Product

Rubie decomposes every data workflow into six discrete, production-hardened operations. Each primitive can be used in isolation or chained into a Playbook. Together, they cover every step between a locked portal and a clean system of record.

//Platform primitives//

01 Authenticate

The entry point for every Rubie workflow. Authenticate handles getting in (and staying in) across the full range of enterprise login patterns. All credentials are AES-256 encrypted at rest, scoped to a single workflow run, and never exposed.

// Covers //

2FACaptchaSession persistence

02 Navigate

Navigate drives the agent through multi-step flows the way an experienced operator would — clicking, filtering, drilling down, and handling pagination no matter how many layers deep the data sits. Unlike traditional RPA, Rubie navigates by semantic context rather than pure CSS selectors. When a portal updates its UI, Rubie adapts without re-scripting.

// Covers //

Multi-step flowsDropdownsDate pickers

03 Clean

Raw portal data is rarely usable as-is. Rubie normalizes it before anything downstream is affected — dates, phone numbers, currency, names, and any field that arrives inconsistently across rows or sources. Every operation is rule-based and auditable. Define the target format once and Rubie enforces it consistently across every record, every run.

// Covers //

Date/datetime normalizationSemi-structured data parsingPhone formattingWhitespace and casingSpecial character removalAddress standardization

// Common in //

Invoice processingContact deduplicationProvider NPI formattingSKU standardization

04 Transform

Clean data still needs to fit somewhere. Rubie reshapes records to match the exact schema of your target system. This goes beyond formatting: direct field mapping, type coercion, calculated fields, conditional logic, lookup tables, and nested object construction. The step that makes extracted data usable.

// Covers //

Field-to-field mappingType coercionCalculated and conditional fieldsLookup tablesNested JSON constructionColumn splitting/mergingDefault value injection

// Common in //

ERP field mappingCRM migrationPayer ID lookupsCRM and ERP object construction

05 Review

A human-in-the-loop checkpoint before anything gets written. Review routes transformed records through your validation rules, automatically advancing clean data while sending flagged records to a review queue for approval, correction, or rejection. You decide how much human oversight each run needs, from full auto-approval to selective review to mandatory sign-off.

// Covers //

Field validationCross-field logicAnomaly flaggingConfigurable auto-approve thresholdsFull audit trail with per-record approve / reject / edit decisions

// Common in //

Invoice threshold checksNew vendor approvalProvider credentialingCompliance gates

06 Load

Rubie writes transformed, reviewed records precisely into your target system — transactionally, with full auditability. Supports REST API writes and flat-file handoffs. Every operation produces a full write receipt: record count, field confirmations, and any system-generated IDs returned from the target.

// Covers //

REST API writes (POST/PUT)CSV/XLSX/JSON outputUpsert logicFull write receipts

// Common in //

ERP record creationCRM syncData warehouse ingestionFlat-file handoffs
// rubie //

Your customers are waiting on data that lives in a portal.

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