◈ Homepage — http://runautomat.com/Skip to main content Announcing $19M in total funding OpenAI x Automat How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Business automations simplified.| Business automations simplified.| Managed automations that understand context, recover from errors, and continuously improve — powered by AI. Contact Sales Contact Sales Explore Demo Explore Demo Trusted by Watch our Series A Launch Here’s how it works: Step 1 Step 2 Step 3 Upload your process Managed automations powered by AI. Share what you want to automate and we’ll handle the rest. Screen recordings or video walkthroughs Process documentation (PDDs or SOPs) Example files or datasets for custom extraction Dedicated Engineering Support Any Platform. 10x Faster deployment 80% Lower Operational Cost Monitoring & Analytics All-in-one enterprise automation. UI-Based Agents RPA AI Document Extractors IDP API-Based Automations IPAAS Live in Days, not Months Contact Sales Contact Sales Why teams choose Automat: Proven performance, built-in oversight, and bulletproof security. AI Automations That Understand Their Work Automat’s self-healing agents reason through tasks, handle exceptions, and deliver consistent results without constant oversight. Learn More Learn More Built-in Human Oversight When It Matters Our adaptive AI learns from human feedback, improving accuracy and reliability where precision is critical. Learn More Learn More Enterprise-Grade Security and Compliance SOC 2, GDPR, HIPAA, and ISO 27001 certified. Audit trails, granular permissions, and real-time monitoring keep your data secure. Third-Party Auditor Third-Party Auditor Banking & Financial Services Finance Automated Automate essential processes, from credit dispute resolutions to card issuance and account management. Tailored automations for your specific workflows. Credit Disputes Card Issuing & Reissuing Account Administration & Servicing Add your custom workflow Learn More Learn More Mortgage & Lending Mortgage Lending Automated Accelerate loan cycles with AI-driven document handling, faster verifications, and streamlined lending operations. Loan Application Intake & Review Document Verification & Compliance Checks Underwriting Support & Case Processing Add your custom workflow Learn More Learn More Insurance Insurance Processes Automated Automate claims processing with PDF extraction, enhance KYC verification, and manage policy administration. Claims Processing (PDF Document Extraction) Know your Business Verification Policy Administration and Servicing Add your custom workflow Learn More Learn More Manufacturing Manufacturing Streamlined Automate production-critical workflows, eliminate manual steps, and keep operations running at peak efficiency. Purchase Order Processing Inventory & Materials Management Supplier & Production Line Reporting Add your custom workflow Learn More Learn More Healthcare & Life Sciences Patient Record Management Solved Seamlessly automate EHR data entry and migration. Streamline billing, insurance verification, and more. Integrate lab and pharmacy data for a cohesive patient care experience. (EHR) Data Entry & Migration Billing & Insurance Verification Lab & Pharmacy Integration Add your custom workflow Learn More Learn More E-Commerce & Retail E-Commerce on Autopilot Manage order refunds efficiently, simplify account admin tasks, and systematically set up refunds and chargeback workflows. Streamline processes for a smoother experience. Order Refunds Account Administration and Servicing Chargeback Workflows Add your custom workflow Learn More Learn More Operations & Shared Services Your Automated Back Office We offer form filling, data entry, and data conversion. Our capabilities extend to web research, providing flexibility for custom automation, no matter how open-ended. Form Filling Data Entry and Conversion Web Research Add your custom workflow Learn More Learn More Simple, transparent pricing Flexible subscription and usage-based plans built for teams of any size. Contact Sales Contact Sales Standard Built for early-stage teams UI-Based AI Agent Builder (RPA) AI Document Extractor (IDP) Platform Access API Access Document Studio Human In the Loop Tooling Learn More Learn More Enterprise Built for scale and customization UI-Based AI Agent Builder (RPA) AI Document Extractor (IDP) Platform Access API Access Document Studio Human In the Loop Tooling Full Legacy Team Migrations On Premise Deployment Rich Permissions Controls Learn More Learn More Trusted by world-class operations teams. From Manual Portals to Seamless Automation "Automat has transformed how we access and deliver policy data. They reliably extract information from a wide range of legacy carrier portals—no APIs required—turning what used to be painstaking manual work into a seamless, automated process. Their forward-deployed engineering team operates like an extension of our own, jumping in to support customers in real time and solving challenges proactively. Thanks to Automat, we run a sophisticated, end-to-end data operation with a fraction of the engineering investment it would have taken to build and maintain internally." Michael S. CEO at Leopard 80% Reduction in Cost per Loan Processed "Automat helped us eliminate hours of manual disclosure and document work. Their team moved fast, adapted to our systems, and delivered real impact within weeks.” Automat came in and immediately understood our pain points. Their team helped us automate critical workflows like initial disclosures, broker document classification, and appraisal data extraction - all without needing API access to our LOS or waiting months for traditional RPA setups. The fact that their platform adapts to UI changes and supports non-standard workflows like non-QM disclosures was a game-changer for us." Jett F. COO at AmeriTrust Real-Time Business Verification "Automat's intelligent document processing solutions have significantly enhanced our operational efficiency. Automat developed models that enabled real-time business account verification and activation procedures for our operations team. These models were trained on our historical data and further augmented with RPA across diverse online platforms, offering a degree of efficiency and accuracy traditional solutions lacked." Wisha N. Strategy and Operations at Ziina End-to-End Automations in One Platform ”Automat serves as our turnkey AI automation partner—covering everything from RPA to API integrations. Their solution has quickly streamlined our operations, elevated customer experiences, and unlocked new revenue opportunities across the business. Their support empowers our non-technical operators to tackle even the most complex automation challenges. They’ve seamlessly combined UI-Agents with API-driven workflows that integrate effortlessly with our internal systems. Plus, their forward-deployed engineers are always ready to step in when real-world pivots arise.” Niklki M. Co-Founder at Vividly 2,400 High Throughput Parallelized Runs “Automat is the only solution that successfully overcame every challenge we faced—from interface bottlenecks and CAPTCHA solving to 2FA and parallelized browsers for maximum throughput. We literally need our bots to run 2,400 times a day as quickly as possible and their API endpoints and automation solutions perform exactly as intended. We’re incredibly grateful for our dedicated engineer who supports us as if they were part of our own team.” Jacopo B. Engineering at Ento Previous Next Switch to Automat. Save millions. Replace legacy RPA infrastructure with AI-driven automation that adapts to change and maintains compliance. Migrate today and save millions. Learn About Migration Learn About Migration Legacy RPA: Questions? Answers. Once the automation is built, how does my team trigger and manage the automation? We offer two types of triggers: one via API and another via the UI in the Automat Sandbox. We configure custom endpoints, tailored to the requirements of each automation, and generate a user interface that adapts to the needs of non-technical users. Can you integrate with our existing systems and software? What kind of support do you offer after implementation? What kind of timelines do the deployments follow? Is my data secure with Automat? Get Started Today. Contact Sales Contact Sales Explore Demo Explore Demo Footer Email Address Stay in Touch Stay in Touch Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal ◈ Interior Pages — 20 pages crawledDashboard | Automat Platform Demo Site Manage Workflows Sessions Analytics Create Agentic Workflow Document Extractor Billing Settings LO Lucas O. [email protected] Toggle Sidebar 1 Support Specialists Online AA Automat Agent 2:02 PM We're preparing your human-in-the-loop review... KS Kelley S. 2:02 PM Understood, we'll help you set that up right... PL Pablo L. 2:02 PM Exciting news! Contact Sales Automat | AI Agents That Replace Legacy RPA Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Business automations simplified. | Business automations simplified. | Managed automations that understand context, recover from errors, and continuously improve — powered by AI. Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Trusted by Watch our Series A Launch Here’s how it works: Step 1 Step 2 Step 3 Upload your process Managed automations powered by AI. Share what you want to automate and we’ll handle the rest. Screen recordings or video walkthroughs Process documentation (PDDs or SOPs) Example files or datasets for custom extraction Process and build Our team and AI agents build, test, and validate each automation for reliability and scale. Observability Live visibility into progress and performance. Reliability Self-healing runs with automated retries and human review when needed. Analytics Detailed insight for every automation Simple deployment Deploy automations directly into your worfklow or product — no complex setup required. Run hosted on cloud or on premise. Custom API endpoints or UI triggers for each workflow. Observability through the Automat workflow manager. Dedicated Engineering Support Any Platform. 10x Faster deployment 80% Lower Operational Cost Monitoring & Analytics All-in-one enterprise automation. UI-Based Agents RPA AI Document Extractors IDP API-Based Automations IPAAS Live in Days, not Months Contact Sales Contact Sales Contact Sales Why teams choose Automat: Proven performance, built-in oversight, and bulletproof security. AI Automations That Understand Their Work Automat’s self-healing agents reason through tasks, handle exceptions, and deliver consistent results without constant oversight. Learn More Learn More Learn More Built-in Human Oversight When It Matters Our adaptive AI learns from human feedback, improving accuracy and reliability where precision is critical. Learn More Learn More Learn More Enterprise-Grade Security and Compliance SOC 2, GDPR, HIPAA, and ISO 27001 certified. Audit trails, granular permissions, and real-time monitoring keep your data secure. Third-Party Auditor Third-Party Auditor Third-Party Auditor Banking & Financial Services Finance Automated Automate essential processes, from credit dispute resolutions to card issuance and account management. Tailored automations for your specific workflows. Credit Disputes Card Issuing & Reissuing Account Administration & Servicing Add your custom workflow Learn More Learn More Learn More Mortgage & Lending Mortgage Lending Automated Accelerate loan cycles with AI-driven document handling, faster verifications, and streamlined lending operations. Loan Application Intake & Review Document Verification & Compliance Checks Underwriting Support & Case Processing Add your custom workflow Learn More Learn More Learn More Insurance Insurance Processes Automated Automate claims processing with PDF extraction, enhance KYC verification, and manage policy administration. Claims Processing (PDF Document Extraction) Know your Business Verification Policy Administration and Servicing Add your custom workflow Learn More Learn More Learn More Manufacturing Manufacturing Streamlined Automate production-critical workflows, eliminate manual steps, and keep operations running at peak efficiency. Purchase Order Processing Inventory & Materials Management Supplier & Production Line Reporting Add your custom workflow Learn More Learn More Learn More Healthcare & Life Sciences Patient Record Management Solved Seamlessly automate EHR data entry and migration. Streamline billing, insurance verification, and more. Integrate lab and pharmacy data for a cohesive patient care experience. (EHR) Data Entry & Migration Billing & Insurance Verification Lab & Pharmacy Integration Add your custom workflow Learn More Learn More Learn More E-Commerce & Retail E-Commerce on Autopilot Manage order refunds efficiently, simplify account admin tasks, and systematically set up refunds and chargeback workflows. Streamline processes for a smoother experience. Order Refunds Account Administration and Servicing Chargeback Workflows Add your custom workflow Learn More Learn More Learn More Operations & Shared Services Your Automated Back Office We offer form filling, data entry, and data conversion. Our capabilities extend to web research, providing flexibility for custom automation, no matter how open-ended. Form Filling Data Entry and Conversion Web Research Add your custom workflow Learn More Learn More Learn More Simple, transparent pricing Flexible subscription and usage-based plans built for teams of any size. Contact Sales Contact Sales Contact Sales Standard Built for early-stage teams UI-Based AI Agent Builder (RPA) AI Document Extractor (IDP) Platform Access API Access Document Studio Human In the Loop Tooling Learn More Learn More Learn More Enterprise Built for scale and customization UI-Based AI Agent Builder (RPA) AI Document Extractor (IDP) Platform Access API Access Document Studio Human In the Loop Tooling Full Legacy Team Migrations On Premise Deployment Rich Permissions Controls Learn More Learn More Learn More Trusted by world-class operations teams. From Manual Portals to Seamless Automation "Automat has transformed how we access and deliver policy data. They reliably extract information from a wide range of legacy carrier portals—no APIs required—turning what used to be painstaking manual work into a seamless, automated process. Their forward-deployed engineering team operates like an extension of our own, jumping in to support customers in real time and solving challenges proactively. Thanks to Automat, we run a sophisticated, end-to-end data operation with a fraction of the engineering investment it would have taken to build and maintain internally." Michael S. CEO at Leopard 80% Reduction in Cost per Loan Processed "Automat helped us eliminate hours of manual disclosure and document work. Their team moved fast, adapted to our systems, and delivered real impact within weeks.” Automat came in and immediately understood our pain points. Their team helped us automate critical workflows like initial disclosures, broker document classification, and appraisal data extraction - all without needing API access to our LOS or waiting months for traditional RPA setups. The fact that their platform adapts to UI changes and supports non-standard workflows like non-QM disclosures was a game-changer for us." Jett F. COO at AmeriTrust Real-Time Business Verification "Automat's intelligent document processing solutions have significantly enhanced our operational efficiency. Automat developed models that enabled real-time business account verification and activation procedures for our operations team. These models were trained on our historical data and further augmented with RPA across diverse online platforms, offering a degree of efficiency and accuracy traditional solutions lacked." Wisha N. Strategy and Operations at Ziina End-to-End Automations in One Platform ”Automat serves as our turnkey AI automation partner—covering everything from RPA to API integrations. Their solution has quickly streamlined our operations, elevated customer experiences, and unlocked new revenue opportunities across the business. Their suppor AI RPA vs Traditional RPA: What Actually Changed | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. AI RPA Intelligent Automation Computer Vision Automation AI RPA vs Traditional RPA: What Actually Changed Selectors, scripts, and screen coordinates built a $13B industry. Vision models, computer use, and self-healing agents are replacing it. Pablo Lleras 1.15.2026 Share: The term "RPA" is doing a lot of heavy lifting right now. It gets used to describe everything from a Selenium script that fills out a form to an AI agent that navigates SAP, reads a handwritten invoice, and makes a judgment call about whether to escalate to a human. These are not the same thing. And the difference matters more than most buyers realize, because it determines whether your automation program scales or stalls. This is a plain-language breakdown of what changed between traditional RPA and the AI-native platforms replacing it. No vendor rankings. No magic quadrant references. Just the structural differences that affect what you can automate, how fast you can deploy, and how much it costs to keep running. How traditional RPA works (and where it breaks) Traditional RPA platforms like UiPath, Automation Anywhere, and Blue Prism operate on a simple principle: record a sequence of actions (click here, type this, copy that) and replay them. Under the hood, these platforms identify UI elements using DOM selectors, CSS paths, element IDs, and sometimes pixel coordinates. The bot doesn't "see" the screen. It reads the underlying HTML or accessibility tree and matches elements by their technical identifiers. This works well when: The target application has stable, well-structured HTML Element IDs and class names don't change between releases The workflow is linear with few decision branches The application is web-based (not a desktop app, terminal, or virtual desktop) It breaks when any of those assumptions change. And in enterprise environments, they change constantly. A vendor updates their portal. IT pushes a new Citrix image. A government website refreshes its layout. The bot fails silently, the queue backs up, and someone gets paged. How AI-native RPA works differently AI-native platforms replace selectors with vision. Instead of reading HTML, they take a screenshot of the screen and pass it through a vision language model (VLM) that understands what's on the screen the same way a person does. The execution loop is simple: Take a screenshot The VLM analyzes what's visible: buttons, fields, text, tables, images The AI decides what to do next based on its goal It moves the mouse, clicks, or types Take another screenshot, evaluate the result, repeat This is called "computer use" and it's the core architectural shift. The bot operates at the visual layer, not the code layer. It doesn't need element IDs because it can see the button and read the label, just like you do. The practical consequences of this shift are significant: Any application, any platform: Web apps, desktop apps, SAP GUI, Citrix virtual desktops, AS/400 terminals, government portals. If a human can see it and interact with it, so can the bot. Self-healing by default: When a UI changes, the bot still sees the button even if the underlying ID changed. No selector to break. No maintenance ticket to file. Document understanding built in: The same VLM that reads screens also reads documents. PDFs, scanned images, handwritten forms. No separate OCR tool or IDP integration required. Contextual decision-making: The AI can interpret what it sees, handle exceptions, and choose different paths based on screen content. Traditional RPA needs every branch pre-programmed. The five differences that matter in practice 1. What you can automate Traditional RPA excels at simple, web-based workflows with stable UIs. AI-native platforms handle those plus legacy systems (SAP, Citrix, mainframes), document-heavy workflows, and processes requiring judgment. The addressable surface area is roughly 3-5x larger. 2. How long deployment takes Traditional: 3-6 months per workflow (process mapping, development in a proprietary IDE, UAT, production deployment). AI-native: days to weeks. You record a walkthrough or share an SOP. The platform builds from observation rather than manual coding. 3. What maintenance costs Traditional RPA programs spend 60-70% of their total effort on maintenance. Selectors break, workflows need updating, and every target application change triggers rework. AI-native platforms self-heal through visual understanding. Maintenance drops to near-zero for most workflows. 4. What your team looks like Traditional RPA requires certified developers, a Center of Excellence, and often external consultants. AI-native managed platforms handle building and maintaining automations directly. Your team focuses on identifying what to automate and validating results. 5. How the platform improves over time Traditional platforms improve when the vendor ships a new release and you upgrade. AI-native platforms improve every time the underlying foundation model improves. Anthropic ships a better Claude, Google ships a better Gemini, and your automations get more capable without any action on your part. When traditional RPA still makes sense This isn't a binary choice. Traditional RPA can be the right tool when: You have a small number of simple, stable web workflows The target applications rarely change You already have a trained RPA development team The processes don't involve documents, legacy systems, or decision-making But if you're hitting any of the scaling walls described above, the architecture is the problem. Adding more developers or switching to a different legacy vendor won't fix it. Frequently asked questions Is AI RPA just a marketing rebrand of regular RPA? No. The execution engine is fundamentally different. Traditional RPA replays recorded actions using element selectors. AI RPA uses vision language models to see and interact with screens visually. It's a different architecture, not a feature update. Can AI RPA handle high-volume production workloads? Yes. AI-native platforms run thousands of automation executions per day in production environments including banking, insurance, and mortgage lending. This isn't demo-ware. Do I need to retrain my team to use AI RPA? With managed platforms, no. The vendor handles building and maintaining automations. Your team's process knowledge transfers directly. The skill that matters is understanding what to automate, not how to code it. Is AI RPA more expensive than traditional RPA? The licensing may look similar, but the total cost of ownership is dramatically lower because you don't need a Center of Excellence, certified developers, or third-party consultants. Most companies report 5-10x reduction in total automation program cost. From the blog Enterprise RPA AI Intelligent Automation Automation Why Companies Are Leaving UiPath in 2026 The $13B RPA market is fracturing. Here's what's driving the exodus from legacy automation - and what the winners are doing differently. Lucas Ochoa 4.10.2026 Read Read Read AI Automation Enterprise Intelligent Automation Zapier and N8N Are Great. They Won't Replace Your Operations Team. Self-service automation tools solve a real problem. But it's a different problem than the one enterprise operations teams face. Pablo Lleras 4.2.2026 Read Read Read AI RPA Enterprise Computer V Automat for Healthcare | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automat for Healthcare Lucas Ochoa 11.17.2023 Share: The healthcare industry is a behemoth of complexity and compassion, where every detail matters and every second counts. In this critical sector, the seamless management of electronic health records (EHR) is not just beneficial—it's imperative. Automat enters this arena with a simple promise: to revolutionize healthcare administration with the precision of AI-driven automation and the reliability of managed RPA solutions. Patient Record Management Solved In the heart of healthcare operations lies patient record management, a task that demands accuracy, privacy, and efficiency. Automat offers an unparalleled solution with its EHR data entry and migration services. We ensure that the transition of patient records into digital formats is as smooth as the healthcare providers' dedication to their patients. EHR Data Entry and Migration: A New Era of Efficiency With Automat, the EHR data entry is transformed from a cumbersome chore into a streamlined process. Our AI-driven tools are designed to input data with precision, reducing errors and saving invaluable time. The migration of existing records to new, advanced systems is handled with care, ensuring data integrity and continuity. Billing and Insurance Verification: Automated Accuracy Billing and insurance verification are the lifelines of healthcare economics, yet they are fraught with potential for error and inefficiency. Automat's automation services tackle these challenges head-on, ensuring that billing is accurate and insurance verification is seamless, thus safeguarding the financial backbone of healthcare services. Lab and Pharmacy Integration: The Cohesive Care Experience Automat understands that healthcare is a collaborative effort. By integrating lab and pharmacy data, we create a cohesive ecosystem that supports a comprehensive patient care experience. Tests and medications are recorded and reconciled meticulously, enabling healthcare professionals to deliver care with confidence and clarity. Custom Workflow Automation: Your Healthcare, Your Rules Healthcare is personal, and every organization has its unique challenges and protocols. Automat's custom workflow automation services are crafted to adapt to your specific needs, ensuring that your healthcare operations are not just automated but personalized to enhance both patient and provider experiences. The Automat Difference in Healthcare Automat stands apart in the healthcare automation landscape for several reasons. Our solutions are: Patient-Centric: We prioritize patient confidentiality and care in every automated process. Precision-Driven: Accuracy is not an option; it's a standard we uphold in every task. Compliance-Focused: We ensure that all solutions meet the stringent regulations of the healthcare industry. Innovation-Led: Our AI-driven solutions are at the forefront of healthcare technology. With Automat, healthcare providers can redirect their focus from administrative tasks to what they do best—caring for patients. Our managed RPA solutions are not just about keeping up; they're about setting the pace in a rapidly evolving industry. Transforming Healthcare One Record at a Time Every patient record is a life story, and with Automat, these stories are handled with the care they deserve. By automating the intricacies of healthcare administration, we help write a future where technology and healthcare go hand in hand, creating a narrative of progress, efficiency, and unparalleled patient care. Join the Healthcare Revolution Embrace the change that Automat brings to healthcare. Reach out to us to learn more about our managed RPA solutions, and take the first step towards a future where healthcare administration is efficient, error-free, and exemplary. With Automat, the future of healthcare is not just automated—it's exceptional. ‍ [button] Get Started [button] From the blog Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Read Read Read Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal How to Automate SAP and Citrix Without APIs | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. AI RPA Enterprise Computer Vision Automation How to Automate SAP and Citrix Without APIs Your most critical systems don't have APIs. That used to mean they couldn't be automated. It doesn't anymore. Gautam Bose 1.29.2026 Share: Every operations team has them. The systems that run the business but resist every attempt at modernization. SAP GUI with its rigid transaction codes. Citrix virtual desktops that exist behind a pixel stream. AS/400 green screens. Government portals built in 2006 that your team logs into 400 times a day. These systems share a common trait: no usable API. The only way to interact with them is through the screen, using a mouse and keyboard, the way they were designed to be used by humans. For years, this meant one of two things. Either you hired people to do the repetitive work manually, or you tried traditional RPA and discovered why it struggles with these environments. Neither option scales well. Both cost too much. But the technology has caught up. AI agents can now see and interact with any screen interface, including SAP, Citrix, and legacy terminals. This piece explains how it works, what's different from previous approaches, and what to consider before starting. Why traditional RPA struggles with SAP and Citrix Traditional RPA tools were designed for web applications. They work by reading the HTML DOM, identifying elements by their CSS selectors or IDs, and replaying scripted actions against those elements. SAP GUI doesn't have a DOM. It's a native Windows application with its own rendering engine. Traditional RPA tools handle this through SAP-specific connectors or scripting APIs, but these come with significant limitations: SAP scripting must be enabled on the server (many IT departments disable it for security reasons) Custom transactions, Z-codes, and modified SAP configurations break generic SAP connectors Every SAP upgrade or patch can invalidate scripted automation Citrix is even harder. In a Citrix environment, the application runs on a remote server and streams pixels to the user's device. Traditional RPA can't read the DOM because there is no local DOM. The bot sees a video feed, not an application. Legacy RPA vendors offer "image recognition" features for Citrix, but these are fragile. They match pixel patterns, and any change in resolution, font rendering, or color scheme breaks the match. Teams running Citrix automations with traditional tools report 30-50% of their maintenance effort goes to fixing image recognition failures alone. How AI computer use changes the equation AI computer use works at the visual layer. Instead of reading code or matching pixels, a vision language model looks at a screenshot of the screen and understands what's there. It reads text, identifies buttons, recognizes form fields, and understands layout and context. This is fundamentally different from pixel matching. The AI doesn't care whether a button is 3 pixels to the left of where it was yesterday. It sees the button, reads the label, and clicks it. The same way you do. For SAP, this means: No dependency on SAP scripting being enabled Works with custom transactions, Z-codes, and modified configurations Survives SAP upgrades without automation rework Handles transaction chains that span multiple screens and decision points For Citrix, this means: The bot operates on the pixel stream the same way a human does No need for Citrix-specific connectors or image templates Resolution changes, font differences, and theme updates don't break anything Multi-application workflows within a single Citrix session work natively For legacy terminals (AS/400, mainframes), this means: Green screen text is read visually, not through terminal emulator APIs Navigation commands are typed naturally based on screen context The AI handles variable screen layouts and conditional menus Real-world examples Mortgage lending: LOS data entry A mortgage lender needed to populate loan origination system (LOS) fields from broker document packages. The LOS had no API. Processors were manually keying data from PDFs into the system, touching each loan file 4-5 times. AI agents now extract data from the documents and enter it directly into the LOS through the screen interface. Processing time dropped from 45 minutes to under 5 minutes per file. Insurance: claims across carrier portals An insurance operations team files claims across 8 different carrier portals, each with its own login, navigation, and form structure. Several carriers use Citrix-hosted applications. Traditional RPA required building and maintaining 8 separate automations with carrier-specific selectors. AI agents handle all 8 portals with a single workflow definition because they navigate visually rather than by element ID. Financial services: KYC verification on government websites A payments company verifies business identities across government registries in multiple countries. These websites have unpredictable layouts, CAPTCHAs, and frequent redesigns. Traditional RPA broke weekly. AI agents verify the same registries reliably because visual navigation adapts to layout changes automatically. What to consider before starting AI computer use is powerful but not magic. Here's what to think through: Latency: Vision-based interaction is slower per action than direct API calls. For high-frequency, low-complexity tasks, an API integration (if available) will always be faster. AI computer use is best for tasks where no API exists or where the process requires visual judgment. Security and access: The AI agent needs the same access credentials and permissions as a human operator. Work with your security team to provision service accounts with appropriate access levels. Process stability: Even self-healing agents benefit from well-documented processes. Share SOPs, screen recordings, or walkthroughs so the automation captures the right business logic, not just the clicks. Compliance: In regulated industries, audit trails matter. Make sure your platform logs every action the agent takes, with screenshots, for compliance review. Frequently asked questions Does AI computer use work with SAP S/4HANA or only SAP GUI? Both. S/4HANA's Fiori web interface is actually easier to automate than SAP GUI because it's browser-based. But AI computer use handles both interfaces through the same visual approach. What about two-factor authentication on Citrix? 2FA can be handled through multiple approaches depending on the implementation. Token-based 2FA can be automated. SMS or push-based 2FA may require a human-in-the-loop step for the authentication event, after which the bot resumes the workflow. How does this compare to SAP's own automation tools? SAP offers automation capabilities through SAP Build Process Automation (formerly SAP iRPA). These tools work well within the SAP ecosystem but require SAP scripting to be enabled and don't extend to non-SAP applications. AI computer use works across SAP and any other application in the same workflow. Can this handle high-volume SAP transactions? Yes. AI agents can run parallelized across multiple SAP sessions, processing hundreds or thousands of transactions per day. The key constraint is SAP licensing (concurrent sessions), not the automation platform. From the blog Enterprise RPA AI Intelligent Automation A Privacy Policy - Automat Powered by Contact Automat | Schedule a Demo for AI-Powered Automation Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Talk with our team Schedule a demo Explore automations for your team Get pricing details First Name * Last name * Business email * Phone number * Current automation tools * Select Automation Anywhere Microsoft Power Automate Zapier Workato Make (Integromat) None Other Pegasystems Blue Prisim Iron Mountain ABBYY Skan.ai Where did you hear about us? Select LinkedIn Google ChatGPT Other How can we help? * Existing workflow recording Talk to Automat Talk to Automat Talk to Automat By submitting this form, you confirm that you agree to the processing of your personal data by Automat as described in the Privacy Statement. * Required. Talk Soon Redirecting... Oops! Something went wrong while submitting the form. Trusted by Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automat Privacy Policy Powered by Enterprise Automation | Replace Legacy RPA with Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Your Company's AI Center Of Excellence Give your COE access to the most advanced AI powered process automation, intelligent document process extraction and citizen developer tools. schedule a call schedule a call schedule a call stay in touch stay in touch stay in touch Automat for Enterprise We make COE's hyper-efficient. Rather than spending tons of engineering hours maintaining brittle automations we let companies offload their most challenging automation tasks. Empower your Center of Excellence (COE) with the industry's leading, cost-effective process automation (RPA) solutions. Dive into rapid intelligent document processing (IDP) and harness the power of user-friendly citizen developer tools. At automat , we're revolutionizing how COEs operate. By streamlining complex tasks and offering intuitive tools, we drive efficiency, allowing your COE to focus on innovation and strategic growth. ‍ Engineering Teams Love Automat Engineering teams find working with us to be a game-changer. We simplify the complexities of UI-based automations, enabling you to focus on scaling your projects with ease. Our hosted API endpoints are not just robust but also user-friendly, making integration into your existing codebases a smooth process. Even better, we can create custom API endpoints tailored to your specific needs. For organizations with stringent security requirements, our on-premise solutions are fully compliant with industry standards ‍ ‍ Citizen Developer Tools Our groundbreaking tools are set to redefine your company's citizen developer program. By allowing users to simply demonstrate or describe a workflow, we streamline the RPA (Robotic Process Automation) and IDP (Intelligent Document Processing) experience, making automation more intuitive and accessible than ever before. But it's not just about ease; with our comprehensive governance system in place, we ensure every process remains compliant and secure. It's a straightforward approach to RPA and IDP that both empowers and safeguards. ‍ Safety & Governance In enterprise COEs and RPA teams, robust governance techniques are paramount to ensure efficiency, compliance, and security. Role-based access control (RBAC) is commonly employed to grant specific permissions to users based on their roles, ensuring that only authorized individuals can make changes or access sensitive data. Audit trails are maintained to track every action taken within the system, providing transparency and accountability. Additionally, version control systems are integrated to manage changes and updates to automation scripts, ensuring consistency and allowing teams to revert to previous versions if needed. Regular risk assessments and compliance checks are also conducted to identify potential vulnerabilities and ensure that all processes adhere to industry standards and regulations. From the blog Enterprise RPA AI Intelligent Automation Automation Why Companies Are Leaving UiPath in 2026 The $13B RPA market is fracturing. Here's what's driving the exodus from legacy automation - and what the winners are doing differently. Lucas Ochoa 4.10.2026 Read Read Read AI Automation Enterprise Intelligent Automation Zapier and N8N Are Great. They Won't Replace Your Operations Team. Self-service automation tools solve a real problem. But it's a different problem than the one enterprise operations teams face. Pablo Lleras 4.2.2026 Read Read Read AI RPA Enterprise Computer Vision Automation Automat vs Sola: Two AI-Native Approaches to RPA Both platforms use AI to replace legacy RPA. The difference is in how they deliver: self-serve vs. fully managed. Lucas Ochoa 3.19.2026 Read Read Read AI Intelligent Document Processing Enterprise Automation Automat vs ABBYY: IDP Alone Isn't Enough Anymore ABBYY does document extraction well. But documents are only one piece of the automation puzzle. Here's where the two diverge. Gautam Bose 3.5.2026 Read Read Read Enterprise RPA AI Intelligent Automation Automat vs Blue Prism: What's Different in 2026 Blue Prism pioneered enterprise RPA. But the enterprise has moved on. Here's where the two platforms diverge. Pablo Lleras 2.26.2026 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Document Processing Pricing | Automat IDP Platform Pricing - Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Pricing Automat Intelligent Document Processing Usage-based pricing for IDP. Start free, scale as you grow. Popular Starter Ideal for individuals and small teams exploring document extraction. $ 0 to start then $0.015 per extraction What's included 5,000 trial credits included Web application and API access Data export in CSV and JSON formats API documentation and knowledge base Get started 1 credit = 1 extraction run Enterprise Designed for high-volume workflows with custom requirements and dedicated support. Custom pricing Tailored to your volume and document requirements Everything in Starter, plus Volume-based discounts and invoice billing Enhanced rate limits and throughput Custom model training and fine-tuning Priority support with SLA Dedicated technical account manager Advanced RBAC and data retention controls Request a demo   What's included Compare Starter vs Enterprise features Feature Starter Enterprise Core Platform Document extraction RESTful extraction API Visual and code-based schema editor Unlimited extraction versions Data export in CSV and JSON formats Pricing 5,000 trial credits included Usage-based pricing Volume-based discounts Invoice billing Scale Standard API rate limits Enhanced rate limits and throughput Extraction Models Custom schema builder Custom model development and fine-tuning Support Documentation and knowledge base Priority email and chat support Service level agreement (SLA) Dedicated technical account manager Security & Compliance SOC 2 Type II certification HIPAA compliance SSO and SAML authentication Audit logs Role-based access control (RBAC) Data retention controls Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automat for Back Office | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automat for Back Office Lucas Ochoa 11.17.2023 Share: In the labyrinth of modern business operations, the back office functions as the brain of the operation—meticulous, constant, and often overlooked. Enter Automat: the master key to unlocking a seamless back office workflow. By infusing your back-office processes with our AI-driven managed automations, we transform your administrative tasks into a symphony of efficiency. Your Automated Back Office At Automat, we understand that the back office is the foundation of your business. It's where complexities unravel into organized data and processes. Our automation solutions are designed to handle the repetitive, time-consuming tasks that can bog down your team. With our services, we offer: Form Filling: We turn forms into a breeze, ensuring fast and flawless data entry. Data Entry and Conversion : Transforming raw data into structured formats ready for analysis. Web Research: Empowering your business decisions with thorough, precise market insights. Custom Workflow Automation: Bespoke solutions that cater to your unique business requirements. Leveraging the power of Robotic Process Automation (RPA), we ensure these tasks are completed with a level of precision and speed that only a machine can achieve. Our aim is to liberate your workforce from the mundane, enabling them to focus on strategic initiatives that drive your business forward. The Power of Form Filling Form filling is a critical task in many back-office operations, yet it's prone to human error and often consumes a disproportionate amount of time. Automat's form filling automation uses advanced algorithms to replicate human data entry, but with machine-like accuracy and speed. The result? A more reliable, efficient back office. Data Entry and Conversion Data is a potent force in business, but unstructured data is like untapped potential. Our data entry and conversion services turn this potential into power. By digitizing and structuring data, we make it ready for analysis, decision-making, and strategic growth. Automat ensures that your data is not just collected, but harnessed. Web Research: Insights at Your Fingertips Knowledge is currency, and in the digital era, web research is crucial for staying ahead. Automat's web research services provide comprehensive insights that inform business strategies, market analysis, and customer understanding. We don't just gather data; we analyze it, giving you the information needed to make informed decisions. Custom Workflow Automation: Tailored to Your Needs No two businesses are the same, which is why off-the-shelf automation solutions often fall short. Automat specializes in developing custom workflows that integrate seamlessly with your existing processes. We take the time to understand your business, creating automations that are as unique as you are. Why Choose Automat? Choosing Automat means opting for a partner that understands the nuances of back-office operations. Our solutions are: Intelligent: Harnessing AI to learn and improve over time. Efficient: Maximizing productivity by reducing time spent on routine tasks. Scalable: Growing with your business, accommodating new challenges effortlessly. Secure: Keeping your data safe with the highest standards of cyber-security. In an ocean of data and deadlines, Automat is your lifeguard, ensuring that your back office doesn't just stay afloat but sails smoothly towards the horizon of business success. Real-World Impact From healthcare providers streamlining patient records to financial institutions ensuring accurate data processing, Automat's impact is tangible. We're not just about automation; we're about elevating your back office to become a catalyst for growth and innovation. The Automat Difference At the end of the day, what sets Automat apart is not just our technology, but our commitment to your success. We are more than just a service provider—we are a member of your team, dedicated to ensuring that your back office operations are nothing less than extraordinary. The future of business is automated, and with Automat, your back office will lead the charge. It's time to turn your back office into a powerhouse of productivity with Automat. ‍ [button] Get Started [button] From the blog Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Read Read Read Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automat for Financial Services | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automat for Financial Services Lucas Ochoa 11.17.2023 Share: Automat stands at the forefront of transforming the financial industry, offering state-of-the-art managed automations (RPA) that are built and meticulously maintained by AI. Our mission is to streamline and enhance the efficiency of essential financial processes, creating a more dynamic and responsive financial environment. Here's a detailed look at how Automat is revolutionizing financial services: Advanced Credit Dispute Resolution: Automat simplifies the resolution of credit disputes through AI-driven automation, ensuring fast and accurate outcomes, thus improving customer trust and satisfaction. Streamlined Card Issuance and Reissuing: By automating the card issuance process, Automat significantly reduces the time and errors associated with these tasks, resulting in a smoother customer experience and operational efficiency. Enhanced Account Administration and Servicing: Our AI-powered tools provide superior account management capabilities, offering a high level of service and operational excellence, which is crucial in today's fast-paced financial world. Customizable Workflow Solutions: Understanding that each financial institution has unique needs, Automat offers bespoke workflow automation solutions, tailored to meet specific operational requirements and challenges. Cross-Platform Automation: With an API that allows integration across any platform accessible via standard user interactions, Automat's RPA solutions are incredibly versatile. This feature ensures that financial institutions can automate processes across a wide range of platforms, enhancing their adaptability and reach. Efficient and Cost-Effective RPA Deployment: Recognizing the constraints of time and budget often faced by financial institutions, Automat provides a solution that negates the need for extensive hiring or onboarding of RPA engineers. Our AI-driven approach allows for the building and deployment of automation in a fraction of the time and at a significantly reduced cost compared to traditional methods. Automat for Financial Services is not just about automating routine tasks; it's about reshaping the financial industry into a more agile, efficient, and customer-centric domain. By leveraging AI and advanced RPA, Automat propels financial institutions into a new era of digital efficiency, where accuracy, speed, and customer satisfaction are paramount. With Automat, the future of financial automation is not just a vision; it's a tangible reality, accessible today. ‍ [button] Get Started [button] From the blog Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Read Read Read Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Careers at Automat | Build the Future of AI Automation Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Join the team We’re making work easier for everyone with one-click browser flows. See Open Positions See Open Positions See Open Positions Open Positions About Automat Open positions We’re making work easier for everyone with one-click browser flows. Come build with us. Benefits & Perks We’re making work easier for everyone with one-click browser flows. Health, Dental, Vision Reliable coverage for you and your family. Health Retirement & 401K 401K provided through human interest. Finances Culture, Built Together Meaningful moments to connect and recharge. Lifestyle Commuter Benefits Parking, public transit, covered. Lifestyle Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Workforce Custom Code > Head Code ============================================================ --> Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Automat Workforce AI employees that actually work Automat deploys and manages AI workers that join your team on Slack, email, and your existing tools. They handle operations end-to-end, learning your workflows, adapting to your preferences, and getting better every week. Request Access See How It Works Core Capabilities What makes them different Not another chatbot. Real AI workers that operate autonomously in your environment. Works in Your Tools Slack, Gmail, Google Workspace, Salesforce, Notion, Linear, browsers. Your AI worker operates in the same environment your team does. No new software. No integrations to build. Learns How You Work Every team has its own way of doing things. Your AI worker observes your processes, remembers preferences, saves skills, and improves continuously. What takes 3 back-and-forths in week one takes zero by week four. Delivers End-to-End This is not a copilot that drafts and waits. Your AI worker handles complete workflows: researches leads, drafts emails, manages calendars, triages inboxes, processes documents, and reports back with results. Managed by Our Team Automat's engineers develop, monitor, and mentor every AI worker. When edge cases arise, we handle them. Your team gets results without becoming AI experts or getting blocked by technical issues. Use Cases Roles they fill Deploy AI workers into key operational roles across your organization. Operations Associate Calendar management, email triage, meeting prep, document processing, vendor coordination, internal reporting Sales Support Lead research, CRM hygiene, proposal prep, competitive analysis, follow-up sequencing, pipeline reporting Customer Success Onboarding coordination, usage monitoring, QBR prep, ticket triage, renewal tracking Finance Ops Invoice processing, expense management, timesheet tracking, budget reporting, compliance documentation Getting Started How it works Get an AI worker deployed and productive in days, not months. 1 Tell us what you need Share the role you need filled and which tools they'll use. We scope the work together. 2 We deploy your worker Within days, we deploy a trained AI worker into your Slack workspace, ready to start. 3 They learn and improve They start handling tasks immediately, learning your preferences and improving every week. "Automat helped us eliminate hours of manual disclosure and document work. Their team moved fast, adapted to our systems, and delivered real impact within weeks." JF Jett F. COO at AmeriTrust Ready to scale your team? Starting at a fraction of the cost of a full-time hire. No long-term contracts. Cancel anytime. Talk to Sales Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automat for Insurance | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automat for Insurance Lucas Ochoa 11.17.2023 Share: In the digital age, insurance companies are embracing innovation to streamline their processes and improve customer satisfaction. The integration of automation in insurance has been a game-changer, transforming tedious manual tasks into efficient, error-free operations. Let’s delve into how automation is revolutionizing the insurance industry, focusing on three key areas: claims processing through PDF extraction, Know Your Business (KYB) verification, and policy administration and servicing. Claims Processing: The Power of PDF Extraction Picture this: a claims process so swift that customers are almost too delighted to grumble. That's the reality with PDF extraction automation. Here's how it works: 1. Instant Data Retrieval: PDF extraction tools dive into heaps of claims documents, pulling out critical data in moments. 2. Error Reduction: The accuracy of this digital deep-dive is unparalleled, slashing the rate of human error. 3. Speedy Service: With data extraction on auto-pilot, claims are processed at a pace that puts the 'rapid' in 'rapid-fire.' Real-Life Scenario: Imagine a hailstorm damages a slew of vehicles. With PDF extraction, hundreds of claims are processed before you can say 'automation.' No lengthy waits, just satisfied policyholders. Know Your Business Verification: Ensuring Trust and Compliance In the financial ecosystem, trust is king, and compliance is its crown. KYB verification automation does the heavy lifting here: Effortless Identity Verification: By automating KYB, insurers can instantly verify the legitimacy of business entities, ensuring compliance with regulatory standards. Risk Management: It spots the red flags in business relationships, protecting against fraud. In Practice: A small business applies for insurance. Automation tools quickly validate its existence, owner details, and credit history, all without breaking a sweat. Policy Administration: A Smooth Sailing Service Managing policies doesn't have to be a bureaucratic nightmare. Automation brings a dream-like quality to policy administration: Automated Updates: From renewals to modifications, everything is updated in real-time. Customer Self-Service: Policyholders can make adjustments to their policies through user-friendly interfaces, cutting down on support calls. Document Management: Say goodbye to paper piles. Digital document handling ensures everything is where it needs to be. Case in Point: A customer wants to add a new car to their policy. A few clicks and it's done—no paperwork, no hassle. Open-Ended Automation: Tailored to Your Workflow Every insurance company has its quirks. That's where open-ended automation steps in, bending and flexing to fit unique workflows. It's the ultimate in customization, ensuring that no matter the process, there's an automation solution that fits like a glove. Why Automat? Automat is not just any platform; it's the maestro of managed automation built and sustained by AI. It's where insurance companies find their automation nirvana, with a suite of tools designed to boost efficiency and accuracy. The future of insurance is automated, and it's a bright one. With Automat's RPA solutions, insurance processes are not just automated; they're reimagined. Whether it's through the meticulous extraction of data from PDFs, the meticulous verification of businesses, or the seamless administration of policies, automation is the key to unlocking unparalleled efficiency and customer satisfaction. ‍ [button] Get Started [button] From the blog Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Read Read Read Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automat for Manufacturing | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automat for Manufacturing Lucas Ochoa 11.25.2023 Share: In the dynamic world of manufacturing, precision and efficiency are non-negotiable. Automat for the manufacturing industry is here to revolutionize the way you manage your manufacturing processes, from production to quality control. Our automation solutions simplify complex operations, allowing you to produce goods faster, smarter, and with unmatched reliability. Transforming Manufacturing Workflows Our automation solutions are designed to streamline every facet of manufacturing operations. Whether you're in automotive manufacturing, electronics, or any other manufacturing sector, Automat can help you navigate the challenges of this competitive industry. Production Optimization Efficient production is the cornerstone of manufacturing success. Our automation tools analyze real-time data, optimize production schedules, and minimize downtime, ensuring that your manufacturing lines operate at peak efficiency. Quality Control Maintaining product quality is paramount. Automat simplifies quality control processes with automated inspections, defect detection, and real-time monitoring. Deliver products that meet the highest standards and customer expectations. Inventory Management Effective inventory management is essential to meet demand while minimizing carrying costs. Automat's solutions help you optimize inventory levels, reduce waste, and ensure that you have the right components at the right time. Custom Workflow Automation We understand that each manufacturing operation has its unique needs. That's why we offer custom workflow automation solutions tailored to your specific production processes. Whether you need to automate production planning, order fulfillment, or quality assurance, we've got you covered. Why Choose Automat for the Manufacturing Industry Efficiency: Our automation solutions optimize manufacturing processes, reducing production costs, and maximizing output. Quality: Automation ensures consistent product quality through precise inspections and real-time monitoring. Customization: We tailor our solutions to suit the specific requirements of your manufacturing operation. Cost Savings: By automating routine tasks and optimizing production, you can achieve significant cost savings. Compliance: We stay updated with manufacturing regulations and standards to ensure that our automation solutions meet industry requirements. Experience the Future of Manufacturing Join the ranks of manufacturing companies that have embraced automation to gain a competitive edge. Automat for the Manufacturing Industry is here to simplify your operations, allowing you to focus on producing high-quality goods efficiently. Say goodbye to production complexities and hello to a more efficient, accurate, and productive manufacturing workflow. Contact us today to learn more about how our automation solutions can benefit your manufacturing operation. ‍ [button] Get Started [button] From the blog Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Read Read Read Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automate the Work Between Docs and the LOS | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Share: 🚀 Built on AI that scales 🚀 We’re not just another mortgage automation tool. Automat leverages cutting-edge model fine-tuning and vision capabilities — like the project OpenAI highlighted — where they used vision fine-tuning to train desktop agents that identify UI elements, boosting RPA success rates by over 272% . OpenAI That same approach powers how we ingest complex broker packages, extract data, and operate durable bots. Trusted by financial & AI leaders Our work is backed by top-tier investors including Initialized Capital , Khosla Ventures , and YC — giving us backing, credibility, and a network of AI & fintech advisors. We partner with AI leaders (like OpenAI, Google) to stay ahead of model innovation and integrate best-of-breed tooling. We're live with Ameritrust , and now demoing with teams like Arc Home — real-world adoption in mortgage/non-QM lending. How we help lenders win Initial disclosures → detect trigger events, validate line items, package & send via DocMagic / DocuTech, confirm receipt, log status changes. Doc classification & indexing → split broker uploads, route, flag missing or non-compliant items. Appraisal extraction & population → derive values, dates, vendor IDs from PDF/XML, auto-fill your LOS, raise exceptions. All of these connect into your LOS actions (MeridianLink + others) so data lands right where your team expects it. AI + RPA with guardrails Train-once, adapt everywhere — show us your process (SOP or screen capture), and we build a resilient automation that can navigate UI changes. Smart document understanding — we ingest mixed file types, extract fields with confidence scores, and push uncertain ones to QC. Human-in-the-loop for exceptions — you define thresholds; most goes fully automated. Compliance & security from day one — SOC 2, ISO-grade controls, deployable in your cloud or ours, with review portals for audit teams. Your fast path to a pilot Send us 20–30 sample files (or a 5–10 min screen recording + your SOP). We configure extraction & workflow steps, define accuracy/QC thresholds. Run the automation in shadow/live mode and validate against your KPIs (processing time, exception rate, accuracy). Scale it to other workflows or verticals. Starting lanes: initial disclosures, indexing, appraisal ingestion — these tend to give rapid ROI. See it live at NAMB Bring a sample loan pack or anonymized biometrics (screenshots, SOP), and we’ll demo: real-time extraction with confidence field population into your LOS error routing, QC, exception handling Book a 15-min session Request a demo Prefer email? [email protected] From the blog Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Case Study Intelligent Document Processing Manufacturing Fortune 500 Transforming Purchase Order Processing with AI-Driven Intelligent Automation Lucas Ochoa 4.4.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal About Automat | AI Automation by Ex-Google Engineers Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Building the Modern Enterprise Automation Platform Traditional automation software is slow & expensive, that’s why we built Automat. It’s 10X faster and 1/10th the price. It lets companies automate their work without a massive team or budget. Our Story Founded by two ex-Googlers who realized the potential of using AI techniques from robotics and applying them to software automations. At Google, their team was tasked with finding product applications of LaMDA in early 2020, & they built over 50+ prototypes integrating LaMDA across Google’s products and services. Eventually Gautam (Automat CTO) would go on to implement multiple demos for Google’s first public Demonstration of LaMDA, the AI test kitchen. Our team of robotics/ai engineers and operators at Automat work out of a former historic brewery, in the sunny San Francisco Mission District. We believe: Agency is for People We believe knowledge work will be primarily done by AI agents, authored by humans. Our goal is to create the tools to make that possible. Build Great Stuff We obsess over craftsmanship. The tools we build should empower and delight the people who use them. Build it Today No matter your role at Automat, we're all makers who take action. We don't wait for solutions; we create them. See a problem? Innovate and resolve it. SF, CA Backed by the best. + Participation from others From the blog Enterprise RPA AI Intelligent Automation Automation Why Companies Are Leaving UiPath in 2026 The $13B RPA market is fracturing. Here's what's driving the exodus from legacy automation - and what the winners are doing differently. Lucas Ochoa 4.10.2026 Read Read Read AI Automation Enterprise Intelligent Automation Zapier and N8N Are Great. They Won't Replace Your Operations Team. Self-service automation tools solve a real problem. But it's a different problem than the one enterprise operations teams face. Pablo Lleras 4.2.2026 Read Read Read AI RPA Enterprise Computer Vision Automation Automat vs Sola: Two AI-Native Approaches to RPA Both platforms use AI to replace legacy RPA. The difference is in how they deliver: self-serve vs. fully managed. Lucas Ochoa 3.19.2026 Read Read Read AI Intelligent Document Processing Enterprise Automation Automat vs ABBYY: IDP Alone Isn't Enough Anymore ABBYY does document extraction well. But documents are only one piece of the automation puzzle. Here's where the two diverge. Gautam Bose 3.5.2026 Read Read Read Enterprise RPA AI Intelligent Automation Automat vs Blue Prism: What's Different in 2026 Blue Prism pioneered enterprise RPA. But the enterprise has moved on. Here's where the two platforms diverge. Pablo Lleras 2.26.2026 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Automat Capabilities | UI Agents & Document Extraction custom code in Webflow (Page Settings > Custom Code > Head Code) ============================================================ --> Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Capabilities Agentic AI that works computers the way people do AI agents that see screens, read documents, click buttons, and navigate legacy systems. Powered by state-of-the-art vision models and managed end-to-end by our engineers, so your team never has to think about automation infrastructure. Contact Sales Explore Demo What We Do Three capabilities, one platform UI automation, document processing, and API integration work together in unified workflows. No separate tools. No integration layer. One platform that handles the full process. UI-Based AI Agents Autonomous agents that interact with any application through the screen, the same way your team does. Powered by frontier vision-language models and real-time computer use. Works on web apps, desktop apps, SAP, Salesforce, Excel, and legacy portals Self-healing: adapts to UI changes automatically, and our team resolves edge cases fast Handles CAPTCHAs, 2FA, bot detection, and session management intelligently Massively parallel: thousands of concurrent agent executions AI Document Extraction Frontier vision-language models that read, classify, and extract structured data from any document. No templates, no training — the AI understands documents out of the box. PDFs, scanned images, handwritten forms, mixed-format packages Invoices, claims, mortgage docs, tax returns, medical records Classification and extraction in a single intelligent step Human-in-the-loop review for edge cases and quality assurance API-Based Automations Orchestrate API integrations alongside agentic UI and document automation in unified workflows. Connect the systems that have APIs with the ones that don't. REST API endpoints for every workflow, ready for integration Combine API calls with screen-level actions in a single process Webhook triggers and scheduled execution Data transformation and routing between systems Why It's Different Not another legacy RPA tool Traditional RPA uses fragile selectors and requires specialized developers. Automat uses frontier AI that sees and understands screens. The difference affects everything: what you can automate, how fast you go live, and how much your team has to worry about. Legacy RPA Automat Selector-based execution (breaks when UIs change) Agentic AI that sees screens and adapts in real time 3-6 months to deploy a single workflow Days to weeks from recording to production 60-70% of effort spent on maintenance Self-healing agents, maintained by our engineering team Requires certified RPA developers and a Center of Excellence Managed by forward-deployed engineers (no hiring needed) Web apps with stable HTML only Any application: SAP, Citrix, web, desktop, terminals Document processing requires a separate IDP tool Documents and screen automation in a single platform Per-bot licensing ($66K+/year + consultants) Usage-based pricing, no per-bot fees Selector-based execution (breaks when UIs change) Agentic AI that sees screens and adapts in real time 1 / 7 3-6 months to deploy a single workflow Days to weeks from recording to production 2 / 7 60-70% of effort spent on maintenance Self-healing agents, maintained by our engineering team 3 / 7 Requires certified RPA developers and a Center of Excellence Managed by forward-deployed engineers (no hiring needed) 4 / 7 Web apps with stable HTML only Any application: SAP, Citrix, web, desktop, terminals 5 / 7 Document processing requires a separate IDP tool Documents and screen automation in a single platform 6 / 7 Per-bot licensing ($66K+/year + consultants) Usage-based pricing, no per-bot fees 7 / 7 Read the full comparison: AI RPA vs Traditional RPA How It Works From recording to production in four steps You bring the process knowledge. We handle the technology. 1 Share your workflow Record your screen, share an SOP, or describe what you need automated. Whatever format works for you. 2 We build it Our forward-deployed engineers build and train the AI agents, configure document extraction, and handle edge cases. 3 Test and validate We run the automation against your real data, verify accuracy, and tune until it meets production standards. 4 Run in production Agents run at scale with full monitoring, observability, and ongoing engineering support from our team. 80% Lower operational cost 10x Faster deployment 1000s Parallel runs per day 0 Maintenance on your end Works Everywhere Any application, any platform If your team can see it on a screen, our AI agents can operate it. No APIs, connectors, or custom integrations required. SAP GUI SAP S/4HANA Salesforce NetSuite Workday ServiceNow Excel & Google Sheets QuickBooks Web Applications Desktop Applications Government Portals EHR Systems Any Browser-Based Tool Learn how we automate enterprise systems without APIs Security and Compliance Enterprise-grade from day one Every deployment meets the security and compliance standards that regulated industries require. No add-ons. No premium tier. Built in. SOC 2 Type II Audited security controls HIPAA Healthcare data protection GDPR EU data privacy compliance ISO 27001 Information security management Audit Trails Every action logged with screenshots. Full transparency for compliance review. On-Premise Execution Automat's platform runs in the cloud. When your workflows require it, agents can execute directly inside your own infrastructure, keeping sensitive data on-prem. Granular Permissions Role-based access controls with team-level isolation and data boundaries. Coming Soon Automat Workforce AI teammates that collaborate with your team in Slack, email, and the tools you already use. Each agent has a growing skill set, learns from every interaction, and builds persistent memory of your processes and preferences. They don't just follow instructions — they get better over time, develop domain expertise, and proactively surface what needs attention. Get Early Access Questions Frequently asked questions How is this different from UiPath, Automation Anywhere, or Blue Prism? Legacy RPA relies on CSS selectors and element IDs to interact with applications — when a UI changes, the bot breaks and your team has to fix it. Automat uses frontier vision-language models that see screens the way a human does, so agents self-heal through most changes automatically. When something does need attention, our engineering team handles it fast. We deliver the entire solution as a managed service, so you never need to hire RPA developers or build a Center of Excellence. What applications can Automat work with? Any application that runs on a screen. Web apps, desktop software, SAP, Salesforce, NetSuite, Workday, ServiceNow, Excel, QuickBooks, government portals, EHR systems, and proprietary internal tools. If your team interacts with it using a mouse and keyboard, our AI agents can operate it. No API access required. Do we need to hire RPA developers? No. Automat is a managed service. Our forward-deployed engineers build, deploy, and maintain every automation. Your team provides the process knowledge (a screen recording, SOP, or description) and we handle the technology. This typically costs less than the internal team it replaces. How long does it take to deploy an automation? Most automati Automat for E-Commerce | Automat Skip to main content Announcing $19M in total funding OpenAI x Automat Close Announcement Banner How it Works Document Processing Workforce Careers About Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Contact Sales Explore Demo Explore Demo Explore Demo Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Case Study Automat for E-Commerce Lucas Ochoa 11.17.2023 Share: The realm of e-commerce is evolving at a breakneck pace, and with it, the need for efficiency and automation in online shopping is becoming increasingly crucial. Imagine a world where e-commerce operations are set on autopilot, where order refunds are managed with ease, account administration is a breeze, and discounts are implemented systematically. This isn't a glimpse into a distant future; it's the current state of play, thanks to the advent of automation in e-commerce. E-Commerce on Autopilot The push for automation in e-commerce is driven by the need to streamline processes for a smoother customer and business experience. Let's take a closer look at how automation is making waves in the online marketplace. Efficient Order Refunds: Keeping Customers Happy Order refunds are a reality in e-commerce, but they don't have to be a pain point. Automation turns this necessary evil into a seamless process: Automated Processing: Refunds no longer require tedious manual input. Automated systems can process returns and issue refunds without a hitch, maintaining customer trust and satisfaction. Instant Resolution: Customers no longer have to wait for days. Automated refunds mean instant gratification, which translates to positive reviews and repeated business. Reduced Errors: With less manual handling, the chances of errors plummet, keeping both your accounts and customers content. Real-Life Example: A customer accidentally orders the wrong size of shoes. They request a refund, and within hours, the automation system processes the return, issues the refund, and updates inventory, all while the customer receives real-time updates. They're left impressed and more likely to shop again. Streamlined Account Administration: Efficiency at Its Best Account administration is a vital cog in the e-commerce machine. Automation ensures this cog turns smoothly: Self-Service Portals: Automated account management tools empower customers to handle their details, orders, and preferences, cutting down on support tickets. Data Synchronization: Keep customer data in sync across platforms with automation, ensuring a unified shopping experience. Security: Enhanced security protocols through automation protect both the customer and the business from data breaches. Discount Creation: The Smart Way to Save and Sell Discounts can drive sales, but managing them can be cumbersome. Automation handles the heavy lifting, setting up discounts systematically and strategically: Timed Discounts: Schedule sales and discounts with precision, ensuring they go live at the most opportune moments for maximum impact. Personalized Offers: Use customer data to generate custom discount offers, increasing engagement and loyalty. Inventory-Based Discounts: Automatically adjust discount levels based on inventory, optimizing stock levels and maximizing profits. Custom Workflow Automation: Your Personalized E-Commerce Engine Every e-commerce business has its unique needs and challenges. Custom workflow automation solutions from Automat cater to these specific requirements, offering flexibility and control: Tailored Solutions: Develop custom automation that aligns perfectly with your business goals and operational needs. Integration: Seamlessly integrate with existing systems to enhance functionality without disruption. Scalability: Grow your automation capabilities as your e-commerce business expands, ensuring you're always ahead of the curve. Why Automat for Your E-Commerce Automation? At Automat, we understand the e-commerce landscape's complexities and the need for streamlined, efficient processes. Our managed automations are built and maintained by AI, providing an unmatched level of precision and reliability. The fusion of e-commerce with automation isn't just inevitable; it's already here. As online shopping becomes more prevalent, the demand for faster, more efficient, and error-free processes is paramount. Automat stands at the forefront of this revolution, offering bespoke automation solutions that turn the gears of your e-commerce engine with finesse and power. ‍ [button] Get Started [button] From the blog Case Study Automate the Work Between Docs and the LOS Faster filings. Fewer touches. Happier teams. Shareef El-Sayed 10.16.2025 Read Read Read Enterprise Case Study Intelligent Automation Use automat or UI path? Choosing the Right RPA Solution: Automat vs. UiPath Lucas Ochoa 8.5.2024 Read Read Read AI Automation Case Study Computer Vision Automat Saves Top Bank 7 Figures in Mortgage Application Review Process Using AI document extraction and RPA the bank is able to achieve 7 Figures of savings Gautam Bose 6.1.2024 Read Read Read Case Study Revolutionizing Automation with AI: How Automat is Leading the Change Lucas Ochoa 4.17.2024 Read Read Read Case Study From Google to Automation Innovation: The Foundation of Automat Lucas Ochoa 4.17.2024 Read Read Read Previous Previous Next Next Footer SAN FRANCISCO, CA EST. 2023 Email Address Stay in Touch Stay in Touch Stay in Touch Thank you! Your submission has been received. Oops! Something went wrong while submitting the form. Product Platform Capabilities Enterprise Company About Careers Contact Us Resources Terms of Use Privacy Policy Compliance Social LinkedIn Facebook X (Twitter) All systems normal