Robotic Process Automation (RPA)

Automate Repetitive Work with RPA + AI Agents

RPA bots handle structured, repeatable tasks; AI agents take decisions within guardrails. Together they reduce errors, compress cycle times, and free teams for higher‑value work.

Timeline: 4–8 weeksTypical ROI: 3–5x

How RPA + AI Agents Work

Trigger

Event, schedule, or API request starts a workflow (new email, file, or record).

Extract & Validate

Bots read documents, parse fields (OCR), and validate against rules and schemas.

Decide with Guardrails

AI agent proposes an action; policies, confidence, and human‑in‑the‑loop control it.

Act & Observe

Bots update systems, log results, and expose metrics, SLAs, and alerts.

High‑Impact RPA Use Cases

Invoice & AP Automation

Extract vendor data, 3‑way match, route for approval, and post to ERP with audit trail.

  • • OCR + validation rules
  • • Approval workflows
  • • ERP integration

Customer Onboarding KYC

Collect documents, verify identities, and provision systems with compliance guardrails.

  • • Document checks & sanctions lists
  • • Risk scoring & escalation
  • • CRM/user provisioning

Data Sync & Reconciliation

Keep records consistent across CRM, ERP, helpdesk, and data warehouse with checks.

  • • Deduplication & merge rules
  • • Anomaly alerts
  • • Data contracts

Why Choose Hexify for RPA

Guardrails & Compliance

PII redaction, role‑based access, and approvals ensure safe automation.

Fast Implementation

4–8 week delivery with phased rollout and measurable outcomes.

Observability

Dashboards, logs, and SLAs so you can trust your automations at scale.

Ready to Automate with RPA + AI?

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