Introduction to the Course

This course provides the steps to automate a process using a software bot. This is done using
Automation 360TM. Automation 360 is the AI-powered flagship platform by Automation Anywhere. It
is the world’s only cloud-native, web-based platform for end-to-end automation that enables you to
automate processes with low infrastructure cost and faster scaling.

Hello Automation 360 Bot: Getting Started with Building Bots

Introduction
This demo will help you to register a device and create a task bot to automate a process using
Automation 360.

Objectives
In this use case, you will learn to use Automation 360 Actions to:
• Extract the data from a web portal into a CSV file.
• Open the CSV file and launch the CRM website.
• Populate the CRM webform.
• Save and send the CSV file to the relationship manager.

Prerequisites
Access to the Automation Anywhere Community Edition:

Access Automation Anywhere Community Edition and Register yourself. If you have already
registered, log in to Community Edition using the URL that is mentioned in the Community Edition
Welcome email that is sent to your email address.
1. Register your device(s) and set user device credentials
a. Log in to the Automation Anywhere Community Edition Control Room
b. To register your device
i. In the Navigation pane, click Devices under the Manage section.
ii. Click the Connect local device icon from the actions menu.
iii. Click Connect to my computer, wait until the Automation Anywhere Bot Agent
downloads, and then install it.
iv. Follow the steps outlined in the wizard to install the Bot Agent.
Note: If your device's access to the Internet is controlled through an authenticating
proxy server, you are prompted to provide the proxy server authentication details.
These credentials are required for the device to communicate with the Control Room.
To enable the authenticated proxy, register the device through a Chrome browser with
the Automation Anywhere Chrome extension enabled.
v. Enable the Chrome extension.
vi. Click Done.

c. Set user device credentials

i. Click the Username in the Navigation pane.
ii. Click My settings in the flyout pane.
iii. Navigate to Devices and enter the Device username in the corresponding field.
If your username is part of a domain, include the domain within the format
domain\username.
Note: To get the device username, type command whoami in the Command Prompt.
Note that these credentials are network dependent.
iv. Click Save changes.

Congratulations! You have now successfully registered your device and provided the login
credentials for bot execution.

2. Create and structure the task bot

a. Create a task bot
i. In the Explore page, click the Create a bot link.
ii. Enter a name for the bot and then click Create & edit.

b. Structure the task bot

i. From the Actions palette, search for the Step action and drag and drop the Step action
to the canvas.
ii. In the Action details pane, enter an appropriate title for the step.
iii. Click Save.
Note: You can save the bot or continue to work on the next action and save the
changes at the end.
iv. Repeat steps i to iii to add the remaining three steps that the bot must perform.

Congratulations! You have now successfully created a task bot and structured the task bot.

3. Step 1: Extract data from a web portal into a CSV file

a. Launch the IT Bricks holiday packages website

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 i. From the Actions palette, search for the Browser package and drag and drop the Open
action to the first step.
Note: Most of the actions in the Browser package are designed to work with Google
Chrome. Some of the actions such as the Browser: Close action will not work for other
browsers.
ii. Under What to open field, click New window.
iii. In the Browser field in the Action details pane, select Google Chrome from the drop-
down list.
iv. Enter the URL of the web portal
(http://rpademo.automationanywhere.com/itbricks_enroll.php) in the Link to open
field.
v. Click Save.
vi. Run the bot. The IT Bricks - Holiday Customer Report window will open in Google
Chrome.
Note: You can run the bot up to the steps you have created. Although it is a good
practice to click save at regular intervals to preserve your progress, running the bot
also saves your progress up till that point.

b. Capture the data from the web table

i. From the Actions palette, search for the Recorder package and drag and drop the
Capture action at the end of the first step.
ii. In the Window section of the Action details pane, click the Application toggle button
and from the drop-down list, select the IT Bricks – Holiday Customer Report window.
Note: You must click the Refresh windows icon to populate the drop-down list.
iii. Click Capture object.
iv. Navigate to the web portal, hover your mouse over the table until a red outline
appears, and then click to capture it.
v. Navigate back to the Bot Editor and from the Action to take on object drop-down list
in the Action details pane, select the Get table action.
vi. To create a table variable, click the Variables pane, and then click the Create variable
icon.
vii. In the Create variable pop-up, select the variable type as Table and enter the variable
name as Customers, and then click Create.
viii. In the Save the outcome to a variable field of the Capture action, select Customers
from the drop-down list.
Note: We will be using the Customers Table variable to capture data from a webpage
and to retrieve multiple cells from Excel. To enable this variable to be reused, be sure
to define the variable as a Table variable using the Variables pane.

c. Write the captured table to a CSV file

i. From the Actions palette, search for the Data Table package and drag and drop the
Write to file action at the end of the first step.
ii. In the Data table name field in the Action details pane, select the variable to which
you assigned the captured table (the variable will be 'Customers' - if you named the
variable as per the step vii above).
iii. In the Enter file name field, enter the file location of the CSV file.
iv. Check the Create folders/files if it doesn’t exist checkbox and then click the
Overwrite existing file option.

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 v. From the Encoding list, select ANSI as the encoding option.
Note: Select the encoding option as per the encoding scheme of your system.

d. Close the web portal window

i. From the Actions palette, search for the Browser package and drag and drop the Close
action at the end of the first step.
ii. In the Action details pane, select the Window toggle button, then the Browser toggle
button, and then select the IT Bricks – Holiday Customer Report window.
Note: You must click the Refresh windows icon to populate the drop-down list.
iii. Run the bot.
Note: This ensures that the CSV file is created and available at the specified location.

Great! You have completed the first step.

4. Step 2: Open the CSV file and launch the CRM

a. Open the CSV file
i. From the Actions palette, search for the Excel advanced package and drag and drop
the Open action to the second step.
ii. In the Action details pane, select the Desktop file toggle button and enter the file path
with name and file extension.
iii. Check the Sheet contains a header checkbox and then select the Read-write mode
radio button.
iv. Under Create Excel session, select Local session and enter the session name as
Default. Click Save.

b. Position the cursor in the required cell to update the status

i. From the Actions palette, search for the Excel advanced package and drag and drop
the Go to cell action at the end of the second step.
ii. In the Cell option section of the Action details pane, select the Specific cell option and
enter the cell address as G2.

c. Launch the IT Bricks CRM web page

i. From the Actions palette, search for the Browser package and drag and drop the Open
action to the second step.
ii. In the Action details pane, select the New window toggle button and select Google
Chrome from the Browser drop-down list.
iii. Enter the URL of the web portal
(http://rpademo.automationanywhere.com/itbricks_crm.php) in the Link to open
field.

Now, you have added the steps to open the CSV file and launch the CRM website.

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5. Step 3: Populate the CRM webform
a. Retrieve data from the CSV file
i. From the Actions palette, search for the Excel advanced package and drag and drop
the Get multiple cells action to the third step.
ii. In the Action details pane, select All rows in the Select range of cells to be returned
drop-down list.
iii. In the Assign value to the variable drop-down list, select the same variable Customers
to which you assigned the output.

b. Loop through the rows of the CSV file and assign each row to a variable
i. From the Actions palette, search for and drag and drop the Loop action at the end of
third step.
ii. In the action details pane, select the loop type as For each row in table under Data
Table.
iii. From the Table variable list, select the same table variable (Customers) used earlier.
iv. In the Assign the current row to this variable field, click the Create variable icon to
create the record type variable.
v. Enter the variable name as CustomerRow and click Create & select.

c. Update each field in the CRM webform with the data from the CSV file
i. From the Actions palette, search for the Recorder package and drag and drop the
Capture action within the Loop action.
ii. In the Window section of the Action details pane, click the Application toggle button
and from the drop-down list, select the IT Bricks - New Holiday Club Signup window.
iii. Click the Capture object button.
iv. Navigate to the CRM web page and capture the First Name field.
v. Navigate back to the Control Room and from the Action to take on object drop-down
list, select Set text.
vi. In the Keystrokes section, use the Insert a value icon to select the record variable
(CustomerRow), then select the By name toggle button and then enter First Name in
the text box.
Note: It is a good practice to copy the column header names such as First Name, Last
Name etc. from the CSV file. This will help eliminate any potential errors that may
occur while typing.
vii. Click Yes, insert.
viii. Repeat steps i to vii for each field in the CSV file.

d. Capture the Register button and the message that indicates whether the registration was
successful or not
i. From the Actions palette, search for the Recorder package and drag and drop the
Capture action within the Loop action.
ii. In the Window section of the Action details pane, click the Application toggle button
and from the drop-down list, select the IT Bricks - New Holiday Club Signup window.
iii. Click the Capture object button.
iv. Navigate to the CRM web page and capture the Register button.
v. Navigate back to the Bot Editor and from the Action to take on object drop-down list,
select Click.

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 vi. From the Actions palette, search for the Recorder package and drag and drop the
Capture action within the Loop action.
vii. In the Window section of the Action details pane, click the Application toggle button
and from the drop-down list, select the IT Bricks - New Holiday Club Signup window.
viii. Click the Capture object button.
ix. Navigate to the CRM web page and capture the message at the top of the page that
says, ‘User information saved’.
x. Navigate back to the Bot Editor and from the Action to take on object drop-down list,
select the Get property action.
xi. In the Property name field, select HTML InnerText from the drop down.
xii. In the Save the outcome to a variable field, click Create variable icon to create a
Status variable of type String, and click Create & select.

e. Update the status in the CSV file and move the cursor one cell below
i. From the Actions palette, search for the Excel advanced package and drag and drop
the Set cell after the last Recorder action within the loop.
ii. In the Cell option section, click Active cell and in the Cell value list, use the Insert a
value icon to select the status variable.
iii. Click Yes, insert.
iv. From the Actions palette, search for the Excel advanced package and drag and drop
the Go to cell action at the end of the loop.
v. Select the Active cell radio button and from the drop-down list, select One cell below.
vi. Click Save.

Congratulations! You have now completed the third step and populated all the customer details
in the CRM webform.

6. Step 4: Save and send the CSV file to the Relationship Manager
a. Close the CSV file
i. From the Actions palette, search for the Excel advanced package and drag and drop
the Close action to the fourth step.
Note: Ensure that the Save changes when closing file check box is selected.

b. Send an email to the Relationship Manager

i. From the Actions palette, search for the Email package and drag and drop the Send
action at the end of fourth step.
ii. In the To address field of the Action details pane, enter the Relationship Manager’s
email ID.
iii. In the Subject field, update the Email subject.
iv. In the Attachment (optional) section, select the Desktop file toggle button, and enter
the file path and name of the CSV file.
v. In the Message field, enter the suitable message to be included in the body of the
email.
Note: You may also add rich text formatting to your message using the HTML design
option. Upon selecting the HTML design tab, you are presented with an editor that
enables you to apply formatting elements such as font selection, font size, bold,
underline, italics, font color, and text hyperlinks.

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 vi. In the Send email via list, select the application for sending the email.
vii. Click Save.

Great! Your bot is now ready!

7. Run the task bot

i. Close the open Excel workbook.
Note: Ensure that there are no indications of incomplete actions.
ii. In the Bot Editor toolbar, Click Run.

Congratulations! You have now successfully created the bot that would extract data from a web
portal, capture it in an excel sheet, populate all the customer details in the CRM webform, and also
notify the email recipients.