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How to Build an Automated Solution with RPA

How to Build an Automated Solution with RPA

Build your first Robot
Last updated 3/2026
English

What you'll learn

  • What Robotic Process Automation is, how it works and when to apply it
  • To build a complex robot, based on real-life multinational financial services
  • Example starting with basics working through to complex
  • Covers, all situations for interacting with systems and applications
  • How to build different paths and complex logic.

Course content

1 section20 lectures1h 43m total length
  • Introduction - The RPA Scenario to be Automated22:34
  • Introduction to RPA Software and Login Module11:52
  • Credit Application System - Product Options Menu1:28
  • Credit Application System - New Application Worklist1:27
  • Credit Application System - Open Customer Application1:17
  • Credit Application System - Customer PDF Application6:07
  • Credit Application System - Update Notes0:48
  • Credit Application System - Create a New Product18:55
  • Credit Application System - Application Result1:37
  • Credit Application System - Update Notes2:12
  • Credit Application System - Application Download1:05
  • Credit Application System - File Save3:52
  • E-Signature System11:25
  • Credit Application System - Update Notes1:26
  • SMS Messaging System3:55
  • Credit Application System - Update Notes2:21
  • System preparation for next customer application2:02
  • Credit Application System - New Customer Applications5:00
  • Credit Application System - Failed Applications1:42
  • PDF Workbook - Automating a Solution with RPA2:03

Requirements

  • No programming Experience. Automated Solution will be built from beginner concepts

Description

In this course you will learn to build an automated solution with Robotic Processing Automation (RPA). This will not be a basic first automation, but a complex build which interacts with multiple screens within a system (a credit application system used by a financial services organisation) and 2 external systems - an e-signature system used to send customer agreement forms and an SMS Messaging system used to send SMS messages to update customers on the status of their applications.  The automation will also include logic to deal with multiple scenarios rather than a straight through process, and will demonstrate all the typical RPA tools within the software. This example will enable you to understand a complex example and apply it to your own organisational scenario. This scenario is based on a complex process used by a real financial services organisation, with the process responsible for $m dollar lending based on this automation.

In the course we will firstly walk through the process which is going to be automated.

In the first module we will talk about the automation software in more detail, how to interact with applications, how to capture all the elements of a system (for example: text boxes, buttons, drop down menu items) for building the automation.

We will then build out our first object of the application, how the robot logs into the system using a username and password, and clicks the login button.

Who this course is for:

  • Anyone that wants to start a career as an RPA Professional, either as an RPA Developer, RPA Project Manager or any RPA role
  • Anyone that wants to confidently explain and discuss RPA in an enterprise setting or at a job interview
  • Professionals who want to build their first software robot
  • Professionals who want to understand how an automated RPA solution is built
  • Professionals who want to understand the capabilities of RPA for their own organisation
  • Professionals who want to expand their digital skillset