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.

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Table of Contents (14 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Code in Action
Conventions used
Get in touch
Reviews
1
Getting Started with Robotic Process Automation
Getting Started with Robotic Process Automation
Technical requirements
What is RPA?
A quick definition
Benefits of RPA
Types of RPA
Attended automation
Unattended automation
Our RPA tools – UiPath and Automation Anywhere
UiPath
UiPath Studio
UiPath Orchestrator
UiPath Robot
UiPath – an integrated view
Automation Anywhere
Enterprise Control Room
Build
Manage
Analyze
IQ Bot
Our projects
Installation and setup
Installing UiPath
UiPath Studio and Robot
Configuring Automation Anywhere
Registration and setup
Installing the bot agent and verifying the setup
Summary
Free Chapter
2
Help Desk Ticket Generation
Help Desk Ticket Generation
Technical requirements
Project overview
Project detail
Project groundwork
Creating project folders
Creating an Excel sheet with ticket data
Registering and logging in to Zoho Desk
Main workflow
Project setup
Configuring the initial part of the main workflow
Reading from Excel
Exception handling
Invoking the Excel workflow from Main
Creating a support ticket in the Zoho Desk ticketing system
Recording ticket creation activities
Configuring the recorded activities
Validating successful ticket creation
Handling exceptions
Putting it all together
Testing the automation
Project enhancements
Summary
3
CRM Automation
CRM Automation
Technical requirements
Project overview
Project details
CRM preparation
Setting up the project
Extracting the customer list from CRM
Preparing the browser
Web recording
Data scraping
Using a Catch block for the Get Customer List Sequence
Looking up customer information
Creating a data table
Looping and creating company URLs
Extracting company details from Crunchbase.com
Invoking the RequestCustomerDetails workflow from the Main workflow
Updating the CRM with customer information
Looping through the data table and updating the CRM
Summary
4
Moderating Social Media Using AI
Moderating Social Media Using AI
Technical requirements
Project overview
Project detail
Getting started with the project
Project groundwork
Reading parameters from the configuration file
Passing the configuration parameters to the main workflow
Reading image files from the input folder and creating a list
Reading files in the input folder
Reading and writing the image path list to the ImageDetails Excel file
Handling exceptions for the BuildExcelList workflow
Testing the BuildExcelList workflow
Setting up the Google Cloud Vision API's key and credentials
Setting up the Google Cloud Vision API services
Setting up a credential manager
Reading credentials from Windows Credential Manager
Looping through images and invoking the Google Cloud Vision API
Installing the UiPath GoogleVision package from UiPath Go!
Adding SafeSearch to the main workflow
Updating the image sheet with the API results
Passing the parameters and invoking SafeSearch
Moving processed images to the Output folder
Testing the automation
Summary
5
Purchase Order Processing with UiPath ReFramework
Purchase Order Processing with UiPath ReFramework
Technical requirements
Project overview
Robotic Enterprise Framework (ReFramework)
Project detail
Project groundwork
Creating the PO spreadsheet
Setting up Apptivo
Getting started with the project
Purchase order Dispatcher
Purchase order Performer
Init state changes
Updating the InitAllApplications workflow
Invoking the InitAllApplications workflow
Process state changes
Attaching and activating the PO application
Creating the POs
Preparing to input PO data
Inputting the PO data
Handling PO entry errors
Capturing the PO
Updating the PO in the spreadsheet
Testing the Automation
Summary
6
Completing an RPA Challenge
Completing an RPA Challenge
Technical requirements
Project details
Project groundwork
Completing the challenge with UiPath
Getting started with the UiPath project
Creating the challenge automation
Reading the RPA challenge Excel data
Inputting data into the RPA challenge forms
Testing the UiPath challenge automation
Recapping the UiPath projects
Automation Anywhere A2019
Completing the challenge with Automation Anywhere
Getting started with the Automation Anywhere control room
Creating the RPA challenge automation bot
Reading the RPA challenge Excel data
Preparing the RPA challenge website for input
Looping through each row and column
Iterating through each column and reading headers
Mapping and inputting the challenge data to the website
Testing the Automation Anywhere challenge automation
Summary
7
Sales Order Processing
Sales Order Processing
Technical requirements
Project overview
Project details
Project groundwork
Creating the Parent bot
Exception handling
Opening and reading Excel data
Creating the Child bot for SO processing
Using the recorder to capture SO creation
Filling in customer details for an SO
Filling in item details for an SO
Passing the SO number
Invoking the Child bot and updating the Excel sheet
Looping through rows and invoking the Child bot
Updating Excel with the SO number
Moving the Excel file to the Processed folder
Testing the automation
Summary
8
ERP User Administration
ERP User Administration
Technical requirements
Project overview
Project detail
Project groundwork
Creating a user request PDF
Signing up for Saas application
Opening the Automation Anywhere A2019 control room
Creating the Parent bot
Exception handling
Extracting user details from PDF
Assigning user data to row variables
Extracting user details with String operations
Validating email addresses with regular expressions
Creating the Child bot for new user creation
Creating a new user in Freshsales
Handling form validation errors
Handling exceptions
Invoking the Child bot and creating the new user
Moving the PDF to the Processed folder on success
Notifying the user in case of insufficient data
Logging errors and sending email notifications
Triggers
Testing the automation
Summary
9
Employee Emergency Notifications
Employee Emergency Notifications
Technical requirements
Project overview
Twilio
Project details
Project groundwork
Creating the employee spreadsheet
Signing up for Twilio
Opening the Automation Anywhere A2019 Control Room
Creating a Child bot to send messages
Exception handling
Saving Twilio credentials
Adding variables for the Child bot
Invoking the Twilio REST post method
Returning a response flag to the Parent bot
Unit testing the Child bot
Creating the Parent bot
Initializing Twilio and opening the employee Excel file
Looping through the employee list and sending text messages
Checking and logging responses from the Child bot
Exception handling in the Parent bot
Testing the automation
Summary
10
Using AI and RPA for Invoice Processing
Using AI and RPA for Invoice Processing
Technical requirements
Intelligent document processing
UiPath – Document Understanding
Automation Anywhere – IQ Bot
Project overview
Project details
Project groundwork
Opening the Automation Anywhere A2019 Control Room
Downloading sample invoices
Creating the IQ Bot learning instance
Setting up the initial IQ Bot learning instance
Reviewing and updating field mappings
Uploading invoices to IQ Bot
Downloading structured data from IQ Bot
Checking the automation
Automation Anywhere projects – recap
Summary
11
Other Books You May Enjoy
Other Books You May Enjoy
Leave a review - let other readers know what you think
Appendix A and B for UiPath
Appendix A – Connecting UiPath Robot to Orchestrator
Getting started
Creating a Standard Robot in Orchestrator
Adding an environment for the Bot
Connecting Orchestrator to the local Robot
Appendix B – Publishing to Orchestrator
Publishing to Orchestrator
Creating a new process
Running the process
Scheduling the process
Appendix: Looking Forward and Next Steps
Appendix: Looking Forward and Next Steps
Future of RPA
Hyperautomation
Future technologies and trends
Artificial intelligence (AI)
Document processing
Conversational AI
Process mining and process discovery
RPA as a service
RPA marketplaces
Conclusion

Getting started

Let's start by doing some groundwork.

First, we will access Orchestrator on the cloud. To do so, perform the following steps:

  1. Access the UiPath cloud platform (go to platform.uipath.com).
  2. Log into the platform if needed.
  3. Click on Services on the left-hand panel.
  4. You should be able to find a default service. Click on its name.
  5. This should open up Orchestrator's home page.

Next, let's get the machine name from UiPath Assistant. To do so, perform the following steps:

  1. On your Windows PC, locate the UiPath Assistant application (go to Start and search for it).
  2. Open up the Assistant application and click on Settings (the gear icon at the top) and choose Orchestrator Configurations.
  1. Take note of the Machine Name in the Orchestrator configuration, as shown in the following screenshot:

Now that we have the machine name, let's create the Orchestrator Robot. 

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