RPA Case Study: Automatic Receivable Due-Date Reminders to Each Sales Rep by Email
RPA combines receivable data in Excel, checks due dates, then emails each sales rep reminders before, on, and after the due date, with the list of customers who have not paid.
Problem
Receivables that are not collected on time disrupt cash flow. Sales reps are closest to customers, so they need to be reminded which customers to contact and when. - Scattered data: sales, purchase dates, and payment terms are combined manually in Excel. - Due dates calculated for thousands of transactions every day. - Personal reminders: each rep should only see their own customers. - Consistency: manual reminders are often late or forgotten.
Solution
The Oneflux bot runs on a daily schedule: 1. Combines sales data, purchase dates, and payment terms in Excel. 2. Calculates the due-date status of every transaction. 3. Groups them per sales rep across three reminder stages: approaching the due date, the due date itself, and overdue. 4. Emails each rep a list of customers who have not paid, with the information needed to follow up. 5. Logs the emails sent and flags delivery failures.
RPA Case Study: Sales and Commission Calculation for Hundreds of Sales Reps Across Many Areas
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