01
Check whether the task is stable enough for a bot
A suitable task has clear rules, repeatable screens and structured inputs. Frequent layout changes, ambiguous decisions or unpredictable exceptions add maintenance. Review a representative set of cases before deciding what to automate.
When a supported API is available, direct integration may offer a simpler connection. Screen automation is useful where the existing application must remain in place and the task can be executed consistently through its interface.
02
Separate document interpretation from execution
A bot needs usable input. AI-enabled document capture can read incoming information, with a review step for fields that need checking. The bot then follows the agreed actions in the target system.
Record completion, failure and the point at which human attention is required. Credentials, permissions and application changes need ongoing management for the automation to remain dependable.