Class Overview
What will we do?
We will begin working on automating spreadsheet-based processes, which are common in many accounting and advisory contexts. By the end of this class, you will have built an spreadsheet automation bot and explored how to use data tables effectively.
Materials and Preparation
Class Materials
- Link: UiPath Cloud (software to build RPA bots, get license first).
- Link: LucidChart (use this to create the RPA workflow).
- Slides: PowerPoint or PDF
- Automation Tools: UIPath Studio
- Automated Tasks: Excel/Google Sheets
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Suggested Pre-Class Preparation
There is no suggested preparation for this class. -
Class Plan
- After a brief review, we will begin working on setting up our first automation case.
- There are four cases to choose from, all of which are based on the responses for class 1 regarding excel (spreadsheet) automation.
- After selecting the process, each student will begin mapping out the RPA process (which we will refer to as a sequence) in LucidChart.
- Completing this, each student will set up a maestro workflow like in the prior class example, and set up an RPA task in that workflow.
- This class has a heavy lab focus and will be part of a submission due on Monday next week.