Building Your First

Automation Bot – Step List

TABLE OF CONTENT

Purpose ....................................................................................................... 2
Prerequisite ................................................................................................. 2
1. Register your device(s) and set user device credentials.............................. 3
2. Create and structure the task bot ............................................................ 4
3. Step 1: Extract data from a web portal into a CSV file ............................... 6
4. Step 2: Open the CSV file and launch the CRM ....................................... 11
5. Step 3: Populate the CRM webform ....................................................... 13
6. Step 4: Save and send the CSV file to the Relationship Manager ............... 21
7. Run the task bot ................................................................................. 24

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 Building Your First Automation Bot – Step List

Purpose
In this use case, you will learn to use Automation 360 actions for creating a bot to
automate a business process.

The key steps to be performed by the bot are:

• Extract customer data from a web portal into a CSV file.

• Open the CSV file and launch a CRM website.
• Populate the CRM webform.
• Save and send the CSV file to the relationship manager.

Prerequisite
• 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.
• Microsoft Excel: You will need to have Microsoft Excel installed for the
successful execution of the bot.

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1. Register your device(s) and set user device
credentials

a. Log in to Automation Anywhere Community Edition Control Room.

b. To register your device.
i Click Devices under the Manage section, in the Navigation pane.
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.

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 Building Your First Automation Bot – Step List

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 Click the Create a bot link, in the Explore page.
ii Enter a name for the bot and then click Create & edit.

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 Note:
• Actions are grouped into packages based on the technology
they automate. For example, the Excel advanced package
contains Excel-related actions, which you can use to automate
operations on a spreadsheet.
• When you hover the mouse over the package, you will notice
that a pop-up displays context-sensitive information. You can
watch a quick video about the package by clicking the Tutorial
icon. Please note that tutorial videos are available for the
Email, Excel advanced, and Recorder packages with the
Automation 360 v.29 release.
• You can also access real-time documentation related to the
action package or an action. To do so, click the
Documentation icon. This will open the in-app Help Center
widget, which displays related documentation.

b. Structure the task bot.

i Search for the Step action in the Actions palette and drag and drop
the Step action to the canvas.
ii Enter an appropriate title for the step, in the Action details pane.
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.
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 Building Your First Automation Bot – Step List

Congratulations! You have now successfully 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.

i Search for the Browser package in the Actions palette 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 Click New window under What to open field.

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 iii Select Google Chrome from the drop-down list in the Browser
field in the Action details pane.
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 Search for the Recorder package in the Actions palette and drag
and drop the Capture action at the end of the first step.

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 Building Your First Automation Bot – Step List

ii Click the Application toggle button and from the drop-down list,
select the IT Bricks – Holiday Customer Report window in the
Window section of the Action details pane.
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 Click the Variables pane, and then click the Create variable icon
to create a table variable.

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 Note: A variable is a symbol or a character that can hold a specific
type of data temporarily.
vii Select the variable type as Table and enter the variable name as
Customers, and then click Create, in the Create variable pop-up.
viii Select Customers from the drop-down list in the Save the
outcome to a variable field of the Capture action.
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 Search for the Data Table package in the Actions palette and drag
and drop the Write to file action at the end of the first step.

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 Building Your First Automation Bot – Step List

ii 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) from the Data table name field in the Action details
pane.
iii Enter the file location of the CSV file in the Enter file name field.
iv Check the Create folders/files if it doesn’t exist checkbox and
then click the Overwrite existing file option.
v Select ANSI as the encoding option from the Encoding list.
Note: Select the encoding option as per the encoding scheme of
your system.

d. Close the web portal window.

i Search for the Browser package in the Actions palette and drag
and drop the Close action at the end of the first step.
ii Select the Window toggle button in the Action details pane, 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.

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 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 Search for the Excel advanced package in the Actions palette and
drag and drop the Open action to the second step.
ii Select the Desktop file toggle button in the Action details pane
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 Select Local session under Create Excel session and enter the
session name as Default. Click Save.

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 Building Your First Automation Bot – Step List

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

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

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 c. Launch the IT Bricks CRM web page.
i Search for the Browser package in the Actions palette and drag
and drop the Open action to the second step.
ii Select the New window toggle button in the Action details pane
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. Execute the step to open the CRM webpage and
then save the bot.

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

5. Step 3: Populate the CRM webform

a. Retrieve data from the CSV file.

i Search for the Excel advanced package in the Actions palette and
drag and drop the Get multiple cells action to the third step.

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 Building Your First Automation Bot – Step List

ii Select All rows in the Select range of cells to be returned

drop-down list in the Action details pane.
iii Select the same variable Customers to which you assigned the
output in the Assign value to the variable drop-down list.

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

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c. Update each field in the CRM webform with the data from the CSV file.
i Search for the Recorder package in the Actions palette and drag
and drop the Capture action within the Loop action.
ii Click the Application toggle button in the Window section of the
Action details pane 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.

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 Building Your First Automation Bot – Step List

v Navigate back to the Control Room and from the Action to take on
object drop-down list, select Set text.
vi Use the Insert a value icon to select the record variable
(CustomerRow) in the Keystrokes section, 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.

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d. Capture the Register button and the message that indicates whether the
registration was successful or not.
i Search for the Recorder package in the Actions palette and drag
and drop the Capture action within the Loop action.
ii Click the Application toggle button in the Window section of the
Action details pane and from the drop-down list, select the IT
Bricks - New Holiday Club Signup window.

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 Building Your First Automation Bot – Step List

iii Click the Capture object button.

iv Navigate to the CRM web page and capture the Register button.
Navigate back to the Bot Editor and from the Action to take on
object drop-down list, select Click.

v Search for the Recorder package in the Actions palette and drag
and drop the Capture action within the Loop action.
vi Click the Application toggle button in the Window section of the
Action details pane and from the drop-down list, select the IT
Bricks - New Holiday Club Signup window.
Note: You will need to enter all the details of one customer
manually and then click register so that the message to be captured
is displayed.
vii Click the Capture object button.
viii Navigate to the CRM web page and capture the message at the top
of the page that says, ‘User information saved’.

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ix Navigate back to the Bot Editor and from the Action to take on
object drop-down list, select the Get property action.
x Select HTML InnerText from the drop down in the Property
name field.
xi Click Create variable icon to create a Status variable of type
String in the Save the outcome to a variable field and click
Create & select.

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 Building Your First Automation Bot – Step List

e. Update the status in the CSV file and move the cursor one cell below.
i Search for the Excel advanced package in the Actions palette and
drag and drop the Set cell after the last Recorder action within
the loop.
ii Click Active cell in the Cell option section and in the Cell value
list, use the Insert a value icon to select the status variable.
iii Click Yes, insert.

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 iv Search for the Excel advanced package in the Actions palette 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 Search for the Excel advanced package in the Actions palette and
drag and drop the Close action to the fourth step.
Note: Ensure that the Save changes when closing file check box
is selected.

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 Building Your First Automation Bot – Step List

b. Send an email to the Relationship Manager.

i Search for the Email package in the Actions palette and drag and
drop the Send action at the end of the fourth step.
ii Enter the Relationship Manager’s email ID in the To address field
of the Action details pane.
iii Update the Email subject in the Subject field.
iv Select the List tab and then click the + sign and then click
Desktop file toggle button in the Attachment (optional) section.
Then, enter the file path and name of the CSV file.
v Enter the suitable message to be included in the body of the email
in the Message field.
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.
vi Select the application for sending the email in the Send email via
list.
vii Click Save.

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Great! Your bot is now ready!

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 Building Your First Automation Bot – Step List

7. Run the task bot

a. Close the open Excel workbook.

Note: Ensure that there are no indications of incomplete actions.
b. Click Run in the Bot Editor toolbar.

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.

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Go be great.
TM

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