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- RPA Task Manager
- Who it's for
- Customer operations automation
Customer operations automation
Customer operations teams can use RPA Task Manager for recurring actions that start from an external source record. A definition keeps the source record ID, scheduled date, owner and queue together. The run trace records attempts, observed outcomes and external receipts so the team can explain what the bot did when a customer case needs review.
How RPA Task Manager is set up for you
Ownership
Assign each definition to a person and operating organization.
Outcome
Keep an observed result separate from the provider execution status.
Follow-up
Route exceptions to an assignee and record the final resolution.
Customer operations teams can use RPA Task Manager for recurring actions that start from an external source record. A definition keeps the source record ID, scheduled date, owner and queue together. The run trace records attempts, observed outcomes and external receipts so the team can explain what the bot did when a customer case needs review.
Pick a routine bot with a stable source record identifier and an external receipt the team can inspect. Set up the queue policy and field mapping. Create a definition for one owner, schedule a validated revision and have a separate reviewer decide on it. Once approved and eligible, run the bot and follow its operation key through the attempt and numbered step.
During the rehearsal, include a rejected observed outcome and an uncertain provider attempt. The first describes what the bot reported; the second calls for investigation of the external action. The Exception Coordinator assigns a follow-up and records a resolution when the provider result is known. The Operations Analyst can then read volume and turnaround without losing the individual trace.
Features to start with
Roles on the team
- Automation Operator
- Owns bot definitions, schedules eligible revisions and follows execution results.
- Bot Reviewer
- Makes independent revision decisions and verifies supporting evidence.
- Queue Administrator
- Maintains the organizations, queues and mappings used to plan bot work.
- Exception Coordinator
- Assigns and closes corrective actions while preserving run history.
- Operations Analyst
- Reads run outcomes and evidence for operational reporting.
- Admin
- Maintains access and configuration for the operating team.
Set up RPA Task Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.