Book Image

Robotic Process Automation Projects

By : Nandan Mullakara, Arun Kumar Asokan
Book Image

Robotic Process Automation Projects

By: Nandan Mullakara, Arun Kumar Asokan

Overview of this book

Robotic Process automation helps businesses to automate monotonous tasks that can be performed by machines. This project-based guide will help you progress through easy to more advanced RPA projects. You’ll learn the principles of RPA and how to architect solutions to meet the demands of business automation, along with exploring the most popular RPA tools - UiPath and Automation Anywhere. In the first part, you’ll learn how to use UiPath by building a simple helpdesk ticket system. You’ll then automate CRM systems by integrating Excel data with UiPath. After this, the book will guide you through building an AI-based social media moderator using Google Cloud Vision API. In the second part, you’ll learn about Automation Anywhere's latest Cloud RPA platform (A2019) by creating projects such as an automated ERP administration system, an AI bot for order and invoice processing, and an automated emergency notification system for employees. Later, you’ll get hands-on with advanced RPA tasks such as invoking APIs, before covering complex concepts such as Artificial Intelligence (AI) and machine learning in automation to take your understanding of RPA to the next level. By the end of the book, you’ll have a solid foundation in RPA with experience in building real-world projects.
Table of Contents (14 chapters)

Setting up the initial IQ Bot learning instance

As part of the groundwork process, we opened the IQ Bot and went to the initial screen to create the learning instance. Go back to that page and pick up from where we left off:

  1. On the Create screen, under General information, choose a name for the instance. Next, we have to provide a Document Type. We use this to tell the IQ Bot what type of documents we will be processing. Let's choose Invoices as we want IQ Bot to process invoices. 
  2. Under the Upload your documents section, we have to upload a few sample invoices for IQ Bot to learn from. Click on Browse and upload the invoices we put in the Train folder previously. 
  3. Finally, under Fields to extract, you can leave the default selected fields for the invoice as is. Click on Create instance and analyze:

It will take IQ Bot a few minutes to analyze the documents and create the learning instance. After doing this, it will present us with a screen where we can review these...