Pathfinder Blog

Explore community shared insights & innovations.

285 Topics
148 Replies

Automation Anywhere TeamAutomation Anywhere Team

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

3 days 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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4 days 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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5 days 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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5 days 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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8 days 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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26 days ago

Max CassidyAutomation Anywhere Team

published in Pathfinder Blog

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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1 month 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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4 days 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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1 month 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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1 month 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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2 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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2 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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1 month ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: February 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:You’re officially invited to join Product Club! Each month, the club meets to discuss the latest features with product leaders. You’ll hear about use cases, see demos, and get answers to your questions. Catch up on prior sessions by checking out the recaps: December 2023 January 2024 If you love our Developer Challenges, you’ve probably noticed that they are only accessible to logged-in users. Don’t worry — it’s the same credentials you use to log in to the Pathfinder Community and you can still find the list of challenges here.💥 AI Activation AreaLet’s put AI to work! Here are our latest featured resources to help you integrate AI into your automation workflow:Automation Anywhere MVP ChanduMohammad wrote a blog on using gen AI with the Automatio

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3 months ago

Sai Madhur Potturu

published in Pathfinder Blog

Unlocking Resiliency, Agility, and Scale with Automation Frameworks

When I first began working in both the banking and animal health industries, we faced the serious challenge of maintaining code consistency. Developers all wrote code their own way, making it hard not only to understand the code but also to maintain it. Our organization needed to scale automation; and an empty pipeline or small developer team certainly wasn’t our issue. We had a huge number of people expressing interest in building automations! But our inconsistent, hodgepodge approach to writing code was the glaring obstacle stifling our ability to design and develop resilient automations, enable citizen developers at a higher level, and scale across the organization—all things we knew were achievable.Automation frameworks were the key to revolutionizing our development practices and accelerating the growth of our automation program. What are Automation Frameworks?An automation framework is a predefined template that provides developers with a starting point each time they embark on a

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3 months ago

Micah.SmithPathfinder Community Team

published in Pathfinder Blog

Development and Testing: Start to Accelerate

Testing in automation development serves as the safety net that catches errors, ensures quality, and maintains the integrity of automated systems. It's a critical factor that separates successful automation projects from failed ones.But the approach to testing can vary across different phases of development. In this blog post, we'll explore why an organized approach to development and testing is so crucial for your automation program and how it should be approached from the start phase leading into the accelerate phase.Let’s dive in. Why Testing is Mission Critical in AutomationsTesting in automation is akin to a health check for new software – it diagnoses problems before they become critical. In the world of automation, where processes, automations, and solutions are expected to run smoothly and efficiently, testing ensures that automations not only perform their intended tasks but also handle errors gracefully and adapt to unforeseen situations. Start Phase: All About Reducing RiskE

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3 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: January 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:Missed last month’s User Groups? Here are a few blog posts to get you caught up: Tips From Customers To Be Successful with Citizen Developers (South-Central User Group) Take The Proactive Approach: Nurturing Automation to Scale (West User Group) Making Metrics Meaningful (Midwest User Group) Don’t miss Micah Smith’s latest video on our top 5 features from the .30 release. New guide! Getting Started with Generative AI + Document Automation 📆 January’s Can’t Miss EventsWe know you’ve got a lot on your plate. If you can make time for some of our valuable events this month, these are the ones you won’t want to miss!Product Club January Meeting: API Tasks v.31 Release webinar: Unlock the Future with AI-Powered Automation ✨ Stellar Contributor SpotlightEach

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4 months ago

suzanne.shawPathfinder Community Team

published in Pathfinder Blog

Take The Proactive Approach: Nurturing Automation to Scale

“Ask not only what automation can do for you—ask what you can do to support the automation program in your company.” In the recent quarterly User Group meeting for the West region, Jeremy Segura, MVP and Director of Smart Automation CoE at Experian, opened his discussion with this twist on JFK’s famous words. He brought a call to action to the group members to go from passive to proactive automation support in order to achieve sweeping transformation with their programs. What exactly does that mean? Let’s dive into Jeremy’s blueprint to scale automation proactively. Passive vs. ProactivePassive automation encompasses the day-to-day elements that make up a humming intelligent automation program. This includes:Automation & process development Operational productivity and efficiency Career development Human-in-the-loop integrationsProactive automation, on the other hand, takes automating one step further, not necessarily by simply integrating new tools or technologies but by actively

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4 months ago

suzanne.shawPathfinder Community Team

published in Pathfinder Blog

MVP’s Tips To Making Metrics Meaningful & Driving ScaleAutomation Success Platform

You can capture, extract, and report data metrics from your automation initiatives in a thousand or more ways. Metrics are the cornerstone of your program's success and something we've established time and again as fundamental in the Start phase of every automation program. Metrics are the manifestation of your intelligent automation work that allows leaders to understand overall business processes and make informed, strategic decisions. Determining your metrics from the outset is crucial to establishing how your work will illustrate and support business value.Recently, Ryan Dennings (Manager of Intelligent Automation & ECM at Auto-Owners Insurance Company and Automation Anywhere MVP) presented his insights on metrics reporting to members of the Midwest User Group in their quarterly meeting. His advice:Set a metrics logging standard Determine what's important to whom Leverage existing resources to share your metrics Setting Your StandardsMetrics logging standards enable automation

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4 months ago

suzanne.shawPathfinder Community Team

published in Pathfinder Blog

Tips From Customers To Be Successful with Citizen DevelopersUser Group Recap

Growing an automation program is a big task in itself. Introducing citizen developers to an automation program adds a layer of complexity and often elicits feelings of trepidation for many automation leaders, so we understand why many are hesitant to take that journey. But it doesn’t have to be a scary endeavor, and there are many benefits to nurturing your own citizen developers. In fact, many of our Automation Anywhere MVPs came up in automation as citizen developers and now certified professional developers and leaders in the intelligent automation field!In the recent quarterly meeting with our South-Central User Group, Vern Dickson, Senior Program Manager at Range Resources Corporation and Automation Anywhere MVP, shared his experience starting a new automation program exclusively with citizen developers from the start, as well as insightful tips from lessons he learned along the way. If you’ve ever given citizen developers a thought, or are perhaps in the thick of growing a citiz

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4 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Monthly Flight Plan: December 2023Pathfinder 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: Bot Games is Back! Join us for the Season of Giving EditionWe’ve partnered up with United Way Bay Area to bring you a new challenge starting December 11. The best part: for every challenge completion, we’ll be donating to United Way Bay Area. Get more details in our blog post. 💥 AI Activation Area Let’s put AI to work! Here are our latest featured resources to help you integrate AI into your automation workflow:Automation Anywhere + Amazon Web Services: Supercharging AI-Powered Automation, Responsibly All About Solution Packs: What Are They & Why Should I Care? Level Up Your Customer Service with Automation + Gen AI with our free Solution Pack ✨ Stellar Contributor SpotlightEach month we’re shining a light on a stellar member whose recent contributi

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5 months ago

ChanduMohammadMost Valuable Pathfinder

published in Pathfinder Blog

Streamlining Property Address Comparison with Automation Success PlatformMost Valuable Pathfinders

In the world of Intelligent Automation (IA), efficiency and accuracy are paramount. One common challenge involves comparing two property addresses across different systems in use cases like Accounts Payable/Order fulfilment Process/Insurance Claim Processing etc making it a cumbersome and error-prone task.Consider a use case where we need to compare two property addresses from two different systems.Example 1:System 1 Address : 555 Oak Ave, Queens, NY 11370-1234System 2 Address : 555 OAK AVENUE, QUEENS, NEW YORK 11370-1234These addresses have the same street name ("Oak Ave") and are in the same city (Queens, NY). The differences are in letter case and the use of full words for city names, but these do not change the core address hence it’s a match.Exploring further examples reveals that addresses may contain different combinations of special characters and do not necessarily require an exact match in subsequent systems. The comparison can be performed using Address Line 1, Line 2, Stat

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5 months ago

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Pathfinder Blog

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

New Bot Framework Package Available in Bot StoreBot Store Package

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

Pathfinder Community Monthly Flight Plan: February 2024Pathfinder News

Pathfinder Community Monthly Flight Plan: January 2024Pathfinder News

MVP’s Tips To Making Metrics Meaningful & Driving ScaleAutomation Success Platform

Tips From Customers To Be Successful with Citizen DevelopersUser Group Recap

Pathfinder Community Monthly Flight Plan: December 2023Pathfinder News

Streamlining Property Address Comparison with Automation Success PlatformMost Valuable Pathfinders

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