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Explore community shared insights & innovations.

  • 305 Topics
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305 Topics
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Most Valuable Pathfinder
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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8 months ago
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Most Valuable Pathfinder
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 months ago
Tamil Arasu10
Most Valuable Pathfinder
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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Most Valuable Pathfinder
8 months ago
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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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9 months ago
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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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9 months ago
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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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9 months ago
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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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9 months ago
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Most Valuable Pathfinder
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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10 months ago
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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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10 months ago
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Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Integrating with JIRA API in Automation 360

Integrating with JIRA APIs in Automation 360This is a guest post from ChanduMohammad S, a Module Lead and a Senior RPA Developer. 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 look at how you can interact with JIRA APIs in Automation 360 bot to perform the following tasks:Create API Token Create Issue with a pre-defined set of fields Move the Story to the Sprint Update Comments Get Transition ID’s Transition IssueFor your reference, JIRA is a work management tool for all kinds of use cases, from requirements and test case management to agile software development. ConclusionHopefully, you enjoyed learning how to work with JIRA APIs in Automation 360 bot. With this tutorial, you should be able to create user stories, move them to an active sprint, add comments, and transition the user story from one state to another.  ChanduMohammad S He i

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10 months ago
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Most Valuable Pathfinder
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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Micah.Smith
10 months ago
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Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Best Practice Guide for Establishing StandardsAutomation Pathfinder Program

 You have started your automation journey with the Automation 360 platform and now you have to define a framework for all the developers to follow and use the best practices guide to ensure everyone follows the same standards. Before we dive into what the guardrails that need to be set up are, let’s try to understand why we even need these best practices for your automation initiative.You have hired a new set of engineers and they have joined from various organizations in which everyone had followed different standards and methodologies to develop the bots. It becomes important for them to know the standards followed here so they can all build in a similar fashion. If any of your existing engineers move on from the organization, the person replacing this engineer should be able to read and understand the standard with which the bots were developed earlier and continue to update with the same standards. Even if you have to allocate your engineers across different projects or even differ

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10 months ago
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Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
How to Re-Process Failed Work Items in a Queue

With Workload management, you can quickly process vast amounts of transactions by distributing the workload among multiple devices in the device pool.Let’s say you have created a queue, a device pool and scheduled a bot to run when a specified minimum number of work items are added to the queue. While the transactions are being processed, you may notice that there are a couple of work items that have failed and want to know how to re-process these transactions.Let us look at the steps to fix the data (if needed) and re-process these transactions.In this Invoice Processing example, data from invoices in a specified folder are extracted using IQ Bot and fed into custom web application for payments processing.Here is the breakdown of the two-part bot setup to execute the Invoice processing use case. As you can see in the diagram above, the second bot picks up the Invoice files from the path added to the Queue by the first bot.Let’s consider an error that a work item failed since the speci

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10 months ago
arjun.meda
arjun.medaPathfinder Community Team
published in Pathfinder Blog
Bot Games Season 4 Generative AI Edition Announcement & Details - Challenge #3

Challenge #3 - Automation Resiliency  We're excited to present the third and final challenge of Bot Games Season 4. Our aim in this challenge is to showcase how a Generative AI model can enhance automation resilience. When target applications are updated, the object paths for elements may change, requiring updates to the corresponding automations. By utilizing a Generative AI provider like ChatGPT (or any other provider of your choosing), we can input the source code of a web page and request object paths for all the necessary elements. These paths can then be used to automate interactions with the web page.OpenAI Generative AI package is available in Bot Store and you can read the included documentation or check out our quickstart video showing the full setup process. If you are using your own enterprise version of Control Room, you can download the OpenAI Generative AI package from the Bot Store and import it. If you are using the Community edition, it is already pre-loaded. Challeng

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10 months ago
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Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Intelligent Automation Pt I: Introduction

In this session, we take a look at defining intelligent automation and introduce a new (free!!) tool to help with creating and consuming a Machine Learning model.SummaryRobotic Process Automation (RPA) is task centric, rule based automations that take place across application programming interfaces (APIs) and graphical user interfaces (GUIs) Artificial Intelligence is very broadly defined as data-driven modeling mimicking cognitive decision making. The sweet spot where these two technologies can overlap - where RPA bots consume machine learning models - is intelligent automation There are several examples of intelligent automation that many RPA developers are familiar with (and possibly already using) IQ Bot - intelligent document extraction using IQ bot makes using of machine learning to identify, cleanup, and extract text from invoices and other structured or semi-structured forms Discovery Bot - process discovery, process recording, and recording comparison all enable Discovery B

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10 months ago
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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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11 months ago
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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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11 months ago
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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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1 year ago
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Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
AARI Web: Full Build Tutorial

 AARI is Automation Anywhere's new robotic interface - enabling humans and bots to collaborate on work like never before. In this tutorial, we'll take a deep dive into AARI Web to understand what makes up an AARI Web request, how forms are used to provide humans an interface for interacting with a bot, and how bots can be triggered with input values to make use of operator provided data.It's explained in the video above as well, but you'll need a couple of things to build along with the tutorial:Access to Automation Anywhere A2019 Community Edition (or Enterprise Edition with AARI licensing) The AARI Web Proof of Funds bot files from the Automation Anywhere GitHub.  You'll want to click the green Code button and select Download Zip      Leave the downloaded file as a zip...this zip file is an export of the Automation Anywhere A2019 bots needed for the exercise. Once the download has completed, import the bot into your Automation Anywhere A2019 Community/Enterprise Edition Control Roo

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Automation Anywhere TeamAutomation Anywhere 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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1 year ago
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Automation Anywhere TeamAutomation Anywhere 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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1 year ago
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Automation Anywhere TeamAutomation Anywhere 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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1 year ago
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Automation Anywhere TeamAutomation Anywhere Team
published in Pathfinder Blog
Virtual Meetup Recap: Workload Management in Automation 360

During this virtual meetup, we discussed queues, device pools, workload package, and work items prioritization.  Concepts Queue: A queue is one of the main building blocks of Workload Management (WLM). A queue holds data known as Work Items for further processing. The system distributes these Work Items to individual unattended Bot Runners in a device pool for processing.Device Pool: Device pools provide built-in High Availability for the Bot Runner machines. You are not tied to a single Bot Runner machine, so if your Bot Runner machine is unavailable for any reason, your automation is not affected. The scheduled automation will automatically run on the next available Bot Runner machine, thereby providing high availability.Running a Bot with Queue: Use this feature to collectively process all work items of a queue across all the Bot Runners present in one or more device pools.Here are the links to packages showcased during the session.IQ Bot ExtractionWorkloadAnalyze ConclusionWorkload

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1 year ago
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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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1 year ago
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Most Valuable Pathfinder
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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Most Valuable Pathfinder
1 year ago
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