What’s the Big Idea?
Think of sample automations as a treasure chest of pre-built workflows designed to make your automation journey faster and smoother. They’re here to help you unlock the power of automation without starting from scratch. Whether you’re extracting data from PDFs, generating reports, or moving data between Excel files, these ready-to-use sample automations have you covered!
What Exactly Are Sample Automations?
Imagine having a head start on some of your automation project—yep, that’s what these are. These pre-configured workflows come straight out of the box, loaded with practical use cases that apply across industries. They’re easy to tweak, so you can customize them to fit your needs perfectly. From data extraction to report generation to database updates, sample automations take the heavy lifting out of your hands.
Why Are They So Amazing?
- They save you time: No need to reinvent the wheel. Start with a sample automation and focus on fine-tuning.
- They’re easy to use: Beginners can get hands-on without feeling overwhelmed, while experts can explore advanced use cases.
- They’re versatile: With use cases spanning industries, you’re bound to find a sample automation for your unique workflow
How to Use Sample Automations?
Before You Begin:
Ensure that you have set up the RPA Desktop Design Studio application and configured the necessary ServiceNow instance details.
Steps to Access and Run Sample Automations:
- Navigate to Sample Explorer: In RPA Desktop Design Studio, go to the Sample Explorer section
- Choose a Sample Automation Category: Categories include Beginner, Intermediate, Advanced, Reference, and Attended. Select the sample automation of your choice
- Run the Automation:Double-click on a sample automation file. Go to the Design tab, customize the sample automation as per your requirement and select Run to execute the workflow.
- View Project Files for sample Automation: In the Design tab go to the project folder from the Resources section. Open the ReadMe file for detailed instructions and insights into the automation logic. For example, if you select a sample automation for "Oracle operations," the ReadMe file will guide you on the specific steps involved in its execution and customization.
- Publish the package
Some of the sample automations:
- Merge CSV Files
Combines multiple CSV files into a single consolidated file, simplifying data management and ensuring all relevant data is available in one place.
- Convert Excel to JSON
Converts Excel data into JSON format for seamless integration with web applications and APIs, enabling better data interchange and usability.
- Fetch Contact Info from Email
Extracts names, email addresses, and phone numbers from emails to quickly organize and store contact details in a structured format.
- Resume Skill Matcher
Analyzes resumes and matches candidate skills with job requirements to speed up recruitment processes and improve hiring decisions.
- Copying a Range from One Excel File to Another
Copies specified data ranges from one Excel file to another, streamlining data transfers and eliminating manual errors.
- Email Archiving or Deletion
Automates the process of archiving old data or deleting unnecessary ones, helping manage clutter and saving storage space.
- Streamlining Report Data Analysis
Extracts and summarizes key data points from complex reports, enabling faster decision-making and reducing manual effort.
- Extract Excel Table to Embed in Email Body
Extracts tables from Excel files and embeds them directly into email bodies for seamless communication and easy readability.
- Zip and Unzip Files
Compresses multiple files into a single ZIP folder or extracts files from ZIP folders, simplifying file storage and sharing.
- XML to Excel Conversion
Converts structured XML data into Excel spreadsheets for easier analysis and accessibility.
- Extract Data from Table and Save to Excel
Extracts specific data from tables in various formats and saves it in Excel for reporting and analysis.
- Merge Excel Sheets
Combines data from multiple Excel sheets into a unified sheet, reducing duplication and improving accessibility.
- Download Attachments from Outlook
Automatically downloads email attachments from Outlook to a specified location, saving time and ensuring all files are organized.
These automations can be applied across various industries to reduce manual tasks and improve efficiency!
Ready to Dive In?
Just open the "Samples" section in RPA Desktop Design Studio, pick a category, and run with it! It’s as simple as clicking, exploring, and automating your way to success.
Seriously, it doesn’t get easier—or friendlier—than this. So why not give it a shot? Your future automated self will thank you! 😊
