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Automation Anywhere TeamAutomation Anywhere Team

Hands-on With CoE ManagerOne of the most exciting topics at Imagine 2022 was the announcement of CoE Manager for the Automation Success Platform. In this tutorial, we’ll walk through the process of using CoE Manager to submit, track, manage, and monitor an automation opportunity from idea submission to a deployed automation.What is CoE Manager?CoE Manager is a cloud-based platform enabling automation programs to scale, and drive value from their automation practice.Scale your automation pipeline by optimizing the idea submission process Systematically analyze submitted opportunities based on complexity, alignment to strategic objectives, and ROI for the business Minimize the effort in tracking, reporting, and managing your automation delivery cycle Report on value generated by delivered automations Including projections for automations that are still in pipeline/development What is an Opportunity?Every automation/use-case that is tracked in CoE Manager is an opportunity. An submitt

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Google AI + Automation Anywhere

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

1st Annual Pathfinder Community Camp & Generative AI Showcase - Session RecordingsCommunity Event

There is still time to join us for an out-of-this-world experience as we celebrate the official launch of your community with our 1st Annual Pathfinder Community Space Camp - live session recordings now available! This year’s mid-year community symposium - full of live, virtual sessions, including special discussions and activities around GenerativeAI—was built to propel you to success, no matter the stage of your automation journey. Pathfinder Community Space Camp and its associated activities were themed to align with the Pathfinder Program’s 7 Missions for Automation Scale. Each live session included:Stellar Keynote - Community MVPs and industry leaders share the latest developments in Intelligent Automation, Generative AI, and how they’re driving success at scale. Mission Control Spotlight - Get ready to blast off with the latest innovations and updates from Automation Anywhere’s Automation Success Platform. Live Q&A - Learn from industry peers and product experts in every sess

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1 year ago

jimfrostMost Valuable Pathfinder

published in Pathfinder Blog

How to Build an Automation Team for Long Term Scale & Growth – Part 1: Establishing Your FoundationMVP | Automation Pathfinder Program

Introduction My name is Jim Frost, and over the next several blog posts, I will be highlighting areas you need to consider when building your automation team for long-term growth and scalability, beginning with the foundational work, moving through the short-to-medium term growing pains, and finally scaling your team across your entire organization. Over my 40-year career, I’ve been a part and led teams of various sizes and complexity. I’ve led very small teams in a technical start-up firm, as well as large teams that spanned multiple business areas across several continents. While all were different, they shared some of the same needs. Keeping these top-of-mind is critical:Good cultural alignment across the team Defined roles and responsibilities for every team member Clear expectations in all things Clear vision of where the team is heading and potential career paths for individuals Clear, open, and honest communication In an automation program, people are the most important ass

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Handling Long-Running Tasks in Automation Anywhere

There are many times when it may be helpful for a bot to stop until a prerequisite condition is met and then restarted at the point where the bot exited. Examples where this may useful include waiting for an overnight job to run successfully, executing a remote task to run on another system closer to the data or processes more quickly, or optimizing time and efficiency in attended mode operations.Effective bot design can significantly improve your bot utilization. Polling and wait operations will limit the availability of the Automation Anywhere Bot Runner to execute other bots that are queued to run. Automation Anywhere provides multiple mechanisms to help optimize bot efficiency in tandem with good bot design.The first and most effective way to ensure the bot is not stalled waiting for an event to occur is to use triggers. Triggers run bots when a condition is met. For example, appearance of a file in a folder. When the conditions of the trigger are met, the associated bot will be ex

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

AI & Automation - Let's Ideate!Monthly Badge Challenge

Opinions on Machine Learning and AI Research are everywhere. One provider in particular is getting maximum airtime: OpenAI’s ChatGPT. Spoiler alert: Yes, Automation Anywhere integrates with OpenAI. Those of you with a healthy skepticism about this Large Language Model fear not. We also integrate with a wealth of other AI options.Many of these technologies have the power to transform how we work and, by default, our workplace. But we’re not here to box you into any one solution (in terms of conversation OR integration). Instead, we want to hear YOUR ideas on the value of AI and Automation. There are already a ton of research papers from big tech companies, influencer pieces and forum conversations grabbing at your attention. While all of this has the potential to greatly benefit developers, the Pathfinder Community wants YOU to join in the conversation!We’re in a time of pushing the frontier of what AI and Automation can do. And we know you’ll be at the forefront of that exciting growth

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

[March Galaxy Series Badge Challenge] Pushing the Boundaries of Automation: Share Your Innovative OpenAI ChatGPT Package Use CaseBadge Challenge

Each month we’ll post the steps you need to earn an exclusive, limited-run badge. You have only that month to complete the challenge before the badge is decommissioned. CONGRATULATIONS TO OUR FEBRUARY AWARDEES!Check out the amazing highlighted use cases our community has shared to date on how to leverage AI capabilities like ChatGPT & the Automation Success Platform: Your badge should be displayed on your profile on over the next few days. If you do not see it by March 17th, please reach out to the Pathfinder Community Team at community@automationanywhere.com. What is in store for March? Follow the link below to earn your next Galaxy Series badge!

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Quick Tip: Using the Credential Vault

Automation Anywhere Enterprise A2019 enables developers to leverage an in-built Credential Vault to securely store and retrieve values like usernames, passwords, URLs, environment variables, etc. In this session, we'll look at how to set up a Credential Vault Locker, how to add a Credential to it, and how we can reference the attributes of those credentials from directly within our bot. Note: If you want to follow along with Micah in the demo, the challenge page he is using can be found here. What is the Credential Vault? The Credential Vault is a centralized vault for securely storing values that can be provisioned to bots. This vault enables the secure storage and retrieval of sensitive values using AES-256 encryption - the same encryption standard approved for use in the US government for the storage of Top Secret material. Enables bots to be environment agnostic Can be used for storing more than just credentials (URLs, environment variables, network share location

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Adding Microsoft Teams Notifications into a Bot Build

This tutorial is a guest post from Santosh Kumar Sabat from Giant Eagle - a grocery store and pharmacy chain in the United States. Bots that can automate business processes clearly add immense value to organizations looking for a productivity boost. For many organizations, however, the robotic process automation happens invisibly to operational staff who may benefit from additional details around the status of bot executions, in addition to processing details like number of tasks completed or confirmation numbers. In order to provide this additional visibility to support staff, operational staff, and CoE leads - bots can be integrated with Microsoft Teams notifications to update different Teams channels when certain processing events occur. In this tutorial, we'll take a look at how Microsoft Teams channel notifications can be sent directly from within a bot. Launch Microsoft Teams if it isn't already opened Select a channel that you're a member of Channels are dedicated section

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

How to increase STP in IQ Bot using Custom Logic

This is a guest post from Tamil Arasu, an RPA developer with Fugro Netherlands. If you have an idea for a blog post or tutorial that you think would benefit the Automation Anywhere developer community, let us know at developer@automationanywhere.com. In this article, we will look at how to improve/increase STP using Custom Logic with Python scripts.First, let's understand what the Custom Logic feature in IQ Bot means.The custom logic feature in IQ Bot enables users to make precise changes to extractions results using Python scripts. Creating automatic fine-tuning and flexible adjustments on extracted data streamlines data integration into target systems, reducing the need for human action in the process.There are two options available to manipulate the IQ BOT output file.After downloading Before downloadingLet's understand the approach for the first option "Before downloading"The documents are uploaded to the IQ BOT learning instance and these need to be trained and validated.During th

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Framework for Building Out AutomationsAutomation Pathfinder Program

Automation Anywhere has been approved, everything is set up, and your organization is chomping at the bit to get some productivity gains from the automations that can be created using this new software. YOU are the person responsible for leading the organization in and through this automation journey. No pressure, right? One of the first challenges you’ll likely face is answering the question “What types of processes should we automate?” In an effort to help answer that question - and provide you with a maturity framework to answer that question in a different way as you continue to build experience and expertise with your automation deliveries - we’ve created a Solution Pattern Modeling Framework. The Automation Anywhere Solution Pattern Modeling Framework is designed to be applied as you evaluate and work through new automation use cases to help speed up the process of building out your automations, documenting your automations, and ensuring that your production implementation has r

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Plugging in to the Automation Anywhere Pathfinder CommunityAutomation Pathfinder Program

When embarking on something that’s new, it’s always helpful to surround yourself in a community of people who share common goals and who may be facing similar challenges. For that reason, its incredibly important to get yourself, and your team plugged in to the Automation Anywhere Pathfinder Community. User Groups - Automation Leaders/CoE Managers Connect with your peers and learn how they have successfully navigated real world automation program challenges to grow and scale. Each quarter the Automation Anywhere Pathfinder Community Team hosts a series of user group meetings that are centered on customer stories and peer knowledge exchange. What are User Groups? User groups connect people so that they can share strategies and best practices. They are typically centered around one commonality which can range from physical location, industry verticals, product areas, and more. For Automation Anywhere, we currently offer two user group meeting opportunities:By Region:US - East US - West

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Workshop for Setting GoalsAutomation Pathfinder Program

Setting strategic goals helps your organization, and more specifically - your automation team, know exactly what to focus on - as well as how their roles align to a much greater objective. It’s important to not only set, but also to clearly communicate, these goals. They’ll set the tone for your automation program’s early progress and help your organization make significant progress in its digital transformation journey. Let’s take a look at some questions you can ask yourself (and your team) as you craft both your short-term, and long-term goals as they relate to setting SMART goals. What are SMART goals? The SMART of SMART Goals stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. Evaluating and defining all of these parameters as you design a compelling program vision and goals will enable your automation program to have tangible targets as you embark on your automation journeySide Note: Though this is written for leaders just getting started with an automation pro

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Identifying Automation Opportunities Early OnAutomation Pathfinder Program

As the automation program at your organization was getting underway, you likely had at least some pipeline of opportunities you wanted to take on. That’s the whole reason you got licensing for an automation platform, right? Once you’ve worked through that initial opportunities list though, it’s important to have a healthy and growing pipeline of new opportunities. For that reason, as an automation leader consider how processes (aka automation opportunities) are discovered as you continue to grow.When you’re in the “Start Phase” of process discovery, focus on a few key areas of identifying opportunities. These can be addressed by asking a few key questions: WHAT?It’s important that people within your organization know what can be automated. Said a different way, you need to be sure you’ve educated them on the general capabilities of the Automation Success Platform. This way, they know what to think about when considering submitting an idea or scheduling some time to talk through a use

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Building an Internal Community of PracticeAutomation Pathfinder Program

Remember when you started something new, like exercising, you may not have any idea what you were doing. There are free weights, barbells, bands, benches, machines, and mirrors everywhere. Where do you start? If you’re lucky, you’ll find others who are just getting started and who are willing to help each other, share resources and swap stories. The sense of community can make you feel like you’re a part of something bigger, and that you have people you to share successes with, ask questions of or get feedback from. Building an Internal Community of Practice Like starting anything new, people who are learning to build and deliver automations can greatly benefit by having a place they can go to share successes, ask questions, and get and give help. As an Automation Leader, this soft skill of community building may not feel natural for you, but will immensely help your automation program accelerate and deliver. The Sense of Belonging For humans, a sense of belonging is critically importa

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

How to Structure People’s Roles in Your Automation ProgramAutomation Pathfinder Program

Getting started on your Automation Journey? Remember, it’s people who are your greatest asset.It’s people who come up with great automation ideas It’s people who work through challenges to build automations It’s people who will decide to put automation to use as a normal part of their work life and choose it as a way to be more effectiveSince people are so important, defining roles and responsibilities clearly from the start is critical. Let’s talk about structuring your team as you get started in automation. Getting Started - Go Big or Start Small? Depending on your organization’s size and how you choose to start automating, different approaches to your team and organizational structure could apply. For example, some organizations see the “big picture potential,” and are happy to fully staff the automation program immediately. In other organizations, there will be some work to do in this “Start” phase. Meaning you’ll have to deliver some value, demonstrate the potential of automation

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Creating a Solution Design Document for What's to ComeAutomation Pathfinder Program

Note: The word “Bot” is used in this article to describe the process in its automated form. The word “task bot” is used to identify component parts which make up the Bot.If a Process Definition Document (PDD) is the “as-is” capture of the process, then a Solution Design Document (SDD) is the “to-be”. That is, a diagrammatic representation of what the process will look like once it’s automated.When the process has been approved for automation and the PDD has been signed off by the process owner & technical team, then creating the SDD is the next step in the cycle. The SDD should be a bridge between the PDD and the automation which will be built. It should serve as a technical guide for the developer, outlining key process steps and how they will be automated, the applications involved, and even how exceptions should be handled.For the purpose of the Start phase of Automation Design, we’ll dive into the Automation Anywhere SDD template before exploring how and where these documents

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

January Monthly Badge Challenge - Galaxy SeriesBadge Challenge

Each month we’ll post a new set of actions you need to take here in the Pathfinder Community in order to earn an exclusive, limited-run badge. You have only that month to complete the challenge before the badge is decommissioned. CONGRATULATIONS TO OUR INAUGURAL DECEMBER AWARDEES!Your badge should now be displayed on your profile. If you do not see it, please reach out to the Pathfinder Community Team at community@automationanywhere.com. 📣 New Year, New Badge - January Galaxy Series Badge Challenge is LIVE! January Galaxy Series BadgeAs your partner in all things automation, we are ready to be your biggest supporter in achieving your 2023 goals!Looking to:💡 Upskill?💡 Find your first use case?💡 Learn something brand new?💡 Expand and scale your automation program?💡 Add to your professional network?💡 Learn more about the Automation Success Platform? Maybe COE Manger? Process Discovery? Get a running start at success and unlock this exclusive challenge badge - plus a bonus perk - i

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1 year ago

Setric BreezeMember

published in Pathfinder Blog

Understanding Groups Creation/Classification in IQ Bot

This is a guest post from Setric Breeze J, a Certified RPA Developer with over 6 years of IT Experience. If you have an idea for a blog post or tutorial that you think would benefit the Automation Anywhere developer community, let us know at developer@automationanywhere.com.In this tutorial, we will understand how IQ Bot understands documents and creates/classifies the groups. Here are the steps:IQ Bot reads data in the document from Left to Right and Top to Bottom SIR gets generated based on how OCR reads the data Each SIR is referred to Aliases Field from the SQL Server table [AliasData].[dbo].[Aliases]. IQ Bot will search for the identified keyword from the document and add it to this table to find the respective Field ID With the identified Field ID, it again searches for exact field name (Required Form Field Name) and ID corresponding to it from the table [AliasData].[dbo].[Fields] With the ID that is identified from [AliasData].[dbo].[Fields] IQ Bot classifies each identified fie

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1 year ago

cat.thomasNew Member

published in Pathfinder Blog

Overheard at Q4 User Group Dinners: Listen in on our customer conversations.Automation Pathfinder Program

Getting together with customers over dinner always provides a frictionless forum to share information and success stories. So we frequently do just that. Missed mingling over a meal with us? Have no fear. Here’s a synopsis of some of the themes that came up at our most recent user group dinners:Theme: To create more customer-focused, end-to-end experiences, it’s critical to think about how to expand traditional automation programs. In other words, after automating tasks and processes, many customers are looking to automate customer-focused experiences. They’re asking questions, like: “Can automation help us respond more quickly to customer requests? If so, how?”. This is a goal worth working toward and one to keep top of mind.Theme: Scale and growth are still at the heart of automation efforts. Customers shared big, hairy goals they’re looking to achieve. Here are some examples: Double the amount of automation processes Train more people in the art of automation with Build a Bot and B

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1 year ago

cat.thomasNew Member

published in Pathfinder Blog

Stories of Scale from our Q4 User GroupsAutomation Pathfinder Program

Our User Group meetings are always lively and chock full of ideas, ways to overcome challenges, shared goals and so much more. Haven’t attended one yet? Here’s your chance to eavesdrop on the best of what we’ve seen come out of our Q4 2022 round of these community gatherings:Theme: Just. Start. This is one we hear A LOT. And it’s still a conversation highlight in User Group meeting after User Group meeting. Start small, but start. Don’t stall. Our speaker, Jim Frost, Lead Engagement Partner at R-Path Automation, refined the thought, sharing that: “For anyone in their initiation stages of their automation program, don’t try to do the most complicated thing straight out of the gate. Do something small yet meaningful, get the quick win and get the train moving. In another group, Bonnie Dallum, Global Intelligent COE Lead at Cargill agreed: “Think big, but start small. Don’t boil the ocean right away. Carve out something small in the beginning and bring the use case to your partners to sho

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1 year ago

ChanduMohammadMost Valuable Pathfinder

published in Pathfinder Blog

How to Use Code Analysis in the Automation Success PlatformMost Valuable Pathfinder

This is a guest post from Automation Anywhere Most Valuable Pathfinder ChanduMohammad S, a Module Lead and Senior RPA Developer. Currently, most of us use the manual code review process, which means we wait until development is finished before starting the code review process with the Lead Developer (or the Architect in some organizations). Every developer has a unique way of developing solution; however, to promote consistency across the team or organization, developers will be required to refer to existing Coding Best Practices for Reliability & Maintainability of the Code. This begs the questions: Do you really need to wait until the development is complete for the code review? Or, during development, If you as an RPA/Citizen Developers, deviate from the set of best practices will the bot editor alert us with remediation steps to deliver the reliable code? Automation Success Platform comes with a new feature called Code Analysis [a.k.a Linter] which helps you define and enf

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Triggering Bots Using the Control Room API

In this episode, we dive into creating a basic bot which can be triggered and receive values from the Automation Anywhere Enterprise A2019 Control Room. The video leverages the Enterprise A2019 Postman collection. If you don't have Postman yet, check out http://getpostman.com/ - its a great tool for testing API calls to understand how they work and what their responses look like.Video Recap:Get a Token Before any bots can be triggered or ID's can be pulled back, a token must be generated using the Control Room authentication API. The video uses authentication via username/password, but API key authentication could have been used as an alternative - and would have returned an identical response body. Setup Input Variables For variables to appropriately be sent from API call to bot, the variables must be: Indicated in the variable setup as input values Be referenced exactly by name. To say that however they are set up in the bot itself, you'll need to reference those same variable

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1 year ago

Micah.SmithPathfinder Community Team

published in Pathfinder Blog

Bot Games Collab Edition: Pixie Brix ChallengeBot Games

When businesses grow, and processes become more complex - humans are often charged with being the “glue” that connects disparate systems together. This is absolutely the case for financial advisory firm Swivel Chair, Inc. Because of acquisitions, mergers, and fragmented business processes - certain financial transactions for Swivel Chair, Inc.’s managed clients still go through a legacy workflow application that the firm has been “migrating off of” for 8+ years now. Sound familiar?The vendor who created the legacy workflow application stopped updating it long ago - and begrudgingly provides sev-1 support to Swivel Chair, Inc....all of this to say, Swivel Chair users are consumers only here - and Swivel Chair has no access to make modifications to this platform. Where Swivel Chair Users Come In 💻 Each day, as Swivel Chair, Inc. advisors work with clients to perform rollovers, transfers, or IRA contributions - the transactions need to be migrated and logged into the FinTech Workflow S

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1 year ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Congratulations to Automation Anywhere’s 2023 Most Valuable Pathfinders!Most Valuable Pathfinders

As part of our MVP Program - that’s our [M]ost [V]aluable [P]athfinder Program - Automation Anywhere has assembled and recognized a cohort of dynamic leaders, innovators and skilled practitioners. They’re common bond? Being united to inspire and ignite a groundswell within the field of automation. Without further ado, join us in recognizing our first class of esteemed MVPs: These MVPs truly give back to their global community through volunteer leadership, mentorship, and ideation. They were chosen specifically for their efforts: Facilitating Forum Engagement Building Networks & Leading Community Groups Sharing Expertise via Community Events Influencing Automation Anywhere Product Development Partnering in Community Ecosystem Development and more Congratulations again to our 2023 MVPs—and thank you for all that you do to build a stronger and deeper automation community!

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1 year ago

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