage, such as “liability” or “property damage”.

  • Recognizes data using a character recognition (OCR) engine
  • Extract relevant data
  • Populate the relevant systems/spreadsheets with the extracted data

Automated software:

RPA EJEMPLOS_RPA SOFTWARE_proceso de gestion documental_automated document processing​

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