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Person using a laptop with an AI chatbot interface overlay for AI agents, Microsoft Copilot Studio, and business process automation.

AI, Automation & RPA Case Studies

Explore practical examples of how RAM Solutions helps businesses reduce manual work, improve accuracy, and support scalable operations using Microsoft Copilot Studio, Power Automate, Power Automate Desktop, RPA, AI agents, and business process automation.

Proven Automation Delivery Experience

Automation Portfolio at a Glance

These case studies are a sample of broader automation delivery experience across HR, supply chain, compliance, sales, finance, and business operations. Across tracked automations, RAM Solutions’ founder has supported 80+ initiatives, maintained 50+ bots over time, and contributed to 7,300+ estimated monthly hours saved. 


7,300+ Estimated Monthly Hours Saved


80+ Automation Initiatives

 
50+ Bots Managed & Maintained


3 AI Agents Built & Deployed 


Experience across Costa Rica, the United States, Brazil, Canada, Mexico, and Colombia, supporting automation programs across LATAM and North America.

Featured Case Studies

AI Sales Email Agent

Case Study | Microsoft Copilot Studio | Sales Automation | Email Drafting

RAM Solutions implemented a Microsoft Copilot Studio AI sales agent to help sales teams create personalized outreach email drafts using lead data, persona information, and company website context.


The solution helped reduce time spent writing manual sales emails while keeping the sales agent in control through a human-in-the-loop review process before any message is sent.

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HR offboarding automation workflow using Power Automate Desktop, Workday, Excel, VBA, SharePoint, Wo

HR Offboarding Automation

Case Study | Power Automate Desktop | Workday | HR Document Automation


RAM Solutions implemented an HR offboarding automation solution for a global pharmaceutical company to support employee offboarding calculations and country-specific document generation.


The bot used employee spreadsheet data, Workday report exports, Excel, VBA Macros, SharePoint, and Word templates to generate offboarding documents while keeping HR experts responsible for final review and approval.

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DUIMP approval automation dashboard showing AI-assisted import validation, Excel draft review, SAP v

DUIMP Approval Automation

Case Study | Power Automate Desktop | SAP via Citrix | Pharmaceutical Supply Chain

RAM Solutions implemented a Power Automate Desktop RPA solution for a global pharmaceutical company operating in Brazil to support DUIMP and DI import approval validation.


The automation validated email attachments, extracted information from PDF declarations and Excel draft files, retrieved SAP values through Citrix using OCR-assisted automation, and sent the process owner an approval or exception email based on the validation results.

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WAC disclosure automation case study using Power Automate Desktop, Excel, Outlook, PDF generation, a

WAC Disclosure Automation

Case Study | Pharmaceutical Compliance | Power Automate Desktop RPA

RAM Solutions supported a successful WAC disclosure automation initiative for a global pharmaceutical organization, helping automate state-specific price transparency reporting for Connecticut, Colorado, and Vermont.


The solution used Power Automate Desktop, Excel, Outlook, VBA, Python, and PDF generation to create long-form and short-form WAC disclosure documents for each product while keeping human review and approval in the process.

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Supply chain logistics operation with containers used for AI shipment status agent case study

AI Shipment Status Agent

Proof of Concept | Microsoft Copilot Studio | Supply Chain / Logistics

RAM Solutions designed a Microsoft Copilot Studio proof of concept for a supply chain AI agent that helps users check shipment status, retrieve ETA and carrier details, identify delays, and support exception management workflows.


The solution demonstrates how AI agents can reduce manual lookup effort and create a more structured way for logistics teams to access operational information.

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Email AI agent with fallback logic using Copilot Studio to handle customer inquiries, suggest altern

Email AI Agent with Fallback Logic

Proof of Concept | Microsoft Copilot Studio | Email Automation

RAM Solutions designed a proof of concept for an email AI agent that helps support customer response workflows using structured data and fallback logic.


The agent searches for an exact match first. If the requested item is not available, it follows a fallback approach to suggest relevant alternatives and generate a business-friendly email draft for review.

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AI, Automation & RPA Case Studies


RAM Solutions helps businesses identify, design, and implement practical automation solutions using Microsoft Copilot Studio, Power Automate, Power Automate Desktop, RPA, and Microsoft 365. 

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