Learn RPA by building business solutions such as ERP and CRM automation, software robots, and intelligent process automation from scratch
▶Book 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 exercises
▶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 AI
▶Who 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.
▶What this book covers
- Chapter 1, Getting Started with Robotic Process Automation, gives you a quick introduction to RPA, its types, and its benefits. We walk you through the installation of UiPath and Automation Anywhere, the tools we will use for our projects.
- Chapter 2, Help Desk Ticket Generation, shows you how to automate helpdesk support tickets using spreadsheets. This is an attended automation, which you can invoke using a shortcut.
- Chapter 3, CRM Automation, demonstrates automating a typical "swivel chair activity" wherein you look up data from one application and use it to update another system. Here, we look up customer information and update that information in our CRM system.
- Chapter 4, Moderating Social Media Using AI, teaches you to use AI to automatically moderate images that are uploaded to social media sites. The automation uses the Google Vision API and sends the administrator a spreadsheet with its moderation recommendations.
- Chapter 5, Purchase Order Processing with UiPath ReFramework, uses the advanced UiPath ReFramework to process purchase orders. We read the purchase orders from a spreadsheet and input them into a purchase order application.
- Chapter 6, Completing an RPA Challenge, sees you solving the RPA challenge at rpachallenge.com using both UiPath and Automation Anywhere A2019.
- Chapter 7, Sales Order Processing, shows you how to take sales order data from an Excel spreadsheet and create orders on a web-based business application using Automation Anywhere A2019.
- Chapter 8, ERP User Administration, sees you building a bot that automates new user creation. The bot looks up user information from a user creation request and creates the user in a SaaS application.
- Chapter 9, Employee Emergency Notifications, shows how organizations can be enabled to send notifications to employees in the case of pandemics, hurricanes, floods, and so on. We look up a list of employees and send them a mass text message (SMS).
- Chapter 10, Using AI and RPA for Invoice Processing, teaches you to use Automation Anywhere's IQ Bot to convert invoice data from an unstructured format into a structured format that we can use for automation.
