How to automate a data entry task
You would want to automate data entry tasks to become more efficient by automatically copying data from one. business system to another
As-is: Manual entry
To-be: Automated data entry
A system view
A system view of what you are trying to achieve could be something like this.
You would like to take a selection of fields from one system and automatically paste them into another system.
To automate such a process, you need to specify what needs to be done. This means that your job is to do three thing.
- You need to identify the pages that you would like to copy and paste data to and from
- You must specify the fields that you would like to transfer data from and to on your pages
- You must define the business logic that manages how the transfer is done
A two-step automation
Cognifirm lets you create automations without code. You can do so in a couple of minuts. The first step is to tag your pages and the next is to build your automation.
Step 1: Map fields and save pages
You use the browser extension plug-in to select and save the fields that you would like to be a part of your process.
Step 2: Build your process
You build your process in your admin dashboard.