ConfigBot Workbook Builder

Real-Time Configuration Documentation—Without the Manual Work

Automatically generate complete, accurate, and audit-ready configuration workbooks for your ERP instance—no more spreadsheets, screenshots, or guesswork.

Supports: Workday | Oracle Fusion | Dayforce | ServiceNow

Instant documentation

Always up to date

Fully audit-ready

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Why Workbook Builder?

ERP systems constantly evolve—but documentation rarely keeps up.

 

Workbook Builder changes that—instantly.

What Workbook Builder Does

Auto-Generates Configuration Workbooks

  • Instantly pulls configuration from your ERP instance
  • Structured by module (e.g., HCM, Payroll, Roles, Security)
  • Exports clean, filterable Excel files—fully formatted

Always Up to Date, Always Consistent

  • No more version control issues
  • Schedule exports or generate on demand
  • Maintain one source of truth across teams

Built for Audit Readiness

  • Exportable documentation for internal, financial, or IT audits
  • Timestamped, validated, and consistently structured
  • Removes audit dependency on screenshots and change logs

Improves Team Alignment

  • Consultants, HRIS, Security, and Audit teams use the same format
  • Clear visibility into what’s configured and where
  • Cuts down confusion and reduces cross-team rework

Benefits to Your Team

Persona What They Gain
HRIS / Admin Teams
Eliminate documentation backlog, reduce errors
IT Security Teams
Export permission structures and RBP instantly
Consultants & Partners
Standardize delivery, accelerate onboarding
Auditors
Get clean, timestamped documentation in minutes
Project Managers
Share progress and config updates with confidence

Start Generating Workbooks the Smart Way

With ConfigBot Workbook Builder, your ERP configuration is always visible, validated, and ready to scale.

Up-to-date documentation

Excel exports for every module

Audit-ready in clicks—not days

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Frequently Asked Questions

As often as you like—on demand or scheduled exports.

ConfigBot generates clean, structured Excel (.xlsx) files organized by module.

Yes. Workbook Builder captures both standard and custom configurations in supported modules.

Yes! When paired with ConfigBot SmartDeploy, you can upload validated workbooks to migrate or update configs.

Absolutely. All data is encrypted in transit and at rest. No raw PII is stored, and access is fully controlled.