PIX RPA Features

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Define levels of authorization for access to specific files or systems

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Receive data and information in real time

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Provides users with a repository for process maps and documentation.

Allows for collaborative authoring of process documents.

Provides various connectors and integrations to business applications and data sources.

Gives users the ability to analyze processes, find bottlenecks and identify the gaps between how things should be and how they really are.

Provides a visual editor to easily create automation models.

Offers the ability to record processes performed by humans to be recreated by bots.

Provides templates for workflows and processes for easier automation creation.

Allows developers to code custom automations.

Offers users the ability to reuse process automations and communicate with other team members around automation building.

Allows non-technical users to create bots in an easy, intuitive manner.

Automated or logic-based workflows that assist in the creation of electronic documents

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Configure existing workflows to meet your organization's needs

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.

Automates processes that supplement human action, often requiring human intervention and collaboration.

Automates processes completely without the need for human intervention.

Allows users to analyze the performance of bots via dashboards.

Insures data remains secure and compliant with industry standards.

Able to support large deployments.

Predict future data based on historical data sets

Analyze and gain insights into data in real-time

Receive data and information in real time

Provides OCR capabilities in order to recognize text in documents and applications.

Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.

Provides NLP capabilities in order to understand text in documents and applications.

Ensures the right task is being assigned to the proper employee across an entire process.

Allows users to conduct real-time process analysis, as opposed to just historical analysis.

Gives process notation capabilities.

Provides tools for defining what a business entity does, who is responsible, to what standard a business process should be completed.

Integrates with RPA technology, either natively or via 3rd-party integrations.

Allow customers, partners and third-party developers to create applications on top of business processes.

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)

Processes data from unstructured and semistructured data sources

Allows for mobile upload of documents and images

Provides AI and machine learning tools to accelerate data analysis

Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

Retrieval of embedded metadata that is present within a file

Import, collect, and capture data from multiple sources

Software's ability to perform similar action on multiple similar files simultaneously

Creation, processing, verification, and execution of invoices till the payment is made

Integrates with other applications to support document storage, document management, process automation and/or workflow management

Supports the conversion of uploaded documents to other file types

Supports operations on both Windows and Mac

Convert documents and images into editable file formats

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.

Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).

Filtering incoming messages/alerts and detecting patterns to spot anomalies.

Gives user the ability to categorize sections of text within the document based on preset criteria.

Grouping log entries based on similar attributes.

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Ability to recognize printed or written text within digital images or scanned documents

Provides the user with the capability to validate the extracted data for accuracy.

Process and analyze human language in text or audio form

Gives user the ability to connect to automation technology, such as robotic process automation (RPA).

Set up connections to third-party platforms to improve business processes

Enables users to search through the content of processed documents easily.

Allows the user to track changes and manage different versions of a document.

Search for specific words or phrases within a document or database

Capability to use a search engine via operators like AND, NOT, and OR

Gives user the ability to train custom machine learning models for specific data extraction tasks.

Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Inspect the given text for key elements such as names of people, places and more

Review data from past periods to reveal recurring tendencies and predict future performance

Allows the system to understand the context of words and phrases for better data extraction and classification.

Provides the user with the ability to integrate the IDP system into other applications through APIs.

Assures the user that the system complies with industry regulations like GDPR.

Ensures that all data processed is encrypted for security.

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assemble applications and processes by dragging over and arranging pre-built components

Track and manage schedules and meetings via an integrated calendar

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize contracts and forms to collect specific information

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Detects variations in pronunciation or variations in spelling across regions.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, store and organize emails within the system or via third-party apps

Import, collect, and capture data from multiple sources

Define levels of authorization for access to specific files or systems

Create, design and manage workflows for repetitive tasks

Digital forms that are shared and accessed online

Automatically comprehend data abbreviation terms

Web form that allows users to enter data that is sent and processed for different reasons

Allows users to manage data from a number of sources

Detects when a user has input/keyed data incorrectly

Import and export data to and from software applications

Process of copying and storing data in more than one site or node

Store, manage, and track all electronic documents in a centralized location

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Alter the layout and content of reports

Add customized logos and colors to align with company branding

Ability of websites, web applications, or mobile applications to function without an active internet connection

Digitally sign online documents

Search and find data in a structured format

Provides a channel for team members to share media files, communicate, and work together

Scan barcodes to ensure accurate pricing and label tracking

Extract email addresses from multiple data sources

Customize data fields to support various needs and use cases

Create, manage and track all task activities and progression

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Process images and automatically scan for data

Configure existing workflows to meet your organization's needs

Application programming interface that allows for integration with other systems/databases

Graphical representation of data

Pre-designed layouts that can be customized to match preferences and requirements

Capability of a software or system to make decisions and perform actions based on specified conditions

A record of all activities within the system, including user access, changes made, etc.

Track and document all activities across devices, networks, and other systems

Receive system updates as soon as any changes are made

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Analyze and gain insights into data in real-time

Analyzing historical and current data and generating a model to help predict future outcomes.

Analyze survey results via statistical testing or crosstabs directly within the software

Find & retrieve relevant data or documents

Leave comments and notes on documents for others to view

Organize and group data or items based on various criteria

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Software program that continuously adjusts its behavior based on observed data

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of dividing customers into groups based on common characteristics

Search and filter data across systems to locate required information by entering keywords or certain criteria

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

Identify topics to prioritize document research

Manage and support multiple languages

Identify different languages

Detect spam, BOT, or invalid email addresses

Predict future data based on historical data sets

Record customer information, purchase history, and other notes

Collect and maintain structured information that describes data or content

Create, design and manage workflows for repetitive tasks

Ability of websites, web applications, or mobile applications to function without an active internet connection

Scan written content within documents, files, or websites

Provides a channel for team members to share media files, communicate, and work together

Highlight content and/or make notations about parts of content

Digitally sign online documents

Move files across different systems or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Review and analyze existing information across documents

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Edit text as needed

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Makes changes to document features such as text, fonts, formatting, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

View and track pertinent metrics to find patterns and gain insights from data

Convert paper files into digital images

Search for specific words or phrases within a document or database

Create content in various formats, such as print, PDF, HTML and more

Securely stores data to prevent data loss or breaches

Create, edit, convert to and from PDF files

Import and export data to and from software applications

Scan and validate an ID barcode

Selects specific portions of images, files, texts, websites or documents

Identify different languages

Store, manage, and track all electronic documents in a centralized location

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Define levels of authorization for access to specific files or systems

Public or private sharing of digital files such as documents, audio/video, images, and more

Compile and organize data into specific metrics

Store, manage, and track all electronic documents in a centralized location

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Receive system updates as soon as any changes are made

Active monitoring of systems, applications, or networks

Allows users to manage data from a number of sources

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Extract email addresses from multiple data sources

Store, manage and track all forms in a centralized location

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Assemble applications and processes by dragging over and arranging pre-built components

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Application programming interface that allows for integration with other systems/databases

Ability to recognize printed or written text within digital images or scanned documents

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Outline and document business processes via step-by-step building blocks

Use AI to generate content in the form of text, images, videos, etc.

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import, collect, and capture data from multiple sources

Track and manage adherence to policies for any service, product, process, or supplier

Manage the process of evaluating documents or requests submitted for approval

Securely stores data to prevent data loss or breaches

Monitor and manage manufacturing and production processes.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Ability of software to identify an image among other data

Manage and store data in a database

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage and track all task activities and progression

Observe and track the demand, usage, progress or quality of a system, product, or user

Alter the layout and content of reports

Track revisions and updates made to files and navigate between different versions

Embed/link applications into third party software so it can be accessed within a third party system

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Access software remotely via mobile devices

Store and organize documents in a centralized system

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Store, manage, and track all electronic documents in a centralized location

Active reporting of data and metrics

Customize contracts and forms to collect specific information

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Visually identify, define, and map all details and relationships surrounding business process models and elements

Assemble applications and processes by dragging over and arranging pre-built components

Track the status and progress of tasks

Application programming interface that allows for integration with other systems/databases

Track and manage schedules and meetings via an integrated calendar

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Leave comments and notes on documents for others to view

Store, manage and track all forms in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Configure existing workflows to meet your organization's needs

Create, design and modify the flow and processes of tasks in a project

Graphical representation of data

Create, design and manage workflows for repetitive tasks

Document any changes or proposed changes made to business processes or workflows

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Sample files or documents that could be customized as needed or used as is

Receive system updates as soon as any changes are made

Manage the process of evaluating documents or requests submitted for approval

Customize data fields to support various needs and use cases

Track revisions and updates made to files and navigate between different versions

Automate repetitive tasks such as filling out information or creating certain types of forms

Pre-designed layouts that can be customized to match preferences and requirements

Track and manage adherence to policies for any service, product, process, or supplier

Track and document all activities across devices, networks, and other systems

Allow users to access multiple services after entering their login credentials once

Create, manage and track all task activities and progression

Alter the layout and content of reports

Define and maintain business rules that determine workflow capabilities and criteria

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A record of all activities within the system, including user access, changes made, etc.