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RPA Summer School
Session 1:
Kick-off your way in RPA
* Some of the contents of this presentation can also be found in the Step into RPA course within our Academic Alliance program
2
RPA Instructor, Freelance
LinkedIn: gabrielmarin
Principal Software Engineer
@GoGrow
LinkedIn: nicolas-erlichman
Sr. Manager, Marketing
Community
@UiPath
Community Marketing
Manager AMER @UiPath
Gabriel Marin Nicolas Erlichman Cristina Vidu
Diana Gray
Meet Today’s Team
Loredana Ifrim
Marketing
Community Manager
@UiPath
Introduction to RPA
5
Source video: https://www.youtube.com/watch?v=dJ9c2xq6mas
6
RPA is the technology that enables a software program to mimic human actions
while interacting with computer applications to accomplish required tasks. Some
human interactions that can be automated are:
What is RPA?
Mouse movements and
clicks
Keyboard inputs Reading computer screen
7
It’s not about:
What RPA is not?
A humanoid
robot
8
It’s not about:
What RPA is not?
Human
replacement
9
It’s not about:
What RPA is not?
Just another cost
saving method
10
Here are some of the tasks that can be easily handled over to Robots
What can software robots do?
Log into any
application
Move files and folders
Extract content from
documents, PDFs,
emails and forms
Scrape data from the
web
Open emails and
attachments
Make calculations
Read and write to
databases
11
The major advantages of RPA adoption by a business are:
Benefits of RPA
Reduced Cost of
Process Execution
Easier Scaling
Improved Regulatory
Compliance
Enhanced
Accuracy
Increased
Execution Speed
12
Processes that are simple, structured and can be easily mimicked by a machine
are best suited for RPA.
Processes best-suited for RPA
Repetitive Rule-based Structured
13
Some examples where RPA is deployed in businesses departments today are:
Use of RPA in Business
Finance
• Process-to-pay
• Order-to-cash
• Record-to-report
IT
• Server & app monitoring
• Routine maintenance &
monitoring
HR
• Payroll
• Onboarding & offboarding
Supply Chain
• Inventory management
• Invoice & contract
management
Client Services
• Address change
• Scheduling
appointments
Accounting
• Accounts/Reports
Reconciliation
• Account Creation
& Update
Operations
• Order Creation &
Update
• Work Order
Request
About UiPath
15
About UiPath
Our Vision:
A Robot
for Every
Person Our Mission:
To deliver the
Fully Automated
EnterpriseTM
16
The UiPath Suite has three core components, which are are:
UiPath Platform
Execute workflows and
instructions
Control, manage and
monitor the robots
Design automation
workflows visually, with
minimal use of code
Deploy Execute
Robot
Studio Orchestrator
17
Citizen developers are non-technical persons who learn how
to automate and want to use their skills to create simple
automations for themselves or their departments, in order to
make more time for higher-value work.
What are Citizen Developers?
What can Citizen Developers do?
â—Ź learn how to build and run robots to make their work lives better
â—Ź automate the everyday work they do
â—Ź learn about products that improve your automation experience:
UiPath Assistant, UiPath StudioX, and UiPath Automation Hub
â—Ź take part in knowledge-sharing sessions and groundbreaking
discussions
18
With UiPath StudioX, business users get a no-code platform to automate their
tasks. Everyone benefits from more robots doing the repetitive, boring parts of
work.
UiPath StudioX
19
1. Sign up for your UiPath Automation Cloud account:
Link: https://bit.ly/3rOHDkd >> option on the right side >> sign up for UiPath Automation Cloud
for community
2. Download UiPath StudioX:
Once inside the Automation Cloud click on the first blue button Download UiPath Studio
3. Run the UiPath Studio installer
4. Sign into UiPath Automation Cloud from UiPath Studio
5. Choose the UiPath StudioX profile
Resources:
• https://docs.uipath.com/installation-and-upgrade/docs/studio-install-studio
Install UiPath StudioX and Plugins
20
UiPath StudioX main features or Scenarios
Native integration to Microsoft Office
Microsoft Outlook, Outlook 365, and
Gmail plus special SAP support
Fully functional project
templates for a quick start
A Project Notebook that lets you
apply your Excel knowledge to
automation
Simple scheduling of runs without
re-opening UiPath StudioX, by using
UiPath Assistant
Scenarios that show you best
practices for automating common
actions
Intuitive error handling so you can
skip, retry, or stop if your robot gets
stuck (hey, it happens)
21
22
The UiPath Academy empowers you to grow as a professional and reach new
heights in the digital era by providing latest study materials on RPA.
UiPath Academy
• Open online platform offering free RPA
training
• Helps you to progressively build your
automation skills with the help of a variety
of courses
• Take on-demand courses, enroll in role-
based learning paths, and get
comprehensive product training.
• To Know more visit…
https://bit.ly/37k1MoW
23
What’s NEXT?
â—Ź Content upload Session 1 available starting
tomorrow
â—Ź Session 2 -
https://community.uipath.com/e/mysfgt/
â—Ź Join Citizen Developer chapter
community.uipath.com
â—Ź Join Forum and check dedicated Forum topic on
StudioX https://bit.ly/3ilv78x
24
Goodbye & Glad to meet YOU!
Stay close:
â—Ź community@uipath.com
â—Ź https://forum.uipath.com/

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RPA Summer School StudioX Session 1 AMER: Kick-off your way in RPA

  • 1. RPA Summer School Session 1: Kick-off your way in RPA * Some of the contents of this presentation can also be found in the Step into RPA course within our Academic Alliance program
  • 2. 2 RPA Instructor, Freelance LinkedIn: gabrielmarin Principal Software Engineer @GoGrow LinkedIn: nicolas-erlichman Sr. Manager, Marketing Community @UiPath Community Marketing Manager AMER @UiPath Gabriel Marin Nicolas Erlichman Cristina Vidu Diana Gray Meet Today’s Team Loredana Ifrim Marketing Community Manager @UiPath
  • 5. 6 RPA is the technology that enables a software program to mimic human actions while interacting with computer applications to accomplish required tasks. Some human interactions that can be automated are: What is RPA? Mouse movements and clicks Keyboard inputs Reading computer screen
  • 6. 7 It’s not about: What RPA is not? A humanoid robot
  • 7. 8 It’s not about: What RPA is not? Human replacement
  • 8. 9 It’s not about: What RPA is not? Just another cost saving method
  • 9. 10 Here are some of the tasks that can be easily handled over to Robots What can software robots do? Log into any application Move files and folders Extract content from documents, PDFs, emails and forms Scrape data from the web Open emails and attachments Make calculations Read and write to databases
  • 10. 11 The major advantages of RPA adoption by a business are: Benefits of RPA Reduced Cost of Process Execution Easier Scaling Improved Regulatory Compliance Enhanced Accuracy Increased Execution Speed
  • 11. 12 Processes that are simple, structured and can be easily mimicked by a machine are best suited for RPA. Processes best-suited for RPA Repetitive Rule-based Structured
  • 12. 13 Some examples where RPA is deployed in businesses departments today are: Use of RPA in Business Finance • Process-to-pay • Order-to-cash • Record-to-report IT • Server & app monitoring • Routine maintenance & monitoring HR • Payroll • Onboarding & offboarding Supply Chain • Inventory management • Invoice & contract management Client Services • Address change • Scheduling appointments Accounting • Accounts/Reports Reconciliation • Account Creation & Update Operations • Order Creation & Update • Work Order Request
  • 14. 15 About UiPath Our Vision: A Robot for Every Person Our Mission: To deliver the Fully Automated EnterpriseTM
  • 15. 16 The UiPath Suite has three core components, which are are: UiPath Platform Execute workflows and instructions Control, manage and monitor the robots Design automation workflows visually, with minimal use of code Deploy Execute Robot Studio Orchestrator
  • 16. 17 Citizen developers are non-technical persons who learn how to automate and want to use their skills to create simple automations for themselves or their departments, in order to make more time for higher-value work. What are Citizen Developers? What can Citizen Developers do? â—Ź learn how to build and run robots to make their work lives better â—Ź automate the everyday work they do â—Ź learn about products that improve your automation experience: UiPath Assistant, UiPath StudioX, and UiPath Automation Hub â—Ź take part in knowledge-sharing sessions and groundbreaking discussions
  • 17. 18 With UiPath StudioX, business users get a no-code platform to automate their tasks. Everyone benefits from more robots doing the repetitive, boring parts of work. UiPath StudioX
  • 18. 19 1. Sign up for your UiPath Automation Cloud account: Link: https://bit.ly/3rOHDkd >> option on the right side >> sign up for UiPath Automation Cloud for community 2. Download UiPath StudioX: Once inside the Automation Cloud click on the first blue button Download UiPath Studio 3. Run the UiPath Studio installer 4. Sign into UiPath Automation Cloud from UiPath Studio 5. Choose the UiPath StudioX profile Resources: • https://docs.uipath.com/installation-and-upgrade/docs/studio-install-studio Install UiPath StudioX and Plugins
  • 19. 20 UiPath StudioX main features or Scenarios Native integration to Microsoft Office Microsoft Outlook, Outlook 365, and Gmail plus special SAP support Fully functional project templates for a quick start A Project Notebook that lets you apply your Excel knowledge to automation Simple scheduling of runs without re-opening UiPath StudioX, by using UiPath Assistant Scenarios that show you best practices for automating common actions Intuitive error handling so you can skip, retry, or stop if your robot gets stuck (hey, it happens)
  • 20. 21
  • 21. 22 The UiPath Academy empowers you to grow as a professional and reach new heights in the digital era by providing latest study materials on RPA. UiPath Academy • Open online platform offering free RPA training • Helps you to progressively build your automation skills with the help of a variety of courses • Take on-demand courses, enroll in role- based learning paths, and get comprehensive product training. • To Know more visit… https://bit.ly/37k1MoW
  • 22. 23 What’s NEXT? â—Ź Content upload Session 1 available starting tomorrow â—Ź Session 2 - https://community.uipath.com/e/mysfgt/ â—Ź Join Citizen Developer chapter community.uipath.com â—Ź Join Forum and check dedicated Forum topic on StudioX https://bit.ly/3ilv78x
  • 23. 24 Goodbye & Glad to meet YOU! Stay close: â—Ź community@uipath.com â—Ź https://forum.uipath.com/