UiPath in practise

Module 1.

Introduction to RPA

• Overview of the use of the RPA tool
• Overview of training objectives

Course participants will find out how the robots operate in the system infrastructure and the types of applications of the RPA tools, as well as the capabilities of the supporting OCR tools and machine learning solutions

Module 2.

Getting to know the tool

• UiPath infrastructure
• UiPath Studio tool interface
• Variables and manipulators
• Selectors

You will learn the breakdown of applications of the UiPath solution components Studio, Robot and Orchestrator. You will also get familiar with the menu and the main view of the developer tool. You will be introduced to the most commonly used types of variables and how to edit and use them during robot operations. We will discuss how to distinguish interface elements in desktop applications used and web pages

Module 3.

Environment integration methods

• Ways to build a robot flow
• Using a robot with Microsoft Excel
• Using a robot with Microsoft Outlook
• Operating the recorder

We will present the three main forms of the flow of activities in robots with an explanation of their main advantages depending on the application. We will start designing robots by learning how to handle basic activities that use Microsoft Office and, using the built-in activity recorder, perform the first elements of interaction with the application’s interface

Module 4.

Designing solutions

• Downloading currency exchange rates from the National Bank of Poland
• Data exchange between Excel database sheets
• Sending e-mails to contacts from the list in the Excel database
• Verification of taxpayer information based on the White List of Taxpayers and the REGON database

We will design our own robots based on sample actions performed on data from files and e-mails, gradually introducing decision-making elements and including support for more applications in the process. We will learn how to approach growing projects, making it clearer and easier to work with the existing script

Module 5.

Exception handling and job status handling methods

• Error handling design
• Creating dynamic selectors
• Creating dedicated job logs

We will extend the existing robots with elements that respond to unwanted or unexpected system and application behaviors. We will also learn how to prepare a unique element identifier so that it is accurate but at the same time able to react to changing parameters such as the year or product name, for example, so that the robot can work on data that is changing without having to be modified frequently. Dedicated logs will also be added so that the process user has full knowledge of the current status of the operation

Module 6.

Document processing

• Matching e-mails and orders
• Invoicing

We will produce robots that use the data contained in the text of structured e-mails with orders, a solution that allows completing the data in a document based on external data sources

Module 7.

Integration of external supporting solutions

• Using an OCR tool to read data from documents
• Using the Google Vision API solutions

We will focus on reading data from various source documents: e-documents and document scan to extract the data needed in the process. In addition to the OCR solution, we will also present support for machine learning modules to interpret the sentiment of the messages received and verify handwritten signatures on documents