Welcome Chapter Members to our November Meet-up. We are excited to invite you to learn about RPA and Document Understanding. In this session, we will be covering: • Introduction to RPA • Introduction to Document Understanding • Introduction to AI center Please bring other topics with you that you would like us to explore in this chapter. We are looking forward to meeting everyone. Invite your colleagues as well.

1. UiPath Canada Chapter
Introduction to RPA & Document
Understanding
#UiPathCanadaChapter

2. 2
Introduction RPA & DU Q&A
Meeting Agenda
About

3. 3
About UiPath Denver Chapter!
We are an online and offline environment where RPA
developers, professionals, and enthusiasts:
- meet each other and share experiences in the RPA
industry
- learn together about the challenges they encounter
- build projects and components together and expand
upon automation ideas
Platforms:
- UiPath Community Page

4. Senior Engineering Lead
Persistent Systems
UiPath Canada Chapter Lead
Shantanu Chande
Organizers/Team
Diana Gray
Community Leader
Community Marketing Manager
UiPath
RPA Solutions Architect
TD Bank
UiPath Canada Chapter Lead
Joel Medeiros Sharon Palawandram
Machine Learning Consultant,
Ashling Partners

5. 5
the Story of work

6. 6
What is robotic process automation?
Robotic process automation (RPA) is a software technology that makes it
easy to build, deploy, and manage software robots that emulate human's
actions interacting with digital systems and software.
Just like people, software robots can do things like understand what’s on a
screen, complete the right keystroke, navigate systems, identify and extract
data, and perform a wide range of defined actions. But software robots can
do it faster and more consistently than people, without the need to get up
and stretch or take a coffee break.
In simple words RPA is a term used for software tools that partially or fully
automate human activities that are manual, rule-based, and repetitive.
They work by replicating the actions of an actual human interacting with one
or more software applications to perform tasks such as data entry, process
standard transactions, or respond to simple customer service queries.

7. 7
Automation
Automation describes
technologies that reduce
human intervention in
processes.
Process
A series of actions or steps
taken in order to achieve a
particular end or complete a
task.
Robotic Process Automation (Continued)
Robotic
Software Robots mimicking
human actions.
It’s a Software Robot, NOT a Physical Robot.

8. 8
Robots that can automate practically anything
Log into
Application
Extract
content from
docs, pdfs,
emails, forms
Move files and
folders
Email
operations
Scrape data
Database
operation
Excel
Automation
Calculations

9. 9
Add AI skills to automate cognitive processes

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What are the business benefits of RPA?

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Today, RPA is driving new efficiencies and freeing people from repetitive tedium
across a broad swath of industries and processes. Enterprises in industries
ranging from financial services to healthcare to manufacturing to the public sector
to retail and far beyond have implemented RPA in areas as diverse as finance,
compliance, legal, customer service, operations, and IT. And that’s just for
starters.
RPA has become so widespread because it is broadly applicable. Virtually any
high-volume, business-rules-driven, repeatable process is a great candidate for
automation—and increasingly so are cognitive processes that require higher-
order AI skills.
Where can RPA be used?
Finance HR Services IT Services Client Services
Retail Operations Supply Chain

12. 12
Why is RPA the fastest-growing enterprise
software in the world?
Rapid, significant return on
investment (ROI)
Minimal upfront investment No disruption to underlying
systems
Low-code build
environment
Scalable and enterprise-
ready

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RPA is not AI; AI is not RPA. But the combination of RPA and AI unlocks massive new possibilities
for enterprises everywhere. For one thing, RPA technology now makes it possible to insert
advanced AI skills in the form of machine learning models, natural language processing (NLP),
character and image recognition, and more into RPA robots. Giving robots these AI skills
dramatically expands their ability to handle cognitive processes that require things like:
• Understanding documents including semi-structured or unstructured data
• Visualizing screens (including virtual desktops)
• Comprehending speech and carrying on conversations and chats
Is RPA the same as artificial intelligence (AI)?

14. 14

15. 15

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Document Understanding process flow
Intelligent document processing is not just
about accelerating operational efficiency.
It’s also about improving accuracy, customer
experience, compliance, and employee
satisfaction. It’s about making your
organization successful and contributing to
your company’s growth.

17. 17
Types of documents and their processing
Structured – repetitive forms and documents with
a structured template that can contain handwritten
text, signatures, checkboxes (different forms,
passports, licenses, time sheets)
Semi-structured – documents containing
fixed and variable parts like tables (invoices,
receipts, purchase orders, medical bills,
bank statements, utility bills)
Unstructured – documents with no fixed format
(various contracts, agreements, emails,
disease descriptions, drug prescriptions, news,
voice scripts​)
- Rule-based / template-
based approach
- Processes data fixed in
format
- Model-based approach
- Extracts same info from
each document
- Model-based approach
- Needs to “read” the text to
extract the meaning and
identify required info
H
Y
B
R
I
D
A
P
P
R
O
A
C
H

18. 18
Document Understanding capabilities
Automate more processes, from start to finish.
Automate
Process a wide range of documents.
Process
Make robots more fine-tuned with machine learning
models.
Machine
Learning
Remove 'noises' from documents
Calibrate

19. 19
Document Understanding Framework
Load
taxonomy
Digitize Classify Extract Validate Export
Define files
and data for
extraction
Use OCR to
provide text
and its
location
Classify the
documents
from the
specified list
Extract
information
from the
document
If needed,
a human can
help confirm
the extracted
data
Export the
extracted
information
for further
usage

20. 20
Document Understanding AI capabilities
RegEx-Based
Extractor
Machine Learning
Extractor
Intelligent Form
Extractor
Form
Extractor
- Mostly structured
documents
- Relies on regular
expressions
- Mostly structured
documents, tables,
checkboxes
- Relies on
templates and rules
- Mostly structured,
tables, checkboxes,
handwriting, signatures
- Relies on intelligent
templates and rules
- Mostly semi-
structured documents
- Relies on ML models
and other AI-powered
techniques
Rule-based Model-based
Hybrid approach

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Get off to a quick start with AI and improve accuracy over time
Make use of pre-trained machine learning models
to enhance your bot with AI. Empower citizen developers
and business users with no-code Forms AI.
Coupled with traditional RPA, AI document processing calls
for highly intelligent robots that keep learning over time to
become more accurate.

22. 22
Capabilities in machine learning packages

23. 23
Capabilities in machine learning packages

24. 24
Capabilities in machine learning packages

25. 25
Capabilities in machine learning packages

26. 26
Capabilities in machine learning packages

27. 27
Capabilities in machine learning packages

28. 28
Capabilities in machine learning packages

29. 29
Training, training, training! (Take your model to the gym)

30. 30
Education
Learn RPA Skills
- Free Community Software
- Academy
- Certification
- Academic Alliance
Support
Solve problems
- Forum
- Documentation
- Community Blog
- Use Cases Repository
- Job Board
Network
Grow your career
- Meetups & DevCon
- Mentorship
- Hackathons
- MVP Program
- Automation Champions
An ecosystem enabling
developer success

31. 31
Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting
support, and succeeding together in their automation careers.
• Start with the free Community Edition to get trained and certified
• Then upgrade to the Enterprise version of the product
Academy
• Get crowdsourced support and share product feedback on UiPath Forum
• Check the product documentation
• Join the Insider Preview for early testing
Forum
Community Events
• Access the latest articles and video tutorial content created by community members and
UiPath engineers in our Community Blog
• Contribute as an author.
UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of
the Forum Leaders, based on the contribution to others’ growth
Join the UiPath Community
• Connect with like-minded people and share best practices with the UiPath Community
• Solve challenges in engaging hackathon competitions
• Join meetups and conferences
Blog and Tutorials
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications

32. Q & A

33. 33
“We cannot seek achievement for ourselves and
forget about progress and prosperity for our
community. Our ambitions must be broad enough
to include the aspirations and needs of others, for
their sakes and our own.”
Cesar Chavez
Thank You!