Having identified a business process that could be automated, in this assignment you will use the skills you have developed using the software tools to create your own software robot. This will include mapping out the process and using Ui Path’s Studio tool to test and automate a process at scale.
PowerPoint Presentation Capstone Project RPA Design & Development v1.1 1 Make a Robot to buy & sell in Stock Market Sales Order Entry Robot Agenda Email Autoresponder Robot Disk Monitoring & Clean Up Robot In this module, we will learn about the practical implementations and importance of UiPath tools to create UiPath Robot as per different business scenarios. Listed here are the real-life use cases to test the skills of the student. From the process transformation and documentation to the design. This module also includes two advanced level capstone projects at the end for students looking to gain a higher level understanding of UiPath tools and use cases. 2 Learning Objectives Understand an automation business scenario Develop Full UiPath robot Work in a team Here, we will learn how to use the UiPath studio to create Robot. 3 Make a Robot To buy & sell in a Stock market Sales Order Entry Robot Email Autoresponder Robot Disk Monitoring & Clean Up Robot In this project we will develop sales order entry Robot. 4 Project 1 : Sales Order Entry Robot Process Flow Chart Start Read Email Download Attachment/ Sales order Extract data from PDF/Invoices Fill the details one by one to order entry Create Report End Project 1 : Sales order Entry Robot PROJECT OVERVIEW: Sales order entry robot will download sample sales order from email. Extract the following fields from the attachment on the email and make an entry in the demo ERP system. It requires this repetitive job in every business industry. What is sales order? The sales order is a term of internal document of business or company that record the customer data in an external document. It refers to a process of purchasing which indicates productivity or services in a document format which shows the information in the documents such as quantity, value and status of the product, along with user names, billing address and terms & condition. 2. What is ERP? ERP is an Enterprise Resource Planning that combined the management of the business process that happens in real time. It is known as the Business management software that collects business activities such as management, data interpretation, accounting, payroll, raw material, production and many more. Steps for the robot to make a sales order entry through the robotic process The entire process is based on the sales order. You can understand the process of robot working by these following steps: Step 1: Build a Robot in UiPath Studio. Step 2: Start the sales order entry robot process. Step 3: When it starts to execute the process, then it will “Read the email” whether it is based on Outlook, Gmail, Zoho mail and many more. Step 4: After the email reading it “download the sales attachment” whether it is based on PDF, Excel, CSV format. Step 5: When it download the attachment then, it keep the document in a specific folder and “extract the document”. Step 6: After the document extracting it insert the details in “demo ERP. “ Step 7: These data “create a report” in specific format such : Invoice Number, product ID, Status, Price etc. Step 8: When it creates the report in the data table then the robot will successfully end the process. Following details to be extracted by Robot Order Number Invoice Number Company Name Unit price Billing address Purchase order Number Shipping address Order date 5 List of Applications used in this project With these application you can develop the Sales Entry Robot. You can build a Sales Entry Robot with the help of the following applications. UiPath Studio: UiPath is a tool that enables you to design automation processes in a visual manner, through diagrams. Microsoft Outlook : Outlook is mostly used for storing, receiving and sending emails. PDF : Portable Document Format (PDF) is a file format used to present and exchange documents reliably, independent of software. Microsoft Excel : It is used to store the extracted data. 6 Sales Order Entry Robot Make a robot to buy & sell in a Stock Market. Email Autoresponder Robot Disk Monitoring & Clean Up Robot This project will teach us to create a Robot to buy and sell in stock market. 7 Project 2 : Make a robot to buy & sell in a Stock Market. Explore the stock market website and stock values. Process Flow Chart Start Open Stock market Webpage Login to broker page Click Order stock/share Sell/purchase confirmation End PROJECT 2: Make a Robot to Buy & Sell in a Stock Market. PROJECT OVERVIEW: The Robot will start a process by opening the stock market website where it automates the login broker page and searches the business share values. It reads the instruction of business shares and purchases or sell the share with the confirmation process. It is an essential application process for every business industry. What is Stock Stock is known as the Shares in the business market. It is a type of proportionate that issues the corporations business values and allows the stockholders for assets and earning. It also presents the claim process of business assets that’s why it is known as an investment. 2. What is Share Market The share market is known as trading marketing in the business industry where it presents the companies list with raising funds and investors, that buy or sell the growing business values in their wealth. It is based on two types of market: Primary: It contains those companies which are selling the share for the first time, that is known as an IPO (Initial Public Offering) B. Secondary: It contains those companies which are trading already by buying and selling them. 3. How to buy and sell a business share You can buy and sell business share by DEMAT account which enables you to purchase or buy shares by brokers. How to robot make a buy and selling process The entire process is based on the stock buy and sell process. You can understand the process of robot working by these following steps: Step 1: Develop a Robot in UiPath Studio. Step 2: It starts the Buy and sells stocks robot process Step 3: It open a stock market webpage such as Money control, Economic Times, Live mint, Investing, Screener, etc. Then the robot considers the entire process according to instruction commands. Step 4: After the access to the webpage, the robot will log in your stock market account on the broker webpage. Step 5: On the broker webpage, it searches the business share such as MRF, HEG, 3M India, etc. Step 6: As per the instruction command based, it clicks on the stock order for selling or purchasing. Step 7: It confirms the buy and sells process of stocks. Step 8: After the complete buy and sell process, it ends the entire process. 8 Applications to be used With the UiPath Studio application and web browser you can develop the buy and sell robot in stock market. UiPath Studio Web Browser Based on the scope, number of applications used: 1. UiPath Studio: Used to create the Robot. 2. Web Browser: Used to restore the backup file of the database. 9 Sales Order Entry Robot Make a Robot To buy & sell in a Stock market Disk Monitoring & Cleanup Robot Email Autoresponder Robot In this project we will learn to create Email Autoresponder Robot and understand the basic of NLP. 10 Project 3 : Email Autoresponder Robot With the help of email autoresponder robot you can quickly send response to anyone. Start Open an Email Application Read the email According to rule categorized email Reply in the email as per rule End Close the Email Application Project 3: Email Autoresponder Robot PROJECT OVERVIEW: With the help of an email auto responder robot, it gives the functionality to auto-reply to users. It starts the process and opens an email application and according to rules (if the subject contains the information e.g. keyboard is not working then it reply "technician will soon visit to fix the issue“). It can be changed but as per rule. What is an Email? It is a method of sharing information with each other by using electronic gadgets or devices. It is known as electronic mail. With the help of user email, it sends the information to them. Basically, the email is operated via the Internet. Steps involved in Robot sending the Auto email to users: The Robot will execute the entire process by the following steps: Step 1: Develop a Robot in UiPath Studio. Step 2: It starts the Email auto responder robot process. Step 3: When it starts the process, it will open an email application such as Gmail, Outlook, Zoho Mail etc. Step 4: Then, It reads the email which is sent by another person. Step 5: According to the auto email responder email it categorized the emails. Step 6: After the email categorization, it replies on the same emails. Step 7: When all process is successfully done by the robot, then it closes the email application and end the Auto email responder robot process. 11 Applications to be used These applications are useful to implement and execute the Email Autoresponder Robot process, where you can develop your Robot in UiPath Studio and access the email by chrome or outlook application. UiPath Studio Google Chrome Outlook Based on the Scope No. of applications used : 1. UiPath Community Edition 2. Web Browser 3. Outlook 12 NLP Role in making the response autonomous Outlook Natural Language Processing is one of the way where machine and human communicate by analyzing large data. By analyzing the large data it programs to process those data by following fixed rule or structured rule . In this project the concept of NLP is utilized to make sure that the fixed rule where Robot picks an email and reply automatically is recorded and saved. Once the information is recorded and saved this is utilized for further processing making it easier and faster for the next activity. 13