PDF to SAP

The situation

In this use case, an employee must enter data from a PDF into an SAP system.

The PDF is a payment file from which the data must be correctly assigned and posted in the SAP system. Thus, several manual steps are performed to transfer the data.

These steps include filling in the document date, the invoice reference, the correct bank account and other input fields that need to be filled in.

Some of this data must also be pulled from other windows and entered.  

To perform these steps more quickly, automaited supports the employee with automation in the form of a "Maite" or an AI-powered process automation assistant.  

What is a Maite?

A 'maite' is the helper for the automaited user, leveraging natural language to understand the context of what needs to be automaited and developing and executing the automation at ease - as a conversation!

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' also acts a 'smart button' which can be used again and again - as a store of defined automation -for the same work steps and could also be used by team colleagues - without the need to go through the process again.

How automaited optimized for this process at scale

automaited supports the employee with the help of the Maites. The work steps that previously had to be performed manually are now automatically taken over by the Maites. In the future, the employee will be able to select the saved Maite each time and have the steps executed automatically.  

Experience the superpowers of automaited's smart button:

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.