Learn Robotic Process Automation with Online Courses

Hello Automation 360 Bot: Getting Started with Building Bots

In this course, you will learn to build a software bot using Automation 360. This course will help you use various Automation 360 actions to build task bots intuitively to meet your business process automation objectives. The learning will be reinforced through a business use case and step by step demonstration.

By the end of the course, you should be able to:

Distinguish between the two main editions of Automation 360
Describe the components of the RPA workspace
Outline the steps to register your device and download the Bot Agent
Build a software bot to automate a business process using Automation 360

Associated Learning Trail(s)

ENROLL

Building Resilient Bots Using Automation 360

In this course, you will learn how to build resilient bots using Automation 360. This course describes the need for building resiliency within bots and covers the basic governing principles for building resilient bots. The learning will be reinforced through different business use cases and step-by-step demonstrations.

By the end of this course, you should be able to:

Describe how resilient bots work using a modularized approach in Automation 360
Build a bot that can handle exceptions using Automation 360

Associated Learning Trail(s)

ENROLL

Building Scalable Bots Using Automation 360

In this course, you will learn how to build a bot for scalability. This course describes how to build a bot with a reusable code base that can be deployed across multiple business functions. The learning will be reinforced through different business use cases and step-by-step demonstrations.

By the end of this course, you should be able to:

Describe the features of bots built for scalability
Build a scalable bot using Automation 360

Associated Learning Trail(s)

ENROLL

Automating Tasks Using the Automation 360 Excel Advanced Actions

In this course, you will learn to automate repetitive or complex Excel-based processes or tasks using Automation 360 Excel advanced actions. You will learn how the Automation 360 Excel advanced actions help to automate, solve, and simplify business processes. The learning will be reinforced through different business use cases and step-by-step demonstrations.

By the end of this course, you should be able to:

Describe the different types of Excel packages available within Automation 360.
Explain the various operations that can be performed using the Excel Advanced actions package within Automation 360.
Use the Global Session feature within the Excel Advanced actions package to share an Excel session across bots.
Automate an Excel-based process or task using Automation 360 to solve for some real-world business challenges.

Associated Learning Trail(s)

ENROLL

Automating Business Processes in SAP Using Automation 360

In this course, you will learn how to automate repetitive or complex tasks in SAP using Automation 360.

By the end of the course, you will be able to:

Describe the pre-requisites for automating tasks in SAP using Automation 360
Automate Business Processes in SAP using Universal Recorder and SAP Actions Package

Associated Learning Trail(s)

Business Analyst (Automation 360)

ENROLL

Automating Business Processes Using Automation 360 AISense

In this course, you will learn how Automation 360 AISense provides solutions to automate processes while using virtual environments.

By the end of the course, you should be able to:

Describe the features of Automation 360 AISense
Demonstrate how to use AISense to record applications in non-object based automation
Identify how AISense is resilient to user interface changes and is browser agnostic

Associated Learning Trail(s)

Bot Developer (Automation 360)

ENROLL

Automating Citrix Tasks Using Automation 360

In this course, you will learn how Automation 360 integrates with Citrix to automate business processes in a Citrix environment. You will also learn about the required components installed on the local user machine and the Citrix server.

By the end of the course, you should be able to:

Describe Automation 360 integration with Citrix
Identify the components installed on the local user machine and the Citrix server
Use the Automation 360 Universal Recorder on a remote Citrix Virtual Apps server
Define the architecture for Automation 360 integration with Citrix
Troubleshoot issues related to Citrix automation

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Technical Support Specialist (Automation 360)

Automating Claims Management in the Insurance Sector

In this course, you will learn how automation can be the perfect solution for some critical business processes such as claims management for the insurance industry. The course focuses on how intelligent automation can be used for insurance use cases and the business benefits of such automation. The course also provides a view of what the automated state for claims management would look like with Automation 360.

By the end of the course, you should be able to:

Describe the impact of intelligent automation on claims
Identify specific opportunities for automating claims
Show how the claims process workflow changes after automation
Summarize the benefits of claims process automation
Gather best practices on implementation of RPA in claims

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Automation Use Cases

Automating Data Extraction from Invoice Documents Using Automation 360 IQ Bot and RPA

In this course, through guided practice, you will learn to use the IQ Bot application to automate the data extraction from Invoice documents while adhering to the IQ Bot Process workflow.

By the end of this course, you should be able to:

Describe the IQ Bot portal and the IQ Bot process workflow
Automate data extraction from Invoice documents using the IQ Bot portal

Associated Learning Trail(s)

IQ Bot Developer

ENROLL

Automating Data Extraction from Standard Forms Using Automation 360 IQ Bot

In this course, you will learn about standard forms and the challenges in extracting data from them. You will then learn how to use IQ Bot to extract data from standard forms and export the data into a structured format for further automation using RPA. In case automatic processing fails, you will learn how to validate errors such that IQ Bot learns from it and ultimately eliminates the need for human intervention. The learning will be reinforced through brief conceptual descriptions, knowledge checks, and use-case demos.

By the end of this course, you should be able to:

Create a learning instance for the standard forms document type
Add validation rules for the learning instance
Review the learning instance and fix errors in the processed documents
Export and import the standard forms learning instances across similar IQ Bot environments to avoid duplication

Associated Learning Trail(s)

IQ Bot Developer

ENROLL

Automating Excel Operations: Methods to Work with Excel Workbooks

In this course, you will learn the capabilities, features and usage of the Excel command. Learning will be reinforced through concepts, scenarios and walk-through demos.

By the end of this course, you should be able to:

Use the Excel command to automate processes related to Excel Workbooks

Associated Learning Trail(s)

Tips And Tricks (Beginner)

ENROLL

Automating Know Your Customer (KYC) Compliance in Financial Services

In this course, you will learn how automation can be the perfect solution for some critical business processes such as know your customer for the banking industry. The course focuses on how intelligent automation can be used for banking use cases and the business benefits of such automation. The course also provides a view of what the automated state for Know Your Customer (KYC) process would look like with Automation 360.

By the end of the course, you should be able to:

Describe the impact of intelligent automation in banking industry
Identify specific use cases in financial services
Show how KYC can be automated and how it looks in fully automated state
Summarize the benefits of using RPA in KYC process
Gather best practices on automating KYC

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Automation Use Cases

Automating Mortgage Lending in Financial Services Using Automation 360

In this course, you will learn how automation can be the perfect solution for some critical business processes such as mortgage lending in financial services. The course focuses on how intelligent automation can be used for financial services use cases and the business benefits of such automation. The course also provides a view of what the automated state for mortgage lending process would look like with Automation 360.

By the end of the course, you should be able to:

Describe the impact of intelligent automation in financial services
Identify specific use cases in financial services
Show how the mortgage lending process is transformed by automation
Summarize the benefits of using Robotic Process Automation (RPA) in the mortgage lending process
Gather best practices in automating mortgage operations

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Automation Use Cases

Automating New Service Provisioning for Telecom

In this course, you will learn how automation can be the perfect solution for some critical business processes such as new service provisioning for the Telecom industry. The course focuses on how intelligent automation can be used for Telecom use cases and the business benefits of such automation. The course also provides a view of what the automated state for new service provisioning would look like with Automation 360.

By the end of the course, you should be able to:

Describe the industry micro trends
Identify specific use cases in telecommunication industry using heatmap
Show how the service provisioning can be automated and how it looks like in fully automated state
Summarize the benefits of using RPA in service provisioning
Gather best practices on automating service provisioning

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Automation Use Cases

Automating Prior Authorization in Healthcare Using Automation 360

In this course, you will learn how automation can be the perfect solution for some critical business processes in Healthcare, especially in a pandemic situation. This course focuses on how a process such as Prior Authorization can be automated using Automation 360. The course also focuses on how intelligent automation can be used for automation use cases for Healthcare providers and the business benefits they gain from automation initiatives including some of the best practices that Healthcare providers should proactively adopt in pandemic situations.

By the end of the course, you should be able to:

Describe the impact of intelligent automation in Healthcare
Identify specific use cases in Healthcare that would be good candidates for automation
Show how the Prior Authorization (PA) process is transformed by automation
Discuss best practices in automating Prior Authorization

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Automation Use Cases

Automating Salesforce Tasks Using RPA Bots for Salesforce

In this course, you will learn the benefit of using “RPA bots for Salesforce” and how it simplifies the process of executing Salesforce-related tasks without accessing Automation 360. Learning will be reinforced through concepts and use case demonstration.

By the end of the course, you should be able to:

Describe the function of the components of RPA Bots for Salesforce
Identify the business benefits of the RPA Bots for Salesforce
Execute Automation 360 bots directly from within Salesforce to automate Salesforce-related tasks

Associated Learning Trail(s)

Business Analyst (Automation 360)

ENROLL

Automating String Operations: Methods to Manipulate and Extract Strings

In this course, you will learn the capabilities, features and usage of the String Operations command. Learning will be reinforced through concepts, scenarios and walk-through demos.

By the end of the course, you should be able to:

Use the String Operation command to automate the processes related to text strings

Associated Learning Trail(s)

Tips And Tricks (Beginner)

ENROLL

Automating Structured Data: How to Work with XML Streams

In this course, you will learn the capabilities, features and usage of the XML command. Learning will be reinforced through concepts, scenarios and walk-through demos.

By the end of the course, you should be able to:

Use the XML command to automate XML-related tasks

Associated Learning Trail(s)

Tips And Tricks (Beginner)

ENROLL

Automating Tasks Using RPA Bots for Excel (Automation 360)

In this course, you will learn the benefit of using “RPA bots for Excel” and how it simplifies the process of executing Excel-related tasks without accessing the Automation 360. Learning will be reinforced through concepts and demonstration.

By the end of the course, you should be able to:

Identify the challenges the Excel Plug-in solves
List the business and user benefits of using Excel Plug-in
Log in to Automation 360 and execute the bots directly from Excel

NOTICE: Please note that the ‘Automating Tasks Using RPA Bots for Excel (Automation 360)’ is an optional course. The 'RPA Bots for Excel' plug-in is not in active development, and it is not available for download. This course serves as a reference for users that have already installed the plug-in.

Associated Learning Trail(s)

ENROLL

Automating Tasks Using the Automation 360 Email Package

In this course, you will learn to automate the task of managing emails using the Automation 360 Email package. Learning will be reinforced through concepts and demonstrations.

By the end of this course, you should be able to:

Define the Email package and its actions
Automate email-related tasks using the Automation 360 Email package

Associated Learning Trail(s)

ENROLL

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All RPA Courses

Hello Automation 360 Bot: Getting Started with Building Bots

Hello Automation 360 Bot: Getting Started with Building Bots

Associated Learning Trail(s)

Building Resilient Bots Using Automation 360

Building Resilient Bots Using Automation 360

Associated Learning Trail(s)

Building Scalable Bots Using Automation 360

Building Scalable Bots Using Automation 360

Associated Learning Trail(s)

Automating Tasks Using the Automation 360 Excel Advanced Actions

Automating Tasks Using the Automation 360 Excel Advanced Actions

Associated Learning Trail(s)

Automating Business Processes in SAP Using Automation 360

Automating Business Processes in SAP Using Automation 360

Associated Learning Trail(s)

Automating Business Processes Using Automation 360 AISense

Automating Business Processes Using Automation 360 AISense

Associated Learning Trail(s)

Automating Citrix Tasks Using Automation 360

Automating Citrix Tasks Using Automation 360

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Automating Claims Management in the Insurance Sector

Automating Claims Management in the Insurance Sector

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Automating Data Extraction from Invoice Documents Using Automation 360 IQ Bot and RPA

Automating Data Extraction from Invoice Documents Using Automation 360 IQ Bot and RPA

Associated Learning Trail(s)

Automating Data Extraction from Standard Forms Using Automation 360 IQ Bot

Automating Data Extraction from Standard Forms Using Automation 360 IQ Bot

Associated Learning Trail(s)

Automating Excel Operations: Methods to Work with Excel Workbooks

Automating Excel Operations: Methods to Work with Excel Workbooks

Associated Learning Trail(s)

Automating Know Your Customer (KYC) Compliance in Financial Services

Automating Know Your Customer (KYC) Compliance in Financial Services

Find this course in these learning trail(s)

Automating Mortgage Lending in Financial Services Using Automation 360

Automating Mortgage Lending in Financial Services Using Automation 360

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Automating New Service Provisioning for Telecom

Automating New Service Provisioning for Telecom

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Automating Prior Authorization in Healthcare Using Automation 360

Automating Prior Authorization in Healthcare Using Automation 360

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Automating Salesforce Tasks Using RPA Bots for Salesforce

Automating Salesforce Tasks Using RPA Bots for Salesforce

Associated Learning Trail(s)

Automating String Operations: Methods to Manipulate and Extract Strings

Automating String Operations: Methods to Manipulate and Extract Strings

Associated Learning Trail(s)

Automating Structured Data: How to Work with XML Streams

Automating Structured Data: How to Work with XML Streams

Associated Learning Trail(s)

Automating Tasks Using RPA Bots for Excel (Automation 360)

Automating Tasks Using RPA Bots for Excel (Automation 360)

Associated Learning Trail(s)

Automating Tasks Using the Automation 360 Email Package

Automating Tasks Using the Automation 360 Email Package

Associated Learning Trail(s)