Generating an RPA bot

You can generate an RPA bot for the process from the RPA Candidates tab of the What-if page. The RPA Candidates tab is available only if the selected process includes activities that are derived from IBM Task Mining.

Generating an RPA bot from the RPA Candidates tab

On the RPA Candidates tab, you can generate an RPA bot by using Generate RPA bot button. To generate an RPA bot, do the following steps:

  1. Optional: In IBM Task Mining, map the derived tasks to each activity. For more information, see Creating a task mining project.

    You can skip this step if you are viewing a process in IBM Process Mining that is linked to IBM Task Mining.

  2. To view the potential RPA candidates, go to the RPA Candidates tab in the IBM Process Mining.

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

  4. Analyze the results.

    You can view a complete list of the activities in the selected process in the Selected activities section. For more details, click the bar corresponding to the selected activity in the bar graph of the RPA candidates section. In the activity widget you can view the following information:

    Current automation
    Indicates the current percentage of processes that are automated.
    Additional potential automation
    Indicates the percentage of business activity that you can automate. The value that is selected in the
    Target activity automation level
    This 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.

  5. Optional: To visualize the selected Task Mining activity on the Model page, click Deep dive. For more information, see Creating a filter template to select variants.

  6. To select the variants of your business activity that you want to include, click Choose variants in the activity widget.

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

    1. Optional: To visualize the Task Mining process on the Model page, click Open project.

    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. For more information how to select a variant that uses a filter template, see Creating a filter template to select variants. When you select the variant, do the following actions:

    • To visualize the process based on the selected variant on the right side of the window, click Visualize in model.
    • To stop the variant selection process, click Cancel.

  8. In the bar graph of the RPA candidates section, click the bar for which you selected the variant to observe the difference.

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

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

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

    2. 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 Tenants.

    3. Click the Generate RPA bot for vendor button.

    4. 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, make sure that the value set for Target activity automation level is in the range of Current automation and Additional potential automation.

When the application successfully creates a bot, a Bot generation complete notification appears. The generated bot is downloaded as .zip file. To view the results from generating an analysis by using RPA Bot, extract the .zip file. It includes a .bpmn file and a .wal file.

If the IBM Task Mining application is not integrated with the IBM Process Mining application, you can view the RPA candidates and variants in the RPA Candidates tab. The Generate RPA bot section is displayed on the right side of the window.

The Error creating an RPA bot for activity name notification indicates 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.
Note: When an activity marked as Human Task is selected as a candidate for RPA bot generation, the application displays a warning. For example, if the activity Purchase Order Line Creation includes tasks that are marked as Human Task in the IBM Task Mining application, the warning message appears when the task is selected to generate an RPA bot. If you proceed to generate an RPA for the Human Task activity, you receive an information in an RPA script file, that the activity must be performed by a human and cannot be automated. For more information on how to mark as manual or automatic, see Task Classification.

Creating a filter template to select variants

The filter templates that are 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 that are created for the task mining project.

To create a filter template for the task mining projects, do the following steps:

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

  2. Optional: To visualize the Task Mining activity on the Model page, click Deep dive in the activity widget.

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

  4. Type a name for the filter, and then click Create filter.

  5. On the Model page, click Manage filters.

  6. To create a filter template, click Save as template.

  7. In the Create filter template dialog, type a name for the filter template, and then click Create filter template.

  8. In the Manage filters dialog, click Close.