OCR (Optical Character Recognition), automatisation des PDF et autres améliorations de Zoho RPA
Zoho RPA est une plateforme d'automatisation des processus robotiques conçue pour accélérer et simplifier vos workflows. Elle permet de connecter facilement vos applications cloud à vos systèmes existants, même ceux qui ne disposent pas d’API, afin d’automatiser les tâches manuelles et répétitives. Résultat : vos équipes peuvent se concentrer sur des missions à plus forte valeur ajoutée.
Au cœur de Zoho RPA, on trouve les "flows" – des processus automatisés composés d’un déclencheur (trigger) et d’une ou plusieurs actions. Par exemple, vous pouvez créer un flow qui s’exécute chaque jour : il récupère les données de votre application de gestion de stock, les insère dans un fichier Excel, puis vous l’envoie par email. Tout cela, sans aucune intervention humaine. La plateforme est no-code, ce qui signifie que vous n’avez pas besoin de compétences en programmation. Il suffit de glisser-déposer des éléments pour créer vos automatisations en quelques clics. En bref : Zoho RPA vous aide à automatiser intelligemment sans complexité technique.
Ce que peut faire Zoho RPA
- Automatisation des applications Windows - Zoho RPA permet d’automatiser les applications Windows. Le robot peut effectuer des clics, saisir du texte ou encore extraire des données depuis des fenêtres Windows, exécutant ainsi les tâches avec une précision et une rapidité remarquables.
- Automatisation web - Avec Zoho RPA, vous pouvez automatiser des tâches dans les navigateurs web. En enregistrant vos interactions (clics, saisies de texte, etc.), l’outil les transforme en une séquence d’actions que vous pouvez intégrer dans vos workflows.
- Automatisation de Microsoft Excel - Zoho RPA offre un ensemble complet d’actions pour Excel. Vous pouvez lire des données depuis des feuilles de calcul, en saisir de nouvelles ou encore créer des feuilles. L’un de ses avantages clés est sa capacité à transférer facilement ces données vers des applications cloud, réduisant ainsi les saisies manuelles.
- Automatisation des fichiers et dossiers - Grâce à Zoho RPA, vous pouvez gérer vos fichiers et dossiers de manière automatisée : création de dossiers, copie ou déplacement de fichiers/dossiers, récupération de fichiers depuis un dossier, etc.
- Enregistreur RPA - Zoho RPA dispose d’un enregistreur performant pour Windows et le web. Il enregistre vos interactions (clics, saisies de texte…) et les convertit en actions pour générer automatiquement des flux de travail, sans avoir besoin de faire glisser les tâches manuellement. Vous pouvez facilement modifier ou supprimer des actions, voire réenregistrer certaines étapes si nécessaire.
- Intégration avec les applications cloud - La plateforme est compatible avec plus de 800 applications cloud, facilitant ainsi l’intégration de vos processus automatisés à votre écosystème numérique.
- Déclencheurs de flux RPA - Les flux peuvent être déclenchés via un appel webhook provenant d’un service tiers, planifiés pour s’exécuter à une heure ou une fréquence définie, ou encore être lancés à partir d’un événement sur le poste de travail. Plusieurs déclencheurs sont disponibles : raccourcis clavier, lancement ou fin d’un processus Windows, ou encore événements sur des fichiers/dossiers (comme la création d’un nouveau fichier).
- Fonctions personnalisées avec Deluge - Vous pouvez écrire votre propre logique métier grâce aux fonctions personnalisées, en utilisant le langage propriétaire Deluge.
Grande nouveauté : Zoho RPA évolue
Que vous utilisiez Windows, macOS ou Linux, votre outil d’automatisation s’adapte à votre environnement et monte en puissance. Voici ce que vous pouvez attendre de cette mise à jour :
Zoho RPA est désormais intégré à Zoho One
Cela signifie que vous pouvez automatiser tous vos flux de travail, directement depuis l’environnement Zoho. Que ce soit pour traiter des commandes clients dans Zoho CRM ou classer automatiquement des pièces jointes dans Zoho Mail, tout devient plus simple.
Voici ce que vous y gagnez :
- Une communication fluide entre vos apps Zoho et outils internes, même sans API
- Un outil d’enregistrement sans code pour capturer vos processus métier
- Un tableau de bord unique pour tout gérer : bots, statuts, performances
Utilisateurs Windows : OCR optimisé + meilleure gestion des PDF
Pour les utilisateurs Windows, Zoho RPA bénéficie d’une mise à jour majeure avec l’intégration native de l’OCR (reconnaissance optique de caractères) et de fonctions avancées d’automatisation des PDF.
Parmi les nouveautés :
- Lecture et extraction de données à partir de factures, reçus ou formulaires numérisés
- Automatisation des flux de validation, de classement et d’archivage de documents
- Conversion de texte scanné en données exploitables, en toute simplicité
C’est une avancée décisive pour des secteurs comme la finance la logistique, où la gestion documentaire fait partie du quotidien. Voici un exemple:
Traitement automatisé des factures avec OCR
- Problématique
- Une enseigne de distribution reçoit chaque mois des centaines de factures numérisées et saisit manuellement les données dans Zoho Books.
- Solution
- Un bot Zoho RPA surveille en continu un dossier pour détecter de nouveaux fichiers PDF.
- À chaque nouveau document, il utilise l’OCR pour extraire le numéro de facture, la date et le montant.
- Il vérifie ensuite ces informations en les comparant aux bons de commande ouverts dans Zoho Books.
- Enfin, il enregistre la facture dans Zoho WorkDrive et met à jour automatiquement l’enregistrement correspondant dans Zoho Books.
Utilisateurs Mac et Linux : l’automatisation web est désormais disponible !
Les utilisateurs Mac et Linux peuvent désormais profiter d’une automatisation web complète grâce à Zoho RPA.
Ce que ça change
- Automatisation des tâches courantes dans le navigateur : remplissage de formulaires, extraction de données, tests web.
- Compatibilité étendue avec les navigateurs Ulaa, Chrome, Edge et Firefox.
- Bots capables de fonctionner sans accroc sur toutes vos sessions de navigation.
Quel que soit votre système d’exploitation, donnez vie à vos processus web sans changer d’outil ni de plateforme. Voyons ensemble un nouvel exemple d’utilisation :
Récupération automatisée de prospects depuis des portails web
- Problématique
- L’équipe commerciale SaaS B2B saisit manuellement les prospects provenant d’une plateforme tierce dans Zoho CRM.
- Solution proposée
- Le bot Zoho RPA se connecte quotidiennement au portail.
- Extrait les nouveaux leads et formulaires.
- Puis crée automatiquement les prospects dans Zoho CRM et envoie une notification à l’équipe de vente via Zoho Cliq.
Cette innovation marque un tournant majeur dans la mission de Zoho : rendre l’automatisation accessible à tous les utilisateurs d’entreprise.
Prêt à libérer tout le potentiel de l’automatisation ? Commencez dès maintenant sur zoho.com/rpa ou depuis votre tableau de bord Zoho One !
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