SlideShare a Scribd company logo
Women In Automation
Session 1:
Kick-off your way in RPA and
become a Citizen Developer
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
Agenda
• Introduction to RPA
• Introduction to UiPath
• UiAutomation
• Recording UiInteraction
• Word Automation
• Q&A
Introduction to RPA

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👉 Check out our full 'Africa Series - Automation Student Developers (EN)' page to register for the full program: https://bit.ly/Automation_Student_Kickstart In this session, we shall introduce you to the world of automation, the UiPath Platform, and guide you on how to install and setup UiPath Studio on your Windows PC. 📕 Detailed agenda: What is RPA? Benefits of RPA? RPA Applications The UiPath End-to-End Automation Platform UiPath Studio CE Installation and Setup 💻 Extra training through UiPath Academy: Introduction to Automation UiPath Business Automation Platform Explore automation development with UiPath Studio 👉 Register here for our upcoming Session 2 on June 20: Introduction to UiPath Studio Fundamentals: https://community.uipath.com/events/details/uipath-lagos-presents-session-2-introduction-to-uipath-studio-fundamentals/

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Robotic process automation (RPA) uses software robots to emulate human actions and automate business processes. UiPath is a leading RPA platform that consists of UiPath Studio for designing automation processes, UiPath Robot for executing processes, and UiPath Orchestrator for managing processes. UiPath is widely used due to its compliance, cost-effectiveness, security, community support, and ability to improve productivity and customer experience. It works by having UiPath agents mediate between servers and clients to communicate information and execute tasks through software robots. RPA is applied to tasks like invoice processing, CRM updating, and appointment scheduling to improve efficiency.

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
It’s not about:
What RPA is not?
A humanoid
robot
7
It’s not about:
What RPA is not?
Human
replacement
8
It’s not about:
What RPA is not?
Just another cost
saving method

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Welcome to our kick-off session for the RPA Summer School program Studio track! In this session we will provide you with the tools and information needed to go smoothly through our following 3 sessions. We will address the introduction into RPA and UiPath Studio technology. 🦸🏽‍♀️🦸🏻‍♂️Target audience: RPA curious with tech backgrounds 👉 technical analysts, seasoned StudioX users, developers, comfy with tech tools 📕 Agenda: What is RPA Overview of the Platform Focus Task Capture/Orchestrator Real world use Cases Benefits of RPA Studio Overview Quick automation Demo (Calculator, Amazon) Homework: access the exercise pack for the demo used and automate Introduction to upcoming session 2,3,4 - give context Installing Studio from Community Automation Cloud Quick intro on how to the sign up for the community edition and install (Demo) Wrap up and prep for session 2 (installing studio and have it ready) Your trainers: 👩🏽‍💻 Divyashree Muddagangaiah, UiPath MVP 2022, ABBYY and RPA-UiPath Consultant @Datum Cybertech India 👨🏻‍💻 Frank Schikora, UiPath MVP 2022, Chief Digital Officer @Roboyo 👨🏻‍💻 Stefano Negro, UiPath MVP 2022, RPA Tech Lead @BSP Consultant

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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
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
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
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

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Introduction to UiPath
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
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
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
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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
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)
Introduction to
User Interface (UI)
Automation
20

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25
Congratulations !
You have built your first BOT.
And you have your first Unicorn Name too! :)
Automate Faster : Recording UI
Interactions
Download link to Practice exercises :
https://bit.ly/2VtXWqG
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
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

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Before session start!!
30
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
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
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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.
How do I use it?
35
Update a Word template Resume_Template.docx using data from the
“ResumeData.xlsx" file
Demo Exercise #1
36
Academy
https://bit.ly/3jm0OOp
UiPath Website
https://docs.uipath.com/studiox/docs/ui-automation
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37
Browse to www.menti.com
Enter code : 7335 7762
Chance to win UiPath Swag
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

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UiPath Studiox session I

  • 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
  • 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
  • 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)
  • 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
  • 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