Notable Projects
1. Property Listings Management & Categorization Automation for Airtable
Role: RPA Developer
Technologies: UiPath, Airtable, Zapier, Excel
Challenge:
The client was struggling with managing their property listings on Airtable, facing significant challenges in setting up formulas and VLOOKUPs for categorizing properties. The process of identifying naming patterns for individuals, companies, and organizations was time-consuming and inefficient, distracting from their core focus on marketing and business growth.
Solution:
Leveraging UiPath and Zapier, I developed an intelligent automation solution that:
- Streamlined the categorization of properties by accurately identifying naming patterns (e.g., individuals, companies, and organizations).
- Automated the process of cleaning and structuring data, ensuring consistency and making it ready for marketing use.
- Integrated Airtable with UiPath and Zapier to create seamless workflows that eliminated manual data entry and improved accuracy.
Impact:
- The solution saved the client countless hours previously spent on data categorization and structuring.
- The automated categorization allowed the client to focus on strategic marketing efforts instead of time-consuming manual tasks.
- The system significantly enhanced operational efficiency and empowered the client to make more data-driven marketing decisions.
This project demonstrated how RPAcan solve complex challenges in real-time data management, turning a painful, error-prone process into a highly efficient, automated solution.
2. Scalable Tax Calculation Automation for Canadian Taxation Firm
Role: RPA Developer
Technologies: UiPath, PDF Automation, Excel, Cloud Database, UiPath Apps
Challenge:
A Canadian taxation firm was struggling to scale its tax calculation process, which was heavily reliant on Excel. Their existing system used complex formulas and multiple sheets to calculate taxes, but as the client base grew, Excel could no longer handle the increasing volume of data. Additionally, the manual process of extracting data from PDFs into Excel created significant bottlenecks, slowing down the entire workflow.
Solution:
- Developed a comprehensive RPA solution to automate the extraction of data from PDF documents into structured formats (Excel or directly into a cloud-based database).
- Integrated real-time data referencing from the cloud database back into the Excel-based tax calculators, removing the need for manual updates and enabling scalable operations.
- The automation process was seamlessly integrated with the existing system, preserving the core functionality while enhancing efficiency and scalability without requiring a complete system overhaul.
Impact & ROI:
- Scalability: The solution allowed the firm to process a larger volume of clients without overburdening their manual workflows or Excel sheets.
- Efficiency: Reduced human error and eliminated manual data entry, saving the firm countless hours each month.
- Growth-Ready: With the automated solution in place, the firm was better equipped to handle future growth without limitations from outdated, manual processes.
This project exemplifies how RPAcan unlock scalability and enhance operational efficiency, even for complex workflows like tax calculations, providing businesses with the ability to grow and scale without being limited by traditional systems.
3. SurveyMonkey Automation for a big size NGO in USA.
Role: RPA Team Lead
Technologies: UiPath, VBA, Google Drive, Email Automation
- Led the development and deployment of an RPA automation solution to optimize the approval process for grants at one of the world's largest Relief Fund Organization.
- Spearheaded the feasibility study, requirement analysis, designing architecture, and deployment of the automation solution.
- Developed an end-to-end SurveyMonkey web automation to download survey responses, process Excel data, and upload results to Google Drive.
- Integrated VBA with UiPath to automate tasks such as filtering records, removing unwanted columns, and creating master Excel files.
- Successfully implemented email notifications to fund advisors upon uploading new files.
- Enabled weekly scheduling of RPA bots for grant approval tasks using UiPath Orchestrator, saving several work hours per week and reducing error rates in the process.
4. Real Estate Web Automation for Infill Dev Academy
Role: RPA Developer
Technologies: UiPath, Web Scraping, Google Sheets API, MailGun API
- Developed a suite of web scraping bots using UiPath to automate the extraction of real estate leads from Costar and other platforms.
- Created three independent workflows to handle separate tasks: data extraction, email verification via MailGun API, and data cleaning/formatting in Google Sheets.
- Designed and implemented a bot to verify and validate email addresses using the MailGun web API.
- Ensured data accuracy by automating the extraction, cleaning, and sorting of leads for real estate marketing purposes.
- Documented the entire automation process from requirements gathering to SDD (Solution Design Document) creation for the client.
5. Automated Invoice Processing for ERP System
Role: RPA Developer
Technologies: UiPath, OCR, SAP Integration
- Automated the processing of invoices received via email, extracting data using OCR and processing it into an ERP system.
- Integrated UiPath with SAP to validate and reconcile invoices before they were uploaded into the system for payment processing.
- Reduced invoice processing time by 70% and minimized errors by automating manual data entry tasks.
6. Automation of PDF Form Filling
Role: RPA Developer
Technologies: UiPath, Excel, PDF Automation
- Designed an automation solution to fill PDF forms using data from Excel spreadsheets, streamlining HR onboarding processes.
- Reduced manual effort by automatically populating employee details into predefined PDF templates and generating completed forms for submission.
7. Web Scraping for E-Commerce Price Monitoring
Role: RPA Developer
Technologies: UiPath, Web Scraping, Excel
- Developed a web scraper to track and compare prices across various e-commerce platforms, providing real-time pricing data for competitive analysis.
- Automated data collection and reporting, enabling pricing strategies to be adjusted based on market trends.