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Robotic Process Automation

Introduction

Automate more business and IT processes at scale with the ease and speed of traditional RPA. Software robots, or bots, can act on AI insights to complete tasks with no lag time.

What is Robotic Process Automation (RPA)

Robotic Process Automation (RPA) is a software-based automation framework that can perform repetitive tasks that humans perform everyday. The software uses bots, which works with multiple applications to perform tasks faster, better and in a more efficient way.

To sum things up, here’s what a RPA software can do for you:

  • Perform repetitive, structured transactions processes
  • Scale up operations and processes rapidly in your company
  • Perform calculations faster than humans
  • Interact with and update multiple applications in a transactional manner to keep everything in sync
  • Validate data in places that are complex for people to understand
  • Cut down cost by letting machines handle repeatable processes 24x7

Why deploy robots when there are humans?

There are a lot of reasons why companies prefer bots to do the repetitive tasks than humans. For one, humans are species with intellect, which allows us to think through complex situations and act upon it. Robots does not carry emotions and are extremely faster and good at performing pre-defined set of tasks.

Here are a few more reasons why companies use RPA to help humans perform better:

  • Robots operate 24x7
  • Robots are super efficient in performing tasks
  • The error rates are low when compared to humans
  • Robots can use data directly from multiple applications and process data in parallel
  • Accuracy is off the charts with RPA robots
  • Consistency; you can expect a task to be complete at a consistent time and process without having any second thoughts;
  • Reliability; no sick leaves, super high efficiency since bots work 24x7, every single day;

How can RPA help in automating your Restya Core tasks?

RPA has the potential to create a huge impact in managing your Restya Core workflow in many ways. Here are some of the ways in which you can automate your Restya Core tasks:

  • Automate your Restya Core task workflow using Intelligent Automation
  • Generate reports to present to your teams automatically

Restya Core Robotic Process Automation: Basics

Robotic Process Automation empowers you to focus on the work that matters, removing the need to perform manual, repetitive tasks by allowing your teams to automate their processes and workflows. With our simple rule builder, you can configure powerful automation rules to handle even the most complex scenarios.

This guide will outline the key concepts you need to know to get started, help you set up your first automation rule, and outline common use case rules you can edit and apply to your team’s processes.

Key concepts

Rules

Rules allow you to automate actions within your system based on criteria that you set. Automation rules are made up of three parts: triggers that kick off the rule, conditions that refine the rule, and actions that perform tasks in your site.

Triggers, conditions and actions are the building blocks of automation. Simply combine these components to create rules that can do anything from auto-closing old issues to notifying specific teams when a release has been shipped.

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Triggers

Every rule starts with a trigger. They kick off the execution of your rules. Triggers will listen for events in Restya Core.

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In Above snapshot, Restya core Provides three option to schedule

  • Run one time & immediately? - trigger the automation immediately one time, when the condition satisfied
  • Run one time & after minutes - trigger the automation one time after some minutes given by the user, when the condition satisfied
  • Run multiple time using cron pattern- trigger the automation based on the cron pattern, its helps to run the automation on year, day, week and month basis repetitively

Triggers can be set to run on a schedule, and can be customized before being applied to a rule.

Conditions

Conditions allow you to narrow the scope of your rule. They must be met for your rule to continue running. For example, you can set up your rule to only escalate an task if it is high priority.

If a condition fails, the rule will stop running and no actions following the condition will be performed.

Checks whether an task field meets a certain criteria.

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Restya Core provides the option to set the condition of each field in the task.

Actions

Actions are the doers of your rule. They allow you to automate tasks and make changes within your site. They allow you to perform many tasks, such as editing an task, sending a notification.

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list of available actions.

Restya Core provides pre-defined 7 RPA to perform actions. Admin can configure in the Process Robots page by clicking the link on the studio page.

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  • Mail
  • OCR Text Extractor /w RapidAPI
  • XMPP
  • Microsoft Team
  • Slack
  • WhatsApp /w Twilio
  • SMS /w Twilio
Mail

Mail RPA is used to sends an email and also its suppors the smart values.

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OCR Text Extractor /w RapidAPI
what is OCR Text Extractor?

Powerful image optical character recognition (OCR) for over 20 languages and with machine-readable-zone support.Perfect for a wide range of use-cases, including but not limited to receipt and invoice scanning as well as general image-based text extraction, the default service currently allows you to POST an image of up to 1MB for analysis.

How it works with Restya Core

Restya Core OCR Text Extractor is a highly accurate and advanced OCR (Optical Character Recognition) app that lets you scan and extract text from image URL.

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You can use OCR Text Extractor to scan business cards and it will scan & extract all the information on it and sort it systematically.

XMPP
what is XMPP?

Extensible Messaging and Presence Protocol is an open communication protocol designed for instant messaging, presence information, and contact list maintenance. Based on XML, it enables the near-real-time exchange of structured data between any two or more network entities.

How it works with Restya Core

XMPP Messaging supported by Restya Core for easy interaction automatically. It will help organizations or teams what is going on the site.

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Restya Core enables developers to easily build new applications in a secure and scalable way.

Microsoft Team

You can set up automation rules to send messages to Microsoft Teams channels using the Send Microsoft Teams message action. To do this:

  • In Microsoft Teams, choose More options (…) next to the channel name and choose Connectors.

  • From the list of connectors, create an incoming webhook.

  • Copy the webhook URL and paste the URL in the Send Microsoft Teams message action.

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Markdown support

Microsoft Team messages support basic markdown for rich formatting. The only limitations are you can't insert:

  • Images

  • Inline HTML

  • HTML Blocks

  • Custom nodes

Slack

You can set up automation rules to send messages to private Slack channels using the Send Slack message action. To do this:

  • In Slack, go to incoming webhooks. You can also click the link to configure an incoming webhook in the Send slack message action.

  • Choose a channel to post messages to (or create a new one) and add an incoming webhook. You can change the selected channel at any time from within slack or from the Send Slack message action.

  • Copy the webhook URL from the integration settings in Slack.

  • Paste the webhook URL in the Send Slack message action.

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Messages are sent to the default channel specified in your webhook

WhatsApp /w Twilio
what is Twilio?

Twilio Messaging is an API to send and receive SMS, MMS, OTT messages globally. It uses intelligent sending features to ensure messages reliably reach end users wherever they are. Twilio has SMS-enabled phone numbers available in more than 180 countries.

How it works with Restya Core

WhatsApp /w Twilio RPA support to sent the notification through whatsapp.

WhatsApp notification option provided by Restya Core Because WhatsApp has quickly emerged as the go-to messaging app for over 1.6 billion consumers around the globe. It's fast and simple. Nowadays, Most people moved to WhatsApp. Restya core provides many trend options.

It also support smart values.

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SMS /w Twilio

Restya Core Sends a sms notification using the Twilio service and it also support smart values.

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Smart values

Smart values allow you to access and manipulate a wide range of task data within your site. They can add significant power and complexity to your rules. For example {{title}} will print off the summary of the task.

RPA Import

Restya core provides an option to import other customizable (or) third party RPA. Admin have permission to import the external RPA on the Restya Core.

Steps to import

  • From your studio's sidebar, select Process Robots, which takes you to the Process Robots manage page.
  • Click the Import button, to import the external RPA. picture

How to build this rule

  • Navigate to your worklow Edit page, select the Designer tab on the edit page.
  • Under Automation tab and select Add rule in the top-right corner.
  • Select New condition, and select the task fields condition.
  • Configure the condition as follows:
  • Set the Field to Issue Type
  • Set the Condition to equals
  • Set the Value to compare to Bug
  • Select Save.
  • Select action shown on the dropdown.
  • Configure the action as follows:
    • Fill details required for action shown on the right corner
  • Select the trigger option
  • Select submit.

Video tutorial for how to add process robots for automations on the workflow

How to add a project on add process robots for automations on the workflow on Restya Core

Manage the rule

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  • Navigate to your workflow Edit page, select the Designer tab on the edit page.
  • Under the Automation tab and Existing rules will be listed in a table format.
  • Under the Action header, Each Rule have a delete and edit option
  • Click the delete button and confirm the popup, then confirm it to delete the rule.
  • Click the Edit button to change the condition (or) actions (or) trigger. Every part of the rule can be editable.
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