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)

Project details

As we did in Chapter 2Help Desk Ticket Generation, we will divide our Automation into logical workflows to come up with our Automation. Let's have a look at the technical components we will be building for this project.

We will have a main workflow called Main.xaml where we will extract the customers using Get Customer List Sequence. Once we have the customer list, we will invoke RequestCustomerDetails.xaml so that we can search Crunchbase.com and capture the customer details. We will pass the customer details back to Main.xaml, where we will then use Update Customer details Sequence to update the customer data in Apptivo CRM. 

The following is a high-level sequence diagram depicting this:

Now that we've had this overview, let's create these technical components and test them. Before we do that, however, we need to prepare our CRM application  Apptivo.