Hi. I am looking for guidance on how to build out an automation in UiPath. Please see the details below:
Two excel sheets:
- Survey submission export
- Master data file
We receive survey submissions containing financial information on a half-year basis (Q1/Q2 or Q3/Q4) through an internal tool. We then export the data into excel and copy paste the information (based on category and Quarter) into a master excel file.
I have created a template for #1 (above) to leverage in the automation, so that each time we receive a survey submission, we will pull that information in to run in the bot. Since survey submissions are infrequent, I imagine that I would have to complete a few manual steps up front to pull the data into the template file (#1) to prepare in order to run the bot.