I'm a South African and need some advice on which actions to use for the following tasks I want to automate with Desktop Attended RPA license.
Current process (manual)
Step 1: Open a file manager, signing in and search in a certain directory for a file. (File is usually received outside business hours)
Step 2 : If the file exists, then I need to check if the system processed the file correctly, by creating a new file in another directory.
Step 3: I also need to open an inhouse SQL DB enquiry application and run a few queries to check if the system processed the file correctly. (audits)
Step 4: I need to note some of the information from the queries on a "MS List" for operational staff to monitor.
Step 5: If all the checks are done and correct, I need to FTP the newly created file to another location and receive a response from the location that they received it. And again note that on the MS List.
I have built a couple of RPA flows in our company so I know the basics, I have also started playing with Desktop Recorder and tested it to see if I can open an application on my desktop, sign in and run a query successfully.
But I need some advice, because I see there are many actions I can take, but I need to know which ones would be the best for the steps I have above. I don't have a lot of time to really dive into this deep because I need to prove that Power Automate will be able to assist our business processes and produce a POC ASAP? Can anyone maybe assist me?
Also I have the current licenses :
Solved! Go to Solution.
@Anonymous - You may not need a new license at all.
I have actually developed something similar with resources all in Azure through the Power Automate (MS Flow) base capabilities without using the RPA functionality. I triggered mine on a schedule and performed the following tasks:
- Checked folder for latest file
- Read contents of file into database tables
- Captured errored records
- Moved processed file into alternative location
- Sent success email from shared mailbox
- Sent errored records email from shared mailbox
If resources are not in Azure then I'm not sure if you can do this without RPA.
@Anonymous From my point of view, it depends primarily on the SQL DB. Is it located onsite or in a cloud? If it is in a cloud, you may not need any additional license as you are not automating any 3rd party application.
Here are the connectors for Flow. Some are Premium connectors (think it's $10-15mo for those)
Each has a set of actions allowed. For my flows I was using Azure Blob Storage, SQL Server (connects to Azure), and Azure Data Factory for the I/O work. I was using other connectors (Outlook Shared Mailbox), HTTP (for API calls), and SharePoint actions for other items.
There is a really robust set of actions in Flow.
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