Automotive Expertise and GED Workflow Automation

The project involves automating the retrieval, processing and integration of expert responses and PDF reports. Depending on the case, this information may be retrieved directly from automotive assessment portals or received by email, potentially as a PDF attachment.

Current process

A pro forma invoice is created and added to the relevant case on a portal. Twice a day, it is necessary to check whether a response or report is available, either directly on the assessment portal or potentially in an email inbox.

When a report is available, the following steps must be completed:

- open the relevant case;
- open the PDF assessment report from the portal or email;
- identify the amount approved by the expert;
- compare it with the amount on the pro forma invoice;
- download the report;
- upload the report to the CRM’s document management system;
- issue the final invoice;
- download the invoice;
- print a paper copy of the invoice;
- upload the invoice to the relevant portal.

If the amounts do not match, the case must be forwarded for review. If no response is available, the case remains pending and may require a follow-up.

Objective

Determine whether all or part of this process can be automated reliably, including whether the reports can be retrieved directly from the portals or automatically detected in incoming emails.