Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- RPA Task Manager
- Bot provider
- Source system
- Evidence storage
RPA Task Manager · Available now
Example screen with sample data
Keep every bot revision and run accountable.
RPA Task Manager organizes bot definitions by organization and automation queue. An Automation Operator owns a dated definition and its revision.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewScheduled bot definitions×
RPA Task Manager · Bot definitions
New bot definition
Scheduled bot definitions
Bot definitions in one list
Bot definitions in view
6Validated
3Scheduled
3Validated3
Invoice intake and validationBank reconciliation overnight queue
940
18 OctSupplier master update reviewBank reconciliation overnight queue
340
19 OctCustomer statement deliveryCollections weekday queue
230
22 OctAdd
Scheduled3
Daily bank file reconciliationExpense processing queue
840
03 NovOrder exception routingCollections weekday queue
200
18 OctExpense receipt extractionCollections weekday queue
540
17 OctAdd
Invoice intake and validationBot definitions · BD-52517
ValidatedScheduled date18 Oct
Revision940
OwnerHyejin Park
DefinitionBank reconciliation overnight queue
Review the revisionBD-52517 · Invoice intake and validation
Bot Reviewer decides whether the scheduled revision is Approved, Returned or Rejected.
Waiting for Bot Reviewer
ApproveReturn
- Tables, ready to use
- 14
- Saved views
- 12
- Roles with set permissions
- 6
- Reports and dashboards
- 8
Features
See each bot's next action
Every feature works on the same records. Pick one to see the screen your team works in.
Queue and organization setup
Define the organization, queue policy and source mapping before scheduling bot work.
- Organization
- Queue policy
- Mapping
- Organizations
- Automation queues
- Source mappings
- People
- Bot definitions
OverviewQueue policy register×
RPA Task Manager · Queue and organization setup
New
Queue policy register
Automation queues
| Name | Code | Policy reference | Effective from | Effective to | Active | |
|---|---|---|---|---|---|---|
| Accounts payable morning queue | AP-MORNING | AP control policy, revision 4 | 21 Oct | 24 Oct | ||
| Bank reconciliation overnight queue | BANK-OVERNIGHT | Cash matching policy, revision 2 | 20 Oct | 27 Oct | ||
| Supplier change approval queue | SUPPLIER-REVIEW | Supplier approval policy, revision 3 | 23 Oct | 27 Oct | ||
| Order exceptions priority queue | ORDER-PRIORITY | Order exception policy, revision 5 | 19 Oct | 21 Oct | ||
| Customer billing evening queue | BILLING-EVENING | Billing delivery policy, revision 2 | 14 Oct | 21 Oct |
6 of 6 records
Accounts payable morning queueAutomation queues · AQ-94358
CodeAP-MORNING
Policy referenceAP control policy, revision 4
Effective from21 Oct
Effective to24 Oct
OrganizationCrestline Procurement
Bot definition planning
Keep each bot's owner, queue, revision and scheduled date together.
- Ownership
- Version
- Timing
- Bot definitions
- Automation queues
- Organizations
- People
- Operation runs
- Operation steps
OverviewDurable operations to reconcile×
RPA Task Manager · Bot definition planning
New
Durable operations to reconcile
Operation runs
| Source | Operation key | Source revision | Status | Result reference | Failure reason | |
|---|---|---|---|---|---|---|
| Inventory variance digest | invoice-intake-20261014-01 | 840 | Reconciliation required | Invoice batch 2026-0412 | Invoice total differs from line sum | |
| Expense receipt extraction | bank-recon-20261014-01 | 900 | Reconciliation required | Reconciliation 2026-188 | Bank feed token expired | |
| Supplier master update review | supplier-update-20261013-02 | 590 | Reconciliation required | Supplier review 2026-076 | Supplier address lacks approval | |
| Overdue invoice reminder | order-route-20261014-03 | 570 | Reconciliation required | Order case 2026-551 | Duplicate order reference | |
| Inventory variance digest | statement-send-20261014-01 | 630 | Reconciliation required | Statement batch 2026-203 | Customer email bounced |
6 of 6 records
invoice-intake-20261014-01Operation runs · OR-11411
Reconciliation requiredSourceInventory variance digest
Source revision840
Result referenceInvoice batch 2026-0412
Failure reasonInvoice total differs from line sum
Independent review
Record a separate review decision for the exact scheduled bot revision.
- Inbox
- Decision
- Evidence
- Review decisions
- Bot definitions
- Evidence documents
- People
- Automation queues
- Source mappings
OverviewReview inbox×
RPA Task Manager · Independent review
New
Review inbox
Approval conditions
| Source | Source revision | Decision | Reviewer | Evidence reference | |
|---|---|---|---|---|---|
| Expense receipt extraction | 540 | Pending | Nandini Shah | Run log 2026-0412 | |
| Invoice intake and validation | 80 | Pending | Nandini Shah | Bank match report 2026-188 | |
| Customer statement delivery | 180 | Pending | Pablo Ruiz | Supplier approval 2026-076 | |
| Customer statement delivery | 620 | Pending | Nandini Shah | Order trace 2026-551 | |
| Customer statement delivery | 260 | Pending | Mariam Said | Delivery log 2026-203 |
6 of 6 records
Run log 2026-0412Review decisions · RD-89306
PendingSourceExpense receipt extraction
Source revision540
ReviewerNandini Shah
Execution and attempts
Trace an eligible bot execution from claim through attempt and observed result.
- Claim
- Attempt
- Result
- Bot definitions
- Bot runs
- Execution attempts
- Operation runs
- Operation steps
- Review decisions
OverviewObserved bot outcomes×
RPA Task Manager · Execution and attempts
New
Observed bot outcomes
Bot runs
| Parent | Sequence | Observed on | Outcome | Source reference | Quantity | |
|---|---|---|---|---|---|---|
| Supplier master update review | 20 | 17 Oct | Pending | Invoice batch 2026-0412 | 50 | |
| Inventory variance digest | 20 | 03 Nov | Accepted | Bank file 2026-188 | 860 | |
| Overdue invoice reminder | 30 | 12 Oct | Pending | Supplier request 2026-076 | 650 | |
| Supplier master update review | 90 | 23 Oct | Accepted | Order export 2026-551 | 780 | |
| Customer statement delivery | 60 | 01 Nov | Pending | Billing run 2026-203 | 860 |
6 of 6 records
Invoice batch 2026-0412Bot runs · BR-76359
PendingParentSupplier master update review
Sequence20
Observed on17 Oct
Quantity50
Amount80
Receipts and provenance
Preserve step identities and external receipts before recording success.
- Operation
- Step
- Receipt
- Operation runs
- Operation steps
- Evidence documents
- Bot definitions
- Execution attempts
- State history
OverviewVerified evidence documents×
RPA Task Manager · Receipts and provenance
New
Verified evidence documents
Evidence documents
| Source | Title | Document date | External reference | Verified | Verified by | |
|---|---|---|---|---|---|---|
| Overdue invoice reminder | October invoice intake log | 01 Nov | invoice-intake-20261014.csv | Mariam Said | ||
| Inventory variance digest | Bank feed reconciliation report | 13 Oct | bank-recon-20261014.pdf | Hyejin Park | ||
| Inventory variance digest | Supplier change request | 15 Oct | supplier-change-20261013.pdf | Victor Morales | ||
| Order exception routing | Order exception export | 30 Oct | order-exceptions-20261014.csv | Pablo Ruiz | ||
| Customer statement delivery | Customer statement delivery log | 24 Oct | statement-delivery-20261014.csv | Sana Ali |
6 of 6 records
October invoice intake logEvidence documents · ED-68315
SourceOverdue invoice reminder
Document date01 Nov
External referenceinvoice-intake-20261014.csv
Verified byMariam Said
Exceptions and correction
Assign corrective work while retaining the prior run and revision evidence.
- Action
- Investigation
- Successor
- Follow-up actions
- Bot definitions
- Execution attempts
- Operation runs
- Operation steps
- Bot runs
OverviewApproved revision decisions×
RPA Task Manager · Exceptions and correction
New
Approved revision decisions
Review decisions
| Source | Source revision | Decision | Decided at | Reviewer | |
|---|---|---|---|---|---|
| Daily bank file reconciliation | 720 | Approved | 03 Nov | Mariam Said | |
| Expense receipt extraction | 940 | Approved | 18 Oct | Nandini Shah | |
| Invoice intake and validation | 560 | Approved | 22 Oct | Sana Ali | |
| Inventory variance digest | 790 | Approved | 19 Oct | Emeka Obi | |
| Overdue invoice reminder | 650 | Approved | 24 Oct | Lara Schmidt |
6 of 6 records
Daily bank file reconciliationReview decisions · RD-53278
ApprovedSource revision720
Decided at03 Nov
ReviewerMariam Said
Process
Follow a bot from plan to result
Bot definition to reviewed run ships ready to use. One step needs a named approval before the work moves on: Review the revision (Bot Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Define the bot
Assign an organization, queue, owner and scheduled date to the definition.
Invoice intake and validationBD-52517 · Automation OperatorDefine the botBy Automation Operator -
Validate the revision
Check the intended input and queue policy for this version.
Invoice intake and validationBD-52517 · Automation OperatorValidate the revisionBy Automation Operator -
Schedule the bot
Record a durable schedule trace and raise a pending review decision.
Invoice intake and validationBD-52517 · Automation OperatorSchedule the botBy Automation Operator -
Review the revision
Have an independent reviewer decide on the scheduled version.
Invoice intake and validationBD-52517 · Bot ReviewerReview the revisionBy Bot ReviewerApprovalBot Reviewer decides whether the scheduled revision is Approved, Returned or Rejected. -
Execute the run
Claim the eligible run and record the attempt and observed result.
Invoice intake and validationBD-52517 · Automation OperatorExecute the runBy Automation Operator -
Reconcile and correct
Confirm receipts, assign exceptions and preserve corrections.
Invoice intake and validationBD-52517 · Exception CoordinatorReconcile and correctBy Exception Coordinator
Inside a record
Connect the provider and source
Open any bot definition to see its bot runs, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Scheduled date, Revision, Owner and Definition.
- 2Bot runs
Each line is linked to this bot definition.
- 3Who works on it
Automation Operator, Bot Reviewer and Queue Administrator, each with their own permissions.
- 4Process stages
Define the bot, with the role that acts.
- 5Approvals
Review the revision, with who decides.
Scheduled bot definitionsInvoice intake and validation×
RPA Task Manager · Bot definitions
Log activity
Invoice intake and validation
Bank reconciliation overnight queue · Validated
1
Record details
Scheduled date18 Oct
Revision940
OwnerHyejin Park
DefinitionBank reconciliation overnight queue
2
Bot runs
Invoice intake and validation
| Parent | Sequence | Observed on |
|---|---|---|
| Supplier master update review | 20 | 17 Oct |
| Inventory variance digest | 20 | 03 Nov |
| Overdue invoice reminder | 30 | 12 Oct |
- Bot runs
- 6
- Total sequence
- 240
3
Who works on it
- Automation OperatorManage bot definitions, execution attempts, bot runs
- Bot ReviewerManage review decisions, evidence documents
- Queue AdministratorManage Organizations, automation queues, source mappings, People
4
Process stages
- Define the botAutomation Operator
5
Approvals
- Review the revisionBot ReviewerApproved
Approvals
Review the exact revision
OverviewApprovals×
RPA Task Manager · Overview
Approvals
Signed in as Bot Reviewer
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- AQ-94358Accounts payable morning queueWaiting1dActions
- AQ-60585Bank reconciliation overnight queueWaiting3dActions
- AQ-97504Supplier change approval queueWaiting3dActions
- AQ-99177Order exceptions priority queueWaiting6dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review the revisionHave an independent reviewer decide on the scheduled version. | Bot Reviewer |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens RPA Task Manager to the work that is theirs. Pick a role to see what it starts with.
Automation Operator
Owns bot definitions, schedules eligible revisions and follows execution results.
This is the first screen this role sees.
OverviewScheduled bot definitions×
Scheduled bot definitions
Bot definitions · Automation Operator
Validated3
Invoice intake and validationBank reconciliation overnight queue
940
18 OctSupplier master update reviewBank reconciliation overnight queue
340
19 OctCustomer statement deliveryCollections weekday queue
230
22 OctAdd
Scheduled3
Daily bank file reconciliationExpense processing queue
840
03 NovOrder exception routingCollections weekday queue
200
18 OctExpense receipt extractionCollections weekday queue
540
17 OctAdd
Bot Reviewer
Makes independent revision decisions and verifies supporting evidence.
This is the first screen this role sees.
OverviewScheduled bot definitions×
Scheduled bot definitions
Bot definitions · Bot Reviewer
Validated3
Invoice intake and validationBank reconciliation overnight queue
940
18 OctSupplier master update reviewBank reconciliation overnight queue
340
19 OctCustomer statement deliveryCollections weekday queue
230
22 OctAdd
Scheduled3
Daily bank file reconciliationExpense processing queue
840
03 NovOrder exception routingCollections weekday queue
200
18 OctExpense receipt extractionCollections weekday queue
540
17 OctAdd
Queue Administrator
Maintains the organizations, queues and mappings used to plan bot work.
This is the first screen this role sees.
OverviewBot planning schedule×
Bot planning schedule
Bot definitions · Queue Administrator
Validated2
Invoice intake and validationBD-28656
21 Oct
Order exception routingBD-15534
12 Oct
Add
Scheduled2
Daily bank file reconciliationBD-79150
03 Nov
Customer statement deliveryBD-65706
03 Nov
Add
Running2
Supplier master update reviewBD-51187
19 Oct
Expense receipt extractionBD-23631
16 Oct
Add
Exception Coordinator
Assigns and closes corrective actions while preserving run history.
This is the first screen this role sees.
OverviewExecution attempts requiring attention×
Execution attempts requiring attention
Execution attempts · Exception Coordinator
Failed3
invoice-intake-20261014-01Daily bank file reconciliation
500
22 Octsupplier-update-20261013-02Customer statement delivery
70
21 Octstatement-send-20261014-01Supplier master update review
390
04 NovAdd
Unknown3
bank-recon-20261014-01Invoice intake and validation
330
17 Octorder-route-20261014-03Overdue invoice reminder
740
30 Octreceipt-extract-20261015-02Expense receipt extraction
620
28 OctAdd
Operations Analyst
Reads run outcomes and evidence for operational reporting.
This is the first screen this role sees.
OverviewObserved bot outcomes×
Observed bot outcomes
Bot runs · Operations Analyst
| Parent | Sequence | Observed on | Outcome | Source reference | Quantity | |
|---|---|---|---|---|---|---|
| Supplier master update review | 20 | 17 Oct | Pending | Invoice batch 2026-0412 | 50 | |
| Inventory variance digest | 20 | 03 Nov | Accepted | Bank file 2026-188 | 860 | |
| Overdue invoice reminder | 30 | 12 Oct | Pending | Supplier request 2026-076 | 650 | |
| Supplier master update review | 90 | 23 Oct | Accepted | Order export 2026-551 | 780 | |
| Customer statement delivery | 60 | 01 Nov | Pending | Billing run 2026-203 | 860 |
6 of 6 records
Admin
Maintains access and configuration for the operating team.
- Manage Users, Organizations, People, automation queues, source mappings
- View bot definitions, review decisions, state history
Reports
Read volume and turnaround
Read bot volume, turnaround, review decisions and exception work from traceable records.
Overview×
RPA Task Manager · Overview
RPA Task Manager dashboard
This quarter
Execution attempts in view
6Failed
3Unknown
3Bot definitions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 38 | ||
| Validated | 14 | 37% | |
| Scheduled | 4 | 29% | |
| Running | 1 | 25% |
Revision by status
Sample totals per stage
- 01Bot throughput
Compare completed definitions and observed run results by organization and scheduled date.
- 02Attempt outcomes
Group execution attempts by status, bot definition and start date.
- 03Run turnaround
Compare operation start and completion dates by result status.
- 04Revision review decisions
Show decisions by reviewer, revision and decision date.
- 05Exception follow-up
Show open and completed actions by assignee and due date.
- 06Queue activity
Group bot definitions by organization and automation queue.
- 07Receipt coverage
Show operation steps with external receipt IDs and receipt evidence.
- 08Observed result outcomes
Compare accepted, rejected and pending bot results over time.
Who it's for
Fit recurring operations work
See how RPA Task Manager fits your kind of team.
Shared services automation
Coordinate recurring bot work across operating organizations and service teams.
Finance operations automation
Keep scheduled finance bot work tied to revision review and external result evidence.
Customer operations automation
Give customer operations bots an owner, review decision and traceable run result.
Controls
Keep receipts with the run
Each stage of bot definition to reviewed run names the role that acts and the status it records, so a change is never anonymous.
OverviewBot definition to reviewed run×
RPA Task Manager · Process
Bot definition to reviewed run
Each stage, the role that acts and the status it records
Process stages
9Approval steps
1Roles involved
5Tables touched
11Validate the revision
Automation OperatorStatusDraft → Validated
Schedule the bot
Automation OperatorStatusValidated → Scheduled
RecordsReview decisions, Operation steps, Operation runs
Execute the run
Automation OperatorStatusScheduled → Running
RecordsExecution attempts, Operation steps, Operation runs
- StartAutomation OperatorValidate the revisionDraft → Validated
- StepReview decisionsSchedule the botValidated → Scheduled
- ApprovalReview decisionsReview the revisionBot Reviewer
- StepExecution attemptsExecute the runScheduled → Running
- StepOperation runsConfirm the receiptRunning → Succeeded
AI agent
Ask Proto to trace the work
Ask Proto to help prepare, inspect and explain bot work while people make the decisions.
It can
- Automation Operator: Find scheduled definitions for a named owner and show their revision, queue and pending review decision.
- Bot Reviewer: Gather the definition, mapping and evidence for a pending revision decision.
- Exception Coordinator: Trace an uncertain attempt to its operation key, numbered step and follow-up assignee.
- Operations Analyst: Explain a turnaround result by opening its definition and operation history.
Stays with a person
- Proto can help prepare and inspect the records, but a Bot Reviewer makes the independent decision.
- A provider result needs a confirmed external receipt before the durable operation is recorded as successful.
- A correction needs a documented reason, preserved original evidence and verification of its successor revision.
Show the scheduled revision for this bot, its pending reviewer decision,
and any operation steps that still need an external receipt check.
Proto can help prepare and inspect the records, but a Bot Reviewer makes the independent decision.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 14 tables14tables
- Queue and organization setup5
- Bot definition planning8
- Independent review7
- Execution and attempts7
- Receipts and provenance6
- Exceptions and correction9
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set the scope
Choose one recurring bot, its owning organization, operator, reviewer and external source.
Prepare the queue
Record policy reference, effective dates and source mapping; agree on the time zone used for scheduling.
Define and review
Create a dated definition, validate its revision, schedule it and have a separate reviewer decide.
Execute and inspect
Trace a claimed run through attempt, observed result, numbered step and confirmed receipt.
Rehearse exceptions
Investigate an unknown provider result, assign follow-up and test a correction with a successor revision.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure RPA Task Manager for your business. Begin with one organization, one queue and a recurring bot whose external receipt you can inspect.
What does the queue control?
An automation queue carries its organization, policy reference and effective dates. The bot definition points to the queue used for its scheduled revision.
Who approves a scheduled revision?
A separate Bot Reviewer decides on the pending review decision raised by scheduling. The decision stays linked to its source revision.
Can an operator run a scheduled bot immediately?
Execution takes an eligible reviewed definition. The review decision should be Approved for the revision being executed.
How is a provider attempt recorded?
The execution attempt stores an operation key, attempt number, timing, status, provider reference and any failure reason.
What confirms a successful operation?
The execution workflow marks the durable operation Succeeded only when the external receipt is confirmed on the numbered step.
How are uncertain results handled?
The team traces the existing operation key, provider reference and step receipt before deciding on another action. A follow-up can assign the investigation.
Can an executed revision be corrected?
A documented correction preserves the prior revision and completed steps, records compensating output and creates a successor revision for verification.
What can the reports page show?
RPA Task Manager Reports covers operational volume and turnaround. The underlying definitions and operation records explain individual results.
Set up RPA Task Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.