Automation Studio Help Center

Sample Projects

This section presents multiple scenarios demonstrating how to use Automation Studio to create complete solutions of different types. Sample files are available for download.

Project 1: Save New Email Contents to a Text File

Project Documentation
Project Description	The solution continually checks the Outlook inbox and saves the contents of new emails to a text file.
Topics Covered	Workflows Workflow decision steps Outlook File functions Timer
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Project 2: Create and Use a Robotic Workflow

Project Documentation
Project Description	A human agent enters customer data on their desktop. A robotic workflow is then invoked to write that data to a text file on the robot client machine.
Topics Covered	Workflows Robotic workflows
Video 1
Video 2

Project 3: Retrieve Data from a Web Application

Project Documentation
Project Description	The solution retrieves requested information from a web site and then displays the information to the human agent in a callout.
Topics Covered	Screen elements (web) Workflows with transition events Callouts Event handlers
Video 1
Video 2

Project 4: Write HTML Table Data to Excel

Project Documentation
Project Description	The solution reads row headings from an Excel file, retrieves required data from an HTML table on a web site, and then writes the retrieved data to the Excel file.
Topics Covered	Screen elements (web tables) Workflows with transition events Excel (Read and write)
Video 1
Video 2

Project 5: Write Data from PDF Forms into Excel

Project Documentation
Project Description	The solution reads data from PDF forms that were filled electronically, and writes the retrieved data to Excel.
Topics Covered	PDF forms Files and folder functions Excel (Write)
Video 1
Video 2

Project 6: Capture Data from Scanned Forms

Project Documentation
Project Description	The solution captures data from scanned forms saved as image files using OCR (optical character recognition) technology.
Topics Covered	OCR Advanced Picture Object Dynamic Callout Tables Regular Expressions
Video

Project 7: User-Defined Variable Types and Lists

Project Documentation
Project Description	The solution reads data from Excel, compiles it into a list of a user-defined type, and then writes the list data to a text file.
Topics Covered	Excel (Read) Sub-workflows User-defined types
Video

Project 8: Screen Element Identification

Project Documentation
Project Description	This scenario demonstrates how to ensure robust identification of screen elements by using selectors.
Topics Covered	Screen element identification using ID and XPath
Video

Project 9: Generate Emails from Excel Data

Project Documentation
Project Description	The solution extracts customer data from multiple Excel files and then uses that data to automatically generate individualized emails.
Topics Covered	Excel Lists User-defined types Outlook (send)
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Project 10: Read Data from an XML File

Project Documentation
Project Description	The solution reads data from an XML file and stores it in a list variable.
Topics Covered	XML variable types and methods (functions) Load XML data from a file User-defined types Lists
Video

Project 11: Extract Text Data Using Regular Expressions

Project Documentation
Project Description	The solution extracts data from a text file using regular expressions. Extracted data is then displayed in a callout.
Topics Covered	Text functions Regular Expression Match variables Callouts Event handlers User-defined functions
Video

Project 12: Transfer Complex Variable Data Between Solutions

Project Documentation
Project Description	The solution transfers the result from a workflow in one solution to a workflow in a second solution. Because the result is of a complex type, the data is first converted to a JSON string.
Topics Covered	JSON object methods
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