Robotic Process Automation Projects: Build real-world RPA solutions using UiPath and Automation Anywhere

Description

Learn RPA by building business solutions such as ERP and CRM automation, software robots, and intelligent process automation from scratch Key Features Use popular RPA tools Automation Anywhere A2019 and UiPath, for real-world task automation Build automation solutions for domains such as System Administration, Finance, HR, Supply Chain, and Customer Relations Extend your RPA capabilities by implementing Intelligent process automation with APIs and AIBook Description Robotic Process automation helps businesses to automate monotonous tasks that can be performed by machines. This project-based guide will help you progress through easy to more advanced RPA projects. You'll learn the principles of RPA and how to architect solutions to meet the demands of business automation, along with exploring the most popular RPA tools - UiPath and Automation Anywhere. In the first part, you'll learn how to use UiPath by building a simple helpdesk ticket system. You'll then automate CRM systems by integrating Excel data with UiPath. After this, the book will guide you through building an AI-based social media moderator using Google Cloud Vision API. In the second part, you'll learn about Automation Anywhere's latest Cloud RPA platform (A2019) by creating projects such as an automated ERP administration system, an AI bot for order and invoice processing, and an automated emergency notification system for employees. Later, you'll get hands-on with advanced RPA tasks such as invoking APIs, before covering complex concepts such as Artificial Intelligence (AI) and machine learning in automation to take your understanding of RPA to the next level. By the end of the book, you'll have a solid foundation in RPA with experience in building real-world projects. What you will learn Explore RPA principles, techniques, and tools using an example-driven approach Understand the basics of UiPath by building a helpdesk ticket generation system Automate read and write operations from Excel in a CRM system using UiPath Build an AI-based social media moderator platform using Google Cloud Vision API with UiPath Explore how to use Automation Anywhere by building a simple sales order processing system Build an automated employee emergency reporting system using Automation Anywhere Test your knowledge of building an automated workflow through fun exercisesWho this book is for This RPA book is for enterprise application developers, software developers, business analysts, or any professional who wants to implement RPA across various domains of the business. The book assumes some understanding of enterprise systems. Computer programming experience will also be beneficial. Table of Contents Getting Started with Robotic Process Automation Help Desk Ticket Generation CRM Automation Moderate Social Media Using AI Purchase Order Processing with UiPath ReFramework Completing an RPA Challenge Sales Order Processing ERP User Administration Employee Emergency Notifications Using AI and RPA for Invoice Processing Appendix A and B for UiPath Appendix: Looking forward and Next Steps Cover Title Page Copyright and Credits Dedication Contributors About Packt Table of Contents Preface Chapter 1: Getting Started with Robotic Process Automation Technical requirements What is RPA?  A quick definition Benefits of RPA Types of RPA Attended automation Unattended automation Our RPA tools – UiPath and Automation Anywhere UiPath  UiPath Studio UiPath Orchestrator UiPath Robot UiPath – an integrated view Automation Anywhere Enterprise Control Room Build Manage Analyze IQ Bot Our projects  Installation and setup Installing UiPath UiPath Studio and Robot Configuring Automation Anywhere Registration and setup Installing the bot agent and verifying the setup Summary Chapter 2: Help Desk Ticket Generation Technical requirements Project overview Project detail Project groundwork Creating project folders Creating an Excel sheet with ticket data Registering and logging in to Zoho Desk Main workflow Project setup Configuring the initial part of the main workflow Reading from Excel Exception handling Invoking the Excel workflow from Main Creating a support ticket in the Zoho Desk ticketing system Recording ticket creation activities Configuring the recorded activities Validating successful ticket creation Handling exceptions Putting it all together Testing the automation Project enhancements  Summary Chapter 3: CRM Automation Technical requirements Project overview Project details CRM preparation Setting up the project Extracting the customer list from CRM Preparing the browser Web recording Data scraping Using a Catch block for the Get Customer List Sequence Looking up customer information Creating a data table Looping and creating company URLs Extracting company details from Crunchbase.com Invoking the RequestCustomerDetails workflow from the Main workflow Updating the CRM with customer information Looping through the data table and updating the CRM Summary Chapter 4: Moderating Social Media Using AI Technical requirements Project overview Project detail Getting started with the project Project groundwork Reading parameters from the configuration file Passing the configuration parameters to the main workflow Reading image files from the input folder and creating a list Reading files in the input folder Reading and writing the image path list to the ImageDetails Excel file Handling exceptions for the BuildExcelList workflow Testing the BuildExcelList workflow Setting up the Google Cloud Vision API's key and credentials Setting up the Google Cloud Vision API services Setting up a credential manager Reading credentials from Windows Credential Manager Looping through images and invoking the Google Cloud Vision API Installing the UiPath GoogleVision package from UiPath Go! Adding SafeSearch to the main workflow Updating the image sheet with the API results Passing the parameters and invoking SafeSearch  Moving processed images to the Output folder  Testing the automation  Summary Chapter 5: Purchase Order Processing with UiPath ReFramework Technical requirements Project overview Robotic Enterprise Framework (ReFramework) Project detail Project groundwork Creating the PO spreadsheet Setting up Apptivo Getting started with the project Purchase order Dispatcher Purchase order Performer Init state changes Updating the InitAllApplications workflow Invoking the InitAllApplications workflow Process state changes Attaching and activating the PO application Creating the POs Preparing to input PO data Inputting the PO data Handling PO entry errors  Capturing the PO Updating the PO in the spreadsheet Testing the Automation Summary Chapter 6: Completing an RPA Challenge Technical requirements Project details Project groundwork Completing the challenge with UiPath Getting started with the UiPath project Creating the challenge automation Reading the RPA challenge Excel data Inputting data into the RPA challenge forms Testing the UiPath challenge automation Recapping the UiPath projects Automation Anywhere A2019 Completing the challenge with Automation Anywhere Getting started with the Automation Anywhere control room Creating the RPA challenge automation bot Reading the RPA challenge Excel data Preparing the RPA challenge website for input Looping through each row and column Iterating through each column and reading headers Mapping and inputting the challenge data to the website Testing the Automation Anywhere challenge automation  Summary Chapter 7: Sales Order Processing Technical requirements Project overview  Project details Project groundwork Creating the Parent bot  Exception handling  Opening and reading Excel data Creating the Child bot for SO processing Using the recorder to capture SO creation Filling in customer details for an SO Filling in item details for an SO Passing the SO number  Invoking the Child bot and updating the Excel sheet  Looping through rows and invoking the Child bot Updating Excel with the SO number Moving the Excel file to the Processed folder Testing the automation Summary Chapter 8: ERP User Administration Technical requirements Project overview  Project detail Project groundwork Creating a user request PDF Signing up for Saas application  Opening the Automation Anywhere A2019 control room Creating the Parent bot Exception handling  Extracting user details from PDF Assigning user data to row variables Extracting user details with String operations Validating email addresses with regular expressions Creating the Child bot for new user creation Creating a new user in Freshsales Handling form validation errors Handling exceptions  Invoking the Child bot and creating the new user Moving the PDF to the Processed folder on success Notifying the user in case of insufficient data Logging errors and sending email notifications Triggers Testing the automation Summary Chapter 9: Employee Emergency Notifications Technical requirements Project overview  Twilio Project details Project groundwork Creating the employee spreadsheet  Signing up for Twilio Opening the Automation Anywhere A2019 Control Room Creating a Child bot to send messages Exception handling  Saving Twilio credentials Adding variables for the Child bot Invoking the Twilio REST post method Returning a response flag to the Parent bot Unit testing the Child bot Creating the Parent bot Initializing Twilio and opening the employee Excel file Looping through the employee list and sending text messages  Checking and logging responses from the Child bot Exception handling in the Parent bot Testing the automation Summary Chapter 10: Using AI and RPA for Invoice Processing Technical requirements Intelligent document processing UiPath – Document Understanding Automation Anywhere – IQ Bot Project overview  Project details Project groundwork Opening the Automation Anywhere A2019 Control Room Downloading sample invoices Creating the IQ Bot learning instance  Setting up the initial IQ Bot learning instance Reviewing and updating field mappings Uploading invoices to IQ Bot  Downloading structured data from IQ Bot Checking the automation Automation Anywhere projects – recap Summary Appendix A and B for UiPath Appendix A – Connecting UiPath Robot to Orchestrator Getting started Creating a Standard Robot in Orchestrator Adding an environment for the Bot Connecting Orchestrator to the local Robot Appendix B – Publishing to Orchestrator Publishing to Orchestrator Creating a new process Running the process Scheduling the process Appendix: Looking Forward and Next Steps Other Books You May Enjoy Index