RPA Use Case: Mortgage Processing and AARI

[@vijayrajagopalan1872]

Hi Micah - Nice presentation. Well laid out the context first and then walked through patiently mapping to the context. Thank you!

[@Automationanywhere]

Glad it was helpful!

[@robinpollino204]

Micah, what a great teacher and inspiration to RPA technology driving the future! Thank you

[@deepakkumarjha9419]

Hello Michay Smith, Previously AARI topic was hectic for me .. but today u made my day with this cool explaination with AARI and Git for bots explaination. Great explained😃!!.... Thanks for your valuable explaination 😎.

[@Automationanywhere]

Glad to hear it was helpful Deepak! We'll let Micah know!

[@kihsuokadwog4250]

Do you have a blog where I can ask you doubts regarding my daily process automations?

[@laraargento3512]

Hi! There's the Developer Portal, developer.automationanywhere.com/, where you can find tutorials like this one, and also APeople, where you can ask questions! apeople.automationanywhere.com/s/topiccatalog

[@Automationanywhere]

Hey Kihsuok - head to apeople.automationanywhere.com/ - you can ask questions of the Automation Anywhere developer community, and learn from previously posted/answered questions! Hope you can join us!

[@reshamchandak8680]

I have got a project in AARI-career councelling. Create a process to help a student to select a course after 12th. Can you please give me hint what to do?

[@Automationanywhere]

Hey Resham - start by building along with this tutorial to get an idea on how AARI can be integrated with bots - from there, take a look at the AARI documentation to figure out the nuances between your build and what Micah demo'd: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/hbc/cloud-hbc-web-portal-overview.html

[@snehashetti5430]

Thank you Micah.. really a smooth learning!

[@hemanthapindra298]

Thanks for your detailed explanation

[@vigneshls8590]

Thank you Micah for this wonderful Video. 1 thing that i didnt understand is use of Step - "Lookup Savings" in LetterGenerationBot (task bot). Why are the json related commands being used here ?

[@Automationanywhere]

Hi Vignesh, the REST and JSON Object Manager packages were used to simulate what would be a second step in the account lookup process which was to call another financial application to get checking/savings account details. In reality, those were just JSON files stored on GitHub, but the idea was to demonstrate that multiple systems (UI and API based) were being used for fetching account details.

[@lifeofrubym8736]

Great video, I've really enjoyed following along! Looks like the UI has changed a little since this video was created and I can't get this process to run. For the Process, when I'm mapping the input value for the first bot task, it doesn't give me the option to select initial data. The only options I have are 'Process > Request' or 'Task CustomerResearch' - I have tried both of these options and the request still fails as "customer ID not found". However, when I run the Task Bot on its own with the same customer ID, it works fine. I tried searching on the community forum for assistance but I couldn't find any answers. I'd really appreciate any suggestions :-)

[@Automationanywhere]

Hey @Life of Ruby M - You're right that the UX has changed a bit since this video. When selecting the value for the first bot. Select "Request" as the variable source. Leave "Input" checked as the radio button, and select "Customer ID[TextBox0]-STRING" from the dropdown. Once mapped as the input field, you should see it showing up the same way that Micah's did...as $input[TextBox0]$. Reply back after you've tried that and let it know how it worked for you!

[@maricarbahaya4501]

Great presentation! Thanks a lot. Do you have separate video for creating the bot tasks mentioned in your video?

[@Automationanywhere]

Hi Maricar, great question. We don't currently have that video, but be sure to subscribe - we have plans to do a session that covers AARI and the bot build. Thanks!

[@narendraguptha8624]

Great! Thanks Micah for a deep and detailed explanation.

[@rpatrainer8075]

AARI seems to be a good option only with attended bot. How would you scale it with unattended bot. May be my understanding is incorrect.

[@Automationanywhere]

AARI Web (as was demo'd in this video) is the perfect use case for unattended automation. It's maybe a bit tough to follow since Micah was doing everything on the same workstation, but ultimately the bots that power the AARI process would run unattended, and the AARI web interface is the only thing an end user would see. In this case, the end user only has to care about filling the AARI web forms, and the rest of the logic/operation/task can be handled by unattended bots.

[@debasispatro5573]

Micah - The web page that you are showing is now having no data. Could you please help here

[@Automationanywhere]

Hey Debasis - which page is now having no data? The github page is linked above (which still works) and the application that the bot uses is here: developer.automationanywhere.com/challenges/AutomationAnywhereLabs-accountlogin.html (username: [e-mail], password: showmethe$) - it also still works and it populating data correctly

[@vulong1822]

19:28 Import bot, 22:36 Create form, 31:07 Create process, 48:26 Run process

[@Automationanywhere]

Thanks Vu! Sometimes Micah sends timestamps over for his stuff, in this one...he didnt!

[@Babloo_7]

Where do I get all the flow chart view of the this "Proof of Funds" process using AARI?

[@Automationanywhere]

From the "My Bots" view, click on the "Create New" dropdown menu in the top right corner and select "Process". This will create a new AARI process to display your forms and invoke your bots.

[@vidhipatel8762]

Hey Micah, thank you for this video - I have learned a lot but can you do some more videos on different type of AARI use cases?

[@Automationanywhere]

Hey Vidhi - we've passed your request on to Micah and team. Be on the lookout for more AARI videos coming soon.

[@vidhipatel8762]

@@Automationanywhere thank you 😊

[@roygeorge2610]

Thanks for the video! Just a doubt, if I had to launch this process from the desktop, what would I need to do?

[@Automationanywhere]

Hey Roy - A couple points of clarification: 1. If you wanted to launch an AARI process that was designed to run unattended (meaning through AARI web), you would need to log in to the AARI web interface, or (new in .21) you could click the AARI icon on your desktop to invoke the new AARI local interface. 2. If you truly mean "run from my desktop" to mean attended automation - this would refer to an AARI desktop process - which would mean using the Interactive Forms package within your bot to show forms/take input from a local user. For more details on interactive forms, check out this page: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/aae-client/forms/using-interactive-forms.html

[@javatips5979]

Thank you a lot

[@antsas1]

Does AA have any kind of framework like UiPath has ReFramework? I'm building my own at the moment with AA, but one thing that I'm missing in A2019 is that If I need to copy a folder (in bots folder), which has task bots in it, I can't do it because there is no such thing as a copy a folder... Because now I have my "template" folder, which includes the framework and all that logic. From now on, I would like to just copy that folder into my new project and use that template (framework) as a base logic for all of my automation, but as I said, I do not have a chance to do so... Also copying task bots one by one is very ineffective

[@Automationanywhere]

Hello, Antti. Your approach for establishing a bot framework/bot shell is the correct one. We appreciate your feedback on the repository management capabilities of the Control Room. We're working to improve your ability to move, copy and manage files. As an alternative, you could export your framework once established and reimport the framework when you need to create a new automation.

[@relvar3158]

We are using enterprise edition and not seeing the option to run on a pool of devices? This is the SaaS solution. Why does this still execute on our local devices?

[@relvar3158]

Is there some role, permission, or something that needs to be assigned to the device pool. We see no option to run the Bot Task on a device pool

[@relvar3158]

You REALLY need to demonstrate this on enterprise, because there are some things missing, and those things are very important

[@Automationanywhere]

Hey Spencer - Sorry to hear you're having issues with deploying AARI in production. Beyond making sure that your process and all dependent bots are checked into the public directory, you'll also want to review the roles set up for AARI web so that tasks can properly be sent from AARI to your device pool: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/hbc/cloud-hbc-process-editor-overview.html

[@relvar3158]

Automation Anywhere yeah, we figured it out. The setup could use some work and the terminology is misleading, not to mention that once in Public it appears to require unattended bot runners. Anyway, thanks!

[@studymat]

HI Micah, could you please explain how to run this in public and assigned to user

[@Automationanywhere]

Thanks for the feedback @PS - mentioned it to Micah - its in his queue!

[@ak94-x4i]

So is this "AARI Process" made especially for processes that interact with humans or does it have other use-cases too?

[@Automationanywhere]

Hi Antti! The AARI processes will typically involved human interaction. If you wanted to build out a larger process that had no human involvement, you could consider building a "master bot" that would facilitate calling "child bots" where appropriate.

[@AllenChildress]

Good presentation! =)

[@ashwina.k5602]

Great tutorial as always Micah! I was wondering if AARI can be used as a ChatBot as well, or if Automation Anywhere has ChatBots of their own that we can integrate our RPA solutions into. Kind Regards, Hsa

[@Automationanywhere]

Hi Hsa. Presently ChatBot functionality would be outside of the scope of AARI. Many ChatBot platforms can/do integrate with Automation Anywhere as they are essentially attempting to make sense of a user’s request before initiating an application to complete said request like an Automation Anywhere bot.

[@anothercatlady26]

I got request is closed. I don't have a initialData option. Is that why? TIA

[@Automationanywhere]

Hey Daiane - in the tutorial, we used the the CustomerID form for our initial data. If you didn't have something like that set up, then the process may show as request closed with no actual work being done. For more details on the creation of processes, check out the following page from the Docs Portal: docs.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/hbc/cloud-hbc-create-process.html

[@kishoren7721]

Sir can you do on bot building Process on RPA Challenge Invoice Extraction and Shortest Path

[@MicahDanielSmith]

Sure post the challenge page, I haven't seen that one

[@studymat]

Thanks Micah, i have just implemented the same.. it worked fine, but i'm trying to edit your bot to read all steps, i cant figure what the password showmethe$$? could you please explain

[@Automationanywhere]

Hey PS, the actual password for the web application is showmethe$ - because its being used from within a bot, it has to be showmethe$$ because the $ symbol is used for denoting a variable, so using two $$ back to back is used as an escape character.

[@studymat]

@@Automationanywhere ok got it, thanks

[@sukhisonuhbk]

Thanks

[@debasispatro5573]

The website now having no data

[@Automationanywhere]

Hey Debasis - its still up and running. Here's the URL for reference: developer.automationanywhere.com/challenges/AutomationAnywhereLabs-accountlogin.html

[@priyankapatil4413]

This web url is moving to path finder any idea why?

[@priyankapatil4413]

@AutomationAnywhere