A robot that clicks on the screen is the answer for systems that cannot be connected any other way. If a program has an API, an agreed way of exchanging data with other programs, a direct connection is usually more stable. It does not break when the screen layout changes, and it does not need a computer for the robot to log on to.
The same applies to Microsoft 365 applications. For Outlook, Excel or SharePoint, you do not build a robot that clicks through windows, but a cloud flow with a ready-made connector. Keep the robot for old programs that have no such option.
The role of robots in invoicing has also changed. Since 1 February 2026, every company in Poland has received invoices through KSeF, Poland’s National e-Invoicing System, and since 1 April 2026 most companies have also issued them there. Invoices from domestic suppliers therefore arrive as structured data. As a result, retyping them from PDFs is no longer a typical first job for a robot.