UiPath Cloud Robots - Serverless: A Beginner’s Guide

Introduction

UiPath Cloud Robots - Serverless is a robust tool that empowers organizations to run automation processes in the UiPath cloud without the hassle of managing infrastructure. This guide will introduce you to the basics of setting up and executing unattended automation using UiPath Cloud Robots, making it easier for beginners to embark on their automation journey.

Understanding UiPath Cloud Robots

UiPath Cloud Robots are designed to operate automation processes in a serverless environment, eliminating the need for on-premises infrastructure. This setup offers benefits such as scalability, cost-efficiency, and rapid deployment, making it ideal for businesses looking to streamline their automation efforts.

Key Considerations Before You Begin

• Cross-Platform Compatibility: Ensure your automation processes are designed for cross-platform execution to run seamlessly in the cloud.
• Prerequisites: Have a background automation project published to Orchestrator and ensure robot units are available in your tenant.

Step-by-Step Guide

1. Enabling Unattended Automation

• Navigate to Tenant > Manage Access in UiPath Orchestrator.
• Enable the necessary settings for your account.

2. Adding Serverless Robots to Your Tenant

• Go to Tenant > Machines.
• Click Add Machine and select Cloud Robot - Serverless.
• Fill in the machine template details and configure additional settings if needed.

3. Assigning Resources to the Folder

• Ensure both the account and the serverless robot machine template have access to the process.
• Assign them to the relevant folder in Orchestrator.

4. Executing Unattended Automation

• Manual Execution: Go to Automation> Jobs, select your process, and start the job using the Cloud - Serverless runtime license.
• Automatic Execution: Set up triggers by navigating to Automations > Triggers and configure the settings for your jobs.

Job Limits:

• Community Account: Up to three jobs concurrently per tenant.
• Enterprise Account: Up to fifty jobs concurrently per tenant.
• The total number of jobs is also influenced by the available robot units (RUs) for your tenant.

Use Cases for UiPath Cloud Robots - Serverless

• Healthcare Appointment Booking: A hospital uses UiPath Cloud Robots to automate the appointment booking process. When a patient books an appointment through the hospital’s online portal or mobile app, the automation is triggered via UiPath Apps. The serverless cloud robot then runs a job to process the booking details, check the availability of the requested date and time, and send an appointment confirmation to the patient. This ensures efficient scheduling and immediate confirmation, enhancing patient satisfaction.

1. Build App

2. Build Automation

3. Connect Automation To UiPath App

4. Click the Button "Schedule Appointment" and in the background your process will run with serverless robots.

• Financial Reporting: Automate monthly financial reports by integrating data from multiple systems and generating consolidated reports that run on a scheduled basis.
• Customer Onboarding: Automate the customer onboarding process, including document verification and data entry, ensuring smooth and quick onboarding without manual intervention.
• IT System Monitoring: Use serverless robots to monitor IT systems for performance issues or security threats, automatically triggering alerts or remedial actions.
• HR Processes: Automate HR tasks like employee data management, leave approvals, and payroll processing, reducing administrative burden and ensuring timely execution.
• Supply Chain Management: Automate inventory tracking, order processing, and shipment scheduling, ensuring real-time updates and efficient supply chain operations.

Conclusion

UiPath Cloud Robots - Serverless offers a transformative solution for running unattended automation without the need for infrastructure management. By leveraging this powerful tool, organizations can achieve unparalleled scalability, cost-efficiency, and rapid deployment. Whether you’re automating financial reporting, customer onboarding, IT system monitoring, HR processes, supply chain management, or healthcare appointment booking, UiPath Cloud Robots provide the flexibility and reliability needed to streamline operations and enhance productivity.

By following the steps outlined in this guide and exploring the diverse use cases, even beginners can quickly get started and harness the full potential of cloud automation. Embrace the future of automation with UiPath Cloud Robots - Serverless and unlock new levels of efficiency and innovation for your business.