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All contents © MuleSoft, LLC
DENVER MULESOFT MEETUP
MuleSoft Automation
All contents © MuleSoft, LLC
6:00 - 6:10: Networking
6:10 - 6:15: Introductions
6:15 - 7:20: MuleSoft Automation
7:20 - 7:30: Wrap Up
Agenda
All contents © MuleSoft, LLC 3
Stephanie Lawrence
Denver MuleSoft Meetup Coordinator
Big Compass
Denver Meetup Introductions
Brian Statkevicus
MuleSoft Practice Manager
Big Compass
Aaron Lieberman
Director, Platform Engineering
Science 37
All contents © MuleSoft, LLC 4
● First person to call out the correct answer, wins!
● One answer per person per question
○ If you answer more than 1x per question, you are ineligible for that question
● If you’ve already won during today’s Meetup, you cannot win again
● Big Compass makes the final decision on the trivia winners that will be submitted to MuleSoft
(see next slide)
Trivia Questions - “House Rules”
More important Trivia guidelines on next slide
All contents © MuleSoft, LLC 5
● Big Compass emails trivia winners a link to a Google Form for the trivia winners to complete
○ Your email MUST match your training account email; otherwise, you won’t receive a voucher
● Once you complete this form, MuleSoft will verify:
○ You haven’t already won this month
○ You’re not trying other means to circumvent the 1x/month rule
● MuleSoft will send you the voucher
○ The voucher is a training voucher, not a standalone exam voucher. If you select an exam on the
Google Form as opposed to selecting a course, you will not receive a voucher.
○ MuleSoft retains the final decision on determining your eligibility to receive a training voucher
● If you have trouble redeeming a voucher or have not received a voucher, open a ticket at
training.mulesoft.com/question. DO NOT CONTACT US!
Trivia Questions - MuleSoft Guidelines
All contents © MuleSoft, LLC
Speaker
6
Brian Statkevicus
MuleSoft Ambassador & MuleSoft Practice Manager
Big Compass
+ Based in the Denver metro area
+ Over 20 years of Integration experience
+ Hobbies - Skiing, Hiking, Participating in 5Ks
(I’m too slow to say I actually ‘run’ in them)
+ Ex-soccer ref, but I still know how to show a
yellow and red card
All contents © MuleSoft, LLC
MuleSoft Automation
All contents © MuleSoft, LLC 8
According to Gartner:
●Hyperautomation is a business-driven, disciplined approach that organizations use to rapidly
identify, vet and automate as many business and IT processes as possible.
●Involves the orchestrated use of multiple tools, technologies, or platforms, including
○ AI
○ Machine Learning (ML)
○ EDA
○ RPA
○ BPM
○ iPaaS
○ Low code/no code tools
With hyperautomation in mind, let’s consider how MuleSoft Automation enables hyperautomation
Hyperautomation - what is it?
All contents © MuleSoft, LLC 9
All contents © MuleSoft, LLC
Governance
+
Security
SaaS
Composer
RPA
Docs
Images
Anypoint
Platform
Cloud On-prem Custom
MuleSoft Automation and Hyperautomation
System
integration
Process
automation
Human task
automation
Governance
& Security
Business
Teams
IT teams
Legacy
All contents © MuleSoft, LLC 11
Hyperautomation - what is it?
All contents © MuleSoft, LLC 12
● UAPIM is NOT Included!
● If you have an existing Anypoint Platform license, congratulations, you get the above vCores
added to your subscription.
What is “limited Anypoint Platform”?
All contents © MuleSoft, LLC
MuleSoft RPA Use Cases
All contents © MuleSoft, LLC
Increase Productivity and Efficiency
Warehouse
System
Logs into legacy
order and invoicing
system
Enters delivery
data
Does other tasks
while RPA running
Service
Cloud
Opens Customer
Case via
OmniChannel
Checks Order
Status
Sees NBA on
offering express
delivery
Bot triggered /
conversation
continues
Confirms Rachel
& Closes Case
Use MuleSoft RPA Bots to replace human tasks
All contents © MuleSoft, LLC
Increase Productivity and Efficiency
Use MuleSoft Automation to automate repetitive tasks
Accounting
Team
All contents © MuleSoft, LLC
Expand Integration Reach with RPA
Use MuleSoft RPA Bots to replace human tasks
Warehouse
System
Logs into legacy
order and invoicing
system
Enters delivery
data
Anypoint
Bot triggered to
update Order
Confirm and
return
Ship
to ITS
All contents © MuleSoft, LLC
NEW
MuleSoft RPA
Automate repetitive processes and tasks
Automate any process for any team
Use with point-and-click tools to automate your workflows
instantly – whether through a UI, document, or image
Collaborate on a secure, trusted platform
Empower business and IT teams to collaborate with ease and
break silos on every step of your automation journey
Scale end-to-end automation
Share and reuse RPA securely with Salesforce C360,
Anypoint Platform, and Composer
All contents © MuleSoft, LLC
Cloud
Control Plane
Intelligent Document
Processing (IDP)
Can leverage AWS’
Textract (IDP)
Service
RPA Processes
as invocable APIs
Process recorder
with Web Application
detection
Enhanced
Onboarding
What has changed since the Servicetrace
acquisition?
All contents © MuleSoft, LLC
Evaluation Design Test Production
Business Teams RPA Developers IT
Step-by-step collaboration
throughout the lifecycle
Build
RPA Manager
RPA Recorder
RPA Builder
19
All contents © MuleSoft, LLC
All contents © MuleSoft, LLC
MuleSoft RPA - RPA Manager
All contents © MuleSoft, LLC
MuleSoft RPA Manager
Effortlessly manage every step
of your automation journey
Evaluate automation
efficiency
Increase Bots performance with
full visibility of your ROI, process
lifecycle, profit analysis, and Bot
utilization
Optimize your process
operations
Govern, monitor, and analyze your
automation with customizable
dashboards
Solve errors faster
Get immediate notifications using
customized alert rules as soon as
when an error occurs in your flow
All contents © MuleSoft, LLC 23
● What you will see
○ The steps to create and approve an automation project
○ Other interesting areas of RPA Manager
● What you won’t see:
○ Any user configuration I performed ahead of time
Demo Part 1 – Use RPA Manager to approve
an automation project
All contents © MuleSoft, LLC
MuleSoft RPA - RPA Recorder
All contents © MuleSoft, LLC
MuleSoft RPA Recorder
Instantly record and capture
your business processes
Accelerate process design
Capture your everyday work in any
application and automatically create
click-path documentation
Analyze every step of your
workflow
Thoroughly analyze every desired
automation action with enhanced
metadata for Process Mining
Streamline collaboration
Seamlessly synchronize with RPA
Manager and RPA Builder for instant
process design and development
All contents © MuleSoft, LLC 26
● Install the Recorder to the User’s Windows environment
○ Installer will automatically add any .NET dependencies
○ Pay attention to screen resolution (1920x1080 is recommended)
● The recorder works with desktop applications and web applications
○ Chrome, Edge, and Firefox are supported
● 3 files are created:
○ BPMN. Compatible with BPMN v2.0. This is the file that should be version managed.
○ PDF – documentation of the recording
○ XES – standard format for process mining
More about RPA Recorder
All contents © MuleSoft, LLC 27
● What you will see
○ Starting from the output of Demo 1, using RPA Recorder to design the BPMN diagram
○ Interaction with RPA Manager
● What you won’t see:
○ RPA Recorder installation
Demo Part 2 – Use RPA Recorder to Design
the BPMN diagram
All contents © MuleSoft, LLC
MuleSoft RPA - RPA Builder
All contents © MuleSoft, LLC
MuleSoft RPA Builder
Build and debug RPA processes
with low-code tools
Build with ease
Rapidly configure RPA Bots with a
rich, diverse wizard-based toolbox
to solve any automation problems
Jumpstart with building
assets
Expedite development cycle with
pre-built activity steps and
templates from Anypoint Exchange
Debug projects in realtime
Inspect the state of the variables
across your RPA process with
classic, developer-friendly
debugging capabilities
All contents © MuleSoft, LLC 30
● Install the Builder to the Developer’s Windows environment
○ Installer will automatically add any .NET dependencies
○ Pay attention to screen resolution (1920x1080 is recommended), font size, color scheme, etc.
These all must match the test and production system settings.
○ Requires JDK 11. Option to install Eclipse Adoptium JDK.
● Local testing of your automation process is supported
● You upload the completed BPMN file to RPA Manager for Test and Production
More about RPA Builder
All contents © MuleSoft, LLC 31
RPA Builder UI
1. Explorer pane
1. Menu bar
1. BPMN Editor
1. Workflow
properties pane
1. Workbench
1. Workflow run
results
All contents © MuleSoft, LLC 32
● What you will see
○ Starting from the output of Demo 2, using RPA Builder to implement the Workflow
○ Local testing
○ Interaction with RPA Manager
● What you won’t see:
○ A LOT!!! RPA Builder could easily be its own Meetup session
Demo Part 3 – Use RPA Builder to Implement
the workflow
All contents © MuleSoft, LLC 33
● Essentially, this is a Windows service
● Use API key (from RPA Manager) to
connect to RPA Manager
● Need to be able to open a local RDP
Session
● Recommendation: Use Windows
Server (2016 / 2019 / 2022).
RPA Bot
All contents © MuleSoft, LLC 34
● Upload the BPMN file to RPA Manager
● IT Team can create test plan(s) for the workflow process
● IT Team will deploy workflow process, including scheduling it (if necessary)
Final steps – Test and deploy to Production
All contents © MuleSoft, LLC
Trivia Questions!
All contents © MuleSoft, LLC 36
A. Runtime Fabric (RTF)
B. Standard Connectors
C. Only one (1) non-Prod environment
D. API Manager
E. All of the above
Question #1 - Which component(s) are part of “Anypoint
lite” when bundled with MuleSoft Automation?
All contents © MuleSoft, LLC 37
A. RPA Bot(s) can be deployed to CloudHub
B. RPA Manager runs on a Windows Server
C. You invoke a MuleSoft Anypoint API through the MuleSoft Activity on RPA Builder
D. You can test your implementation from RPA Recorder
E. None of the above
Question #2 - Which of the following is TRUE?
All contents © MuleSoft, LLC
More about MuleSoft Automation
All contents © MuleSoft, LLC 39
● Salesforce Trailhead: https://trailhead.salesforce.com/content/learn/trails/get-started-with-
mulesoft-rpa
● MuleSoft Training: https://training.mulesoft.com/course/getting-started-rpa
● COMING SOON: Hyperautomation Certification (naming subject to change)
MuleSoft Automation Education Resources
All contents © MuleSoft, LLC
MuleSoft Automation Roadmap
Innovation in core RPA while integrating both MuleSoft and Salesforce
Interoperability Integrated Platforms Embedded Experiences
1
● Consume RPA
automations from
Anypoint, Composer and
Salesforce Platform
● Cloud-based RPA
exposing automations via
APIs to reuse and easy
consumption
● Enhanced productivity in
IDP and Process Recorder
●Enhanced Attended bot
and increased scalability
and performance
●SSO across MuleSoft and
Salesforce Platforms
●Extended Composer
connectivity
●Improved discovery and
interop across platform
●IDP for Einstein Docs and
Cross-tool File Support
●RPA Recorder at the point
of business need
●Deep integration with
Process Mining Tools
●Unified Asset Catalog
●Improved Lifecycle
Management capabilities
●Common collaboration
through Slack
●GovCloud support
2 3
GA: August 1st 2022 CY 2022 H2 CY 2023
All contents © MuleSoft, LLC
Next Steps
All contents © MuleSoft, LLC 42
● Share:
○ Tweet using the hashtag #MuleSoftMeetups
○ Invite your network to join: https://meetups.mulesoft.com/denver
● Feedback:
○ Complete the Meetup survey, provide feedback, and suggest topics for upcoming events
○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program
What’s next?
All contents © MuleSoft, LLC 43
All contents © MuleSoft, LLC 44
● Future (tentative) Meetup schedule:
○ October 12th
○ December 14th
● We are looking for topic suggestions and speakers!
○ DataWeave is always popular
○ Local customer experience
○ Logging revisited
○ Deeper dive into RPA Builder
Denver Meetups 2022
All contents © MuleSoft, LLC
Thank you!

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At Last, MuleSoft RPA Revealed - A Quick Guide To Automating Your Business | Denver MuleSoft Meetup

  • 1. All contents © MuleSoft, LLC DENVER MULESOFT MEETUP MuleSoft Automation
  • 2. All contents © MuleSoft, LLC 6:00 - 6:10: Networking 6:10 - 6:15: Introductions 6:15 - 7:20: MuleSoft Automation 7:20 - 7:30: Wrap Up Agenda
  • 3. All contents © MuleSoft, LLC 3 Stephanie Lawrence Denver MuleSoft Meetup Coordinator Big Compass Denver Meetup Introductions Brian Statkevicus MuleSoft Practice Manager Big Compass Aaron Lieberman Director, Platform Engineering Science 37
  • 4. All contents © MuleSoft, LLC 4 ● First person to call out the correct answer, wins! ● One answer per person per question ○ If you answer more than 1x per question, you are ineligible for that question ● If you’ve already won during today’s Meetup, you cannot win again ● Big Compass makes the final decision on the trivia winners that will be submitted to MuleSoft (see next slide) Trivia Questions - “House Rules” More important Trivia guidelines on next slide
  • 5. All contents © MuleSoft, LLC 5 ● Big Compass emails trivia winners a link to a Google Form for the trivia winners to complete ○ Your email MUST match your training account email; otherwise, you won’t receive a voucher ● Once you complete this form, MuleSoft will verify: ○ You haven’t already won this month ○ You’re not trying other means to circumvent the 1x/month rule ● MuleSoft will send you the voucher ○ The voucher is a training voucher, not a standalone exam voucher. If you select an exam on the Google Form as opposed to selecting a course, you will not receive a voucher. ○ MuleSoft retains the final decision on determining your eligibility to receive a training voucher ● If you have trouble redeeming a voucher or have not received a voucher, open a ticket at training.mulesoft.com/question. DO NOT CONTACT US! Trivia Questions - MuleSoft Guidelines
  • 6. All contents © MuleSoft, LLC Speaker 6 Brian Statkevicus MuleSoft Ambassador & MuleSoft Practice Manager Big Compass + Based in the Denver metro area + Over 20 years of Integration experience + Hobbies - Skiing, Hiking, Participating in 5Ks (I’m too slow to say I actually ‘run’ in them) + Ex-soccer ref, but I still know how to show a yellow and red card
  • 7. All contents © MuleSoft, LLC MuleSoft Automation
  • 8. All contents © MuleSoft, LLC 8 According to Gartner: ●Hyperautomation is a business-driven, disciplined approach that organizations use to rapidly identify, vet and automate as many business and IT processes as possible. ●Involves the orchestrated use of multiple tools, technologies, or platforms, including ○ AI ○ Machine Learning (ML) ○ EDA ○ RPA ○ BPM ○ iPaaS ○ Low code/no code tools With hyperautomation in mind, let’s consider how MuleSoft Automation enables hyperautomation Hyperautomation - what is it?
  • 9. All contents © MuleSoft, LLC 9
  • 10. All contents © MuleSoft, LLC Governance + Security SaaS Composer RPA Docs Images Anypoint Platform Cloud On-prem Custom MuleSoft Automation and Hyperautomation System integration Process automation Human task automation Governance & Security Business Teams IT teams Legacy
  • 11. All contents © MuleSoft, LLC 11 Hyperautomation - what is it?
  • 12. All contents © MuleSoft, LLC 12 ● UAPIM is NOT Included! ● If you have an existing Anypoint Platform license, congratulations, you get the above vCores added to your subscription. What is “limited Anypoint Platform”?
  • 13. All contents © MuleSoft, LLC MuleSoft RPA Use Cases
  • 14. All contents © MuleSoft, LLC Increase Productivity and Efficiency Warehouse System Logs into legacy order and invoicing system Enters delivery data Does other tasks while RPA running Service Cloud Opens Customer Case via OmniChannel Checks Order Status Sees NBA on offering express delivery Bot triggered / conversation continues Confirms Rachel & Closes Case Use MuleSoft RPA Bots to replace human tasks
  • 15. All contents © MuleSoft, LLC Increase Productivity and Efficiency Use MuleSoft Automation to automate repetitive tasks Accounting Team
  • 16. All contents © MuleSoft, LLC Expand Integration Reach with RPA Use MuleSoft RPA Bots to replace human tasks Warehouse System Logs into legacy order and invoicing system Enters delivery data Anypoint Bot triggered to update Order Confirm and return Ship to ITS
  • 17. All contents © MuleSoft, LLC NEW MuleSoft RPA Automate repetitive processes and tasks Automate any process for any team Use with point-and-click tools to automate your workflows instantly – whether through a UI, document, or image Collaborate on a secure, trusted platform Empower business and IT teams to collaborate with ease and break silos on every step of your automation journey Scale end-to-end automation Share and reuse RPA securely with Salesforce C360, Anypoint Platform, and Composer
  • 18. All contents © MuleSoft, LLC Cloud Control Plane Intelligent Document Processing (IDP) Can leverage AWS’ Textract (IDP) Service RPA Processes as invocable APIs Process recorder with Web Application detection Enhanced Onboarding What has changed since the Servicetrace acquisition?
  • 19. All contents © MuleSoft, LLC Evaluation Design Test Production Business Teams RPA Developers IT Step-by-step collaboration throughout the lifecycle Build RPA Manager RPA Recorder RPA Builder 19
  • 20. All contents © MuleSoft, LLC
  • 21. All contents © MuleSoft, LLC MuleSoft RPA - RPA Manager
  • 22. All contents © MuleSoft, LLC MuleSoft RPA Manager Effortlessly manage every step of your automation journey Evaluate automation efficiency Increase Bots performance with full visibility of your ROI, process lifecycle, profit analysis, and Bot utilization Optimize your process operations Govern, monitor, and analyze your automation with customizable dashboards Solve errors faster Get immediate notifications using customized alert rules as soon as when an error occurs in your flow
  • 23. All contents © MuleSoft, LLC 23 ● What you will see ○ The steps to create and approve an automation project ○ Other interesting areas of RPA Manager ● What you won’t see: ○ Any user configuration I performed ahead of time Demo Part 1 – Use RPA Manager to approve an automation project
  • 24. All contents © MuleSoft, LLC MuleSoft RPA - RPA Recorder
  • 25. All contents © MuleSoft, LLC MuleSoft RPA Recorder Instantly record and capture your business processes Accelerate process design Capture your everyday work in any application and automatically create click-path documentation Analyze every step of your workflow Thoroughly analyze every desired automation action with enhanced metadata for Process Mining Streamline collaboration Seamlessly synchronize with RPA Manager and RPA Builder for instant process design and development
  • 26. All contents © MuleSoft, LLC 26 ● Install the Recorder to the User’s Windows environment ○ Installer will automatically add any .NET dependencies ○ Pay attention to screen resolution (1920x1080 is recommended) ● The recorder works with desktop applications and web applications ○ Chrome, Edge, and Firefox are supported ● 3 files are created: ○ BPMN. Compatible with BPMN v2.0. This is the file that should be version managed. ○ PDF – documentation of the recording ○ XES – standard format for process mining More about RPA Recorder
  • 27. All contents © MuleSoft, LLC 27 ● What you will see ○ Starting from the output of Demo 1, using RPA Recorder to design the BPMN diagram ○ Interaction with RPA Manager ● What you won’t see: ○ RPA Recorder installation Demo Part 2 – Use RPA Recorder to Design the BPMN diagram
  • 28. All contents © MuleSoft, LLC MuleSoft RPA - RPA Builder
  • 29. All contents © MuleSoft, LLC MuleSoft RPA Builder Build and debug RPA processes with low-code tools Build with ease Rapidly configure RPA Bots with a rich, diverse wizard-based toolbox to solve any automation problems Jumpstart with building assets Expedite development cycle with pre-built activity steps and templates from Anypoint Exchange Debug projects in realtime Inspect the state of the variables across your RPA process with classic, developer-friendly debugging capabilities
  • 30. All contents © MuleSoft, LLC 30 ● Install the Builder to the Developer’s Windows environment ○ Installer will automatically add any .NET dependencies ○ Pay attention to screen resolution (1920x1080 is recommended), font size, color scheme, etc. These all must match the test and production system settings. ○ Requires JDK 11. Option to install Eclipse Adoptium JDK. ● Local testing of your automation process is supported ● You upload the completed BPMN file to RPA Manager for Test and Production More about RPA Builder
  • 31. All contents © MuleSoft, LLC 31 RPA Builder UI 1. Explorer pane 1. Menu bar 1. BPMN Editor 1. Workflow properties pane 1. Workbench 1. Workflow run results
  • 32. All contents © MuleSoft, LLC 32 ● What you will see ○ Starting from the output of Demo 2, using RPA Builder to implement the Workflow ○ Local testing ○ Interaction with RPA Manager ● What you won’t see: ○ A LOT!!! RPA Builder could easily be its own Meetup session Demo Part 3 – Use RPA Builder to Implement the workflow
  • 33. All contents © MuleSoft, LLC 33 ● Essentially, this is a Windows service ● Use API key (from RPA Manager) to connect to RPA Manager ● Need to be able to open a local RDP Session ● Recommendation: Use Windows Server (2016 / 2019 / 2022). RPA Bot
  • 34. All contents © MuleSoft, LLC 34 ● Upload the BPMN file to RPA Manager ● IT Team can create test plan(s) for the workflow process ● IT Team will deploy workflow process, including scheduling it (if necessary) Final steps – Test and deploy to Production
  • 35. All contents © MuleSoft, LLC Trivia Questions!
  • 36. All contents © MuleSoft, LLC 36 A. Runtime Fabric (RTF) B. Standard Connectors C. Only one (1) non-Prod environment D. API Manager E. All of the above Question #1 - Which component(s) are part of “Anypoint lite” when bundled with MuleSoft Automation?
  • 37. All contents © MuleSoft, LLC 37 A. RPA Bot(s) can be deployed to CloudHub B. RPA Manager runs on a Windows Server C. You invoke a MuleSoft Anypoint API through the MuleSoft Activity on RPA Builder D. You can test your implementation from RPA Recorder E. None of the above Question #2 - Which of the following is TRUE?
  • 38. All contents © MuleSoft, LLC More about MuleSoft Automation
  • 39. All contents © MuleSoft, LLC 39 ● Salesforce Trailhead: https://trailhead.salesforce.com/content/learn/trails/get-started-with- mulesoft-rpa ● MuleSoft Training: https://training.mulesoft.com/course/getting-started-rpa ● COMING SOON: Hyperautomation Certification (naming subject to change) MuleSoft Automation Education Resources
  • 40. All contents © MuleSoft, LLC MuleSoft Automation Roadmap Innovation in core RPA while integrating both MuleSoft and Salesforce Interoperability Integrated Platforms Embedded Experiences 1 ● Consume RPA automations from Anypoint, Composer and Salesforce Platform ● Cloud-based RPA exposing automations via APIs to reuse and easy consumption ● Enhanced productivity in IDP and Process Recorder ●Enhanced Attended bot and increased scalability and performance ●SSO across MuleSoft and Salesforce Platforms ●Extended Composer connectivity ●Improved discovery and interop across platform ●IDP for Einstein Docs and Cross-tool File Support ●RPA Recorder at the point of business need ●Deep integration with Process Mining Tools ●Unified Asset Catalog ●Improved Lifecycle Management capabilities ●Common collaboration through Slack ●GovCloud support 2 3 GA: August 1st 2022 CY 2022 H2 CY 2023
  • 41. All contents © MuleSoft, LLC Next Steps
  • 42. All contents © MuleSoft, LLC 42 ● Share: ○ Tweet using the hashtag #MuleSoftMeetups ○ Invite your network to join: https://meetups.mulesoft.com/denver ● Feedback: ○ Complete the Meetup survey, provide feedback, and suggest topics for upcoming events ○ Contact MuleSoft at meetups@mulesoft.com for ways to improve the program What’s next?
  • 43. All contents © MuleSoft, LLC 43
  • 44. All contents © MuleSoft, LLC 44 ● Future (tentative) Meetup schedule: ○ October 12th ○ December 14th ● We are looking for topic suggestions and speakers! ○ DataWeave is always popular ○ Local customer experience ○ Logging revisited ○ Deeper dive into RPA Builder Denver Meetups 2022
  • 45. All contents © MuleSoft, LLC Thank you!