After identifying and planning your first automation on Day 2, it’s time to bring it to life. Today, you’ll dive into Studio Web, leverage Autopilot to fast-track workflow creation, and customize the automation to align perfectly with your business needs. By the end of the day, you’ll have a fully functional workflow ready for deployment.
Why Customization Matters in Automation
While Autopilot provides an excellent foundation by generating workflows from natural language descriptions, customization ensures the automation fits your unique processes. Tailoring workflows lets you:
Integrate specific business rules and conditions.
Personalize outputs, like branded emails or tailored data formats.
Enhance error handling and validation to ensure accuracy.
Step 1: Open Studio Web
Log in to UiPath Automation Cloud:
Visit the UiPath Automation Cloud website.
Log in to access your dashboard.
Launch Studio Web:
Navigate to your workspace and click Studio Web.
Open the workflow you created using Autopilot on Day 2.
Step 2: Understand the Autopilot-Generated Workflow
Review Components:
Examine the activities Autopilot included in your workflow.
For example, if automating customer order processing, you might see:
Email Activities: To fetch and read customer emails.
Data Extraction: To parse order details.
Excel Activities: To log orders in a spreadsheet.
Notification Logic: To send confirmation emails.
Trace the Workflow:
Follow the sequence of activities to understand the logic flow.
Identify areas that might need adjustments, such as:
File paths for saved documents.
Specific keywords for filtering emails.
Templates for confirmation emails.
Step 3: Customize Your Workflow
Customization is where you make the automation work specifically for your business.
Example: Adjusting File Paths
Scenario:
The workflow logs customer orders into a spreadsheet stored locally. You want to store it in a shared cloud folder.
Action:
Locate the Excel Write Activity in the workflow.
Update the file path to the shared folder location, such as Google Drive or OneDrive.
Example: Adding Filters for Emails
Scenario:
You only want to process emails with the subject line “New Order”.
Action:
Locate the Email Read Activity.
Add a condition to filter emails based on the subject line.
Example: Personalizing Confirmation Emails
Scenario:
You want the confirmation email to include your business logo and a personalized message.
Action:
Edit the email template used in the Send Email Activity.
Insert dynamic fields for customer name and order details.
Step 4: Test Your Custom Workflow
Testing ensures the workflow behaves as expected and meets your business requirements.
Run with Test Data:
Use sample inputs, like mock customer emails, to simulate real-world scenarios.
Example: Send a test email to the monitored inbox with order details.
Verify Outputs:
Check the spreadsheet for correctly logged orders.
Ensure confirmation emails are sent with accurate details.
Handle Errors:
Introduce common errors, like incomplete order emails, to test how the workflow handles exceptions.
Add error handling logic if needed, such as sending an alert for manual review.
Step 5: Enhance Your Workflow
Take your automation to the next level by adding advanced features.
Example: Validation Rules
Scenario:
You want to validate that order quantities don’t exceed available stock.
Action:
Add a Validation Activity after data extraction.
Compare extracted quantities against stock data from an inventory spreadsheet.
Example: Error Notifications
Scenario:
You want to be notified if an email lacks the required order details.
Action:
Add a step to send an email to your team when errors occur, including the problematic email’s content.
Step 6: Save and Publish Your Workflow
Save the Workflow:
Click Save in Studio Web and give your workflow a meaningful name, such as “Customer Order Processing Automation.”
Publish to Orchestrator:
Click Publish to send the workflow to UiPath Orchestrator for scheduling and deployment.
Day 3 Success Example: Automating Invoice Processing
Scenario:
Your business receives invoices via email and manually enters details into an accounting system. You want to automate this process.
Steps Completed on Day 3:
Task Description for Autopilot:
“Extract invoice details from Gmail, log them in an Excel file, and send confirmation emails to suppliers.”
Customizations:
Updated the file path to store invoices in a shared Google Drive folder.
Added a filter to process emails with “Invoice” in the subject line.
Edited the confirmation email to include payment status and expected processing time.
Testing Outcome:
The workflow successfully extracted invoice details from sample emails, logged them in the shared folder, and sent accurate confirmation emails.
Benefits of Using Autopilot on Day 3
Saves Time: Quickly generates workflows you can refine, minimizing manual setup.
Flexible Customization: Tailor workflows to your exact needs without starting from scratch.
Improved Accuracy: Ensure workflows adhere to specific business rules and conditions.
What’s Next?
By the end of Day 3, you should have:
A customized workflow tailored to your business needs.
Confidence in your ability to adjust and enhance workflows.
A fully functional automation ready for deployment.
Tomorrow, on Day 4, you’ll deploy your workflow in UiPath Orchestrator, schedule it for regular execution, and monitor its performance.
Ready to take the next step? Log in to UiPath Automation Cloud and fine-tune your workflow today! For personalized guidance, contact t.francis@diyrpa.com. Let’s build automation that works for you!
Outline for the full 5 day course here:
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