Democratizing Artificial Intelligence with UiPath

Democratizing Artificial Intelligence with UiPath

by Fanny Ip, Jeremiah Crowley, Tom Torlone
Released April 2022
Publisher(s): Packt Publishing
ISBN: 9781801817653

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Book description

Build an end-to-end business solution in the cognitive automation lifecycle and explore UiPath Document Understanding, UiPath AI Center, and Druid

Key Features

  • Explore out-of-the-box (OOTB) AI Models in UiPath
  • Learn how to deploy, manage, and continuously improve machine learning models using UiPath AI Center
  • Deploy UiPath-integrated chatbots and master UiPath Document Understanding

Book Description

Artificial intelligence (AI) enables enterprises to optimize business processes that are probabilistic, highly variable, and require cognitive abilities with unstructured data. Many believe there is a steep learning curve with AI, however, the goal of our book is to lower the barrier to using AI. This practical guide to AI with UiPath will help RPA developers and tech-savvy business users learn how to incorporate cognitive abilities into business process optimization. With the hands-on approach of this book, you'll quickly be on your way to implementing cognitive automation to solve everyday business problems.

Complete with step-by-step explanations of essential concepts, practical examples, and self-assessment questions, this book will help you understand the power of AI and give you an overview of the relevant out-of-the-box models. You'll learn about cognitive AI in the context of RPA, the basics of machine learning, and how to apply cognitive automation within the development lifecycle. You'll then put your skills to test by building three use cases with UiPath Document Understanding, UiPath AI Center, and Druid.

By the end of this AI book, you'll be able to build UiPath automations with the cognitive capabilities of intelligent document processing, machine learning, and chatbots, while understanding the development lifecycle.

What you will learn

  • Discover how to bridge the gap between RPA and cognitive automation
  • Understand how to configure, deploy, and maintain ML models in UiPath
  • Explore OOTB models to manage documents, chats, emails, and more
  • Prepare test data and test cases for user acceptance testing (UAT)
  • Build a UiPath automation to act upon Druid responses
  • Find out how to connect custom models to RPA

Who this book is for

AI Engineers and RPA developers who want to upskill and deploy out-of-the-box models using UiPath's AI capabilities will find this guide useful. A basic understanding of robotic process automation and machine learning will be beneficial but not mandatory to get started with this UiPath book.

Table of contents

  1. Democratizing Artificial Intelligence with UiPath
  2. Foreword
  3. Contributors
  4. About the authors
  5. About the reviewer
  6. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Code in Action
    6. Download the color images
    7. Conventions used
    8. Get in touch
    9. Share Your Thoughts
  7. Section 1: The Basics
  8. Chapter 1: Understanding Essential Artificial Intelligence Basics for RPA Developers
    1. Understanding key AI concepts
      1. Differentiating between artificial intelligence, machine learning, and deep learning
      2. Appreciating the relevance of supervised learning, unsupervised learning, and reinforcement learning in AI
      3. Practical tips
    2. Understanding cognitive automation
      1. Understanding the expanded roles the RPA developer plays in the cognitive automation life cycle
      2. Understanding the final output of the cognitive automation life cycle and the RPA life cycle
      3. Practical tips
    3. Exploring relevant OOTB models for RPA developers
      1. The commonly used OOTB models
      2. Practical tips
    4. Summary
    5. Further reading
  9. Chapter 2: Bridging the Gap between RPA and Cognitive Automation
    1. Understanding the spectrum of office work
      1. Data collection
      2. Data processing
      3. Applying expertise
      4. Stakeholder interactions
    2. Exploring the gap between RPA and cognitive automation
      1. Practical tips
    3. Designing human-machine collaboration with cognitive automation
      1. Demonstrating human-machine collaboration with examples
      2. Applying differences between how humans and machines work in cognitive automation design
      3. Practical tips
    4. Summary
  10. Chapter 3: Understanding the UiPath Platform in the Cognitive Automation Life Cycle
    1. Understanding the critical success criteria in choosing a cognitive automation platform
      1. Guiding principles of a versatile automation platform
      2. Design principles for human-machine collaboration in cognitive automation
    2. Introducing UiPath's end-to-end cognitive automation platform
      1. Discover pillar – discovering, evaluating, and managing automation use case pipelines
      2. Build pillar – developing automations
      3. Manage pillar – managing, deploying, and optimizing automations
      4. Engage pillar – facilitating human-robot collaboration in automations
      5. Run pillar – running automations
    3. Getting to know UiPath Document Understanding
      1. The benefits of UiPath Document Understanding
      2. UiPath Document Understanding technical framework
    4. Getting to know UiPath AI Center
      1. The benefits of UiPath AI Center
      2. UiPath AI Center technical concepts
    5. Getting to know the UiPath chatbot with Druid
      1. Benefits of the UiPath chatbot with Druid
      2. Technical components of the Uipath chatbot with Druid
    6. Summary
  11. Section 2: The Development Life Cycle with AI Center and Document Understanding
  12. Chapter 4: Identifying Cognitive Opportunities
    1. Searching for automation opportunities
      1. The characteristics of an automation opportunity
      2. Identifying target goals
      3. Seeking automation opportunities
    2. Understanding the opportunity
      1. Evaluating opportunities
      2. Prioritizing the pipeline
      3. Looking at the end-to-end process
    3. Probing for cognitive automation
    4. Summary
    5. QnA
  13. Chapter 5: Designing Automation with End User Considerations
    1. Gathering requirements
      1. Gathering the current state
    2. Setting target goals
    3. Designing the solution
      1. Choosing the correct automation type
      2. Designing automation for the best user experience
    4. Summary
  14. Chapter 6: Understanding Your Tools
    1. Technical requirements
      1. Enabling AI Center in the UiPath enterprise trial
    2. Getting started with UiPath Document Understanding
      1. Introducing the Document Understanding framework
    3. Getting started with UiPath AI Center
      1. Using AI Center
    4. Getting started with UiPath Computer Vision
      1. Using Computer Vision
    5. Summary
    6. QnA
  15. Chapter 7: Testing and Refining Development Efforts
    1. Approaching cognitive automation testing
      1. How to test RPA development
      2. How to test cognitive components
    2. Executing cognitive automation testing
      1. Gathering test data
      2. Executing RPA testing
      3. Executing cognitive testing
      4. Executing UAT
    3. Closing the feedback loop
    4. Summary
    5. QnA
  16. Section 3: Building with UiPath Document Understanding, AI Center, and Druid
  17. Chapter 8: Use Case 1 – Receipt Processing with Document Understanding
    1. Technical requirements
      1. Enabling AI Center in the UiPath Enterprise trial
    2. Understanding the current state
    3. Creating the future state design
    4. Building the solution with the Document Understanding framework
      1. Setting up the Document Understanding Process template
      2. Creating the taxonomy
      3. Setting up the digitizer
      4. Setting up the classifier
      5. Setting up the extractor
      6. Setting up the exporter
    5. Testing to ensure stability and improve accuracy
      1. Enabling the Validation Station
      2. Testing with sample receipts
    6. Deploying with the end user experience in mind
      1. Creating the dispatcher
      2. Adding user input prompts
      3. Deploying into production
    7. Summary
  18. Chapter 9: Use Case 2 – Email Classification with AI Center
    1. Technical requirements
      1. Enabling AI Center in UiPath Enterprise trial
    2. Understanding the current state
    3. Creating a future state design
    4. Building a solution with AI Center
      1. Creating an ML skill
      2. Building automation workflows
    5. Testing to ensure stability and improve accuracy
      1. Testing with sample emails
      2. Building a retraining workflow
    6. Deploying with the end-user experience in mind
      1. Deploying the project
    7. Summary
  19. Chapter 10: Use Case 3 – Chatbots with Druid
    1. Technical requirements
    2. Understanding the current state of the use case
    3. Creating a future state design
    4. Building a solution with Druid
      1. Creating a project
      2. Editing the Welcome flow
      3. Creating an automation flow
    5. Building an automation solution
      1. Creating a project
      2. Building Reset_Password and Upgrade_App workflows
      3. Building the Main workflow
    6. Testing to ensure stability and improve accuracy
      1. Publishing the Druid chatbot
      2. Publishing the UiPath automation
      3. Testing the use case
    7. Considerations for production
    8. Summary
  20. Chapter 11: AI Center Advanced Topics
    1. Technical requirements
      1. Enabling AI Center in UiPath Enterprise trial
    2. NER with AI Center
      1. Introducing AI Center's NER models
      2. Custom NER with UiPath
    3. Deploying your own custom models to AI Center
      1. Preparing a Python model for AI Center
      2. Deploying to AI Center
      3. Interacting with UiPath automation
    4. Summary
    5. Why subscribe?
  21. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts

Product information

  • Title: Democratizing Artificial Intelligence with UiPath
  • Author(s): Fanny Ip, Jeremiah Crowley, Tom Torlone
  • Release date: April 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781801817653