How Workflow Automation Transforms Operational Efficiency
Workflow automation is no longer just a nice-to-have; it’s a game-changer for organisations that are serious about streamlining operations, minimising
Build business applications with no coding knowledge
Save time & say goodbye to manual, repetitive tasks
Standardise & automate your business processes
Remove repetitive tasks from your team’s to-do list with UniFi Automation software
Automate accounting processes with ease
Centralise data from multiple systems via API
Retrieve, visualise, analyse & report on data
Cloud-based work OS for desktop & mobile
Two-way Excel integration reduces manual data re-keying
Full users get access to all current & new applications
ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence
Easily apply AI services to any field in your applications to imitate human behaviour
Take automation to the next level with autonomous processes
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Workflow automation is no longer just a nice-to-have; it’s a game-changer for organisations that are serious about streamlining operations, minimising
Navigating the digital transformation journey is fraught with challenges that can derail your efforts and waste valuable resources. From unclear
There are two types of process automation available in UniFi:
An Automation Process – assists Full, Credit, or Bot users by enhancing efficiency through features like:
An Autonomous Process – is fully managed by Bots, that can perform tasks like a human, further reducing manual intervention and freeing users for strategic work.
There are three kinds of users in UniFi: Full user, Credit user, and Bot users. Bot users are what enable autonomous processes.
Designed to mimic the activities of human users, bot users are your ultimate solution for streamlining operations, reducing manual tasks, and enhancing productivity – all in the background.
These bots can imitate and perform routine actions that normally take a chunk of your team’s valuable time.
Whether it’s data extraction, managing complex schedules, or a more generalised recognition service, UniFi Bots empowers your team to focus on strategic tasks while the bots autonomously handle your processes.
UniFi Bots are built on a foundation of cutting-edge technology and over 25 years of industry experience. We’ve built this to help you reduce costs, automate repetitive tasks, and eliminate manual errors while improving efficiency and productivity.
With UniFi, you’re not just investing in basic automation like other platforms on the market; you’re investing in the next generation of automation. Autonomous processes are a smarter, more efficient future for your business.
Say goodbye to inefficiency and hello to a new era of seamless automation and enhanced productivity.
UniFi Bots are robotic users that can autonomously run processes, in the background, without the need to involve a human user.
These advanced bots use UniFi’s powerful Artificial Intelligence (AI) and Machine Learning (ML) capabilities to execute tasks with precision that matches human intelligence. UniFi Bots are designed to streamline operations across various use cases.
Whether you are managing accounts payable, supplier onboarding, or processing large volumes of data, UniFi Bots can seamlessly integrate into your workflow to eliminate manual tasks.
The results are reduced human error and enhanced operational efficiency which equals more time for your team to focus on strategic tasks, while bringing down your costs.
UniFi bots are the next generation of automation and open up numerous opportunities for your organisation to do more with less.
This feature is unique to UniFi, there are no systems out there that incorporate these types of users, automations and use cases, making UniFi the first in the industry.
Mimic human activity and automate complex processes with UniFi’s Robotic Process Automation.
This bot runs in the background, performing tasks that would typically require human intervention, such as clicking through applications or handling intricate workflows.
By automating these processes, UniFi RPA reduces errors and frees up valuable time for your team to focus on higher-priority tasks.
With this bot, you can effortlessly handle vendor item lookups, order placements, and delivery monitoring.
Automate the creation of purchase invoice transactions directly from your inbox.
UniFi Email Extraction Bot intelligently extracts data and documents from incoming emails, using the autonomous data capture feature, eliminating the need for manual data entry.
How does it work? UniFi Email Extraction Bot securely accesses a mailbox—such as an HR mailbox for HR documents or an accounting mailbox for financial documents.
It retrieves documents from the mailbox in a highly secure manner and imports them into our platform. From there, it checks the contents and begins processing the documents directly on our platform.
This bot accelerates your processes and ensures that all relevant data is accurately captured and processed.
Take your automation to the next level with AI-powered insights.
The ChatGPT-powered AI Services can recognise document context and perform advanced tasks beyond simple field identification.
For example, it can automatically categorise a rail ticket as a travel expense and code it accordingly, streamlining your accounting processes and reducing human error.
With AI services, you have the flexibility to select from a range of service types tailored to specific tasks.
These include default services like ‘Invoice & Receipt’ or ‘Forms’ or even a more advanced option with the potential for additional services in the future.
UniFi Scheduler is designed to automate your routine tasks so you can focus on driving growth.
Whether it’s sending out monthly invoices or managing regular operations, this bot enables you to set schedules for various UniFi apps and handle time-sensitive tasks with precision.
You can automate hundreds of different tasks across multiple timelines, ensuring consistency and accuracy in your workflows.
The scheduler operates within an existing UniFi app, allowing you to set a schedule for tasks to run at specified intervals with predefined values.
For instance, if you need to send a monthly sales invoice, you can configure your sales invoice app to automatically send it to a designated customer for a set amount on the 1st of each month.
This UniFi bot enables you to connect seamlessly with external platforms, such as Companies House, eCommerce systems, travel management services, etc.
This connection eliminates the need for manual data entry and ensures that your data flows smoothly across all connected platforms.
With this, you can do things like streamlining your supplier or customer onboarding processes, as UniFi can automatically verify and populate supplier information during the onboarding process directly from Companies House records.
This feature ensures accurate data entry, reduces manual work and helps maintain compliance by using up-to-date official company information.
This also means you can easily monitor supplier or customer status changes in real time via instant alerts if your customers’ or suppliers’ financials change.
Connect Hub also eliminates time-consuming cross-checks across multiple software by ensuring that all your relevant systems are updated automatically with the latest information.
Another example is that if you’re using the shopping cart eCommerce connector within your purchase requisition or purchase order app, this bot can manage tasks such as vendor item lookups, order placement, and delivery monitoring, streamlining the entire process
UniFi bots offer incredible flexibility and can be adapted to any use case you can imagine. This table showcases some of the current ways users are leveraging bots, but these are just a few examples. The possibilities are virtually limitless and constrained only by your creativity.
Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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Use Cases | RPA | Email Extraction Bot | AI/ChatGPT Integration | Scheduler | Connect Hub | Generative AI | Web Hook | Integration |
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