Bank Account Document Updates

Bank Account Document Updates

Use Case Description

In this Use Case, we will be having customer details and the status of the document they are submitted and not submitted. The bot should take each customer’s data and send a mail to the customer for reminding the documents that are left to be submitted and if not submitted within a week it might lead to account closure. Once the alert is sent the excel file should be updated with Alert sent for that particular customer.



Other information about the use case

Industry categories for this use case: BFSI

Skill level required: Beginners

UiPath Products that were used: UiPath Studio

Other applications that were used: Gmail

Other resources: RPA Developer Foundation course on UiPath Academy in that Data Tables & Email Automation Modules.

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency