Introduction to RPA

How RPA Works

 Learning Objectives

By the end of this lesson, you will be able to:

Define the functions of RPA bots.

List the types of RPA bots.

Classify the types of RPA bot setup.

Explain the functions of RPA recorder.

List the tasks of RPA bots.

Functions and Types of RPA Bots
 Functions of RPA Bots

RPA bots have transformed

back offices.

RPA bots replicate

RPA bots have transformed employee actions.
the factory floor.
 Types of RPA Bots

The three types of RPA Bots designed for different business needs:

Unattended or autonomous Attended Hybrid

Autonomous or Unattended RPA Bots

● Unattended bots are ideal for back-office tasks.

● Unattended bots can be launched in the following
situations:

At specified intervals

When initiated by other bots

When data input is at a specified location

Attended RPA Bots

● Attended bots are stored on the user’s machine and

can be triggered by the user.
● Attended bots can be launched in the following
situations:

When embedded on an employee’s device

During auto-run based on conditions

While using RPA client tool

 Hybrid RPA Bots

Attended

Unattended

Address front and back-office tasks in

the enterprise
Setup of RPA Bots
 RPA Bot Setup

There are four ways to set up an RPA bot:

Programming Graphical User Interfaces (GUI)

Self-Learning Bots
Recorder
 Programming

● Programming instructs the bot which programs to use and how to

interact with those programs.
● Programming knowledge is not necessary to develop a bot.
 Graphical User Interface: Tools

Many vendors offer its customers a flowchart-based drag and drop tool to build bots.
For example, UiPath, Automation Anywhere, and Blue Prism.
 Graphical User Interface

Given below is an example of rule-based repetitive tasks. The flowchart will vary
from company to company.
Recorder

Like Macros in Excel, recorded action can be

included in the enterprise software.

For example, take data from Salesforce and merge

a report from Survey Monkey in excel to identify
customers to target for email marketing
campaigns.
 Recorder

Strengths Limitations

• Recorders are error-prone

• Recorders enable rapid bot
in case of complex
programming.
functionalities.
• Recorders are difficult to
maintain.
• Recorders code is machine-
generated which is difficult
to read.
 Self-Learning Bots

Need auditing Easy to deploy

Are set up to contact Watch recorded employee

employees, in case they actions to mimic repetitive
do not understand the tasks
steps to complete tasks

Once set up, a separate Learn on basis of

module can be built to recognizing images of
start, stop, or analyze scraped screenshots
them for activity

Sophia
 Tasks of RPA Bots

Collecting, matching, Merging data from

Data processing
and verifying data multiple sources

Launching and using Following logical

Copying data
applications rules

Opening emails and Inputting data to Integrating with

attachments forms enterprise tools

Logging into Making Connecting with

applications calculations system APIs

Extracting and putting

Moving files and Reading and writing
data to and from
folders to databases
dashboards
 Key Takeaways

RPA bots have transformed back offices.

The three types of RPA bots designed for different business needs
are unattended or autonomous, attended, and hybrid.

There are four ways to set up RPA bots: programming, GUI,

recorder, and self-learning bots.