In this article, I am going to cover a new use case scenario for Bot enabled AgilePoint NX application.
In my previous blog posts on this topic, I showed an example of a bot where it collected initial information from the user using Skype and then passed on that information for further processing to AgilePoint NX and the second demo showed how bot can help take informed decision within context of AgilePoint task form. In case you want to reference to that post, here is the link.
Often times organizations have a requirement of working with external vendors and partners who have to submit their invoices or other documents back to Finance department for processing. Currently a lot of organizations handle this through emails and manual processing as they do not wish to open up their internal apps to external vendors outside their company firewall which is a security concern.
The same scenario can be extended to internal employees as well for expense reimbursement where they might want to just take a picture of a receipt and upload it for reimbursement.
In this demo, I am going to show how a partner can upload an invoice using Skype Bot which takes the file and passes on to AgilePoint NX which parses data out of the invoice and shows that on the form as well as insert the invoice details back to Salesforce system for accounting purpose and all of this is done automatically without having to open up any connections for partners through your firewall. Though I use Salesforce in my example, it could very well be replaced by SAP, NetSuite etc.
Here is a short video which demonstrates the above mentioned scenario