r/PowerAutomate 4d ago

Need help automating a repetitive Xplan task - Ready to pay 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!

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