How to Install and Run a Bot or Digital Worker | Automation Anywhere

How to Install and Run a Bot or Digital Worker | Automation Anywhere

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In this section we’ll walk through the
process of finding, downloading, installing, configuring and running a Bot
from the Bot Store. For this exercise, we’ll use a Bot called “Create Invoices in
Invoicely”. This Bot reads invoice information from an Excel spreadsheet
and creates an invoice for every row of data in an Excel file. To get started
let’s first find this Bot in the Bot Store. Type the word “Invoicely” in the
search box. You’ll find that a drop-down list appears with relevant Bot names and
descriptions. The fourth Bot on the list is the bot we’re looking for. Click on
the “Create Invoices in Invoicely” result to go to the Bot details page.
We’ve now completed step one, which is finding the right Bot for the activity
we want to automate. Next let’s download the Bot by clicking on the “Get Bot”
button. The installer file, which has a .MSI file extension, gets downloaded
to your computer. We’ve now completed step two, which is downloading the Bot.
Next, run the installer by clicking on open or by right-clicking on the .MSI
file in the Windows File Explorer and selecting install. An installation wizard
window will pop in your screen. Follow the installation steps to go through the
installation process. To complete the bot installation, you need a Bot license key.
To find the license key for the bot you just downloaded go back to the Bot Store.
Click on the user icon on the top right corner of the page and select My
Downloads. This brings up the My Downloads page, which lists all your Bot
downloads. Find your download and then click on the copy to clipboard
to copy the license key for the “Create Invoice in Invoicely” Bot. Now go back
to the Installer and paste the license key. Click Next and continue to complete
the installation. At the end of the installation you’ll find that a new
folder has been created in the folder path designated for Bot Store downloads
in your Automation Anywhere application directory. Within the Bots folder you’ll
find a sub folder hierarchy where Task Bots, MetaBots, input files, documentation
and readme files reside. The readme file provides useful information on how to
configure and run the bots. It is helpful to always read the readme file which
comes with the installation before running bots you’ve downloaded from the
Bot Store. The input files folder contains the Excel file that the bot
will read to create invoices in the Invoicely application. The bot will
parse each row in the spreadsheet and create an invoice with the data in each
row. We’ve now completed step 3 which is Bot installation. Next we’ll configure
the bot and then run it. Launch the Automation Anywhere Enterprise client,
expand the my tasks folder and then expand the Bots Store folder under it,
where all the bot downloads from the Bot Store reside. Under the Bot Store folder,
expand the “Create Invoice Invoicely AA” folder, which contains the bot we just
installed, then click on the My Tasks folder. You’ll notice that a task bot
called create_invoice.ATMX
appears in the my tasks list. Right click on the create invoice task bot and
choose edit to launch the Automation Anywhere client workbench. We’re now
looking at the contents of create invoice task bot file. There are a few
prerequisites to run this Bot. You’ll need to create a user account in the
Invoicely application and the client names used in the input spreadsheet
should exist in Invoicely. Now let’s configure the bot. Click
on variable manager on the right to view the local variables. Enter the Invoicely username in the username variable then enter the password in the password
variable. Finally, enter your organization’s Invoicely URL in the
URL field to complete the configuration. We’ve now completed step four, which is
bot configuration. We’re now ready for the last step, which is running the bot.
First click on the Save button to save your configuration changes, then click on
run to run the bot. You can see that the bot opens the Excel spreadsheet. It then
enters data from the spreadsheet into the invoice creation form, then it clicks
on save to create the invoice. It then repeats this process for each record in
the spreadsheet. Congratulations! You just created three
invoices with a push of a button.

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