RPA by Workato

Robotic Process Automation (RPA) uses bots to automate repetitive, rules-based tasks. RPA bots can learn to perform tasks such as data entry, web scraping, content tagging, and spreadsheet updates by interacting with a computer screen the same way a human does. By automating these tasks, RPA reduces human errors and boosts efficiency.

RPA by Workato is a complete RPA solution in partnership with Robotiq.ai (opens new window), an industry-agnostic, enterprise-ready RPA client. You can use the RPA by Workato connector to integrate with applications that don't have APIs, including legacy systems such as older SAP platforms, desktop applications, and browser apps without API support. Contact your Workato Customer Success Representative for more information.

Key features

The RPA by Workato connector offers the following key features:

• UI recorder

• Record automation scenarios to generate step-by-step outputs, making them easy to create and manage. This feature allows you to capture your interactions with the user interface, which can then be replayed to automate repetitive tasks.

• Script support

• Create automations with scripting languages such as Visual Basic. This provides flexibility and control over automation processes, enabling you to script complex tasks that might not be easily handled through a graphical interface.

• Low code/No code interface

• A cloud-based drag-and-drop interface enables you to automate, monitor, and refine processes. This interface is designed to allow non-technical users to create automation workflows without writing code.

• Excel file operations

• RPA offers built-in support for operations on Excel files, such as reading, updating, and manipulating data. This capability is essential for automating tasks that involve handling large volumes of spreadsheet data, ensuring accuracy and efficiency in data processing.

How to connect to RPA by Workato

PREREQUISITES

You must create processes in Robotiq (opens new window) before you can start or manage them using the connector.

Connecting to RPA by Workato consists of the following steps:

1. Generate an access token in Robotiq
2. Complete setup in Workato

Generate an access token

Complete the following steps to generate an access token in Robotiq:

1

Sign in to your Robotiq.ai account.

2

Go to the Applications page.

3

Click New application to open the Register new applications dialog. Click New application.

4

Enter a name and description for the access token. The Register new applications dialog

5

Set the Scope to job_create, then click Confirm.

6

Click Get access token to view your token's details. Click Get access token.

7

Retrieve the following values from your token for later use in configuring RPA by Workato:

• Client ID.

• Client secret. After 30 minutes, the Client secret expires, and Robotiq.ai generates a new secret.

• Tenant name. The Tenant name can be found in the POST URL between /realms/ and /protocol/. The Tenant name in the following example is testName:

https://auth.robotiq.ai/realms/testName/protocol/openid-connect/token

Return to Workato to finish setting up your connection.

Complete setup in Workato

Complete the following steps to configure the connection to RPA by Workato:

1

Click Create > Connection.

2

Search for and select RPA by Workato as your connection on the New connection page.

3

Provide a name for your connection in the Connection name field.

RPA by Workato's connection fields

4

Provide your application's Tenant name.

5

Provide your application's Client ID.

6

Provide your application's Client secret. This value expires 30 minutes after it is generated in Robotiq.ai.

7

Click Connect to complete the setup.

Actions

RPA by Workato supports the following actions:

• Get job detail
• Get job logs (batch)
• Get process details
• List departments (batch)
• List processes by department (batch)
• Start job