Class 3

Robotic Process Automation, Part 1

Tuesday, April 21, 2026

Class Overview

What will we do?

This is the first class of two that will focus on the fundamentals of robotic process automation (RPA) and its application in accounting and finance. Robotic Process Automation (RPA) is a technology that allows for the automation of repetitive, rule-based tasks through software robots or 'bots'. In this class, we will explore how RPA can be used to streamline processes, reduce errors, and enhance efficiency in accounting and finance functions. We will cover the basics of RPA, including how to identify suitable processes for automation, design and build bots using UIPath, and best practices for implementing RPA solutions. The class will include a hands-on lab where students will have the opportunity to build a simple RPA bot to automate a common accounting task.

Materials and Preparation

Class Materials
  • Link: UiPath Academic Alliance (to obtain a license key).
  • Link: UiPath Cloud (software to build RPA bots, get license first, use your UW email).
  • Link: Download the Process Automation Tool (an xlsx file).
  • Slides: PowerPoint or PDF
  • Automation Tools: UiPath Web Studio (cloud) and/or UiPath Studio (local)
  • Suggested Pre-Class Preparation
    1. UiPath can be accessed either through their cloud version or by downloading a version locally. You can use either version for the class, but I recommend starting with the cloud version and downloading the local version if you want your RPA bot solution to access local files heavily instead of using cloud-based software and files (i.e., local excel files versus a cloud google sheet). If you want to download the local version, UiPath will email you the software image when you sign up for academic access using your UW email address. If you have any issues with downloading or accessing UiPath, we have an older backup image on the Foster remote labs that can be used with your license and I'll show those affected how to do this.
  • Class Plan
    1. Note that there is no professionalism submissions for this class as this class relates to the individual RPA deliverable, a major individual assessment, which is due within a week of this class. This is to give you time to work on your individual RPA deliverable and ask any questions you have about it in class before it is due.

Required Deliverables

Deliverable Due Date Canvas Submission Portal
RPA Individual Submission (Individual, 30%) Thursday, May 7, 2026 Upload to Canvas