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Efficient workflow management is important for any business success, and form submission is the one bottleneck that every business faces. Manual processes are time-consuming, have high chances of error, and are lengthy. In this case study, let’s figure out how Relu has developed a form submission automation solution that changed clients’ operations and streamlined the entire workflow by delivering impactful results.
Project Overview
Our client runs a mid-sized enterprise and often faces challenges like managing their daily operations due to the repetitive and time-intensive task of manually filling out the submission forms across multiple platforms.
The client found it difficult to manage thousands of form submissions, each requiring data from Airtable and Excel. To improve the process, we have created an automation that extracts the data from the platform and populates the forms automatically. It removed the errors of manual entry and increased efficiency. .
Relu gave the solution by designing an automation form submission for their frequently used web forms. This process not only reduced the manual labor but also enhanced the efficiency of the business. Leveraging our expertise in automation and workflow optimization we aim to deliver seamless, scalable, and user-friendly solutions.
Roadblocks faced by the client
There are multiple areas where the client was getting stuck during their form submission process:
Time-consuming manual process: Employee spends hours of their day filling out similar web forms repeatedly. This reduces their productivity on a higher-value task.
Data accuracy issues: Manual data entry invites high chances of error. This resulted in rework and inconsistencies in submitting the information.
Fragmented data sources: Client key data resided in tools like Airtable, Google Sheets, and Excel. This required extensive manual intervention to prepare and submit the report.
High operational costs: The inefficiency of the processes caused an increase in labor costs and delayed workflow. This impacted the entire business agility.
The solution to the problems
Relu has built a comprehensive web forms automation solution that focuses on client needs, to address these challenges. Here’s how the problem has been handled by our expert team:
Understanding the workflow and key pain points
We conducted a detailed discussion about the client to map their current form submission process. This helped us to identify the exact forms, platforms, and workflows they are struggling most with.
Developing a centralized automation framework
Robust tools and API are the solution here. We have developed a system that could automatically pull data from Airtable to transform the required formats. This automatically fills forms on each website. Our approach included:
Airtable integration: We connected the Airtable with automation tools. This allowed seamless data extraction and transformation.
Browser automation scripts: We used technologies like Selenium and Puppeteer to program the bots that navigate through the website, populate the form fields, and handle form submissions without human intervention.
Error detection: We designed built-in checks to ensure that no issues come into the picture like missing data or submission failure.
Customization for client-specific needs
Relu understands that every business has specific needs and goals to meet. To cater to the needs of this business we designed a customizable automation workflow for different departments within the client organization. This allowed the system to adapt to different form submission rules across various platforms.
Ensuring data security and compliance
To maintain data security, we have implemented encryption protocols for storing sensitive information. We followed the industry's best practices to handle client data across forms
Results
Our form submission automation solution delivered transformative results for the client. More details about the impact we created:
80% reduction in time spent on form submissions
Tasks that once took hours were completed within a few minutes. This frees up the employee to dedicate their time to more strategic activities. We have also automated the repetitive task to save constant form submissions.
Enhanced accuracy
Automation reduced manual errors and ensured all submissions were consistent and reliable.
Streamlined operations
The integration strategy with Airtable and other tools improved the process of data handling. Thus, making the workflow smoother from data entry to form submission. All the data is stored centrally for smooth access.
Cost savings
Automating the repetitive tasks helped the client reduce labor costs and improve overall efficiency.
Beyond proving a successful solution for this particular client, this works perfectly for any business or individual grappling with similar challenges. Whether it is about automating form filling for administrative tasks, managing client information, or submitting regulatory documents, web form automation can help achieve consistent, reliable, and scalable results.
Conclusion
The success of this project proved the transformative power to automate form submission. By using tools like Airtable and browser automation, businesses can reduce manual effort, improve accuracy, and scale their operations effortlessly.
If your organization needs a break from inefficient manual form submission, let us help you build a customized solution to automate your workflow.
