Generating an RPA bot

You can generate an RPA bot for the process from the Compare page and the Automate page. The Generated RPA project section of the Compare page is visible only if the process considered for simulation includes activities that are derived from IBM Task Mining. Likewise, the Automate page is available only if the selected process includes activities that are derived from IBM Task Mining.

For more information, see the following links:

Generating an RPA bot from the Compare page

You can use the following steps to generate an RPA bot from the Compare page:

  1. Use the procedure listed in Comparing activities using simulation to compare the activities in a process by using Simulation.

  2. In the Generated RPA Project section of the Compare page, expand Activities details to view the level of automation that is set in the BPA page and the possible level of automation.

Result

  1. Click the down arrow icon near the Generate RPA bot for vendor button to select the required vendor, and then click the Generate RPA bot for vendor button.

Generate bot

  1. A notification, Bot generation complete, appears when the application successfully creates a bot. The generated bot is downloaded as .zip file.

  2. Extract the .zip file to view the contents of the file. Open each folder to view the files in the folder. Note that it includes a .bpmn file and a .wal file.

You can use these files to further analyze the possible level of automation in the process.

Generating an RPA bot from the Automate page

On the Automate page, you can generate RPA bot by using one of the following methods:

  • The Generate RPA bot button
  • The Gap analysis button
  • The Simulation button

For more information on using the Gap analysis button and the Simulation button to generate an RPA bot, see Understanding the Automate page elements.

You can use the following steps to generate an RPA bot from the Automate page by using the Generate RPA bot button:

  1. For proper functioning of the Automate page, you must complete the prerequisite steps. For more information on the prerequisite steps, see Prerequisites.

The prerequisite steps for the Automate page is the same as the steps for the Compare page.

  1. In IBM Task Mining, map the derived tasks to each activity. For more information, see the following links:

  2. Go to IBM Process Mining.

You can avoid the steps 1 to 3 if you are viewing a process in IBM Process Mining that is linked to IBM Task Mining.

  1. Go to the Automate page to view the potential RPA candidates.

The Automate page is enabled only if the selected process includes activities that are derived from IBM Task Mining.

  1. Set the Target activity automation level slider and the Maximum RPA complexity per activity slider to the required value for automation threshold. Automation threshold

  2. In the Selected activities section, view complete list of the activities in the selected process. Selected activities

If there are more than one business activities from IBM Task Mining, then you choose any one of the activities by selecting or deselecting the activity. The deselected activity is indicated by using a light blue bar as illustrated in the following figure.
Deselected activities

  1. In the bar graph of the RPA candidates section, click the bar corresponding to the selected activity. Activity widget

The widget displays the following information:
- Current automation: Indicates the current percentage of processes automated.
- Additional potential automation: Indicates the percentage of business activity that you can automate. Note that the value selected in the Target activity automation level slider is approximately equal to the sum of values that are provided in Current automation and Additional potential automation.
- Variants: Indicates the number of business activity variants that you must automate to reach the value provided in Additional potential automation.
- Frequency: Indicates the number of times the activity occurs.

In the activity widget, you can click Deep dive to visualize the selected Task Mining activity on the Model page.

  1. In the activity widget, click Choose variants to select the variants of your business activity that you want to include.

  2. In the Select variant section, select the checkboxes corresponding to the required variants, and then click Save. Select variant

Click Open project to visualize the Task Mining process on the Model page.
The Automation levels section displays the number of variants that are selected and then percentage of automation possible with the selected variants. Hover the mouse over the graph in the section to get the following information:
- Percentage of cases
- Number of steps
- Average duration taken

In the Select variants section, you can select individual variants and a filter template. You can also choose to sort the activities based on Frequency and Average duration. To select a variant using a filter template, see the Creating a filter template to select variants topic.
When you select a checkbox corresponding to a variant, the following options are visible:
- Click Visualize in model to visualize the process based on the selected variant in the right pane.
- Click Cancel to stop the variant selection process.

  1. In the bar graph of the RPA candidates section, click the bar for which you have selected the variant to observe the difference. Graph after variant selection

  2. The Expected cost saving section displays the average and overall cost that you can save on automating the selected process.

    Cost saving

  3. In the Generate RPA bot section, do the following steps:

    a. In the Select candidate field, select the activity for which you want to generate the RPA bot.

    b. Click the down arrow icon for the Generate RPA bot for vendor button, and then select the required vendor. If the default vendor is defined in the Tenants page, then you can avoid this step. For more information on how to define the default vendor, see the Tenants topic.

    c. Click the Generate RPA bot for vendor button.

    d. Click the Export Analysis button to download an analysis report in PDF format.

    The downloaded analysis report includes the following information:

    • BPMN of the selected activity based on the defined variant set.

    • Screenshot and details of each task included in the BPMN.

To enable the Generate RPA bot section, ensure that the value set for Target activity automation level is in the range of Current automation and Additional potential automation. Bot generation

  1. A notification, Bot generation complete, appears when the application successfully creates a bot. The generated bot is downloaded as .zip file.

  2. Extract the .zip file to view the contents of the file.

Open the folder to view the files in the folder. Note that it includes a .bpmn file and a .wal file.

When the IBM Task Mining application is not integrated with the IBM Process Mining application, you can view the RPA candidates and variants in the Automate page. However, the Generate RPA bot section is displayed as illustrated in the following figure. Bot generation unavailable

If a notification, Error creating an RPA bot for activity name, appears when generating an RPA bot, it indicates any one of the following scenarios:
- The selected activity of the IBM Task Mining application is modified or changed.
- There is a connectivity issue between IBM Process Mining and IBM Task Mining.


When an activity, which is marked as Human Task, is selected as a candidate for RPA bot generation, the application displays a warning. Example: In this example, the activity "Purchase Order Line Creation" includes tasks that are marked as Human Task in the IBM Task Mining application. The following figure indicates the warning message that appears when the task is selected to generate an RPA bot. Warning message for manual tasks {: class="img-responsive"} If you proceed to generate an RPA for the activity, then the generated RPA bot includes the following message as indicated in the figure: RPA bot message for manual task For more information on how to mark as manual or automatic, see Task Classification.

The following figure illustrates the contents of a sample PDF generated when you click the Export Analysis button: RPA PDF content

Creating a filter template to select variants

The filter templates displayed in the choose variant dialog are not the same as the filter templates created in the IBM Process Mining application.

The Filter template option in the choose variant dialog displays the filter templates created for the task mining project.

You can use the following steps to create a filter template for the task mining projects:

  1. In the choose variant dialog, click Open Project to visualize the selected Task Mining activity on the Model page.

You can also click Deep dive in the activity widget to visualize the Task Mining activity on the Model page.

  1. On the Model page, click Variants, select the required process variants, and then click Create filter.

    Process variant selection

  2. In the Filter name field of the Create filter dialog, type a name for the filter, and then click Create filter.

    Filter name

  3. On the Model page, click Manage filters.

  4. In the Manage filters dialog, click Save as template to create a filter template.

  5. In the Filter template name field of the Create filter template dialog, type a name for the filter template, and then click Create filter template.

  6. In the Manage filters dialog, click Close.

You can now navigate back to the Automate page, and repeat the steps in the Generating an RPA bot from the Automate page topic to generate a RPA bot using the created filter.