Robotic Process Automation Essentials (RPAE)


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  • Duration: 3 Day / 24 Hours
  • Certification: Participants will receive a Certificate of Competency upon successfully completing the course and passing the examination
  • Who Should Attend: IT professionals, business professionals, Business Managers, Directors and Executives, and Anyone interested in acquiring the essential knowledge and skills on how to build real-world RPA projects

Course Objective

Acquire essential knowledge on how to use Robotic Process Automation to automate business processes and tasks.

Learn the build and deploy RPA solutions using Robocorp, Python, UiPath and Automation Anywhere.


No pre-requisite. Robotic Process Automation Essentials (RPAE) is suitable for anyone that does not have any prior technological experience


Participants are required to attempt an examination upon completion of the course. This exam tests a candidate’s knowledge and skills related to Robotic Process Automation (RPA) based on the syllabus covered

Participants are expected to score a minimum of 70% to pass the examination

Course Outline

Module 1
Introduction to Robotic Process Automation (RPA)

Topics Covered

  • Introduction to RPA
  • Intelligent Automation
  • Benefits of RPA
  • Attended Automation vs. Unattended Automation
  • Understanding Robocorp, UiPath, and Automation Anywhere
  • RPA with Python
  • Challenges in RPA Deployment

Module 2
Deep Dive into Python Programming

Topics Covered

  • Introduction to Python Programming
  • Understanding Structure of Python Programming
  • Python Variables: Integer, Floats, Strings
  • Using List vs Dictionary
  • If, Else, For, While, Break and Continue
  • Functions and Classes in Python
  • Modules and Libraries in Python
Module 3
Robotic Process Automation Using Python

Topics Covered

  • Creating Pivot Tables without MS Excel
  • Perform VLOOKUP without MS Excel
  • Task Automation and Workflow Automation
  • Extracting Information from .PDF file
  • Extracting Information from Website
  • Extracting Information from a Website Table
Module 4
Robotic Process Automation with Robocorp

Topics Covered

  • Robocorp Lab Installation and Setup
  • Creating a New Robot in Robocorp
  • RPA Framework Libraries and Python
  • Robocorp Cloud Infrastructure Setup
  • Execute Robot on Robocorp Cloud and Private Cloud
  • Creating a Robot Scheduler
  • Creating a Robot Assistant
Module 5
RPA with UiPath and Automation Anywhere

Topics Covered

  • Installation and Setup of UiPath
  • UiPath Studio and Robot
  • Configuring Automation Anywhere
  • Registration and Setup of Automation Anywhere
  • Installation of Bot Agent and Verifying the Setup

Module 6
Automated Helpdesk Ticket Generation

Topics Covered

  • Project Overview
  • Creation of Project Folders and Excel Sheet with Ticket Data
  • Register and logging in to Zoho Desk
  • Project Setup and Configuration of the Main Workflow
  • Reading Excel and Invoking Excel Workflow
  • Recording Ticket Creation Activities
  • Configuration of Recorded Activities
  • Validating Successful Ticket Creation
  • Testing the Automation

Module 7
CRM Automation

Topics Covered

  • Project Overview
  • CRM Preparation
  • Setting up of Project
  • Extracting Customer List from CRM
  • Preparing the Browser, Web Recording and Data Scrapping
  • Looking Up Customer Information
  • Extracting Company Details from
  • Invoking the RequestCustomerDetails Workflow from Main Workflow
  • Using Look and Updating CRM

Module 8
Sales Order Processing Automation

Topics Covered

  • Project Overview
  • Creating the Parent Bot
  • Open and Reading Excel Data
  • Creating Child Bot for Sales Order Processing
  • Using Recorder to Capture Sales Order Creation
  • Invoking the Child Bot and Updating the Excel Sheet
  • Looping Through Rows and Invoking the Child Bot
  • Testing the Automation

Module 9
Using AI and RPA for Invoice Processing

Topics Covered

  • Project Overview
  • Creating the IQ Bot Learning Instance
  • Setting Up Initial IQ Bot Learning Instance
  • Reviewing and Updating Field Mappings
  • Uploading Invoices to IQ Bot
  • Downloading Structured Data from IQ Bot
  • Checking the Automation


Some Reasons Why Learners Choose CASUGOL

  • International Certification Body

  • Presence in 38 Countries

  • Developed by Industry Experts

  • More than 42,000 professionals passed through our education system

  • Flexible program design for all individuals

  • Learn from internationally renowned leading industry experts, academics, and researchers

  • Support for participants during and after training

  • Enhance competency of workforce and improve individual career prospect

  • Customization of programs for specific industry, organization, government agencies, statutory boards

  • Learn in a highly interactive, supportive and encouraging environment

  • Regular invitation to attend courses / workshops / seminars / events at complimentary rate

How to Register

Individual or Self-Sponsored Learners

  • STEP ONE: Select your preferred batch / category above

  • STEP TWO: Click on Add to Cart

  • STEP THREE: In the pop-up page, click on View Cart

  • STEP FOUR: In the Cart page, click on Proceed to Checkout

  • STEP FIVE: In the Checkout page, complete the Billing Details and click on Place Order

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Certificate Verification

Certificate Verification

All certificates issued by CASUGOL are to individuals who have successfully completed CASUGOL Certification Programs / Executive Workshops and have fulfilled all requirements by demonstrating proficiency in applying the knowledge and skills acquired.

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