Pre-General Availability: 2024-09-02

Workflow for Building a Robot

To build a robot, provide information about the application(s) that the robot works in and define the activities that the robot completes. You also need to design the integration that calls the robot.

Previous workflow: Workflow for Planning a Robot.

Step Task More information

1

Complete Prerequisites

For example, create accounts, and install and configure the robot agent.

2

Create a Robot Connection Type (Optional)

A robot connection type specifies the parameters that you use to connect to an application. For example, a web application might require a user name, password, and URL. If the predefined robot connection types don't meet your needs, create a new one.

3

Create a Robot Connection

Base the robot connection on a robot connection type.

4

Create a Robot

After creating a robot, define the steps that the robot completes by adding robot actions and logic to the robot:

Before or while creating the robot, add the robot resources that the robot uses, such as a trigger or variable. See Create and Update a Robot Resource.

5

Specify Where a Robot Runs

Create an environment pool, add computers to it, and associate your robot with the environment pool.

6

Design an Integration That Calls a Robot

Robot and integration developers can work concurrently or at different times. A robot developer must complete a few quick tasks before an integration developer can start their work.

Complete this task at any time.

Next workflow: Workflow for Testing a Robot.