Pathfinder Blog

Explore community shared insights & innovations.

294 Topics
154 Replies

Automation Anywhere TeamAutomation Anywhere Team

Pathfinder Community Monthly Flight Plan: July 2024PATHFINDER NEWS

Welcome to your one-stop hub for this month’s key Pathfinder Community news and featured events, content, forums, and more!📚Community StoriesNever miss a beat—here are your can’t-miss updates from the Pathfinder Community this month: We’ve got a new section of the community thanks to contributions from community members! Check out Community Sparks 💡 where you will find innovative intelligent automation solutions and ideas, such as: Elevating Customer Support Automated Meeting Minutes with Intelligent Task Assignment Automated File Testing with User Authorization in Automation Anywhere Content Optimizing Logistics and Route Planning with the Open AI Generative AI Bot Store Package Streamlining Tech Talent Acquisition with GenAI Automation Check out the latest package updates from June 2024✨Stellar Contributor Spotlight Congratulations to our recent Automate the Universe Trifecta Awardees! mandarB namy_11 Aditi Indoriya devendraautech DATTA.KOTHAMASU daniel.violetteThis socially

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24 days ago

arjun.medaPathfinder Community Team

published in Pathfinder Blog

Leveraging Code Analysis and Debug tool to Improve and Optimize Your Automation Development

In our May Developer Meetup, we covered two highly valuable tools that should be incorporated into every automation development lifecycle: the Code Analysis and Debug tools. The interest and feedback from our live audience were undeniable, such that I felt compelled to create a permanent resource for those looking for information on these incredibly helpful tools.THE WHY BEHIND THE TOOLSWith an experienced automation team, why take the time to analyze and debug code?Paramount to building resilient, efficient automations is optimized code, free of errors that adheres to well-established and enforced best practices—think variable naming conventions, mandatory header comments, file paths, action maximums, etc. Every developer on your team, regardless of experience level, should be aligned on these practices to ensure a smooth development process and relieve maintenance burden down the line. Automation Anywhere’s Code Analysis and Debugging tools offer features for Automation Leads and Cit

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25 days ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Successfully Scaling Automation at KeyBank

About KeyBank, Mike, and KristinKeyBank is in the top 20 largest banks in the US and has 18,000 employees. They offer a plethora of products you would expect a full-service bank to have: consumer, commercial, trade floors, real estate capital, AAA rated junk bonds, etc.Mike leads the Service Digitization group that oversees RPA, low-code solutions, IDP, and, as of this week, generative AI. He has a team of 40 who support business units across KeyBank.Kristin works on Mike’s team. She automates business processes for many lines of businesses including wealth and fraud. Kristin went to school for business administration and started in back office operations at KeyBank. When Automation Anywhere came into the picture at KeyBank, she was interested in the work being done and trained in their first class of citizen developers. She’s grown her skills to where she is today without having any formal technical background. Evolution of Automation & Service Digitization at KeyBank2017/2018KeyB

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25 days ago

suzanne.shawPathfinder Community Team

published in Pathfinder Blog

Are You the Next MVP? Nominate Yourself for 2024’s Most Valuable Pathfinder

Calling all automation superstars! Nominations for 2024’s Most Valuable Pathfinders (MVPs) are now being accepted. If you’re looking to accelerate your career growth, this is the perfect opportunity.Should I nominate myself as an MVP?Ideal MVP candidates are:Advocates for Automation Anywhere Seeking leadership opportunities to advance their careers Influencing and expanding their automation programs with an innovative mindset Strong speakers and/or technical writers Active Automation Anywhere users with at least one year of experience on the Automation Success PlatformDoes that sound like you? If so, keep reading to discover all the benefits of becoming an MVP.Why become an MVP?Being an MVP is more than just a fancy title (although that doesn’t hurt). You’ll be in an elite community of visionary changemakers in intelligent automation.Some MVP perks include:Leadership, career, and personal development Direct engagement with Automation Anywhere executives Dedicated product feedback sessi

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1 month ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: June 2024PATHFINDER NEWS

Welcome to your one-stop hub for this month’s key Pathfinder Community news and featured events, content, forums, and more!📚Community Stories Never miss a beat—here are your can’t-miss updates from the Pathfinder Community this month:Discover, Learn, Connect: Don’t Miss Imagine 2024 Introducing Delta Training for Automation 360 .32 Release Conducting Annual Assessments for Your Automation Program✨Stellar Contributor Spotlight Congratulations to our recent Automate the Universe Trifecta Awardees! jaye, Ganesh Bhat, Daiana Grimi, Sai1212, jayqb, Aditya 8515, Polyana 8891, Bapi 81, sim 8841,spandana 4141, J.Logan, rbkadiyam, Santhi 2720, pawara, Saqib 3486, Zaid Chougle, Nidhi.J5, Tamil Arasu10, Abhishek P92, ChanduMohammadThis socially shareable badge is earned when all three Automate the Universe challenges are completed.Don’t miss your chance to share your innovative automation ideas and earn your spot in the Trifecta Award circle!🚀Meet Your MVPs [M]ost [V]aluable [P]athfinders are

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1 month ago

arjun.medaPathfinder Community Team

published in Pathfinder Blog

Introducing Delta Training for Automation 360 .32 Release

I’m excited to announce the launch of our Delta Training for the Automation 360 .32 Release, now available on Automation Anywhere University. This Skill Booster training series is designed to help you stay on the cutting edge of automation technology, ensuring that you and your team can maximize the capabilities of our latest tools and features.Delta Training for the Automation 360 .32 Release includes guided walkthroughs, real-world demonstrations, and hands-on exercises for many of the features in the release. In total, you’ll spend about two to three hours to complete the coursework. Here’s a quick breakdown of what you can expect.Top 5 .32 Release Developer-Focused FeaturesDive into the five key updates that can streamline your development process. This course covers enhancements that not only improve the user experience but also boost the efficiency of creating and managing automations.Getting Started with Connector Builder and Generative RecorderGet hands-on with Connector Builde

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1 month ago

kate-resslerPathfinder Community Team

published in Pathfinder Blog

Discover, Learn, Connect: Don’t Miss Imagine 2024

Get ready for innovation and inspiration to converge at Imagine 2024, June 11-12 at the Fairmont in Austin. Our community team is dedicated to creating a vibrant space for our customers to connect, learn, and expand their AI-powered automation skills and programs. Here’s a sneak peek at what you can expect. Hands-On Learning Dive deep into the practical applications of our tools with our hands-on learning sessions. These sessions are designed to empower you with the knowledge and skills to leverage cutting-edge technologies for real-world solutions.Sessions are limited to 48 hands-on participants, so register today! AI-Powered Document Automation: Get a hands-on experience with the transformative power of document automation with a detailed walkthrough of the Property Management Challenge. See how to process unstructured documents and web form data. How to Use Automation Co-Pilot, API Tasks with Amazon Bedrock: Discover how to harness intelligent automation and Generative AI to gain ma

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2 months ago

larkin.pmPathfinder Community Team

published in Pathfinder Blog

Conducting Annual Assessments for Your Automation Program

You schedule regular checkups for the health of yourself, your car, and your career ... is your automation program due for a checkup?Mission Control is your guide to accelerating program growth, and the first step is the assessment — a tool to help your team take a good look in the mirror. Assessing the progress and effectiveness of your automation initiatives can:Provide valuable insights into the current state of automation programs Identify areas for improvement Chart a course for future successAfter the assessment, we’ll recommend tailored Missions: targeted action plans with 10-15 actions to take to address a specific, urgent program growth area.This blog post is your definitive guide to conducting your Pathfinder Automation Program Self-Assessment. We’ll explore why it’s important and walk you through the steps of conducting the assessment as a team, as well as crafting your action plan afterward. Importance of Annual Assessments Regular assessments enable organizations to gauge

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2 months ago

Ram Kumar2024Most Valuable Pathfinder

published in Pathfinder Blog

The Use Case That Shifted Our Company DNA For Good

GEA Group started its automation journey four years ago, initially targeting what many may deem the “boring stuff”—antiquated processes that were ripe low-hanging fruit for optimization via automation. We started with finance, automating journal entries, invoicing, and goods received processes. While simple, these initial solutions helped prove the tangible benefits of automation by translating our vision into actual value, laying the groundwork for further business investment and future automation growth. To deliver on that promise of growth and return on investment, we needed to cast a wider net and onboard new functional areas with automation opportunities that would significantly shift the organization’s DNA and evoke a wave of innovation excitement. One such opportunity presented itself within the Operational Buying department, and after three months of careful process orchestration, the solution we designed went on to generate incredible impact beyond just hard cost savings. THE

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2 months ago

Dylan 560Most Valuable Pathfinder

published in Pathfinder Blog

Centralizing vs. Federating Your CoE: Insights from Boston Scientific’s Dylan Mahan

To centralize or to federate—this is a question that every automation program asks and re-asks at several points in its journey from start to hyperscale. As someone who has experience working within both models, I can honestly say there are valid benefits and drawbacks on each side. So, what will work best for you? Here are my thoughts...First, let’s briefly review the purpose and importance of a Center of Excellence (CoE). COE’S PURPOSEA CoE plays a pivotal role in an organization, defining the vision, strategy, and best practices for an automation program. While it may have a specific focus area, a CoE should not be confused with a business department. The CoE itself does not perform operational tasks but rather oversees best practice adherence, provides training and support to staff, and governs proper resource allocation. For a CoE to be successful, it must have a unwavering commitment to overcome obstacles along the journey!With that in mind, let’s explore the nuances of centraliz

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2 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: May 2024PATHFINDER NEWS

Welcome to your one-stop hub for this month’s key Pathfinder Community news and featured events, content, forums, and more!📚Community StoriesWelcome to your one-stop hub for this month’s key Pathfinder Community news and featured events, content, forums, and more!Introducing Pathfinder: Your New Community & Learning Home Base: Hear directly from the Pathfinder Community Team’s product leader, Larkin.pm on enhancements coming to the Pathfinder University! Have you earned your badge for our new .31 release training? Get started on this Skill Booster here. 💥AI Activation AreaLet’s put AI to work! Here are our latest featured resources to help you integrate AI into your automation workflow:Insider Tips to Dip Your Toes into Automation with ChatGPT How to Automate Dynamic Applications with Generative Recorder in Automation Success Platform What’s New in the Automation Success Platform .32✨Automate the Universe SpotlightGet ready for an exciting journey into the world of automation! We

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2 months ago

Luke.KMost Valuable Pathfinder

published in Pathfinder Blog

Insider Tips to Dip Your Toes into Automation with ChatGPT

As the owner of a consultancy providing intelligent automated solutions to clients, it weighs heavily on my shoulders to maximize client ROI and ensure the solutions we create solve problems in the most efficient way—both for us as developers and the client as the end user. We write, on average, 500 lines of code per automation for our automated solutions and have even written as much as 1,500 lines of code for a single, more complex automation. However, with generative AI tools now at our disposal, why not work smarter instead of harder? Many of my peers in the automation realm have yet to take the plunge with their first generative AI use case. And I completely understand the caution. But having become somewhat of a ChatGPT connoisseur, I’ve witnessed the smart, powerful, and just plain neat things this generative AI tool can accomplish. I want to share some of my insider tips and discoveries in hopes that they may put some of your hesitations at ease and inspire you to dip your toes

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2 months ago

Eric KMost Valuable Pathfinder

published in Pathfinder Blog

A Inside Glimpse at TriNet’s Evolving Operating Model

Six years into intelligent automation at TriNet, we’ve certainly seen many wins and impressive program maturation. Still, our operational structure isn’t without challenges. Recently, we noticed we were running into the same issues time and again, so we’ve begun to refine our operating model. And while this is an ever-evolving effort to streamline our process from pipeline to production, I’d like to share the promising operating model we’ve devised in hopes that it might help inspire your team should you also need some operational fine-tuning. The Activity OwnersAll process owners within our CoE reside within the RPA team. We’ve identified 5 activity owners to take the lead on specific actions during the pipeline-to-production process:Developer – We are evenly split between onsite and offshore US-based hours developers, as well as a few citizen developers who have completed the AAU Advanced RPA Certification. Tester – The dedicated person in charge of all test cases. Based on demand, o

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2 months ago

larkin.pmPathfinder Community Team

published in Pathfinder Blog

Introducing Pathfinder: Your New Community & Learning Home BaseNew Blog Series

New blog series: Pathfinder Community & Learning Product Updates We're eager to give you a peek behind the curtain, showcasing the product and engineering efforts driving the creation of community and learning sites and features.In this blog series, Larkin Plaeger-McCollum, our Senior Director of Product Management for community and learning resources, along with other product and engineering leaders, will provide insights into recent launches, upcoming developments, and most importantly, the rationale behind the changes we're implementing.Please share your feedback in the comments and reach out to Larkin if you ever want to talk in more depth about our community and learning roadmap. We value your input and we’d love to hear from you! Mission Control, Bot Store, Pathfinder Community, Bot Games, Automation Anywhere University — if you recognize these names, but you find it hard to remember all of them, you’re not alone.Based on your input, we’re excited to share that Pathfinder is

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2 months ago

ChanduMohammadMost Valuable Pathfinder

published in Pathfinder Blog

How to Automate Dynamic Applications with Generative Recorder in Automation Success Platform

In the Agile world, we often see frequent changes in web applications. Building resilient automations and adapting to ever changing business applications/environments can be a challenging task. Dynamic properties and UI element updates often lead to automation failures with traditional recorders. In response to this, Automation Anywhere introduces the Generative Recorder, a cutting-edge feature powered by generative AI designed to enhance the reliability of web automation.Introducing the Generative Recorder:Automation Anywhere's Generative Recorder emerges as a solution to the challenges posed by dynamic web pages. It leverages Generative AI and Native fallbacks, offering a reliable automation process even in the face of unpredictable changes.Flow : When Capture action/command Fails, based on the Generative Recorder selection i.e "Native Fallback", "Generative AI Based Fallback" it will prevent the failure with above selection.Generative Recorder offers two fallbacks i.e Generative AI-

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2 months ago

Tamil Arasu10Most Valuable Pathfinder

published in Pathfinder Blog

Vendor Invoice Automation: Enhancing Efficiency and Accuracy

In today's fast-paced business environment, efficiency and accuracy are paramount. Vendor invoice automation is a revolutionary solution that tackles the long-standing issues of manual invoice processing. Let's explore the many benefits of automating vendor invoice processing, backed by a real-world success story.The Problem with Manual Invoice ProcessingTraditionally, incorporating vendor invoices into Enterprise Resource Planning (ERP) systems has been a laborious manual process. This method is not only time-consuming but also prone to errors, resulting in operational delays and financial repercussions:The average cost of processing a single invoice is $13.04 (North America). Close to half of businesses pay invoices late. It takes businesses an average of 45 days to process an invoice. 62% of invoice processing costs are made up by manual staff labor.The good news is that there’s a solution, and it can drastically improve efficiencies.The Automation SolutionSay goodbye to manual effo

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3 months ago

Max CassidyAutomation Anywhere Team

published in Pathfinder Blog

Taking Prompt Engineering to the Next LevelAutomation Anywhere University

If you're like me, you've already dabbled in the world of prompt engineering. You’ve more than likely got the basics of prompt engineering under your belt, and that’s fantastic. But there’s a whole world of advanced strategies waiting for us. Let’s not just stop at understanding the basics; let’s aim for mastery. Because when it comes to technology — especially automation, staying competitive means constantly evolving.Let’s explore how to push the boundaries of what’s possible now that generative AI can power automation.Beyond the Basics: The Art of Precision and CreativityPrecision and creativity are our best friends in prompt engineering—it really is an art and a science, guiding it towards innovative solutions. Think of it as a chess game where you plan your moves, but sometimes, the AI makes a move you didn’t anticipate, opening up new possibilities and strategies.Crafting the Perfect Prompt: A Deeper DiveNow, let’s talk structure. A well-structured prompt is like a well-oiled mac

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3 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: April 2024Pathfinder News

Welcome to your one-stop hub for this month’s key Pathfinder Community news and featured events, content, forums, and more!📚Community Stories Never miss a beat—here are your can’t-miss updates from the Pathfinder Community this month:A massive thank you to the Pathfinder Community for helping us choose our t-shirt design for the year! The winning design is Flow View versus List View! Wondering how you can get your hands on one? Join one of our April events. We'll be giving out a handful of swag packs at each event. Over the next few weeks, the Pathfinder Community platform will be under construction to meet the growing needs of our community members during our next phase. Check out this blog to learn about what’s coming soon! We’ve got a new opportunity for you to earn a badge! Check out our new Skill Booster, Delta Training for the Automation 360 .31 Release. We cover the top features you need to know about in this series of courses. Once you finish the Skill Booster and claim your

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3 months ago

ChanduMohammadMost Valuable Pathfinder

published in Pathfinder Blog

How to use API Tasks and OAuth Connections in Automation Success Platform

In this tutorial, we will build a use case titled 'User Lifecycle Management in Okta' by streamlining API tasks and OAuth connections using Automation Co-pilot.Use Case: User Lifecycle Management in OktaIn an organization, the IT support team frequently receives requests from users needing actions like 'Account Password Reset via Email' or 'User Unlock'. Typically, these requests require the support team to navigate through various applications and systems. For example, they may start by logging the request in the organization's ticketing system, such as ServiceNow, to track and manage the issue effectively. Later, they might access the relevant core applications (Okta) to execute the necessary tasks, such as unlocking a user account or initiating a password reset email.Once the support team has completed the required actions, they update the ticketing system to reflect the resolution and verify with the user before closing the ticket.However, this traditional workflow often results in

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3 months ago

arjun.medaPathfinder Community Team

published in Pathfinder Blog

Elevate Your Skills with Delta Training for Automation 360 .31 ReleaseAutomation Anywhere University

The .31 Release provides our Automation Anywhere user community with some amazing new features, and now we’ve got an all-new Skill Booster to help you put these features into action. After completing Delta Training for Automation 360 .31 Release, you’ll be able to effortlessly navigate these new capabilities, giving you the power to quickly build increasingly-impactful automations.This Skill Booster includes courses (and hands on exercises!) for many of the features in the release, and an assessment. In total, you’ll spend about two to three hours to complete the coursework. Here’s a quick breakdown of what you can expect.Top 5 .31 Developer-Focused FeaturesThis course will give you a detailed overview of the five most impactful features of the .31 release. After completing this course, you'll have a solid understanding of the key enhancements and how they can improve your automation workflows.Getting started with Automation Co-Pilot for AutomatorsDive into the world of the Automation

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2 months ago

mark.goodaireAutomation Anywhere Team

published in Pathfinder Blog

A Peek at How Automation Anywhere is Implementing Gen AI Internally

It shouldn’t come as a surprise that, here at Automation Anywhere, we are “customer zero.” If we are going to teach and preach the value of our products, you better believe we’re drinking our own champagne and putting every one of our products to use internally. This is a hugely beneficial setup for our cross-functional teams to provide feedback to the product team on what’s working and what’s not, especially as we develop new roadmap offerings. It’s a wonderful symbiotic relationship that not only helps us bring you the best, tried-and-true tools, but also forms the foundation for us to transform our internal operations.We formalized our CoE in 2019, and like most organizations getting started with automation, our initial focus was on productivity improvement. This is a great place to start, ripe with opportunities to get your program off the ground and generate positive returns. Fast forward to the present day, we’ve expanded our focus to implement solutions that deliver value in man

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4 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: March 2024Pathfinder News

Welcome to your one-stop hub for this month’s key Pathfinder Community news and featured events, content, forums, and more! 📚 Community Stories Never miss a beat—here are your can’t-miss updates from the Pathfinder Community this month:Our Product Team wants your opinion on Automation Templates! Read this blog post and then vote for your preference. Get the latest on Automation Co-Pilot for Automators. Watch a replay of our February Product Club meeting and read the recap.📚 AI Activation AreaLet’s put AI to work! Here are our latest featured resources to help you integrate AI into your automation workflow:Read this blog (or watch the videos in it) to learn about the new AI features now available in the .31 Release. Ready to get started with Automation Co-Pilot for Automators? Here’s your guide ✨ Stellar Contributor SpotlightEach month we’re shining a light on a stellar member whose recent contributions are truly making a big impact in our community-driven ecosystem.Ganesh Bhat (@Gane

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4 months ago

ChanduMohammadMost Valuable Pathfinder

published in Pathfinder Blog

How to create Custom Templates in Automation Success Platform

Most of the time, automation leaders or customers expect us to deliver use cases quickly, while ensuring they are robust and reliable. In the .30 Automation Success Platform release, there is a new feature called Templates. This feature allows us to create reusable components and publish them in a common public folder. It enables both citizen and professional developers to create and utilize these templates, thereby reducing turnaround time for delivering new or common use cases with much ease.In this blog, we will explore how to create Custom Templates for task bots. Let's explore a few reusable component ideas you can implement in your organization.Industry Specific Reusable Components Config Reader CRM Login/Logout tasks Accessing Terminal Emulator Screens Updating error logs and sending notifications CRUD Operations in Database API operations Environment Setup File and folder management Reporting & Monitoring Websites and many more.Pre-RequisitesCreate a custom role and assi

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4 months ago

Eric KMost Valuable Pathfinder

published in Pathfinder Blog

Transforming Customer Support Triage with Simple Automation + AI

Many people may assume Intelligent Automation can only execute rule-based tasks and processes. But the recent onslaught of AI technology is challenging—nay, enabling—us to shift what we ever thought possible with Intelligent Automation. The unruly, unstructured tasks can now be streamlined with automation.I joined TriNet, an organization that provides businesses with full-service HR solutions, in 2018 when it had just completed an initial POC use case with Intelligent Automation and received funding to launch a new automation program. Since then, I've helped expand and mature the program with the help of Automation Anywhere's innovative tools. Until now, our toolset mainly included AARI and API Tasks. However, like many of you, since AI came onto the scene as a cutting-edge tool to bolster automation efforts, I have been eager to find a use case to POC its viability within our organization. Today, I'm sharing the use case in which we were finally about to debut the power of AI and how

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4 months ago

nishikanth.nAutomation Anywhere Team

published in Pathfinder Blog

[Product Feedback Opportunity] Automation TemplatesProduct Feedback Opportunity

Automation 360 provides templates that you can use to quickly create and build new automations. Templates contain a prebuilt automation code structure as per the specific automation use case. To learn more, click here Automation Templates. Soon, Automation Anywhere will provide predefined templates for common automation use cases. These templates will offer developers a starting point and a sample to explore while building their automations. Would you like all developers to have access to these predefined templates by default, or should the CoE review them before being made available? Vote below and share any relevant details & considerations by replying to this thread.

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4 months ago

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Pathfinder Blog

Pathfinder Community Monthly Flight Plan: July 2024PATHFINDER NEWS

Pathfinder Community Monthly Flight Plan: June 2024PATHFINDER NEWS

Pathfinder Community Monthly Flight Plan: May 2024PATHFINDER NEWS

Introducing Pathfinder: Your New Community & Learning Home BaseNew Blog Series

Taking Prompt Engineering to the Next LevelAutomation Anywhere University

Pathfinder Community Monthly Flight Plan: April 2024Pathfinder News

Elevate Your Skills with Delta Training for Automation 360 .31 ReleaseAutomation Anywhere University

Pathfinder Community Monthly Flight Plan: March 2024Pathfinder News

[Product Feedback Opportunity] Automation TemplatesProduct Feedback Opportunity

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