Managed Zoho RPA
Most of what eats your week is dull, not hard. Somebody signs in to a vendor portal at 8 a.m., copies a table of figures into a spreadsheet, then keys the same figures into a second system. Managed Zoho RPA takes that loop over, runs it inside your own Zoho account, and keeps it running after the portal changes.
With Cascadia you get
Plenty of manual work does not deserve a bot. Before we build anything, we sit with your team and list what they repeat. Each candidate then gets a score for volume, how clear the rules are, and how often the screens move. A task done twice a month with five exceptions loses to one done two hundred times with none.
Half a record is worse than no record, because someone has to find it and fix it by hand. Every flow gets error branches, retry rules for passing problems like a slow page or a dropped session, and a clean stop when a button or field it depends on has moved. The exception then goes to a named person.
A bot needs logins, and those logins have no business sitting in a flow that anyone with edit rights can open. Credentials go in the vault, each scoped to the single flow that needs it. We rotate them on a schedule, so a password changed at the bank does not quietly break Tuesday's run.
What you get
Managed Zoho RPA includes all 20 of these, set up and looked after by our team.
Tell us how your team uses Zoho RPA and we will take it from there.
Recording a sequence of clicks and getting it to run once takes an afternoon. The hard part comes later: surviving a screen redesign, handling the invoice layout the recording never saw, and learning about a failure from an angry customer instead of an alert. That work is the first thing to get postponed.
| What to compare | How Cascadia handles it |
|---|---|
| Choosing what is worth automating | Each candidate is scored on volume, rule clarity, and screen stability. Effort goes to the processes that give hours back, not the ones that were merely irritating to watch. |
| What happens when a run fails | Every flow ships with error branches and retry rules. A failed run ends cleanly, alerts us, and hands the exception to a person, so no half-keyed record reaches your books. |
| When a vendor redesigns a screen | Repairs sit inside your monthly plan. We watch for the failure pattern that usually means a redesign, then fix the flow, so the automation does not lapse for three weeks before anyone notices. |
| Where the logins actually live | Credentials sit in the vault, scoped to one automation each, and rotate on a schedule. When someone leaves, access can be reviewed and revoked in one place, without opening every flow to hunt for a password. |
| Knowing whether any of it worked | Runs completed, failures by flow, and hours given back are all tracked, and we send the numbers to Zoho Analytics. You see a trend line instead of a feeling that things seem quieter. |
| What it costs next month | One published monthly plan with a set number of hours for keeping bots running and building new ones. Larger buildouts can be quoted as a project, so there is no surprise invoice after a vendor redesigns its site. |
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Accounts payable is high volume and rule driven, which suits a bot well. Our flows open the invoice or statement, pull the vendor, number, date, and total, check them against your own records, and post the result into Zoho Books. A total that does not reconcile, or a vendor that does not exist, goes to a person instead of the ledger.
Get StartedEvery supplier, carrier, and bank runs its own portal, and few of them offer a connection. We automate the daily sign-ins, downloads, uploads, and status checks. Results land where your team already works, so nobody starts the morning with fifteen browser tabs and a list of passwords.
Get StartedSome systems are too embedded to replace and too old to integrate. Here the automation works through the interface itself, using agents installed on the machines that run the software. The program you are stuck with for another three years stops costing someone several hours a week.
Get StartedStarting from nothing, or inheriting a folder of macros somebody wrote two years ago, you get the same first step: a look at what your team actually repeats.
Discovery begins with watching your team work, step by step, and that includes the spreadsheet macros and scripts living on one person's laptop. Every candidate then gets scored for volume, how clear the rules are, and how often the underlying screens change. You get a ranked list, not a pitch for automating everything.
Get StartedNext comes account setup. We install and register agents on the machines that need them, then build the highest value flow end to end: the happy path, error branches, retry rules, vaulted credentials, and the schedule or trigger. It runs against real data before anyone relies on it.
Get StartedAfter that comes the ongoing work. Every run is watched, failures are alerted and diagnosed, and flows get repaired when a vendor moves a screen. Credentials rotate on schedule, and the next processes on the ranked list get built as your plan's hours allow. Each month you receive a summary of runs completed, failures and their causes, hours taken back, and what we plan to build next. Requests are usually done within two business days.
Get StartedPricing
Three monthly plans that cover any Zoho apps, whether you run Zoho One or individual apps. Pricing is by hours of Zoho work, not by users or apps.
Essentials
$250/mo
Every Month
Plan Extras
Growth
$500/mo
Every Month
Plan Extras
Scale
$1,000/mo
Every Month
Plan Extras
Every Plan Includes
How the Hours Work
Plan Requirements
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Want the wider picture? Every Zoho app we set up and run is listed on the Zoho services page.
See All Zoho ServicesStill have a question?
It is a monthly service in which we run your Zoho RPA environment for you. That covers process discovery, agent setup, the automation flows themselves, schedules and triggers, exception handling, credential care, run monitoring, and reporting on what the bots did. Ongoing changes are included. When a vendor redesigns a screen and a flow breaks, it gets repaired instead of being abandoned.
Zoho RPA is Zoho's robotic process automation product. It works software the way a person does, by clicking, typing, and reading the screen, so it can automate systems that offer no integration. It handles web automation, desktop and legacy application automation, document and data extraction, scheduled and event based triggers, and run queues, and it connects to Zoho CRM, Books, Flow, and Analytics.
Zoho RPA is licensed separately from the standard Zoho One bundle, so check your current plan before assuming it is included. Our Managed Zoho One service covers management, not licensing, and it includes RPA among the Zoho applications you run. Zoho bills your licenses at its own rates, and we add no markup.
Good candidates are high volume, rule driven, and stable. Copying figures between two systems, pulling a vendor report every morning, keying invoices, reconciling statements, and updating records in a portal with no API all qualify. Work that needs judgment on every case usually does not. We score candidates on volume, rule clarity, and how often the screens change, then build whichever pays back first.
They solve different problems. Zoho Flow connects applications through supported APIs, which is steadier, so it is the first choice wherever it works. RPA covers systems with nothing to connect to, such as legacy desktop software, vendor portals, and web apps with no integration. We use Flow where Flow fits and keep RPA for the gaps.
We usually hear about it before you do. Each flow has error branches and retry rules, and we alert on failures and on runs that never started. Broken flows are diagnosed and repaired under the monthly plan. A bot that meets something it does not understand stops cleanly instead of half finishing a record, and your monthly summary lists each failure and what we changed.
This is the most common reason a bot stops. A moved button or renamed field makes the flow fail at a predictable step, and the failure pattern is how we spot it. We open the portal, update the affected steps, test against real data, and turn the schedule back on. Repairs are covered by your monthly hours, and requests are usually done within two business days.
Yes, and that is usually why people use it. RPA works at the interface level, so it does not care whether the target is a Zoho product. We automate vendor portals, banking sites, supplier systems, government filing screens, and internal tools built years ago. If the target does offer an API, we use that instead, because a supported connection breaks less often than a screen.
Yes. Desktop and legacy automation is often the highest value part of an RPA project, since nobody will replace those systems and nobody has integrated them. We install and register agents on the machines that run the software and build flows against the actual application windows. We also prepare the run environment so the automation reaches the desktop it needs.
For desktop and legacy software, yes: the agent runs on a machine that can reach the application, and that machine has to be available at the scheduled time. During setup we pick the machine with you, register the agent, and alert us if a run never starts, which is the usual sign that the machine is off or signed out.
Most clients have a working automation in live use within three to four weeks. Week one is discovery and environment setup, with agents and permissions included. The next two weeks go to building and testing the highest value flow against real data, with exception paths built alongside it. Then we work down the ranked list from discovery.
You do. Everything sits inside your own Zoho subscription under your company name: the flows we build, the run history, and the credentials. Nothing hides behind an agency account, so there is no export to negotiate. If you bring the work in house or move to another provider, the automation is already yours and stays where it is.
Credentials go in the vault, not into a flow. Each is scoped to the one automation that needs it and rotated on a schedule. As people join and leave, we review who can build, run, and approve flows. Run history records which flow touched which field, so an audit question gets an answer instead of a guess.
There is no fixed count. Scheduled runs, exception alerting, and monitoring come included however many flows you have. Building and changing flows runs on your plan's monthly hours. If the extra work outgrows those hours, you can move to a plan with more hours or add hours in 5-hour blocks, and a large one time buildout can be quoted as a project at your plan's project discount.
Rarely. RPA lifts the repetitive keying and copying off a person's week, so the same team usually handles more work and spends its time on the cases that need judgment. In discovery we spell out what each flow will and will not do. Exceptions go to a person by design, never guessed at.
Most teams do, and it tends to live on one person's laptop with no documentation. We take stock of what exists, rebuild the parts worth keeping as managed RPA flows with proper error handling and logging, and retire the rest. Your team can then see it, monitor it, and hand it over, and it no longer stops working when one person leaves.
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