Pathfinder Blog

 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.

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 typ

[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 a

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 classif

 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 Vineet Pujari, Senior Product Manager, API-as-a-Service Matt Stewart, Director, Evangelism and Content Strategy Nirmal Mathimaran, Lead Technical Writer  TOPICFor September’s Product Club, we’re talking automation triggers and the huge benefits on the h

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: Build new Skills at Document Automation Training Camp! August 2024 | Process Templates AI Agent Studio | August Developer Meetup ✨Stellar Contributor SpotlightMeet Dinesh Kumar M from H

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 ada

Challenge Page Tutorial -Shipment ProcessingIf you're interested in learning about automation development, the Bot Games Challenge Pages are a great place to start.Have you tried the Shipment Processing Challenge yet? If so, great job! If not, don't worry - we're here to help you get started.To help you succeed, we've put together a step-by-step video guide for how to solve this challenge, along with some useful tips to help you automate this use case. Additionally, we're providing some pointers below to help you increase your efficiency and finish the challenge as quickly as possible.Don't be intimidated by this challenge! With a little bit of practice, you'll be able to automate the shipment processing use case in no time.Here is the

Build, enhance, maintain.Automation teams have multiple priorities pulling them in different directions at all times. Aligning those priorities and incoming requests to a logical automation pipeline can be a tricky science that leaves many of us scratching our heads, unintentionally stalling work, or stuck in a hamster wheel of building, enhancing, maintaining, and trying to keep up with demand with no business assessment or master plan in mind. I’m exhausted just thinking about it!Which new opportunities or enhancement requests should be addressed first? How can you consider variables like time, effort, and ROI to calculate prioritization? Today, I want to introduce you to a secret weapon—a metrics tracking system you can leverage to capture essential data from the beginning, make smart decisions about automation priorities, and set your team up for success downstream. Enhancement vs. New AutomationIf you’re in the Star

In the August Developer Meetup, Arjun Meda was joined by Rinku Sarkar (Director of Product Management), Jason Trent (Director of Product Management), and Smita Biswas (Lead Technical Writer) to deep dive into the newly released AI Agent Studio that allows you to easily build, manage, and govern custom AI Agents to responsibly execute cognitive tasks embedded in any automation workflow.In this meeting recap, we’ll cover:What AI Agents are and the capabilities of AI Agent Studio A support case handling demo that leverages AI Agents and AI skills Security features built into our AI Governance Additional resources for AI Agent Studio on our docs portal Live audience Q&AYou can watch the full recording of the meeting below.[https://www.youtube.com/watch?v=_yiIk687I30] What is are AI Agents?We define AI Ag

    In case 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.HOSTSMatt Stewart, Director of Evangelism & Content StrategyNishikanth N, Director of Product ManagementAanubbhaa Jhhaa, Lead Technical WriterShweta Srivastava, Lead UX Designer TOPICFor August’s Product Club, we dive into the not-so-secret weapon that should be your pro developers’ and citize

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: If you’ve missed our July Product Club on AI Agent Studio , get caught up on speed A360 Package Updates coming in Aug, 2024. New Skill Booster, New Badge: Delta Training for Automation 360 .33 Release

 Automators express the same challenge to me over and over—the hardest thing about running an automation program is proving the value of automations when the metrics at your disposal are simple and generic. Reporting to a management group that views cost savings as the only legitimate way to capture automation value is a common roadblock to expanding your use cases. As a former member of the CoE at PNC Bank, I know first-hand the difficulties of advocating for opportunities that would enable employees and improve morale but not necessarily directly generate revenue. More often than not, if it didn’t promise direct benefits like cost savings, cost avoidance, revenue generation, or cash flow, it would not be approved. As Automators, we must chip away at the mindset of “If we’re not saving money, what’s the point?” Because many times, there absolutely is a point!Now, as a member of the Automation Anywhere team focusing on evangelism and content strategy, I g

Post this on your bulletin boards, put it in the company newsletter, send out a company-wide notice: Support runs the business. It doesn't matter how mature your program is or how talented your developers are—automations break; they just do. Bugs happen, applications update, whatever the variable may be; these things can upend even our most resilient automations. That is exactly why production support, especially proactive production support, is critical to keeping your business running smoothly and minimizing downtime. Good support enables your program to flourish. Good support ensures optimal customer satisfaction. Good support allows you to explore new technologies.In the six years since I became the first automator in Global Business Services (GBS) at Boston Scientific (BSC), helping to launch their official automation program, I've experienced ambitious growth and enlightening challenges. As a result, I've become a staunch champion of prioritizing a

I’m thrilled to announce the launch of our Delta Training for the Automation 360 .33 Release, now available on Automation Anywhere University. This Skill Booster training series is designed to ensure you and your team stay ahead in the automation technology, empowering you to make the most of our latest tools and features.Delta Training for the Automation 360 .33 Release includes guided walkthroughs, real-world demonstrations, and hands-on exercises for many of the new features in this release. In about two to three hours, you'll gain the expertise needed to leverage these powerful updates. Here’s a sneak peek of what you can expect:AI Agent Studio MasteryDiscover how to build intelligent applications effortlessly with the AI Agent Studio. This module addresses the challenges of generative AI model selection, data vi

We're thrilled to introduce 2024's Most Valuable Pathfinders (MVPs)! These incredible individuals are more than just experts in AI and automation—they're leaders, mentors, and true innovators who are driving change and sharing their knowledge with the global community. What is a Most Valuable Pathfinder (MVP)?The MVP title is awarded to dynamic leaders, innovators, and skilled practitioners in the field of AI-powered automation. Our MVPs are the backbone of the Pathfinder Community, consistently going above and beyond to mentor others, volunteer their time, and share innovative ideas that push the boundaries of what's possible with AI and automation. Their dedication and passion help shape the future of our industry. Introducing our new MVPsHelp us welcome our newest members to the MVP family. These individuals from around the w

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 trad

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: If you missed our June Dev Meetup on Connector Builder, get caught up to speed here [Replay + Recap] We revealed our top 5 features for the .33 Release - check them out! Check out what’s new in Bot Store to help you

In the June Developer Meetup, Arjun Meda was joined by Vineet Pujari (Sr. Product Manager) and Vipulkumar Patel (Software Development Manager) to walk through developing API packages with Automation Anywhere’s Connector Builder.In this meeting recap, we’ll cover:Understanding Connector Builder Live demo build on crafting, publishing, and editing custom connectors (packages) Docs Portal Reference content Q&AYou can watch the full recording of the meeting here. What is Connector Builder?Launched in April this year, Connector Builder is a no-code API package development tool that enables developers to build custom connectors without having to know Java and use them in your automations. Why Connector Builder?If you’ve used the SDK, you know that building a package is not an easy job. You first need to u

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