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Bots in Robotic
Process
Automation
byCarlosToxtli
Experience
Human-Computer
Interaction
The research
side of life ...
Let's start with
Machine
Learning
All that we
need is data!
Feed the machine
learning model with
the data ...
Training the
model ...
Now we have a model
to predict new data!
But an AI model is a single piece of a solution
Robotic Process
Automation is
the missing link
...
Robotic Process
Automation =
Software Automation
Bots (agents) are the
building blocks of RPA
Bots simulate & understand human interactions
such as:
- Vision
- Audio
- Text
- Interfaces interaction
- Location
Tools are reactive, Bots are proactive & reactive
You use an app when you need it A bot contacts you when it needs you.
RPA + AI = Intelligent Automation / Cognitive
RPA
RPA for AI
Bots for
Data collection
Bots for
monitoring the
input channels
Bots for training
the AI model
Data come to me ...
But getting the right amount of data in the format that we need is not always easy
...
Web crawlers /
Spiders / Scrapers
Different
sources
Scraping platforms
Data cleaning ...
Then we can train a model in an old fashion way
Or with RPA automate the machine learning process
...
AutoML platforms
Then we need to have an interface for the model
Bots are implemented in channels or applications that
supports bidirectional communication such as
Notifications, Webhooks, or Endpoints.
Bots on messaging channels
Messaging bot platforms
RPAFrameworks
Examples of RPA that implements Bots &
AI
FineBot - RPA (chatbot,crawler) only
Parking
Speed limit
...
8:15pm 🤖:
Hey David there is a fine
charged to your car. The
concept was illegal parked.
8:15pm 🤖:
David I’m sorry to let you know that
your son got a ticket.
The concept was illegal parked
🤖
8:15pm David:
My plate is: ABC123
BobbaBot - RPA (chatbot) + NLP
8:00am Mark:
Hey bob about,
today I gonna
get a taro tea
8:00am 🤖:
Got it!
8:15pm Lupe:
Bob please
bring me a
Matcha
8:15am 🤖:
Got it!
8:45pm Alice:
Today I want a
Honey Dew tea
8:00am 🤖:
Got it!
9:00am 🤖:
Hey Mike this is the
Ford’s order for
today: Honey dew,
Matcha, and Taro
9:15am 🤖:
Hey group, your
beverages are at the
reception.
8:00am 9:00am
ApprovalBot - RPA (email) + AI
The bot gets a
document
approval request
for 3 people
The bot sends the
document
approval request
and tracks its
completion
Every time that a
document is
accepted or
rejected the bot
learns the criteria
The bot learns the
times of each
actor and their
criteria to give
suggestions in the
future
Suggestion
TaskBot - RPA (voice) + NLP
From: luis@...
To: carlos@..: john@...
Cc: taskbot@...
Hey taskbot,
Please remind Carlos yo send
the proposal by Friday and Luis
to send the signed contract.
Task management tool
John
Carlos
Luis
🤖
MATT - RPA (crawler) + AI
Student sends
an assignment
A bot recruits
experts on Linkedin
The assignment is
sent to the most
relevant and
available expert
The experts evaluate
the assignments and
provide feedback
The bot monitors the
sensors (physical or
visual) and failure
alerts (even audio)
Failure Predictor Bot - RPA (sensors) + AI
Every time that a
failure happens, the
bot learns from the
previous sensors
information
The bot is able to
prevent failures when
early symptoms are
raising.
🤖
The bot sends a
preventive message
to operators when
there is a potential
failure.
Security - Liveness test (RPA + Machine Vision)
The system
requires to ensure
that it’s you and
activate the
verification bot
The bot starts a
video call or
request the use of
the webcam
The bot process
the video on real
time and verifies
that the person
matches with an ID
and is not a photo
or a phone screen
The bot retrieves
the decision to the
system.
ImporterBot - RPA + ML - All autonomous
The bot searches for
trending products on
Chinese
marketplaces
The bot stores the
found products and
assigns a competitive
price for the local
marketplace
The bot publishes the
products in the
marketplace
(MercadoLibre)
The bot waits for
purchased products
The bot confirms the
payment
The bot purchase the
product in the
Chinese store and set
the customer shipping
address
The bot track the
package and update
customer of any
delay
The bot gives
feedback to the
customer and reminds
the customer to give
feedback
And many many more ...
Lessons learned
● Automated recruitment systems are effective over work channels
(Linkedin)
● Automation helps to scaling solutions.
● Social friction is reduced in mediated communication.
● Even that all the selling workflow can be automated. The vendors and the
delivery services should be properly selected in advance.
● Mitigation strategies must be always set on any AI solution.
How to go from the idea to the implementation?
● Structure your idea as an autonomous system that can act whenever it is
needed without necessarily having human intervention.
● Diagram a workflow of your solution. BPM diagrams are commonly used.
● Identify what processes requires simulated interaction and processes can
predict values from data.
● Implement the elements by using RPA frameworks and AutoML.
● Test and deploy using continuous integration.
Tutorials for getting started
● Collection of curated RPA content
http://bit.ly/awesome-rpa
● Collection of curated AI content
http://bit.ly/awesome-ai
● Main AI technologies explained
http://bit.ly/siselai
● UiPath video tutorials
https://www.uipath.com/developers/video-tutorials
Conclusions
● AI often relies on RPA to be implemented
● RPA solutions are more useful when these are not only rule based
● Coordinating human teams and orchestrated bots lead to boost
productivity
Thanks
@ctoxtli
carlostoxtli.com

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Bots in robotic process automation

  • 6. All that we need is data!
  • 7. Feed the machine learning model with the data ...
  • 9. Now we have a model to predict new data!
  • 10. But an AI model is a single piece of a solution
  • 13. Bots (agents) are the building blocks of RPA Bots simulate & understand human interactions such as: - Vision - Audio - Text - Interfaces interaction - Location
  • 14. Tools are reactive, Bots are proactive & reactive You use an app when you need it A bot contacts you when it needs you.
  • 15. RPA + AI = Intelligent Automation / Cognitive RPA
  • 16. RPA for AI Bots for Data collection Bots for monitoring the input channels Bots for training the AI model
  • 17. Data come to me ... But getting the right amount of data in the format that we need is not always easy ...
  • 22. Then we can train a model in an old fashion way
  • 23. Or with RPA automate the machine learning process ...
  • 25. Then we need to have an interface for the model Bots are implemented in channels or applications that supports bidirectional communication such as Notifications, Webhooks, or Endpoints.
  • 26. Bots on messaging channels
  • 29. Examples of RPA that implements Bots & AI
  • 30. FineBot - RPA (chatbot,crawler) only Parking Speed limit ... 8:15pm 🤖: Hey David there is a fine charged to your car. The concept was illegal parked. 8:15pm 🤖: David I’m sorry to let you know that your son got a ticket. The concept was illegal parked 🤖 8:15pm David: My plate is: ABC123
  • 31. BobbaBot - RPA (chatbot) + NLP 8:00am Mark: Hey bob about, today I gonna get a taro tea 8:00am 🤖: Got it! 8:15pm Lupe: Bob please bring me a Matcha 8:15am 🤖: Got it! 8:45pm Alice: Today I want a Honey Dew tea 8:00am 🤖: Got it! 9:00am 🤖: Hey Mike this is the Ford’s order for today: Honey dew, Matcha, and Taro 9:15am 🤖: Hey group, your beverages are at the reception. 8:00am 9:00am
  • 32. ApprovalBot - RPA (email) + AI The bot gets a document approval request for 3 people The bot sends the document approval request and tracks its completion Every time that a document is accepted or rejected the bot learns the criteria The bot learns the times of each actor and their criteria to give suggestions in the future Suggestion
  • 33. TaskBot - RPA (voice) + NLP From: luis@... To: carlos@..: john@... Cc: taskbot@... Hey taskbot, Please remind Carlos yo send the proposal by Friday and Luis to send the signed contract. Task management tool John Carlos Luis 🤖
  • 34. MATT - RPA (crawler) + AI Student sends an assignment A bot recruits experts on Linkedin The assignment is sent to the most relevant and available expert The experts evaluate the assignments and provide feedback
  • 35. The bot monitors the sensors (physical or visual) and failure alerts (even audio) Failure Predictor Bot - RPA (sensors) + AI Every time that a failure happens, the bot learns from the previous sensors information The bot is able to prevent failures when early symptoms are raising. 🤖 The bot sends a preventive message to operators when there is a potential failure.
  • 36. Security - Liveness test (RPA + Machine Vision) The system requires to ensure that it’s you and activate the verification bot The bot starts a video call or request the use of the webcam The bot process the video on real time and verifies that the person matches with an ID and is not a photo or a phone screen The bot retrieves the decision to the system.
  • 37. ImporterBot - RPA + ML - All autonomous The bot searches for trending products on Chinese marketplaces The bot stores the found products and assigns a competitive price for the local marketplace The bot publishes the products in the marketplace (MercadoLibre) The bot waits for purchased products The bot confirms the payment The bot purchase the product in the Chinese store and set the customer shipping address The bot track the package and update customer of any delay The bot gives feedback to the customer and reminds the customer to give feedback
  • 38. And many many more ...
  • 39. Lessons learned ● Automated recruitment systems are effective over work channels (Linkedin) ● Automation helps to scaling solutions. ● Social friction is reduced in mediated communication. ● Even that all the selling workflow can be automated. The vendors and the delivery services should be properly selected in advance. ● Mitigation strategies must be always set on any AI solution.
  • 40. How to go from the idea to the implementation? ● Structure your idea as an autonomous system that can act whenever it is needed without necessarily having human intervention. ● Diagram a workflow of your solution. BPM diagrams are commonly used. ● Identify what processes requires simulated interaction and processes can predict values from data. ● Implement the elements by using RPA frameworks and AutoML. ● Test and deploy using continuous integration.
  • 41. Tutorials for getting started ● Collection of curated RPA content http://bit.ly/awesome-rpa ● Collection of curated AI content http://bit.ly/awesome-ai ● Main AI technologies explained http://bit.ly/siselai ● UiPath video tutorials https://www.uipath.com/developers/video-tutorials
  • 42. Conclusions ● AI often relies on RPA to be implemented ● RPA solutions are more useful when these are not only rule based ● Coordinating human teams and orchestrated bots lead to boost productivity