Your trainers: Lovely Sinha, UiPath MVP 2022, Associate @JPMorgan Chase & Co. Anmol Yadav, UiPath MVP 2021 + 2022, RPA Analyst @Speridian Technologies 🌺 About this event: Hello & welcome to our Women in Automation Series! Introduction to the RPA technology and processes Introduction to UiPath StudioX: download, install, features Small automation demo using StudioX Interaction and Q&A Academy follow-up and examples. Goodbyes 🥰

1. Women In Automation
Session 1:
Kick-off your way in RPA and
become a Citizen Developer

2. 2
System Analyst – Speridian
Technologies
UiPath MVP 2021+2022
LinkedIn: @anmol-yadav27
YouTube: RPA Evangelist
Associate – JP Morgan Chase
UiPath MVP 2022
LinkedIn-lovelysinha
UiPath Forum- @lovely.sinha
UiPath Community Manager –
APAC
LinkedIn - rohitradhakrishnan1
Anmol Yadav Lovely Sinha Rohit Radhakrishnan
Team Slide

3. 3
Agenda
• Introduction to RPA
• Introduction to UiPath
• UiAutomation
• Recording UiInteraction
• Word Automation
• Q&A

4. Introduction to RPA

5. 5
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. 6
It’s not about:
What RPA is not?
A humanoid
robot

7. 7
It’s not about:
What RPA is not?
Human
replacement

8. 8
It’s not about:
What RPA is not?
Just another cost
saving method

9. 9
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. 10
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. 11
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. 12
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

13. Introduction to UiPath

14. 14
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

15. 15
Citizen developers are non-technical persons who learn how
to automate and want to use their skills to create simple
automations for themselves or theirs departments, in order to
make more time for higher-value work.
What are Citizen Developers?
What can Citizen Developers do?
● learn how to build and run robots to make their work lives better
● automate the everyday work they do
● learn about products that improve your automation experience:
UiPath Assistant, UiPath StudioX, and UiPath Automation Hub
● take part in knowledge-sharing sessions and groundbreaking
discussions

16. 16
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

17. 17
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

18. 18
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)

19. Introduction to
User Interface (UI)
Automation

20. 20

21. Getting familiar with StudioX
activities for UI automation

22. 22

23. Create your FIRST BOT using
Web Automation
Download link to Practice exercises :
https://bit.ly/2VtXWqG

24. 24

25. 25
Congratulations !
You have built your first BOT.
And you have your first Unicorn Name too! :)

26. Automate Faster : Recording UI
Interactions
Download link to Practice exercises :
https://bit.ly/2VtXWqG

27. 27
• The second method of automating User Interfaces is using the Web/App
Recorder feature
• Adding activities for all the actions you perform within User Interfaces can
become quite time-consuming. Let's see how you can record your actions on
the screen and translate them into StudioX activities.
Using the Web/App Recorder feature
Cool! Can I use the Recorder an all applications?
The Recorder works only on automating User Interfaces. It will not work for tasks involving
Excel, Outlook, Word, or files and folders automation, where you still need to add the activities
one by one.

28. 28
STEP1 : Open StudioX and download project file
STEP2 : Install browser extension in StudioX
STEP3 : Record automation steps and Run the project
DEMO : Generate a strong password
https://www.rpasamples.com/passwordgenerator

29. What more can be automated with UI
(Desktop application)
Download link to Practice exercises :
https://drive.google.com/file/d/1Qa14WCCBawsSPEMRMlW_UBllWueGvByx/view?usp=sharing
Before session start!!

30. 30

31. 31
1. Check StudioX needed add-ins for this session
Ensure no MS Excel file is open, then use…
Home > Tools > Excel Add-in
1. Download Exercise Packs for Word automation:
https://bit.ly/3BtgarS
Resources

32. 32
What is Word Automation ?
As a business user, you most likely work with Word templates.
Let's see how StudioX can help reduce your workload by enabling
you to automate tedious and repetitive Word-based activities.
StudioX Word Automation offers a number of activities that
automate the tasks you usually perform when working with Word
templates.

33. 33
What can you automate?
Examples of Word documents that are usually prepared using
the same template include… resumes, letters, brochures,
reports, etc
Word Automation basically involves the use of Word templates, which will
have placeholders for text, hyperlinks, images, tables, charts, etc.
A given template can be used to prepare a number (few to very many) of
Word documents, which can be remain in Word format or saved as PDF.

34. How do I use it?

35. 35
Update a Word template Resume_Template.docx using data from the
“ResumeData.xlsx" file
Demo Exercise #1

36. 36
Academy
https://bit.ly/3jm0OOp
UiPath Website
https://docs.uipath.com/studiox/docs/ui-automation
Resources

37. 37
Browse to www.menti.com
Enter code : 7335 7762
Chance to win UiPath Swag

38. Goodbye & glad to meet YOU 
Stay close and see you in next
session on March 11, 14:00 PM GMT
community@uipath.com
● community.uipath.com