UiPath - Hands on Enterprise Robotic Process Automation

Decide if RPA certifications are worth it by weighing hands-on experience with UiPath and Blue Prism; UiPath offers free authentic certification before December 30.

RPA, or robotic process automation, uses software to automate rule-based tasks across apps and websites by simulating human actions, including web automation, GUI automation, screen scraping, and Office automation.

Explore the benefits of robotic process automation (RPA), including cost savings and rapid ROI, while freeing staff for higher-value tasks. Improve governance, security, and scalability, with real-time SLA insights.

Download the UiPath Studio Community Edition, install the software from the downloaded installer, and choose to start for free or activate a license, completing the setup.

Learn how to manage packages in UiPath Studio to install additional activities beyond the core set, including credentials, database, and Excel, by searching the available tab.

Open UiPath Studio, activate the license, and create a blank hello world workflow with a flowchart, an input, a name variable, and a message box to display it.

Explore UiPath’s user interface across panels and ribbons, start pad, and extensions like Chrome and Firefox to design sequences, flowcharts, and state machines, then save, run, debug, and publish packages.

Learn to create and reuse sequences in UiPath to run linear automations, either standalone or within a flow chart or state machine, using input and message box steps.

build a flowchart in UiPath that generates a random number from 1 to 5, prompts for a guess, and uses decisions to show correct, too high, or too low.

Explore state machines as a flowchart-based automation with a finite set of states and auto transitions, including initialization, random number creation, and guess-driven transitions to a final state.

Explore creating and managing UiPath variables using three methods, assign default values and specific types like string or data table, and promote variables to global scope for cross-sequence access.

Explore text variables in UiPath by performing string manipulations, including substrings and first letter extraction. Assign results to outputs and learn common operations like split and substring for RPA projects.

Use boolean variables in a UiPath flow to capture name and gender, determine if the user is male, and display corresponding messages via input, decision, and message boxes.

Learn to use three 32-bit integer variables to store numbers, input two values, compute their sum, and convert the result to a string in a simple flowchart.

Learn how array variables store multiple values of the same type, such as first name, last name, and age, then write the array to a text file.

Learn to use date and time variables in UiPath to capture birth date, compute age by subtracting from today, convert dates, apply timespan, and floor to years.

Explore data table variables as a database-like container, using an Excel range to populate a data table, display results, and fetch a specific row from column data.

Learn how to use generic variables in UiPath to store different data types and understand automatic type conversion between strings and numbers, with careful handling of conversions.

Master using arguments to pass data between automations in UiPath, using in, out, and in/out modes. See how to invoke workflows and reuse code by exchanging values.

Discover how UiPath recorder captures manual activities to speed up automation, with four recording types: basic, desktop, web, and Citrix, and how containers improve selector accuracy and performance.

Explore desktop recording in UiPath by capturing a calculator session, then optimize selectors with a parent container to speed up automation and improve output reliability.

Enable the UiPath Chrome extension (or Firefox) in the extensions setup, restart the browser, and verify the extension is active for navigation.

Master common UiPath activities for automating web and desktop apps, including element, mouse, keyboard, text, image, and screen scraping actions, plus browser, UiPath Orchestrator, and Excel operations.

Learn to make UiPath selectors dynamic across web pages by using variables, string concatenation, wildcards, and attach-to-browser techniques to reliably select table rows and documents.

Teach how text recognition activities extract text and coordinates from on-screen UI elements using UiPath, including get text vs get visible text and handling text not visible on screen.

Learn how to perform data scraping with structured data in UiPath by extracting a whole table, configuring records and headers, and writing the results to an Excel data table.

Learn screen scraping to extract unstructured data, generate a data table by separating columns with spaces and new lines, and write results to an Excel file within a UiPath sequence.

Explore control flow in UiPath with the ForEach activity, iterating over an array of numbers and printing each item.

Learn to use a while loop to repeatedly execute a process while a condition holds, with a counter starting at zero and incrementing to a max retry, ensuring output order.

Explore how the do while loop differs from the while loop, with the body running at least once before the condition check in UiPath.

Explore the if activity in UiPath, implementing true and false branches, compare it with a flow decision, and use input and messagebox to handle numbers greater than 5.

Explore how the UiPath switch activity selects one case from multiple expressions based on a boolean condition, with a default case and examples using true, false, and numeric cases.

This UiPath hands-on lecture demonstrates the break activity, stopping a for each loop when an item matches a target value, and continues to print numbers until 4.

Discover Excel activities for automating reading data from ranges and tables, sorting and coloring, executing macros, and extracting formulas in workbooks, with activities requiring Excel application scope and others not.

Open an excel workbook with the application scope to define the scope for excel activities; specify the file name in quotes and enter a password if needed.

Use UiPath to read a range from the orders sheet, specifying A1 to U11 with headers, then loop through rows with a data table to access the first column.

Use the close workbook activity to terminate excel instances during an automation run, following best practices to close applications beforehand and name the activity clearly.

Learn to use read range and write range in UiPath to copy data from one Excel file to another, and see how headers affect the copied rows.

Learn how to read rows from an excel sheet in UiPath by using a for each loop, selecting the orders sheet, and extracting state id, order id, and order date.

Use the append range option in UiPath to add data to an existing sheet without overwriting information, contrasting it with the right range approach.

Build a data table in UiPath by adding columns and rows, configuring headers, data types (string, integer), and auto increment to create a profile table with name, profession, and years.

Learn to add a column in a data table by dragging and placing it, update headers, and build dynamic multi-row entries for a UiPath enterprise automation workflow.

Filter rows in a data table with the select statement by name, and retrieve a single matching row’s column value, such as profession or color, then print it.

Learn to filter a data table in UiPath without code using the Filter Data Table activity, configure a column condition, and see the filtered results in the profile string.

Create an Outlook account by visiting outlook.com, entering password and personal details, setting the time zone, selecting an icon, and clicking next to finalize.

Configure an Outlook account by selecting Outlook, confirming the setup name, and entering the password to complete the Outlook configuration.

Learn to read emails with UiPath using Outlook mail activities to fetch messages, iterate with for each, and extract subject, body, attachments, and sender details.

Navigate the RPA lifecycle by forming a governance model and a robotic operating team within a center of excellence, guiding assessment, design, development, and deployment.

Assess automation candidates by identifying highly manual, repetitive, rule-based processes with structured inputs and low exception rates, prioritizing high-volume workflows for significant, scalable RPA benefits.

Shows a UiPath RPA workflow for PDD validation, processing emails and attachments, verifying company data by name or ticker, and extracting P.E. ratio, 10-Q data, and values from Yahoo Finance.

Map objects and actions for Outlook, Excel, web browser, and file folders to automate data extraction—read emails, save attachments, read Excel columns, and extract report data.

Build a UiPath reframework with two bots—loader and process handler—that read emails and excel files, process transactions via orchestrator, and implement state machines with business and system exceptions.

Mentorship accelerates success in UiPath enterprise RPA by guiding you through hurdles, boosting confidence, and expanding skills; the speaker offers mentorship and invites you to email.

Define config variables and orchestrator settings, then create and link attachments folders on a shared drive for the stock loader, enabling download and movement of files through the queue.

Develop and implement a read and save emails workflow in UiPath, reading all inbox messages with Outlook, saving attachments, and updating a data table with transaction data for processing.

Learn to read and save emails in UiPath by moving messages to a read folder, handling data rows versus queue items, and debugging configurations for reliable automation.

Rename the stock loader process by updating the project.json, save the changes, and reopen using Notepad++ or Notepad to load the new project name for future work.

Provision a robot in UiPath orchestrator by creating a demo tenant, configuring a user, creating a standard machine, and linking the machine key to the robot.

Create a queue in UiPath, configure its name in the config file, and verify that the queue has been added.

Create a new stock handler project, add an actions folder, and configure the data config with the input folder and max retry of two for three total initialization tries.

Identify how to initialize applications in UiPath by creating a sequence, opening browsers for Yahoo and CC, configuring arguments, and invoking files to test and run the workflow.

Close work applications using UiPath with the web recorder to close browsers, ensure dynamic selectors, and verify Yahoo and other sites close successfully.

Implement a kill process task in UiPath by dragging the Kill Process activity, specifying the process name Explorer, and validating the result via Task Manager.

Learn how to implement exception handling in UiPath by verifying page states with element exists checks, throwing custom exceptions when pages aren’t loaded, and safely navigating across apps like Yahoo.

Configure get transaction data in UiPath by creating in/out arguments and a data row, and loading a queue item to drive an Excel-based analysis form for enterprise RPA.

Connect a decision in the flow, set a condition for the transaction item and its number, then increment and loop through the Excel queue until all items finish.

Change the transaction item to a data row and update the related try and exception sections to fix errors, ensuring the data types align across the workflow.

Demonstrate a UiPath process transaction by loading company and ticker data from Excel via orchestrator, converting rows to data items, and printing each transaction.

Configure save functionality with in and out arguments, manage transaction data in an Excel data table, and process queue items via UiPath orchestrator in this update transaction demo.

Build a UiPath automation to scrape SEC filings by launching a browser, validating page elements, and searching for a company or ticker to retrieve 10-Q reports.

In this UiPath hands-on enterprise robotic process automation lesson, automate scraping Yahoo by opening a browser, searching for a company ticker, extracting text, and updating workflow values.

Demonstrates an end-to-end enterprise robotic process automation workflow using UiPath, updating data from Yahoo and 10-Q reports, building inputs, extracting values, and prepping for testing.

Thank you for joining this journey into RPA and UiPath. Learn core RPA concepts and the Blue Prism option, and contact the instructor via email or website for more.

Learn hands-on email automation with UiPath: read email bodies, check for the word 'test', save content to Excel or Word, and forward messages conditionally.