On Day 3, you built and customized your first automation workflow using UiPath Automation Cloud. Now, it’s time to make your workflow operational by deploying it with UiPath Orchestrator and scheduling it for regular execution. Deployment ensures your automation runs seamlessly, while scheduling lets you automate tasks without manual intervention, freeing up time for more strategic activities.
In this post, you’ll learn how to publish your workflow, configure Orchestrator settings, schedule your automation, and monitor its performance.
Why Deployment and Scheduling Are Important
Deployment and scheduling transform your workflow from a project in development to a functional, repeatable solution. Benefits include:
Consistency: Automations run on time, every time.
Efficiency: Reduce manual intervention, allowing you to focus on higher-value tasks.
Scalability: Easily handle increasing workloads by automating repetitive processes.
Step 1: Publishing Your Workflow to Orchestrator
What is UiPath Orchestrator?
Orchestrator is the control center for your automations. It lets you deploy workflows, schedule their execution, and monitor their performance in real-time.
How to Publish Your Workflow:
Open Studio Web:
Log in to your UiPath Automation Cloud account and navigate to Studio Web.
Select Your Workflow:
Choose the workflow you created and customized on Day 3.
Publish to Orchestrator:
Click the Publish button in Studio Web.
Assign a meaningful name to the workflow (e.g., “Invoice Processing Automation”).
Confirm the publishing process, and your workflow will be uploaded to Orchestrator.
Step 2: Configuring Your Workflow in Orchestrator
Access Orchestrator:
From the Automation Cloud dashboard, click Orchestrator.
Locate Your Workflow:
Navigate to the Automations section.
Find your published workflow under the Processes tab.
Configure Input Arguments (if applicable):
If your workflow requires input arguments (e.g., file paths, email addresses), define them here.
Example: For an invoice processing workflow, specify the email inbox to monitor or the folder where invoices will be saved.
Set Permissions:
Assign roles or permissions to users who can manage the workflow.
Example: Allow your team members to view logs or restart automations if needed.
Step 3: Scheduling Your Workflow
Navigate to Schedules:
In Orchestrator, go to the Schedules tab.
Create a New Schedule:
Click Add Schedule and select your workflow from the list of available processes.
Set Frequency:
Choose how often the workflow should run:
Daily: For tasks like processing customer orders or generating invoices.
Weekly: For tasks like generating reports or reconciling payments.
On-Demand: For tasks triggered manually as needed.
Define Timing:
Specify the time of day the workflow should execute.
Example: Schedule invoice processing to run at 8:00 a.m. daily to handle overnight submissions.
Add Notifications (Optional):
Configure email or SMS alerts to notify you when workflows are completed or encounter errors.
Step 4: Testing Your Deployed Workflow
Run the Workflow:
Trigger the workflow manually in Orchestrator to ensure it runs correctly with live data.
Verify Outputs:
Check the results of the workflow:
Are invoices correctly logged?
Are confirmation emails sent to the right recipients?
Review Logs:
Open the Logs section in Orchestrator to analyze execution details, including:
Start and end times.
Any errors or warnings encountered during execution.
Resolve Issues:
If any issues arise, return to Studio Web to adjust the workflow, then republish.
Step 5: Monitoring Workflow Performance
Real-Time Monitoring:
Use Orchestrator’s dashboard to view real-time metrics like:
Number of completed runs.
Execution times.
Errors encountered.
Analyze Trends:
Identify patterns in workflow performance to optimize future automations.
Example: If workflows consistently encounter errors with specific data types, add validation steps to handle them.
Iterate and Improve:
Based on monitoring insights, refine your workflow periodically.
Example: Add logic to handle exceptions or improve runtime efficiency.
Day 4 Success Example: Deploying an Invoice Processing Workflow
Scenario:
Your business receives dozens of invoices daily via email. You’ve built an automation workflow to extract invoice details, log them into an Excel file, and send confirmation emails.
Steps Completed on Day 4:
Published Workflow:
The Invoice Processing Automation workflow is published to Orchestrator.
Configured Workflow:
Input arguments are set to monitor the inbox invoices@yourbusiness.com.
Permissions are assigned to allow the accounting team to view logs.
Scheduled Workflow:
The workflow is scheduled to run at 9:00 a.m. every weekday.
Tested Workflow:
Triggered a manual run with live email data.
Verified that invoices were logged correctly and confirmation emails were sent.
Monitored Performance:
Reviewed execution logs in Orchestrator to ensure smooth operation.
Benefits of Using Autopilot for Deployment
Fast-Track Setup:
Autopilot-generated workflows are pre-configured with essential activities, reducing the time spent on setup.
Error-Free Execution:
Autopilot ensures workflows follow best practices, minimizing runtime errors.
Seamless Integration:
Workflows are easily integrated with Orchestrator for scheduling and monitoring.
What’s Next?
By the end of Day 4, you should have:
Published your workflow to Orchestrator.
Scheduled it for regular execution.
Tested and monitored its performance to ensure smooth operation.
Tomorrow, on Day 5, you’ll focus on optimizing your workflow, gathering feedback, and planning for additional automations to further enhance your business efficiency.
Ready to continue your automation journey? Log in to UiPath Automation Cloud and deploy your workflow today! For personalized guidance, contact t.francis@diyrpa.com. Let’s make automation work for you!
Outline for the full 5 day course here:
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