Pathfinder Blog

Explore community shared insights & innovations.

307 Topics
213 Replies

Chance.LambertPathfinder Community Team

Welcome to Automation Anywhere Pathfinder Summit 2025: Your Ultimate Virtual Adventure Begins!

We're about to embark on an incredible journey at Automation Anywhere Pathfinder Summit 2025. 🚀 Let me be your virtual tour guide and show you how to make the most of this epic three-day event!Getting Started Ready to blast off? Click that "Let's Go" banner at the top of the page to enter our Virtual Event Venue. You'll find a day-by-day agenda of sessions running from January 21-23. Don't forget to save your seat for the sessions that spark your interest. Pro tip: Networking sessions are filling fast! If there's one you'd like to join, but its full, be sure to click the heart to favorite it. Then check back often to see if any seats open up. Joining and Engaging in Sessions Starting on the 21st, you’ll click on the “Let’s Go” button to enter the Virtual Event Venue. Watch for the "Join Now" button that appears when your registered sessions go live. You will be able to enter a virtual waiting room a few minutes before the session starts. Once inside the session, you have three

7 hours ago

Lu.HunnicuttPathfinder Community Team

published in Pathfinder Blog

Turn Pathfinder Summit Insights into Action: Your SMART Goals WorkbookBlog

The Pathfinder Summit 2025 isn't just another virtual conference - it's your launchpad for automation success in the new year. To help you maximize the value from each session, we've created this practical SMART goals template to transform insights into actionable outcomes. Why Use This Template?Convert session learnings into measurable goals Create a clear roadmap for implementation Track your progress effectively Align your automation initiatives with organizational objectives Document key insights for future referenceHow to Use the TemplateCreate a Separate Section for Each Session: The document includes pages for five sessions, each marked with a color-coded tab in the top right corner. For Additional Sessions: To create more sections (because we know you’ll attend more than 5 sessions!!), simply copy and paste slides 3-6 (Tabs A-D) and change the tab color to indicate a new session. Follow the Prompts: Each page contains prompts to guide you through the goal setting proces

1 day ago

Kate.ResslerPathfinder Community Team

published in Pathfinder Blog

Join Us at Pathfinder Summit 2025: Your Global Automation Community Event

Mark your calendars for January 21-23, 2025, as we host Automation Anywhere Pathfinder Summit - the premier community conference for automation professionals. This three-day conference promises to be our biggest community gathering yet, with over 1000 attendees expected from across the globe.Set Yourself Up for Success in 2025The future of automation is here, and it's agentic. At Pathfinder Summit, you'll discover how to harness the power of agentic process automation to transform your business operations. Learn how AI agents can work alongside your teams to handle complex processes, inform decisions, and drive unprecedented efficiency gains.Through strategic guidance and hands-on sessions, you'll gain insights needed shift from task-based automations to taking on complex processes with the power of AI. Whether you're just starting your journey or ready to expand your existing automation program, our experts will help you create your own roadmap for success in 2025 and beyond.What to E

2880

1 month ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Framework Deep Dive: Exploring the Interplay of the Pathfinder Framework DimensionsBlog

In our previous post, we introduced the Pathfinder Framework and its nine key dimensions for automation success. While each dimension plays a crucial role, the true power of the framework lies in how these dimensions interact and reinforce each other. In this post, we'll explore these critical relationships and how they contribute to a holistic, effective approach to automation. The key here is that none of these dimensions exists in a silo, they are all interconnected. Understanding the relationships that each dimension has with other dimensions is key to understanding how to use this framework to work through program goals and diagnose/resolve challenges that your program is experiencing. Read through each of the dimensions and their interconnected dimensions, then check out the example at the bottom of this post to see how this framework could help your program examine challenges you may be facing. Strategy & VisionYour Strategy & Vision is the north star that guides all oth

6 days ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Navigating the Path to Agentic Automation Excellence: Introducing the Pathfinder FrameworkBlog

The world of automation is evolving rapidly, and organizations are discovering that successful automation programs require more than just developing and deploying a few bots or automating a handful of processes. To truly excel in the era of AI-powered agentic automation, you need a comprehensive, strategic approach that can guide your program from your very first automation to enterprise-wide adoption and transformation. That's where the Pathfinder Framework comes in. Developed by Automation Anywhere and drawing on years of real-world success stories, Pathfinder provides a structured, systematic roadmap for building and scaling intelligent automation programs. Whether you're just starting your automation journey, working to address a scaling challenge, or ready to embrace agentic process automation, Pathfinder offers the guidance you need to succeed. At its core, the Pathfinder Framework consists of nine interconnected dimensions, each addressing a crucial aspect of automation program

150

6 days ago

Lu.HunnicuttPathfinder Community Team

published in Pathfinder Blog

December Product Club Recap | AI Agent Studio and AI Governance

Recap video link HERE In December's Product Club session, we explored the latest features of AI Agent Studio, including exciting new AI governance capabilities and upcoming enhancements. This comprehensive recap highlights key topics and discussions that can transform your automation processes. We had a great discussion and received numerous questions about setting up Enterprise Knowledge. To assist, Max has created a helpful video explaining the process LINK.

240

16 days ago

Lu.HunnicuttPathfinder Community Team

published in Pathfinder Blog

November Product Club Recap |Autopilot BPMN

Recap Video Link HERE If you haven't heard about Product Club — the Pathfinder Community Product Club is a monthly virtual meetup led by Automation Anywhere product leaders that focuses on our latest proprietary product innovations. It offers a place for community members to stay informed, connect with product leaders, and gain insights into real-world applications of the latest innovations in intelligent automation.P.S. If you can’t attend a meeting, no worries — we'll be dropping a recap of each month's session right here in our Product Club hub.HOSTSLu Hunnicutt, Community ManagerMalcolm Rieke, Director - Product ManagementCharlie Needelman, Principal - Product ManagementOli Morris, Principal - Developer Evangelist TOPICNovember’s Product Club covered our brand new BPMN support for Autopilot, enabling business analysts and automation teams to unite forces to accelerate the speed of delivery and increase ROI on new automations for which business process descriptions already exist.Her

110

16 days ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Blueprint: Winning Plays for all 5 Pillars of Success and ScaleAutomation Pathfinder Program

Pathfinder Mission Control: The Community’s Complete Book of Plays for Automation Hyperscale Looking for all of the community's winning plays in one place? This is it. These easy-to-use checklists will ensure that your Automation Program moves “Beyond the Bot” to drive business strategy and growth. Think of this as your all-under-one-roof accountability system for your most important automation program priorities. PROGRAM This is where you can check the boxes to start, accelerate and scale your automation program from Vision Casting and Environment Set Up through Performance and Delivery Metrics. Develop Compelling Vision and Goals STARTConduct workshops, set goals, develop a compelling vision Identify key success metrics for your program Document metrics and targets for success such as number of successful runs or amount of hours saved ACCELERATESet goals, track progress and define actions to drive your program’s progress forward, such as expanded idea contribution, automation deve

14651

1 month ago

Kate.ResslerPathfinder Community Team

published in Pathfinder Blog

New Certification, Big Savings, Greater Impact

Get Your Advanced Certification for $5 and Help Bridge the Digital Divide in Rural India Are you ready to take your automation career to the next level? We’re excited to announce the launch of our latest certification on Automation Anywhere University, the Advanced Automation Developer Certification. The Advanced Automation Developer Certification shows you can tackle real-world business challenges using the Automation Success Platform, helping you stand out in your field.To celebrate this opportunity, through October 15, 2024, you can take the Advanced Automation Developer Certification exam for just $5. After this promotion period, the price will go up to $80.There’s more. Your $5 exam fee doesn’t just save you money, it will also benefit rural Indians living in poverty. All exam fees during this promotional period will be donated to Karya, an ethical AI organization that trains and provides digital work to those who need it most. Watch the video below to learn more about their impac

285813

1 month ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

VMeetup Recap: Automating SharePoint with Automation 360 using Python

In this session, we discussed about how to Automate SharePoint with Automation 360 using Python. Here are the reference links discussed. Steps to create a Developer accountYouTube video with the steps to create an office 365 developer accountYouTube videos with the steps to create a Share point site:https://www.youtube.com/watch?v=OHeEmHjQ5pghttps://www.youtube.com/watch?v=LNV99Xi5I0wYouTube video with the steps to create a document libraryYouTube video with the steps to create a listPython Setup installation available on the official site of python (www.python.org)Learn about the Shareplum library here.Python Script:# Import Site, Office 365 and Version package from Shareplum Libraryfrom shareplum import Sitefrom shareplum import Office365from shareplum.site import Versionfrom office365.sharepoint. files.file import File# Connect Office Share Point Site with Office 365 Developer Accountauthcookie = Office365(‘https://patelmaulesh1978.sharepoint.com/’, username=”, password=”).GetCooki

25504

1 month ago

Oli.MorrisAutomation Anywhere Team

published in Pathfinder Blog

Bot Games: Document Automation Training Camp Edition | Lease Processing ChallengeBlog

Welcome to the latest edition of Bot Games — are you ready to push your automation skills to the next level? To beat this challenge, you will need to combine everything you’ve learned about Document Automation with new technologies like generative AI and API Tasks. If you can complete this challenge successfully, you can be confident you’re at the forefront of the latest and greatest in automation technology.Watch the video HERE, by me, and get a complete run down of the challenge.Challenge ObjectiveHousing Hope is a fictitious non-profit organization dedicated to providing rent relief and support for families displaced due to various circumstances. To streamline their processes and better serve their clients, Housing Hope is looking to leverage the power of automation and generative AI to optimize their lease agreement onboarding process.The problem: Housing Hope’s lease agreement onboarding process involves manual document processing and data entry. Each existing lease agreement mu

122117

1 month ago

Kate.ResslerPathfinder Community Team

published in Pathfinder Blog

October Product Club Recap | AI Solution Accelerators

If you haven't heard about Product Club — the Pathfinder Community Product Club is a monthly virtual meetup led by Automation Anywhere product leaders that focuses on our latest proprietary product innovations. It offers a place for community members to stay informed, connect with product leaders, and gain insights into real-world applications of the latest innovations in intelligent automation.P.S. If you can’t attend a meeting, no worries — we'll be dropping a recap of each month's session right here in our Product Club hub. HOSTSKate Ressler, Community & University Marketing Director Akshay Mehtani, Lead Solution EngineerMatt Stewart, Director of Evangelism & Content Strategy TOPICFor October’s Product Club, we’re chatting all about how Solution Accelerators are the key to supercharging new and existing automation workflows with AI Agents. These solutions are versatile, smart, and, most importantly, easy to implement with minimal development time! Here’s a rundown of the se

422

2 months ago

Shreya.KumarAutomation Anywhere Team

published in Pathfinder Blog

3 Eye-Opening Lessons from My First 2 Weeks with Document Automation

When I joined Automation Anywhere and jumped into the Document Automation Training Camp, I thought I knew what to expect. After all, I've worked with AI projects before - how different could this be? Well, grab your popcorn, because these first two weeks completely changed my perspective towards intelligent automation.Here's what I've learnt so far: Lesson 1: Document Automation Goes Way Beyond OCRI'll admit it - I walked in thinking document automation just meant glorified OCR with some data validation sprinkled on top. And I'll admit it - I was wrong!OCR and data correlation barely scratch the surface of what modern document automation can do.Think of Document Automation like an iceberg. The visible part includes the OCR and basic validation we all know about. But dive beneath the surface, and you'll find a whole ecosystem of processes: setting up sophisticated input pipelines, preprocessing data to clean up inconsistencies (because let's face it, real-world data loves entropy), imp

832

2 months ago

Kate.ResslerPathfinder Community Team

published in Pathfinder Blog

Inspire the Automation + AI Community: Speak at Pathfinder Summit 2025News

Calling all automation visionaries, technical gurus, and strategic leaders! Pathfinder Summit 2025 is your chance to share your hard-won expertise with a global audience of automation professionals. Whether you want to inspire with a powerful use case, deliver a technical deep dive, provide strategic guidance, or facilitate a lively peer discussion - we want to hear from you.This virtual conference on January 21-23, 2025, will empower the Automation Anywhere Pathfinder Community to set bold goals for the year ahead. And as a speaker, you'll play a vital role in arming attendees with the insights they need to achieve automation success in 2025 and beyond.APPLY TO SPEAK AT PATHFINDER SUMMIT Speakers can choose any of the following session types:💡 Community Spark Session: Share an inspiring automation use case that solved a real business challenge. In this 30-minute session, provide an overview of the problem, walk through your innovative solution, and discuss the positive impact it had,

4311

2 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Bot Store Spotlight: File and Folder Attributes Package

Automation Anywhere's Bot Store has an awesome collection of freely available bots and packages. In this tutorial, we'll take a look at setting up and using the File and Folder Attributes Package. This tutorial can be followed if you're using Community Edition or Automation 360 Enterprise - so follow along so your bots can know more about the files and folders that you work with. File and Folder Attributes PackageIt's not uncommon for an automation use case to include the need to manipulate, modify, and iterate through files. When those situations come up - it can be important to validate that the file you're about to make modifications to is the actual file you intend to modify, and not another file found within the folder. This comes up frequently in situations where you need to find the newest file in a directory, need to delete the oldest file in a folder, or you're looking for the smallest file but don't necessarily know the name. The best way to be sure you're working with the co

11952

2 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

CoE Operational StructuresLearning Journey

Objective Now that we know what a Center of Excellence is and the benefits one can provide, we’ll explore the common operating structures of a CoE and their pros and cons. Deciding to create a CoE without planning its operating structure is like asking an architect to design your new house without giving them any details. You’ll get something, but it might not be exactly what you want or need. If you already have a CoE in place, consider whether the structure you have right now is meeting your needs and how it may need to evolve. If you don’t have a CoE yet, think through the best structure for your team right now. There are many important questions in planning your CoE: How should you structure it? What are the pros and cons of different governance models? Which governance model fits our needs for today, and what governance model will fit our needs three years from now? How many departmental teams may be interested in building on our Automation platform? Do we have teams of p

18121

2 months ago

Automation Anywhere TeamAutomation Anywhere Team

published in Pathfinder Blog

Pathfinder Community Camp Day Special Edition Flight Plan & Tools - Generative AI EditionCommunity Event

[Part of the 1st Annual Pathfinder Community Camp hosted in May 2023] 🚀 PATHFINDER MISSION OVERVIEW The Automation Pathfinder Program is your intergalactic flight map for automation mission success. Developed with over 20 years of first-hand automation expertise across thousands of use cases, each mission is calibrated to serve as your blueprint for best practices to achieve scalable growth, measurable value, and long-term sustainability. We’re here to help you soar beyond RPA to implement and advance intelligent automation initiatives in your business. Today’s Bonus Mission - Generative AI 📌 MISSION PARAMETERSThis is your mission focus of the day. 3...2...1...Blast off! GenAI has taken the world by storm with its futuristic ability to turn natural language into creative content and images. And now, we’re taking automation to new heights by integrating OpenAI’s generative AI tools with your favorite Automation Success Platform! Say goodbye to tedious document hunting, boring emails,

873

2 months ago

Kate.ResslerPathfinder Community Team

published in Pathfinder Blog

Build new Skills at Document Automation Training Camp!

Are you ready to take your AI-powered automation skills to the next level? We’re excited to launch Document Automation Training Camp, an exclusive four-week program to help you master the art of automating document workflows. Why should you join?Document Automation has become a game-changer for businesses, speeding up processes, reducing errors, and freeing up valuable time. At Document Automation Training Camp, you’ll get digital training and live coaching on how to handle semi-structured and unstructured documents, learning best practices and strategies from industry experts. Here’s what you can expect during the 4-week training camp:Weekly Game Plans: Each week, we’ll share a curated set of bite-sized courses focused on specific aspects of Document Automation. You’ll learn how to classify, extract, and validate document data, master image preparation, and tackle tricky document workflows with ease. Live Coaching Meetups: Join live sessions with our expert team and special guest spe

5743

3 months ago