Announcement
Jan 29, 2026
Top 5 RPA Use Cases with Workato
Workato’s hybrid RPA+iPaaS platform opens up many automation opportunities. Below are the top RPA use cases where Workato’s RPA capabilities are particularly valuable:
1. Legacy ERP and SAP Automation
RPA bots can log into SAP GUI or legacy ERP interfaces to perform transactions that aren't exposed via APIs. Workato triggers these bots from recipes and continues processing once the bot returns output.
2. Desktop Application Automation
RPA bots automate older Windows applications, desktop CRMs, accounting tools, or internally built apps. They emulate keystrokes, clicks, and form interactions just like a user.
3. Web Portal Automation
Automate employee portals, government sites, or banking systems that require screen scraping, logins, or scheduled data retrieval. RPA bots can download reports, extract values, and update downstream apps.
4. Excel and File Processing
RPA by Workato can open Excel files, read/write data, apply formulas, and save results. Perfect for data transformation and handoffs between legacy systems.
5. Compliance and Document Handling
RPA bots support invoice extraction, claims processing, and uploading scanned KYC docs into legacy systems. Combined with OCR or IDP, they automate document-heavy tasks.
External References:
Workato Use Cases: https://www.workato.com/solutions/automation-use-cases
Robotiq Excel Bot Features: https://robotiq.ai/rpa-solutions
FAQs
1. Do I need coding to use these RPA use cases?
No, most use cases are handled with low-code configuration or UI recording.
2. Can bots run on a schedule?
Yes, Workato recipes can be triggered on timers and execute RPA bots accordingly.
3. What happens if a portal or UI changes?
You can update the bot process in Robotiq and republish. Workato’s recipe remains unchanged.
4. Can bots work across multiple systems in one workflow?
Yes, you can trigger multiple RPA processes or combine API and UI steps in a single recipe.
5. Can Excel automation be used as part of API workflows?
Absolutely. Bots can extract Excel data which is then routed through APIs to other platforms.
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