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UiPath
Southern California Chapter
Communications Mining Series – Session 2
2
1. Introduction
2. UiPath SoCal Chapter
3. Communication Mining Administration
4. Manage Sources and Dataset
5. Taxonomy
6. Model Training
7. Refining Models & Using Validation
8. Best Practices
9. Live Demo
10.Q & A
Agenda
3
3
About UiPath South California Chapter
We are an online and offline community 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
4
UiPath
Community Marketing
Manager, Americas, UiPath
Diana Gray
Organizers/Team/Speakers
qBotica
Tech Lead
Devi Kandasamy
5
Communications Mining - Overview
6
Communications Mining - Phases
7
❖ Add Communications Mining as a Service
❖ Create Project
❖ Add User to Project
❖ Update User Permissions
❖ Remove user from project
❖ Quotas
❖ Deprecated Models
Communications Mining – Setup & Administration
8
❖ Create datasource
❖ Upload CSV file into source
❖ Using Exchange Integration
Communications Mining – Manage sources
9
❖ Headers on the first line delimited by commas or tabs
❖ A minimum of three columns are required: the message text contents (the
message), a timestamp, and a unique ID that identifies the message
❖ All text fields should be surrounded by double quotes
❖ The file must be encoded as either UTF-8, UTF-16, or UTF-32
❖ The file should be 64 MiB or less. Split larger file into multiple files
Timestamp format: If format is ambiguous for the order of days / months / years (e.g. 01/02/03 10:10),
suggest the correct interpretation: 2nd of January 2003 – None, 1st of February 2003 - Day first, 3rd of
February 2001 - Year first, 2nd of March 2001 - Day first + Year first
Recommended to supply timestamps in the RFC 3339 format if possible (e.g. 2020-01-31T12:34:56Z
for UTC or with a timezone: 2020-08-031T11:20:60-08:00)
Communications Mining – Upload CSV file
10
❖ Sign into Azure Cloud Portal
❖ Register an application for Communication Mining and retrieve Application (client) ID and
a Directory (tenant) ID
❖ Create a Client Secret
❖ Set API Permissions
❖ Give access for service user to the shared mailboxes
❖ Create Integration in the platform with Microsoft exchange and fill in the credential details
❖ Add Mailboxes
Refer: Communications Mining - Exchange Integration with Azure (uipath.com)
Communications Mining – Exchange Integration with
Azure
11
❖ Create dataset
❖ Importing Taxonomy
❖ Update dataset
❖ Delete Message
❖ Delete dataset
Communications Mining – Manage Datasets
12
Building your Taxonomy
13
Example Taxonomy
14
Entity Types: Pre-trained vs Trained from scratch
15
Taxonomy – Best Practices
16
Pruning & reorganizing a taxonomy
17
Model Training & Validation
18
Model Training & Validation
Performance Factors
❖All labels - the average performance of all labels in the taxonomy
❖Underperforming labels - the performance of the 10% of labels that
have the most significant performance issues or lowest overall health
❖Coverage - the proportion of messages that are predicted to have at
least one informative label
❖Balance - whether the reviewed data is an effective, balanced
representative of the whole dataset
19
July 10, 2024 - Communications Mining Series - Zero to
Hero - Session 3
Upcoming Sessions
20
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
21
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
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
Automation Cloud
• Learn the skills of the future on UiPath Academy or through our Academic Alliance
• Earn globally recognized credentials with UiPath Certifications
Q & A

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Communications Mining Series - Zero to Hero - Session 2

  • 1. UiPath Southern California Chapter Communications Mining Series – Session 2
  • 2. 2 1. Introduction 2. UiPath SoCal Chapter 3. Communication Mining Administration 4. Manage Sources and Dataset 5. Taxonomy 6. Model Training 7. Refining Models & Using Validation 8. Best Practices 9. Live Demo 10.Q & A Agenda
  • 3. 3 3 About UiPath South California Chapter We are an online and offline community 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
  • 4. 4 UiPath Community Marketing Manager, Americas, UiPath Diana Gray Organizers/Team/Speakers qBotica Tech Lead Devi Kandasamy
  • 7. 7 ❖ Add Communications Mining as a Service ❖ Create Project ❖ Add User to Project ❖ Update User Permissions ❖ Remove user from project ❖ Quotas ❖ Deprecated Models Communications Mining – Setup & Administration
  • 8. 8 ❖ Create datasource ❖ Upload CSV file into source ❖ Using Exchange Integration Communications Mining – Manage sources
  • 9. 9 ❖ Headers on the first line delimited by commas or tabs ❖ A minimum of three columns are required: the message text contents (the message), a timestamp, and a unique ID that identifies the message ❖ All text fields should be surrounded by double quotes ❖ The file must be encoded as either UTF-8, UTF-16, or UTF-32 ❖ The file should be 64 MiB or less. Split larger file into multiple files Timestamp format: If format is ambiguous for the order of days / months / years (e.g. 01/02/03 10:10), suggest the correct interpretation: 2nd of January 2003 – None, 1st of February 2003 - Day first, 3rd of February 2001 - Year first, 2nd of March 2001 - Day first + Year first Recommended to supply timestamps in the RFC 3339 format if possible (e.g. 2020-01-31T12:34:56Z for UTC or with a timezone: 2020-08-031T11:20:60-08:00) Communications Mining – Upload CSV file
  • 10. 10 ❖ Sign into Azure Cloud Portal ❖ Register an application for Communication Mining and retrieve Application (client) ID and a Directory (tenant) ID ❖ Create a Client Secret ❖ Set API Permissions ❖ Give access for service user to the shared mailboxes ❖ Create Integration in the platform with Microsoft exchange and fill in the credential details ❖ Add Mailboxes Refer: Communications Mining - Exchange Integration with Azure (uipath.com) Communications Mining – Exchange Integration with Azure
  • 11. 11 ❖ Create dataset ❖ Importing Taxonomy ❖ Update dataset ❖ Delete Message ❖ Delete dataset Communications Mining – Manage Datasets
  • 14. 14 Entity Types: Pre-trained vs Trained from scratch
  • 18. 18 Model Training & Validation Performance Factors ❖All labels - the average performance of all labels in the taxonomy ❖Underperforming labels - the performance of the 10% of labels that have the most significant performance issues or lowest overall health ❖Coverage - the proportion of messages that are predicted to have at least one informative label ❖Balance - whether the reviewed data is an effective, balanced representative of the whole dataset
  • 19. 19 July 10, 2024 - Communications Mining Series - Zero to Hero - Session 3 Upcoming Sessions
  • 20. 20 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
  • 21. 21 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 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 Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications