UiPath Denver Chapter

Introduction to RPA & Document

Understanding
#UiPathDenverChapter
Meeting Agenda

About Introduction RPA & DU Q&A

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About UiPath Denver Chapter!

We are an online and offline environment where RPA

developers, professionals, and enthusiasts:
- meet each other and share experiences in the RPA
industry
- learn together about the challenges they encounter
- build projects and components together and expand
upon automation ideas

Platforms:

- UiPath Community Page

- Slack Channel

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Organizers/Team

Saideepak Kandibanda Diana Gray Sharon Palawandram

RPA Applications Engineer, UiPath
Machine Learning Consultant,
UiPath Denver Chapter Lead Community Marketing
Ashling Partners
Organizer, Arrow Manager, Americas, UiPath

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the Story of work

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What is robotic process automation?

Robotic process automation (RPA) is a software technology that makes it

easy to build, deploy, and manage software robots that emulate human's
actions interacting with digital systems and software.
Just like people, software robots can do things like understand what’s on a
screen, complete the right keystroke, navigate systems, identify and extract
data, and perform a wide range of defined actions. But software robots can
do it faster and more consistently than people, without the need to get up
and stretch or take a coffee break.

In simple words RPA is a term used for software tools that partially or fully
automate human activities that are manual, rule-based, and repetitive.
They work by replicating the actions of an actual human interacting with one
or more software applications to perform tasks such as data entry, process
standard transactions, or respond to simple customer service queries.

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Robotic Process Automation (Continued)

Process Automation
Robotic A series of actions or steps Automation describes
Software Robots mimicking taken in order to achieve a technologies that reduce
human actions. particular end or complete a human intervention in
task. processes.

It’s a Software Robot, NOT a Physical Robot.

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Robots that can automate practically anything

Extract
Log into content from Move files and Email Database Excel
Scrape data Calculations
Application docs, pdfs, folders operations operation Automation
emails, forms

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Add AI skills to automate cognitive processes

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What are the business benefits of RPA?

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Where can RPA be used?

Today, RPA is driving new efficiencies and freeing people from repetitive tedium
across a broad swath of industries and processes. Enterprises in industries
ranging from financial services to healthcare to manufacturing to the public sector
to retail and far beyond have implemented RPA in areas as diverse as finance,
compliance, legal, customer service, operations, and IT. And that’s just for
starters.
RPA has become so widespread because it is broadly applicable. Virtually any
high-volume, business-rules-driven, repeatable process is a great candidate for
automation—and increasingly so are cognitive processes that require higher-
order AI skills.

Finance Retail HR Services IT Services Client Services Operations Supply Chain

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Why is RPA the fastest-growing enterprise
software in the world?

Rapid, significant return on Minimal upfront investment No disruption to underlying Low-code build Scalable and enterprise-
investment (ROI) systems environment ready

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Is RPA the same as artificial intelligence (AI)?

RPA is not AI; AI is not RPA. But the combination of RPA and AI unlocks massive new possibilities
for enterprises everywhere. For one thing, RPA technology now makes it possible to insert
advanced AI skills in the form of machine learning models, natural language processing (NLP),
character and image recognition, and more into RPA robots. Giving robots these AI skills
dramatically expands their ability to handle cognitive processes that require things like:

• Understanding documents including semi-structured or unstructured data

• Visualizing screens (including virtual desktops)
• Comprehending speech and carrying on conversations and chats

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Document Understanding process flow

Intelligent document processing is not just

about accelerating operational efficiency.

It’s also about improving accuracy, customer

experience, compliance, and employee
satisfaction. It’s about making your
organization successful and contributing to
your company’s growth.

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Types of documents and their processing

Structured – repetitive forms and documents with - Rule-based / template-

H
a structured template that can contain handwritten based approach
Y
text, signatures, checkboxes (different forms, - Processes data fixed in
B
passports, licenses, time sheets) format
R
I
D
Semi-structured – documents containing - Model-based approach
fixed and variable parts like tables (invoices,
receipts, purchase orders, medical bills, - Extracts same info from A
bank statements, utility bills) each document P
P
R
O
Unstructured – documents with no fixed format - Model-based approach
A
(various contracts, agreements, emails, - Needs to “read” the text to
disease descriptions, drug prescriptions, news, C
extract the meaning and
voice scripts​) identify required info H

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Document Understanding capabilities

Automate Automate more processes, from start to finish.

Process Process a wide range of documents.

Machine Make robots more fine-tuned with machine learning models.

Learning

Calibrate Remove 'noises' from documents

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Document Understanding Framework

Load
Digitize Classify Extract Validate Export
taxonomy

Define files Use OCR to Classify the Extract If needed, Export the
and data for provide text documents information a human can extracted
extraction and its from the from the help confirm information
location specified list document the extracted for further
data usage

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Document Understanding AI capabilities

Rule-based Model-based

RegEx-Based Form Intelligent Form Machine Learning

Extractor Extractor Extractor Extractor
- Mostly structured - Mostly structured - Mostly structured, - Mostly semi-
documents documents, tables, tables, checkboxes, structured documents
- Relies on regular checkboxes handwriting, signatures - Relies on ML models
expressions - Relies on - Relies on intelligent and other AI-powered
templates and rules templates and rules techniques

Hybrid approach

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Get off to a quick start with AI and improve accuracy over time

Make use of pre-trained machine learning models

to enhance your bot with AI. Empower citizen developers
and business users with no-code Forms AI.
Coupled with traditional RPA, AI document processing calls
for highly intelligent robots that keep learning over time to
become more accurate.

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Capabilities in machine learning packages

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Capabilities in machine learning packages

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Capabilities in machine learning packages

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Capabilities in machine learning packages

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Capabilities in machine learning packages

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Capabilities in machine learning packages

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Capabilities in machine learning packages

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Training, training, training! (Take your model to the gym)

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Education
Learn RPA Skills
- Free Community Software
- Academy
- Certification
- Academic Alliance

Network
Grow your career
- Meetups & DevCon
- Mentorship
- Hackathons
An ecosystem enabling - MVP Program
developer success - Automation Champions

Support
Solve problems
- Forum
- Documentation
- Community Blog
- Use Cases Repository
- Job Board 30
Vibrant ecosystem of more than 1.5 million professionals and citizen developers learning, getting
support, and succeeding together in their automation careers.

• Start with the free Community Edition to get trained and certified
Automation Cloud • Then upgrade to the Enterprise version of the product

• Learn the skills of the future on UiPath Academy or through our Academic Alliance
Academy • Earn globally recognized credentials with UiPath Certifications

• Get crowdsourced support and share product feedback on UiPath Forum

Forum • Check the product documentation
• Join the Insider Preview for early testing

• Connect with like-minded people and share best practices with the UiPath Community
Community Events • Solve challenges in engaging hackathon competitions
• Join meetups and conferences

• Access the latest articles and video tutorial content created by community members and
Blog and Tutorials UiPath engineers in our Community Blog
• Contribute as an author.

• Get recognized as a Most Valuable Professional (MVP), Automation Champion or one of

UiPath Community MVPs the Forum Leaders, based on the contribution to others’ growth

Join the UiPath Community 31

Q&A
Thank You!

“We cannot seek achievement for ourselves and

forget about progress and prosperity for our
community. Our ambitions must be broad enough
to include the aspirations and needs of others, for
their sakes and our own.”
Cesar Chavez

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