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Digital Worker

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CW

Credit Workflow

This Digital Worker (DW) cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

Industry:

Accounting

Finance

All Industries

Credit & Collections

Function:

Accounts Receivable

Steps

  1. Login to Credit Workflow Dashboard on Google Sheets.
  2. Get the current status of each application.
  3. For each status, launch related status workflow.
  4. Move to next status where applicable.
  5. Update Exceptions and Results log.

Benefits

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Popular Applications

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