Use-cases for rule-based automation


In my last post post I introduced different alternatives to simplify the creation of RPA bots. In this post I dig deeper into one of those approaches: rule-based automation.

Rule-based automations are based on triggers and actions, and are simple and linear. However, they can be user to support very interesting automations. Rule-based automations are easy to implement, to test and to deploy, making them an ideal candidate to start an automation journey. In this post we present 4 different use-cases for rule-based automation.

On-boarding Process For New Clients

A new client opens an account in a bank and a sequence of marketing emails is sent to him about the features offered by the bank’s e-banking system. A simple rule can be created to This increases customer satisfaction.

Alerting on time-sensitive Events

A client needs to provide documents to continue with a business process, for example, a loan or credit card request. A time sensitive trigger can be used to setup an email reminder after a certain time has passed. This improves the customer experience and releases employees to perform more productive tasks.

Auditing and Compliance

In certain domains, auditing and compliance can be a burden for operations. Rule-based automations can easily add an audit trail or be designed to have audit trails built in. This implies that the team that designs the rule can focus on the business value of the automation while the audit trail is generated behind the scenes by the rule processing engine.

Automatic Acceptance/Denial of requests

A user fills out a form in a website to request a service. Rule-based automation can enable an automatic response based on the contents of the form. A simple processing can even be done to generate some custom report or quote to send the prospect or client. This way, only accepted requests get to a human operator, thus improving the efficiency of the workforce.


While rule-based automations are very simple to create and limited, there are still several use-cases for them to improve the efficiency of an organization. The compound value of these rules adds up to improve the overall productivity of the organization.

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