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ThriveLab, a forward-thinking Hormone Replacement Therapy service provider specializing in client scheduling and resource allocation, faced operational challenges in managing time slot data. To streamline their appointment scheduling process, ThriveLab needed an automated solution to scrape booking slot information from their portal and store it efficiently in Google Sheets for daily use.
ThriveLab’s manual process for managing and updating booking slots involved:
This manual method was repetitive, time-consuming, and prone to human error. It also posed challenges in keeping the data updated in real-time, impacting resource allocation and scheduling efficiency.
To address these challenges, ThriveLab implemented an RPA (Robotic Process Automation) solution that automated the process of scraping time slot data and updating the Google Sheet. The key steps included:
1. Initial Assessment:
ThriveLab’s booking and scheduling workflow was analyzed to identify inefficiencies and map out automation requirements. The need for daily updates, except on weekends, was confirmed as a crucial component.
2. Automation Development:
Using UiPath, an automated bot was developed to:
– Log into the ThriveLab booking slot scraper portal.
– Navigate through various locations (states) and extract available time slot data.
– Store the retrieved data into a pre-configured Google Sheet for team access and updates.
– Schedule the bot to run daily, excluding weekends, to ensure timely and consistent data updates.
3. Customization:
The bot was customized to handle changes in portal layout and dynamic content loading to ensure it could effectively retrieve data without manual intervention.
The implementation was conducted in several phases:
1. Planning & Development:
An analysis of the portal structure and Google Sheet integration requirements was performed. Automation scripts were written to securely log in, navigate, and extract time slot data efficiently.
2. Testing:
The bot was tested with different portal scenarios, such as varying data loads and location formats, to ensure robustness. Minor bugs related to data formatting and login inconsistencies were resolved during this phase.
3. Deployment:
The solution was deployed in ThriveLab’s live environment within three weeks. The bot was scheduled to run automatically every day except Saturdays and Sundays, keeping the Google Sheet updated.
4. Training & Support:
ThriveLab’s scheduling team received training on bot operation and maintenance. Comprehensive post-deployment support was provided to ensure seamless functioning and rapid issue resolution.
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ThriveLab experienced significant improvements in their scheduling operations:
The automated solution transformed our time slot management process. We now have up-to-date scheduling data available daily, which has streamlined our resource planning and improved our response time for client appointments.
If your organization is looking to streamline data management processes and eliminate repetitive tasks, contact us today to learn how our tailored automation solutions can enhance your efficiency.
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