RPA: AUTOMATIC PROCESSING OF REQUESTS, RECEIPT AND ISSUANCE OF LICENSES AND THEIR recording

ROBOT SETUP
Configuration file, environment configuration, variable declaration, mail system configuration, report file.

BITRIX24 SETUP
Creating additional fields in Contacts, Companies and Deals, creating a new funnel, deal direction. Creation of scripts for checking and reminding about the current agreement's expiration date.

Creating a Contact triggers the process of creating a Deal, sending an email to the client with an offer to fill out a CRM form, the form itself is generated. Message to the person about receiving the data.

The person reviews the data and either confirms that it is correct or initiates a second request for the data.
Once approved by the person, the data is formatted and transmitted to the robot.

PROCESSING EMAILS WITH DATA FROM THE FORM
Robot unpacks the letter, extracts and saves the entities. Creates folders to collect data for later sending orders to Vendor.
DOCUMENT GENERATION
Robot generates and saves the document, loads the document into the deal
PREPARING DATA FOR THE ORDER
Robot creates a table to store data for later sending the order to Vendor. It enters the records of the students

SENDING THE ORDER TO THE VENDOR
Using the data accumulated during the week about students' requests, robot starts the procedure of forming and sending orders to Vendor. After preparing and saving a draft of the order, robot invites the person to check if the order is correctly prepared

The person reviews the draft orders and confirms that the orders can be sent to Vendor.

PROCESSING RETURN EMAILS FROM THE VENDOR
Robot sorts letters, saves license files, and uploads them to the appropriate deals in Bitrix24.

Uploading license files to the deal brings it to the "Success" stage. A final letter is generated and sent to the client with the license data and the attached vendor files.