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    Configure Your First Automation - Step-by-Step Instructions

    Uploaded by

    abhishek
    The document provides 31 step-by-step instructions for configuring a first automation in UiPath Studio that extracts table data from a sales opportunities spreadsheet and sends it to a Google Sheet. It involves setting connections to Google Drive, Google Sheets, and configuring an email address for notification. The automation is then published so it can be accessed and run in the future.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Configure Your First Automation - Step-by-Step Instructions

    Uploaded by

    abhishek
    7 views20 pages
    The document provides 31 step-by-step instructions for configuring a first automation in UiPath Studio that extracts table data from a sales opportunities spreadsheet and sends it to a Google Sheet. It involves setting connections to Google Drive, Google Sheets, and configuring an email address for notification. The automation is then published so it can be accessed and run in the future.

    Original Title

    Configure your first automation_ Step-by-Step Instructions

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    The document provides 31 step-by-step instructions for configuring a first automation in UiPath Studio that extracts table data from a sales opportunities spreadsheet and sends it to a Google Sheet. It involves setting connections to Google Drive, Google Sheets, and configuring an email address for notification. The automation is then published so it can be accessed and run in the future.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    7 views20 pages

    Configure Your First Automation - Step-by-Step Instructions

    Uploaded by

    abhishek
    The document provides 31 step-by-step instructions for configuring a first automation in UiPath Studio that extracts table data from a sales opportunities spreadsheet and sends it to a Google Sheet. It involves setting connections to Google Drive, Google Sheets, and configuring an email address for notification. The automation is then published so it can be accessed and run in the future.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 20

    Configure your first automation:

    Step-by-Step Instructions
    View most recent version

    1 of 20
    Sign in the UiPath Automation Cloud.

    STEP 1

    Then, from the left hand menu, select Studio.

    2 of 20
    STEP 2
    Choose your most appropriate work department to view the recommended
    pre-built automations.

    STEP 3
    Click on Next.

    3 of 20
    STEP 4
    Select the third-party services you typically use at work. This will allow you
    to view the recommended pre-built automations.

    STEP 5
    Click on Update to save your preferences.

    4 of 20
    For the next step, if you are a Microsoft Oflce user, se-ect the Oflce"compatib-e
    temp-ate tit-ed TEab-e Data Wxtraction for Sa-es Opportunities to Wxce- kor.boo.T
    instead' Dongt worry, the steps for usin! the Oflce"compatib-e temp-ate are exactly
    the same5

    STEP 6

    Click on Templates. Then select the "Table Data Extraction for Sales Oppor-
    tunities to Google Sheets" template.

    6 of 20
    STEP 7
    To set up an automation with this template, you'll need to create a few
    connections. Click on Connect to Google Drive.

    STEP 8
    Click on Connect.

    7 of 20
    STEP 9

    Select your Gmail address to proceed.

    STEP 10

    Click on Continue.

    8 of 20
    STEP 11
    The connection has been established and now it's time to indicate the
    location where the spreadsheet will be saved. Click on Folder.

    STEP 12
    Choose the Root folder.

    9 of 20
    STEP 13

    And Wnally the folder where the spreadsheet will be saved.

    STEP 14

    Click on Save.

    of 20
    STEP 15

    To continue, you need to establish connections for the other 2 applications.


    Click on "Connect to Google Sheets" to set up the second connection for
    the automation to run properly. Proceed in the same manner for the third
    connection.

    10 of 20
    STEP 16

    qhen all the reBuired connections are established, proceed by clicking on


    "Use Template".

    11 of 20
    STEP 17

    The "Table Data Extraction for Sales Opportunities to Google Sheets" tem-
    plate starts with a manual trigger, followed by a series of activities that
    include setting up an email address, using a browser, interacting with Excel
    Wles, and ultimately sending the results via email.

    12 of 20
    STEP 18
    :efore continuing, let's review several key conceptsI

    STEP 19
    Click on Use :rowserI Sales Opportunities. To be able to work with browser
    tabs, you need to install a UiPath Studio qeb extension.

    13 of 20
    STEP 20

    Click on @nstall Extension.

    STEP 21

    Add the extension to Chrome or your preferred web browser.

    14 of 20
    STEP 22

    Click on Send Email to conWgure the sender email address.

    STEP 23

    Click on the plus icon on the right.

    16 of 20
    STEP 24
    To conWgure an email address within an automation, you need to select the
    "string array" option, which is a text editor.

    STEP 25
    Type in the following email address "automation-Wrst!uipath.com".

    17 of 20
    STEP 26

    Great Everything is set. To start the automation, click on Run.

    STEP 27

    qatch it unfold in the run panel on the right.

    18 of 20
    STEP 28
    Click on the Publish tab. Publish the automation so that you can always have
    it at hand.

    STEP 29
    An overview of the automation will appear. Click on Publish.

    19 of 20
    STEP 30

    Now, check if you have it in the Automations tab. Click on Automations.

    STEP 31

    There it is To start it again, click on Run

    1 of 20
    20 of 20

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