Tutorial: Creating a bot skill to extract passport data

IBM Robotic Process Automation

After you get your tenant provisioned and install IBM RPA, check with your tenant administrator to add the following resources to it:

1. Add a user with the following permissions:

   • Manage projects
   • Manage bots
   • Start bots
   • Manage scripts
   • Use a studio application
   • Manage connections

   For instructions, see Creating users 🡥.

   Note: Use this user to go through this tutorial.

2. Add a computer to run the bot. The computer must comply with the following settings:

   • The computer must have a credential that is bound to it. For instructions, see Creating a credential 🡥.
   • The Queues runtime percentage value must be higher than zero, for example: 100%.

   For instructions, see Creating a computer 🡥

3. Add a computer group named Bot skill computer group. For instructions, see Creating a computer group 🡥.

4. Add the following domain to the bot callbacks allowlist in IBM RPA:

   *.watson-orchestrate.ibm.com
   

   For instructions, see Creating an OpenAPI callback allowlist 🡥.

5. Provide a Google Drive account.

IBM watsonx Orchestrate

You must have access to a Orchestrate tenant and a user with builder permissions to develop skills.

Download the assets

Download the "BOT-SKILL-ASSETS" folder to get the bot's script and its resources.

This folder must contain the following files:

BOT-SKILL-ASSETS\
  ├── extractPassportDetails.wal
  ├── i-9 form template.pdf
  ├── Kamilla Vitia Campo.jpg
  ├── Oriana Telama Byrd.jpg
  ├── Venkat Bonaventura Telman.jpg
  └── Waheed Haris Rinaldi.jpg

Configure the automation environment

To property use the I-9 automation, you need to configure the Google Drive folders and connect that drive account to RPA.

To create the folders and save the files to your Google Drive account:

1. Log in to your Google Drive account 🡥.
2. Create the Passports, I9Documents, and referenceDocuments folders.
3. Paste the passport files into the Passports folder.
4. Paste the i-9 form template.pdf file into the referenceDocuments folder.

To connect IBM RPA to your Google Drive account:

1. Log in to IBM RPA Control Center.
2. On the Define menu, click Connections > Create connection.
3. Click Google Drive and then click Next.
4. In the Display name field, enter RPA I9 Google Drive.
5. Set the Share connection to On, and click Next.
6. Review the connection summary and click Authorize. Follow the Google Drive authorization steps to authorize IBM RPA to connect to it.

Update the bot's script

Check whether the script references the right connection to Google Drive:

1. Log in to IBM RPA Studio.

   • Note: IBM RPA Studio is a low-code graphical interface that you can use to develop your scripts. For more information about how it works, see IBM RPA Studio 🡥.

2. Open the extractPassportDetails.wal file and go to the connectToGoogleDrive subroutine.

3. Double-click the Connect to Google Drive command and select RPA I9 Google Drive from the Name list.

   

If you want to add more information in the skill output, follow the following procedure:

1. In to IBM RPA Studio, open the extractPassportDetails.wal file. For more information, see Opening existing scripts.

2. Go to Home > Actions and click Variables visible.

3. Double-click a variable, for example, the passportNumber variable.

4. Set Script Output Parameter to On.

5. Click Save and save the script.

   

   Note: The logic of this script sets the passportFileName variable as an input variable, so if you change it without changing the script logic, the bot skill might not work properly.

Publish the bot's script

Now, is time to publish the script to your tenant. Complete the following steps to publish the script:

1. In IBM RPA Studio, go to Home and click Publish.
2. In the Name field, enter extractPassportDetails.
3. In the Description field, enter Download passport files from Google Drive, and get their data to fill the I-9 form..
4. Set the Set as production to On.
5. Click the Show advanced options link.
6. In the Green time field, enter 00:01.
7. In the Yellow time field, enter 00:02.
8. In the Red time field, enter 00:04.
9. Click Ok.

A green check appears on the script tab to indicate that the script is published.

Create the project

1. Log in to IBM RPA Control Center.
2. On the Manage menu, click Projects > Create project.
3. In the Name field, enter Bot skill.
4. In the Description field, enter Bot skill project.
5. Click Create.

As a result, you can view the Bot skill project in the project's list.

Create the bot

1. From the Manage projects page, click the Bot skill project.
2. In the Bots tab, click Create bot +.
3. In the Name field, enter Create an I9 form.
4. In the Description field, enter Bot intended to collect passport data and fills the I-9 form..
5. Click Next.
6. From the Script list, select extractPassportDetails.
7. From the Version list, select 1.
8. From the Computer group list, select Bot skill computer group.
9. Click Next.
10. Review the bot summary and click Create.

As a result, you can view the Create an I9 form bot in the bot's list.

Download the OpenAPI file

From the Bot skill project, click Download OpenAPI. It downloads a YAML file that follows the OpenAPI specification and contains your bot data. For this tutorial, the downloaded file is named bot_skill-openapi.yml.

Optional: Add an icon to the skill

Optionally, you can add an icon to better identify the bot skill in the skill catalog. By default, imported skills don’t have icons that are attached to it, so you need to add it manually in the bot OpenAPI file.

To add an icon to the bot_skill-openapi.json file, open it and add the following code for x-ibm-application-icon into the info section. Your info section must look like the following code sample:

info:
  title: bot_skill
  description: Bot skill
  version: 1.0.0
  x-ibm-application-icon: <svg version="1.1" id="Layer_1" xmlns="http://www.w3.org/2000/svg"
    xmlns:xlink="http://www.w3.org/1999/xlink" x="0px" y="0px" viewBox="0 0 48 48"
    style="enable-background:new 0 0 48 48;" xml:space="preserve" with="48" height="48"><style
    type="text/css">.st0{fill:#010101;stroke:#010101;stroke-miterlimit:10;}</style><polygon
    class="st0" points="40.69,28.59 37.09,32.27 27.25,42.34 27.44,46.93 32.46,46.57
    42.29,36.5 45.89,32.82 "/><g><path class="st0" d="M37.59,12.57c0-1.16,0-2.3,0-3.43c0-1.8-1.63-3.32-3.57-3.32c-1.13,0-2.25,0-3.37,0c-0.09,0-0.19,0-0.31,0V0.74h-3.61v5.05h-5.45V0.75h-3.63v5.07h-0.98c-0.88,0-1.75,0-2.63,0c-2.04,0-3.64,1.5-3.64,3.41c0,1.04,0,2.08,0,3.12c0,0.08-0.07,0.16-0.1,0.24H6.8v3.38h3.6c0,0.11,0,0.2,0,0.29c0,2.17,0,4.34,0,6.5c0,0.96,0.4,1.76,1.13,2.41c0.7,0.62,1.54,0.93,2.51,0.92c0.59,0,1.18,0,1.8,0v3.38c-0.31,0-0.58,0-0.84,0c-2.28,0-4.57,0-6.85,0c-0.47,0-0.95-0.01-1.42,0c-1.14,0.01-2.06,0.45-2.78,1.26c-0.69,0.78-0.87,1.71-0.79,2.68c0,0.82,0,1.64,0,2.46c0,0.38,0,0.76,0,1.12c0,0.38,0,0.76,0,1.12c0,0.36,0,0.72,0,1.08c0,0.36,0,0.72,0,1.08c0,0.43,0,0.85,0,1.28c0,0.11,0,0.2,0,0.31l0,0v4.06l0,0v0.14c0,0.32,0,0.65,0,0.97c0,0.15,0.04,0.21,0.22,0.21c1.07,0,2.13,0,3.2,0c0.17,0,0.22-0.07,0.22-0.21c0-0.31,0-0.61,0-0.92c0-0.34,0-0.69,0-1.03l0,0l0,0l0,0c0-0.31,0-0.61,0-0.92c0-0.1,0-0.19,0-0.28v-2.02l0,0c0-0.07,0-0.14,0-0.21c0-0.43,0-0.85,0-1.28l0,0c0-0.34,0-0.68,0-1.03c0-0.36,0-0.72,0-1.08c0-0.36,0-0.72,0-1.08c0-0.4,0-0.78,0-1.18c0-0.27,0-0.54,0-0.82v-2.35c0.16,0,0.27,0,0.37,0c1.47,0,2.94,0,4.41,0c1.91,0,3.83,0,5.75,0c0.92,0,1.85,0,2.76,0c1.83,0,3.64,0,5.47,0c0.99,0,1.99,0,2.98,0h3.62v-6.75c0.59,0,1.14,0.01,1.68,0c0.35-0.01,0.72-0.02,1.05-0.11c1.29-0.34,2.16-1.09,2.55-2.3c0.06-0.32,0.15-0.63,0.16-0.95c0.01-2.17,0-4.33,0-6.5c0-0.09,0-0.18,0-0.3h3.61v-3.38L37.59,12.57L37.59,12.57z
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    M33.97,11.92c0,0.63,0,1.26,0,1.89c0,2.28,0,4.54,0,6.82v2.1c-0.13,0-0.24,0-0.34,0c-2.58,0-5.16,0-7.73,0c-0.11,0-0.22,0-0.33,0c-1.22,0-2.44,0-3.66,0c-1.34,0-2.68,0-4.02,0h-3.84c0-0.13,0-0.22,0-0.32c0-2.02,0-4.03,0-6.04c0-0.11,0-0.2-0.01-0.31c0-2.18,0-4.35,0-6.53c0-0.1,0-0.2,0-0.35h6.1c0.79,0,1.57,0,2.36,0c2.69,0,5.39,0,8.08,0c0.11,0,0.22,0,0.33,0h3.09V11.92c0-0.01,0.09,0.04,0.12,0.07C34.06,11.96,34.01,11.94,33.97,11.92L33.97,11.92z"/><path
    class="st0" d="M17.67,15.94h3.59v-3.35h-3.59C17.67,12.59,17.67,15.94,17.67,15.94z"/><path
    class="st0" d="M26.73,15.95h3.59v-3.35h-3.59V15.95z"/></g></svg>
  x-ibm-annotations: true
  x-ibm-application-id: bot_skill
  x-ibm-application-name: Bot skill

For more information about how to use your own custom icon, see Adding icon to app.

Import the bot as a skill

1. Log in to Orchestrate and from the menu , select Skills and apps.
2. In the Add skills page, select From files.
3. Click Drag and drop files here or click to upload, and select the bot_skill-openapi.yml file.
4. Click Next.
5. Select the Create an I9 form skill, and click Add.

You can now see your newly added skill on the Skills page.

Enhance the bot skill

To enhance the bot skill, do the following steps:

1. In the Skills page, locate the Create an I9 form skill.
2. From the menu next to the bot skill, select Enhance this skill.
3. From the Name tab, in the Description field, enter Collect passport data and fills the I-9 form..

Before you test and publish the bot skill to the skill catalog, you can also change fields' labels, add fields' descriptions, and add phrases as part of your enhancement.

Create an I9 form.

Fill I9 form with my passport data.

Can you fill the I-9 form with passport data?

Publish the bot skill

After you enhance the bot skill, it's time to publish it. Click Publish to publish the bot skill to the skill catalog.

Connect to the bot skill

1. Log in to Orchestrate.
2. From the Chat page, click Add skills from catalog.
3. In All Apps, click Bot skill.
4. Click Connect app.
   1. In Username, enter your IBM RPA access user.
   2. In Password, enter your IBM RPA access password.
5. Click Connect app.

Add the bot skill to skill set

From the Bot skill skill page, click the Create an I9 form skill, and click Add skill to add the bot skill to skill set.

Run the bot skill

1. From the Chat page, you can click the Create an I9 form skill or ask for Create an I9 form in the chat.
2. In the input parameter, enter the passport file name, for example: Kamilla Vitia Campo.
3. Click Apply.

Wait for the skill set response. It returns a form with the output values that the bot generates from the task.