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Automating tasks

As a case business analyst, you can automate the tasks in cases and the manual processes within the tasks to eliminate manual intervention.

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Example of automating frequent tasks performed by case agents

A common case like PTO request has a task that verifies the number of leaves available for an employee. Because this case and task occur frequently, you can automate the task so that the case agent does not have to spend time on verifying the number of leaves available manually.

Related topics

Automating-cases

The following table lists the actions that you can take to automate tasks:

Action

Reference

Create automated tasks to reduce manual intervention by agents.

Automate the tasks of changing the status or assignment of a record to reduce the manual effort of case agents.

Configure automatic task assignment for your line of business 

Automate tasks to use RPA bots by using the Automation Anywhere connector.


 

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