Recording the process: The bot learns by watching a human perform the task—opening emails, downloading attachments, extracting vendor information, and entering data into specific ERP fields.
Executing automatically: Once trained, the bot replicates these exact steps. It can run on a schedule (processing emails every hour) or be triggered by specific events (new emails arriving).
Following predetermined rules: RPA excels when processes follow clear, consistent rules. If purchase orders above $10,000 need manager approval, the bot can automatically route them to the right person.