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Bot Templates

DP
Dave P

What is a bot template?


The Plena platform is the most powerful bot building tool known to mankind. It provides a extensive array of features to build robots that automate complex workflows. In order to build robust bots that work with any system and run in any environment, Plena has designed a unique framework for developers. Using the aforementioned framework any trained developer can build bots to meet his/her specifications.
Learning the ever-growing features Plena platform can be overwhelming. Therefore, we encourage our partners to take advantage of templates. A ‘template’ is simply a stubbed-out bot file that encapsulates features and systems you’re interested in utilizing. For example you can start with a bot-template that is designed to read a PDF document and enter that information into QuickBooks. Then take this template and tweak functions to perform a variety of workflows, for example, processing AP invoices (PDF format) and entering that data into QuickBooks.
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A template is usually comprised of two system. Most workflows that require automation typically involve and “input system” and an “output system. It’s not uncommon to have both systems be the same. For example bank reconciliation robot: read transactions on QuickBooks and compare amounts on the same screen, then click on on the check boxes next to each transaction.

NetSuite

If your primary accounting/ERP system is NetSuite (Oracle), we have some templates for you get started:
bot templates: NetSuite
System A
System B
Workflows this template automates
1
Excel or CSV
NetSuite
Data Entry, Bank Reconciliation, Bank feed input, etc.
2
NetSuite
Excel
Report building and data aggregation
3
PDF
NetSuite
AP (process PDF invoices), AR (Process check images, ACH statements, Wires, etc.)
4
Bank of America, Wells Fargo, Key Bank, Silicon Valley Bank, Credit Unions, Chase
NetSuite
Bank feed data entry, Reconciliation, Month-End-Close
5
NetSuite
NetSuite
Actions done in NetSuite such as invoicing, emailing customers, data verification & reconciliation
6
Shopify
NetSuite
Sales Order data entry and inventory reconciliation
7
Amazon
NetSuite
Sales Order data entry and inventory reconciliation
8
WooCommerce
NetSuite
Sales Order data entry and inventory reconciliation
9
Paypal
NetSuite
Transaction reconciliation
10
Stripe
NetSuite
Transaction reconciliation
11
Salesforce
NetSuite
CRM Integration
12
NetSuite
SPS
WorkOrder fulfillment
There are no rows in this table
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QuickBooks

If your primary accounting/ERP system is QuickBooks (Online/Desktop/Enterprise), we have some templates for you get started:
bot templates: QuickBooks
System A
System B
Workflow this templates automates
1
Excel or CSV
QuickBooks
Data Entry, Bank Reconciliation, Bank feed input, etc.
2
QuickBooks
Excel
Report building and data aggregation
3
PDF
QuickBooks
AP (process PDF invoices), AR (Process check images, ACH statements, Wires, etc.)
4
Bank of America, Wells Fargo, Key Bank, Silicon Valley Bank, Credit Unions, Chase
QuickBooks
Bank feed data entry, Reconciliation, Month-End-Close
5
QuickBooks
QuickBooks
Actions done in NetSuite such as invoicing, emailing customers, data verification & reconciliation
6
Shopify
QuickBooks
Sales Order data entry and inventory reconciliation
7
Amazon
QuickBooks
Sales Order data entry and inventory reconciliation
8
WooCommerce
QuickBooks
Sales Order data entry and inventory reconciliation
9
Paypal
QuickBooks
Transaction reconciliation
10
Stripe
QuickBooks
Transaction reconciliation
11
Salesforce
QuickBooks
CRM Integration
12
QuickBooks
SPS
WorkOrder fulfillment
13
POS
QuickBooks
Point of Sales transactions data entry & reconciliation
14
Email
QuickBooks
Email creation and customization
15
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Bill.com
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QuickBooks
AP process
There are no rows in this table
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Notable Entries:


Following systems are infrequently requested, when compared to the ERPs listed above
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3PL Central
Big Commerce
JD Edwards (Oracle)
Infor (SyteLine)
Stone Profit System
Deltek
Epicor

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