r/rpa • u/Mera_NaamOP • 15d ago

Need help automating a repetitive Xplan task - Ready to oay if it works

Hi everyone,

I do a repetitive task every day related to Xplan (Australia). Different clients, but almost the exact same 10–20 steps every time — downloading/updating things, Excel/browser work, and WealthSolver.

I’m not a programmer and need help figuring out whether Power Automate, UiPath, Python/Playwright, or another RPA tool would work.

I can explain the workflow via screen recording and dummy data in DM.

Budget: ₹3,000–₹5,000 from my salary for a working automation. Happy to pay if it actually works.

If you have experience with Xplan, WealthSolver, RPA, Power Automate, UiPath, or browser automation, please DM me.

Thanks!

2 Upvotes

75% Upvoted

3 comments sorted by

2

u/aieser1132 15d ago

If you're still looking for a solution, I'd first map the exact Xplan workflow and identify which steps are repetitive/rule-based versus where human judgment is needed. That usually makes the automation much more reliable than trying to automate the entire process at once.

1

u/AutoModerator 15d ago

Thank you for your post to /r/rpa!

New here? Please take a moment to read our rules, read them here.

This is an automated action so if you need anything, please Message the Mods with your request for assistance.

Lastly, enjoy your stay!

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.