This session is for you if you are an RPA Developer / Business Analyst or Data Analyst looking to learn how to call UiPath robots from within Qlik Application Automation designer. You will learn key concepts and understand the specific steps needed to make UiPath and Qlik work seamlessly together.
Session timezone start: 16 PM CET, 10 AM EDT, 19:30 IST
During the meetup we will cover:
- How UiPath and Qlik integrate
- How to interact with Qlik data using UiPath robots
- How to trigger a UiPath robot and act from within Qlik Application Automation Designer
- How to bring in data from websites, mainframes, and other data sources that have no APIs into Qlik
- Example use cases and demos
Speakers:
Dalton Ruer, Scientist Storyteller @Qlik
Mo Roy, Senior Engineer, Product Technology Alliances @UiPath
This session streamed live on May 5, 2022, 15:00 CET.
Check our upcoming events or past sessions at:
https://community.uipath.com/events/
Contact us at: community@uipath.com
Seamlessly combine UiPath Automation with Qlik dashboards and workflows
1. Drive actionable insights and real-time
business events by seamlessly
combining UiPath Automation with Qlik
dashboards and workflows
Tech Integrations Series
2.
3. Meet today’s team:
Mo Roy
Senior Partner Engineer
@UiPath
Dalton Ruer
Data Scientist Storyteller
@Qlik
Cristina Vidu
Community Manager
@UiPath
Diana Gray
Community Marketing
Manager AMER
@UiPath
4. 4
About today’s meeting:
• The meetup will last 1 hr 30 mins
• You are encouraged to network and share your LinkedIn in the
chat box
• We apologize for keeping you on mute until Q&A time
• Please use the chat to place questions until Q&A
• There will be some fun too: Menti quiz coming up & UiPath prize
• We will be recording this event and you will receive a wrap-up
email with the recording & presentation within a day or two of event
5. 5
1. Meetup Introduction with our Community
Manager
2. High Level Overview of UiPath + Qlik
Integration
3. Qlik Platform Walkthrough
4. UiPath Walkthrough: 1) Configuring automation
in Studio, 2) Configuring Orchestrator for
connection to Qlik
5. Demo: Building Automations!
6. Use Cases
7. Q&A
Agenda
6. 6
UiPath + Qlik
UiPath offers an end-to-end, automation platform,
combining the leading Robotic Process
Automation (RPA) solution with a full suite of
capabilities that enables every organization to
rapidly scale digital business operations.
Qlik offers an Active Intelligence platform, delivering
end-to-end, real-time data integration and analytics
cloud solutions, closing the gaps between data,
insights and action.
Turn analytics into actions with the UiPath Connector for
Qlik Application Automation
7. 7
Collect hard-to-access data and act on analytics
using UiPath’s integration for Qlik
Qlik’s Data Integration solutions support a wide variety of source and
target endpoints. UiPath extends Qlik’s reach, making it easy to bring
in data from web sites, terminal services, and legacy systems that
have no APIs, and lack good connectivity.
Analyze all your data
Accelerate business
decisions and actions
Qlik provides an easy way to act on information. The integration with
UiPath extends the reach of Qlik into the enterprise by seamlessly
connecting with end-to-end business workflows.
Improve time-to-value
UiPath integration is a drag-and-drop experience without requiring
complex code. Qlik users can quickly and easily build automations
reaching far into the enterprise and spanning multiple business
systems.
8. 8
Qlik – UiPath Integrations
How do we work together? Key Integrations
• Qlik is a UiPath technology partner
• Qlik developed a connector between Qlik Application
Automation and the UiPath platform
• Companies can seamlessly automate work from within
Qlik to the enterprise, by calling a UiPath robot
• Out-of-the-box UiPath connector for Qlik
Application Automation extends Qlik workflows to
seamlessly integrate with UiPath automations.
• Available in Qlik Application Automation designer
Data Storage
Data Lakes
• User drags the UiPath connector into
a Qlik Workflow
• Qlik Workflow calls UiPath robots to
run an enterprise workflow
UiPath Orchestrator
UiPath Digital
Workforce
(Attended and
Unattended Bots)
UiPath Connector for
Qlik Application Automation
Standard Activities
• Create, Read, Update, Delete data
from systems of record, including
documents and legacy sources
Qlik
Application
Automation
Qlik Sense
10. 10
Use cases by Industry Use cases by Department
Use cases are nearly limitless
Manufacturing
• Monitor production processes and act on problems.
• Automated delivery delay escalation.
• Inventory level below a threshold – triggers purchasing.
Retail
• Automate localized restocks based on sales and demand insights.
• Automate the synchronization of marketing, merchandising and
supply chain data.
• Monitor shipment web sites to bring in shipment delay data and find
alternative suppliers when logistical problems appear.
Financial Services
• Trigger a loan process from analysis that determines which
customers qualify for a loan.
• Gather 401k data from the SEC site to perform holding analysis.
• Monitor web news outlets and determine the impact on investments.
Sales
• Monitor and follow up on real time pipeline analytics.
• Follow-up on uncovered sales leads.
• Aggregate and email sales information to sales teams.
Finance
• Monitor and act on invoice payments reaching their max
payment terms.
• Monitor and query travel and expense data.
• Accounts Receivables – when an account has a lot of payments
pending, trigger a recovery action.
• Gather mainframe-based accounting data into Qlik.
Healthcare
• Monitor COVID PPE equipment available units and reorder
when below threshold.
• Streamline capture of patient information into clinical systems.
11. 11
UiPath Unlocks the Full Potential of Qlik
Qlik calls UiPath robots to
monitor and import data from
challenging data sources that
don’t have APIs
Consolidated data is made
available to Qlik for real-time
insights and analysis
Take action based on your
insights. Use integrations that
let you trigger automations
from within a Qlik Sense
dashboard, or Qlik Application
automation workflow to take
action in any application
UiPath integrations
support enterprise workflows
to span many systems and
applications, extending Qlik
through seamless access to
LOB systems, including
Workday, SAP, Coupa,
DocuSign, and Salesforce
Import data from
documents, web
sites, legacy apps
Analyze data from
any system
Rapidly integrate
with LOB systems
Take action where
you make decisions
Enjoy the freedom to perform
integration and execution
actions in either platform, using
a variety of triggers
Integrate Qlik
workflows into
UiPath processes
1 2 3 4 5
12. 12
Walkthrough – UiPath Setup
1) Orchestrator External Application
access (authentication for Qlik)
2) Studio (publish workflow, define
arguments)
13. 13
Scenario
• A buyer navigates through a Qlik dashboard and notices a fulfillment anomaly.
• The buyer then uses the Qlik console to drill into the data to investigate and once an anomaly is confirmed, clicks
a button to report the problem.
• This action triggers a UiPath automation, in which an unattended robot first determines the status of the supplier.
• If the supplier is flagged as critical, the robot triggers a notification task in SAP Ariba to alert the assigned
sourcing manager(s) of an urgent condition.
• For ‘non-critical’ items under a certain threshold, the robot generates an incident request in ServiceNow to track
the issue and sends an email notification with a summary of the steps taken.
• For ‘critical’ items, the robot takes an additional action in SAP Ariba
Demo: Notify Sourcing Managers of Supplier Anomalies
A UiPath robot is
triggered, with vendor
information including
criticality score passed
from Qlik
User finds a potential issue
in their Qlik dashboard,
performs initial research, and
clicks a button to take action
The robot finds the supplier in SAP,
and triggers a notification task to
alert the sourcing manager(s)
SAP Ariba
The robot generates
a ServiceNow
incident to track the
request
Supplier flagged as critical
Supplier not flagged as critical
Finally, the robot
creates a notification
summarizing the
action taken
15. 15
Inventory Reordering from within a Qlik Sense Dashboard
The user identifies
stock items that are
running low on the
inventory
dashboard
The user triggers a
purchase request
robot
The robot reads the
dashboard, logs
into the ERP, and
submits the
purchase request
The robot sends an
email to the
purchasing
manager, with the
order information
The robot sends a
Slack message to
the purchasing
manager
confirming the
order request is
complete
1 2 3 5 6
The robot updates
the dashboard’s
Excel data
source, with the
order information
4
Business Benefits
• 95% of effort automated
• Reordering time reduced from
20 mins to 1 min
• ROI in 4 months
Implementation Time
• One week to develop the
unattended robot
• Qlik Application Integration
access to UiPath workflows
in minutes
Technologies
• Qlik Sense and / or Qlik Application
Integration
• SAP BAPI for ERP
• Excel inventory data source
• Outlook and Slack for notifications
16. 16
Resources and Helpful Links
How to use the connector in Qlik
Use the connector video
Blog post about the integration
18. 18
Take the survey here 👉 https://bit.ly/state-RPA-developer-2022
Read more here 👉https://bit.ly/3uYdBO1
19. 19
Date/Time Topic Status
Apr 28th,
3:00 PM BST
7:30 PM IST
7 AM PDT
10 AM EDT
Fully unlock the power of analytics and automation using
UiPath and Alteryx integrations
Happening
May 5th,
3:00PM BST
7:30 PM IST
7 AM PDT
10 AM EDT
Drive actionable insights and real-time business events by
seamlessly combining UiPath Automation with Qlik
dashboards and workflows
Happening
May 12th,
2:00 PM BST
6:30 PM IST
10 AM PDT
1:00PM EDT
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20. 20
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