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• Title Page
• Copyright and Credits
• Robotic Process Automation Projects
• Dedication
• Contributors
• About the authors
• About the reviewer
• Packt is searching for authors like you
• About Packt
• Why subscribe?
• Preface
• Who this book is for
• What this book covers
• To get the most out of this book
• Download the example code files
• Code in Action
• Conventions used
• Get in touch
• Reviews
• Getting Started with Robotic Process Automation
• Technical requirements
• What is RPA? 
• A quick definition
• Benefits of RPA
• Types of RPA
• Attended automation
• Unattended automation
• Our RPA tools – UiPath and Automation Anywhere
• UiPath 
• UiPath Studio
• UiPath Orchestrator
• UiPath Robot
• UiPath – an integrated view
• Automation Anywhere
• Enterprise Control Room
• Build
• Manage
• Analyze
• IQ Bot
• Our projects 
• Installation and setup
• Installing UiPath
• UiPath Studio and Robot
• Configuring Automation Anywhere
• Registration and setup
• Installing the bot agent and verifying the setup
• Summary
• Help Desk Ticket Generation
• Technical requirements
• Project overview
• Project detail
• Project groundwork
• Creating project folders
• Creating an Excel sheet with ticket data
• Registering and logging in to Zoho Desk
• Main workflow
• Project setup
• Configuring the initial part of the main workflow
• Reading from Excel
• Exception handling
• Invoking the Excel workflow from Main
• Creating a support ticket in the Zoho Desk ticketing system
• Recording ticket creation activities
• Configuring the recorded activities
• Validating successful ticket creation
• Handling exceptions
• Putting it all together
• Testing the automation
• Project enhancements 
• Summary
• CRM Automation
• Technical requirements
• Project overview
• Project details
• CRM preparation
• Setting up the project
• Extracting the customer list from CRM
• Preparing the browser
• Web recording
• Data scraping
• Using a Catch block for the Get Customer List Sequence
• Looking up customer information
• Creating a data table
• Looping and creating company URLs
• Extracting company details from Crunchbase.com
• Invoking the RequestCustomerDetails workflow from the Main workflow
• Updating the CRM with customer information
• Looping through the data table and updating the CRM
• Summary
• Moderating Social Media Using AI
• Technical requirements
• Project overview
• Project detail
• Getting started with the project
• Project groundwork
• Reading parameters from the configuration file
• Passing the configuration parameters to the main workflow
• Reading image files from the input folder and creating a list
• Reading files in the input folder
• Reading and writing the image path list to the ImageDetails Excel file
• Handling exceptions for the BuildExcelList workflow
• Testing the BuildExcelList workflow
• Setting up the Google Cloud Vision API’s key and credentials
• Setting up the Google Cloud Vision API services
• Setting up a credential manager
• Reading credentials from Windows Credential Manager
• Looping through images and invoking the Google Cloud Vision API
• Installing the UiPath GoogleVision package from UiPath Go!
• Adding SafeSearch to the main workflow
• Updating the image sheet with the API results
• Passing the parameters and invoking SafeSearch 
• Moving processed images to the Output folder 
• Testing the automation 
• Summary
• Purchase Order Processing with UiPath ReFramework
• Technical requirements
• Project overview
• Robotic Enterprise Framework (ReFramework)
• Project detail
• Project groundwork
• Creating the PO spreadsheet
• Setting up Apptivo
• Getting started with the project
• Purchase order Dispatcher
• Purchase order Performer
• Init state changes
• Updating the InitAllApplications workflow
• Invoking the InitAllApplications workflow
• Process state changes
• Attaching and activating the PO application
• Creating the POs
• Preparing to input PO data
• Inputting the PO data
• Handling PO entry errors 
• Capturing the PO
• Updating the PO in the spreadsheet
• Testing the Automation
• Summary
• Completing an RPA Challenge
• Technical requirements
• Project details
• Project groundwork
• Completing the challenge with UiPath
• Getting started with the UiPath project
• Creating the challenge automation
• Reading the RPA challenge Excel data
• Inputting data into the RPA challenge forms
• Testing the UiPath challenge automation
• Recapping the UiPath projects
• Automation Anywhere A2019
• Completing the challenge with Automation Anywhere
• Getting started with the Automation Anywhere control room
• Creating the RPA challenge automation bot
• Reading the RPA challenge Excel data
• Preparing the RPA challenge website for input
• Looping through each row and column
• Iterating through each column and reading headers
• Mapping and inputting the challenge data to the website
• Testing the Automation Anywhere challenge automation 
• Summary
• Sales Order Processing
• Technical requirements
• Project overview 
• Project details
• Project groundwork
• Creating the Parent bot 
• Exception handling 
• Opening and reading Excel data
• Creating the Child bot for SO processing
• Using the recorder to capture SO creation
• Filling in customer details for an SO
• Filling in item details for an SO
• Passing the SO number 
• Invoking the Child bot and updating the Excel sheet 
• Looping through rows and invoking the Child bot
• Updating Excel with the SO number
• Moving the Excel file to the Processed folder
• Testing the automation
• Summary
• ERP User Administration
• Technical requirements
• Project overview 
• Project detail
• Project groundwork
• Creating a user request PDF
• Signing up for Saas application 
• Opening the Automation Anywhere A2019 control room
• Creating the Parent bot
• Exception handling 
• Extracting user details from PDF
• Assigning user data to row variables
• Extracting user details with String operations
• Validating email addresses with regular expressions
• Creating the Child bot for new user creation
• Creating a new user in Freshsales
• Handling form validation errors
• Handling exceptions 
• Invoking the Child bot and creating the new user
• Moving the PDF to the Processed folder on success
• Notifying the user in case of insufficient data
• Logging errors and sending email notifications
• Triggers
• Testing the automation
• Summary
• Employee Emergency Notifications
• Technical requirements
• Project overview 
• Twilio
• Project details
• Project groundwork
• Creating the employee spreadsheet 
• Signing up for Twilio
• Opening the Automation Anywhere A2019 Control Room
• Creating a Child bot to send messages
• Exception handling 
• Saving Twilio credentials
• Adding variables for the Child bot
• Invoking the Twilio REST post method
• Returning a response flag to the Parent bot
• Unit testing the Child bot
• Creating the Parent bot
• Initializing Twilio and opening the employee Excel file
• Looping through the employee list and sending text messages 
• Checking and logging responses from the Child bot
• Exception handling in the Parent bot
• Testing the automation
• Summary
• Using AI and RPA for Invoice Processing
• Technical requirements
• Intelligent document processing
• UiPath – Document Understanding
• Automation Anywhere – IQ Bot
• Project overview 
• Project details
• Project groundwork
• Opening the Automation Anywhere A2019 Control Room
• Downloading sample invoices
• Creating the IQ Bot learning instance 
• Setting up the initial IQ Bot learning instance
• Reviewing and updating field mappings
• Uploading invoices to IQ Bot 
• Downloading structured data from IQ Bot
• Checking the automation
• Automation Anywhere projects – recap
• Summary
• Appendix A and B for UiPath
• Appendix A – Connecting UiPath Robot to Orchestrator
• Getting started
• Creating a Standard Robot in Orchestrator
• Adding an environment for the Bot
• Connecting Orchestrator to the local Robot
• Appendix B – Publishing to Orchestrator
• Publishing to Orchestrator
• Creating a new process
• Running the process
• Scheduling the process
• Appendix: Looking Forward and Next Steps
• Future of RPA
• Hyperautomation
• Future technologies and trends
• Artificial intelligence (AI)
• Document processing
• Conversational AI
• Process mining and process discovery
• RPA as a service
• RPA marketplaces
• Conclusion
• Other Books You May Enjoy
• Leave a review – let other readers know what you think