Primo RPA Features

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

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.

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

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