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- RPA Task Manager
- Get started
Get RPA Task Manager running in four steps.
Prepare an initial bot cycle with a queue, independent review and receipt check.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up RPA Task Manager. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open RPA Task Manager in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to set up RPA Task Manager. Identify the operating organization, the Automation Operator, the Bot Reviewer and the Exception Coordinator for the first bot. Give each person access to the records they handle.
Prepare the first operating cycle
Choose a recurring bot with a known source record and external receipt. Record the queue policy and source mapping, then create a definition with its owner, revision and scheduled date. Validate and schedule it. Have the independent reviewer decide on the pending revision. Execute only the eligible reviewed work, then trace its attempt and numbered step to the external receipt.
Review before release
Rehearse a returned review decision, an unknown provider result and a documented correction. Check that the original revision and completed steps remain available after the successor is created. Use implementation to agree who investigates each exception and what evidence closes it.
Set up RPA Task Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.