Advanced Cases in Advisory Services

Monday, Wednesday · 10:30AM–12:20PM · PACCAR 292

Mar 30, 2026 – Jun 3, 2026

Class 7

Mini-Cases in Automation: Part 1

Description

This class is set around two mini-cases that work with loops to automate the processing of spreadsheet data. The first covers data retrieval from a web source and filters the data to a spreadsheet output. The second case joins two spreadsheet sources together using a loop. This class extends the discussion by working directly with cases that require loops to process data. All of the steps in these example cases are deterministic, and do not require the use of an agent.

Motivation

The cases in this class are end-to-end examples that collect, join and loop through data, these are some of the most fundamental steps in any RPA solution.

Review

In the last class, we discussed design principles for automation workflows and covered concepts relating to the level of autonomy in a process, the role of agents versus RPA bots and humans-in-the-loop. In this class we will work through two cases that apply some of these design principles and concepts, but focus on the implementation of loops to process data.

Class plan

Materials

Tools

Slides

Class slides