Excel to ERP
In this use case, an employee has to transfer customer data from an Excel list into an ERP system.
In order to infest the ERP mask, the individual data from the Excel list must be transferred into the predefined input fields of the ERP system. This is done by repetitive copy and paste steps, which take a lot of time.
Customer data lists that are created in Excel are often populated with several hundred or thousand individual data. Accordingly, transferring data into an ERP system is tedious and time-consuming.
For any enterprise and team, a large part of the hourly wage investment is lost to such simple and dull tasks.
To perform these steps more quickly, automaited supports the employee with automation in the form of a "Maite" or assistant.
What is a 'maite'?
A 'maite' is the helper for the user of the automaited assistant. As soon as the employee performs a repetitive work step, he can create a 'maite' for this step.
This ‘maite‘ contains the automation of the work step and is saved. Thus, the maite can be used again and again for the same work steps and can also be shared with team colleagues.
How automaited saved hours of employee's time?
automaited supports the employee with the help of an always present 'maite' or assistant while they work.
The work steps that previously had to be performed manually are now automatically taken over by the process automation AI assistant. In the future, the employee will be able to select the saved 'maite' or AI assistant each time and have the steps executed automatically.
Watch: Transfer data from Excel to any ERP with automaited AI assistant
What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.