Available Robot Patterns

Pre-General Availability: 2024-09-02

Available Robot Patterns

Robots interact with user interfaces just as humans do. Robots can complete the manual tasks that humans have historically had to do.

Robot pattern	Description	Sample use cases
Web-based applications	You can build a robot that interacts with any web-based application, such as a website or an application that you access from an internet browser. Note: You currently cannot run a robot on a page that contains an inline frame (iframe). If you run the recorder on a page with an iframe, the recorder informs you that iframes aren't supported.	Balancing invoices An integration identifies the invoices that are out of balance, but APIs are not available to balance the invoices. You can build a robot to open each out-of-balance invoice, compare specific values, and update the invoice as needed so that it's in balance. The finance team that has historically needed to complete these tasks is therefore relieved of this manual and tedious work. Getting the supplier name from an invoice A business application requires information from an invoice. An integration can collect most information, but APIs aren't available to obtain the supplier name. You can build a robot to get the supplier name, and an integration can pass this information to the business application. The finance team no longer needs to complete this manual work. Updating emergency contact information An employee provides various information as part of their onboarding. APIs can send most of the data to your HCM software, but APIs aren't available for sending the emergency contact information. You can build a robot to update the emergency contact so that your human resources team doesn't need to complete this manual task.

Robot pattern

Description

Sample use cases

Web-based applications

You can build a robot that interacts with any web-based application, such as a website or an application that you access from an internet browser.

Note: You currently cannot run a robot on a page that contains an inline frame (iframe). If you run the recorder on a page with an iframe, the recorder informs you that iframes aren't supported.

Balancing invoices

An integration identifies the invoices that are out of balance, but APIs are not available to balance the invoices. You can build a robot to open each out-of-balance invoice, compare specific values, and update the invoice as needed so that it's in balance. The finance team that has historically needed to complete these tasks is therefore relieved of this manual and tedious work.

Getting the supplier name from an invoice

A business application requires information from an invoice. An integration can collect most information, but APIs aren't available to obtain the supplier name. You can build a robot to get the supplier name, and an integration can pass this information to the business application. The finance team no longer needs to complete this manual work.

Updating emergency contact information

An employee provides various information as part of their onboarding. APIs can send most of the data to your HCM software, but APIs aren't available for sending the emergency contact information. You can build a robot to update the emergency contact so that your human resources team doesn't need to complete this manual task.

For more information about use cases, see Use Cases.