AI TOOL PROFILE

Zoho RPA: Robotic Process Automation Software

Zoho RPA helps business owners and operations managers automate rule-based, repetitive tasks. It is designed for teams that need to connect legacy desktop apps with cloud services without using APIs.
  • Operations
  • Workflow Automation
  • Small businesses
  • Mid-market companies
  • Users of legacy desktop applications
  • Operations managers with rule-based workflows

Pricing

Zoho RPA offers a free plan for basic automation and a 15-day free trial.

At a glance

Best for
Small businesses, Mid-market companies, Users of legacy desktop applications, Operations managers with rule-based workflows
Key use cases
Data Entry and Web Scraping, Document Data Extraction, Back-Office Operations, IT Support Automation, HR Administration
Visit Zoho RPAZoho RPA software interface screenshot

How AI is used

Zoho RPA is a robotic process automation tool designed to handle high-volume, routine tasks by replicating UI actions. Users can record on-screen movements and convert them into reusable workflows that a bot executes across different operating systems and applications.

The software supports businesses that rely on a mix of legacy desktop software and web apps. It can perform actions like filling forms, moving files, and manipulating Excel data, which may reduce manual data entry between disconnected systems.

Buyers should note that some features, such as OCR and AI document processing, are specifically supported on Windows. The tool is intended for those who need to automate standard, rule-based processes that can be clearly defined.

Because it interacts with the user interface of existing software, it can be added to a tech stack without requiring changes to the underlying systems.

Key Features

  • RPA Recorder

    Captures on-screen steps and converts them into automated workflows.

  • Cross-Platform Automation

    Supports task automation across Windows, Mac, Linux, and web applications.

  • AI Document Processing

    Designed to extract key data from PDFs and images.

  • Excel Automation

    Supports listing, sorting, filtering, and applying formulas in Excel 2013, 2016, and 2019.

  • Cloud App Connectivity

    Includes pre-built tasks for over 1,000 cloud applications to sync data and trigger workflows.

  • File and Folder Management

    Supports tasks such as moving, copying, and batch renaming files in directories.

Use Cases

  • Data Entry and Web Scraping

    Automating the filling of web forms and extracting data from websites.

  • Document Data Extraction

    Converting scanned documents or PDFs into digital data using OCR.

  • Back-Office Operations

    Supporting stock audits, order processing, and returns management in retail.

  • IT Support Automation

    Handling routine tasks like password resets and software installations.

  • HR Administration

    Automating employee record management and recruitment processes.

FAQ

What is Zoho RPA used for?

It is used to automate routine, rule-based tasks by recording on-screen actions and replicating them via software bots across various applications.

Does Zoho RPA work with old software?

Yes, it is designed to work with legacy desktop applications by interacting with the user interface, which may remove the need for an API.

Is there a free version of Zoho RPA?

Yes, Zoho RPA offers a free plan for basic automation requirements, as well as a 15-day free trial.

Source category: Operations

Source subcategory: Workflow Automation

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