RPA (Robotic Process Automation) is not new. What changes with Power Automate Desktop + AI Builder is that now you automate the legacy system screen AND add document understanding, visual validation and decision making based on confidence.
When RPA is still the right answer
- The core system (ERP, CRM, internal) does not expose APIs or requires vendor change to enable them.
- System replacement would cost 10x what automating with RPA would cost for 2-3 years.
- The process is repetitive, high volume and latency-tolerant (batch, not real-time).
- The system interface is stable (does not change UI every 3 months).
The AI twist: what is new
With Power Automate Desktop + AI Builder, the robot can: read unstructured PDFs with context-based field extraction, validate screens with computer vision (is the button enabled? did the field fill?), make yes/no decisions by rules with confidence score, and handle exceptions without human intervention when confidence is >95%.
Real case: bank reconciliations
Client with old ERP without reconciliation API. 4 people spent 3 hours/day reconciling 200+ transactions. RPA with PAD: downloads bank statements (browser), validates against ERP (UI), flags discrepancies, sends email to Controller with summary. Total time: 25 minutes, unattended. ROI in 4 months.
When NOT to use RPA
- The process is real-time or requires <1s latency. RPA is slow by design.
- The UI changes every sprint. The robot breaks every week.
- There are more than 3 legacy systems in chain. Orchestration becomes unmanageable.
- Volume is <50 transactions/day. Development + maintenance cost does not pay off.
14+ years leading enterprise digital transformation projects in LATAM and Europe. Founder of TIKAL SOLUTIONS.
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