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Increase productivity, security, and accuracy by automating Box with RPA

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Averaged Time Saved / mo.


Averaged Money Saved / mo.


Tasks Automated

What Processes can you automate in Box using RPA?

Using RPA (Robotic Process Automation) in Box, you can automate a wide range of processes. For example, you can set up automated data entry tasks, such as transferring data from a spreadsheet to a Box form. You can also automate document review and approval processes by setting up rules for routing documents and triggering notifications. Additionally, you can automate the creation and management of Box folders and permissions, as well as the transfer of files between different systems or platforms. Overall, RPA inBox allows you to streamline and optimize a variety of manual, repetitive tasks, freeing up time and resources for more important work.

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Review & Approve Documents

Automating the review and approval of documents can lead to a more efficient and streamlined process. It eliminates the need for human intervention, which saves time and allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating document review and approval can significantly improve the efficiency and precision of an organization's processes.

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What other process automations can we do?

One example of transferring data from a spreadsheet that can be automated using RPA in Box is populating a database or CRM (customer relationship management) system with information from an Excel sheet. This process could involve transferring data from specific columns in the spreadsheet to specific fields in the database and may require performing calculations or making selections based on the data. By automating this task with RPA, you can eliminate the need for manual data entry, which can be time-consuming and prone to errors. This can be especially useful if the data needs to be updated on a regular basis, as the RPA solution can be set up to handle the task automatically.

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