Open-source RPA quickstart guide

Welcome to Robocorp! This quickstart teaches you the basics of our products, how to build software robots in Visual Studio Code (VS Code), and orchestrate them in Control Room. As we go through the process of software robot development, we will explain our approach to Robotic Process Automation (RPA) in more detail.

Robocorp was founded on the realization that robotic process automation is fundamentally a developer domain. That's why we build our automation stack and products mainly with developers in mind, but developers are people too! So our design approach is to use syntax and language that is easy to read and write (Robot Framework). Pure Python robots are also supported natively!

Start building software robots today

To get started, create an account in Robocorp Control Room if you do not have one already.

You have just created an account for the most advanced and easy-to-use platform to deploy and orchestrate software robots.

Next, install Visual Studio Code with the Robocorp extensions. Visual Studio Code with Robocorp extensions offers everything you need to create software robots using human-readable syntax. It's a complete Integrated Development Environment (IDE) and free to use!

Optionally you can also checkout Automation Studio which our new visual IDE tool.
Please note that Automation Studio is still in beta as we build up the features. Automation Studio is also free to use!

Choose the next steps based on your role or interest

A developer is typically the individual who will be coding the project. They will need to understand the libraries available to them and how to quickly resolve common RPA challenges to be effecient. Below are the recommended courses and docs pages to be familiar with as you start your journey.

A business analyst is typically the individual who works with the customers, software, or in the front office who knows the process the best and will generally be the end user of the RPA solution. They are the individual who will be logging on to the Control Room to resolve data errors in a Work Data Item or will be reviewing the run history of the bot to ensure there are no issues that need to be corrected by the developer. Below are the recommended courses and docs pages to be familiar with as you start your journey.

An architect is typically an individual who understands the high-level structure of the system and infrastructure. They may or may not have programming experience but will typically understand what each system needs to connect to the other, where data is / can be stored, and know what proxies/firewalls are in place. Below are the recommended courses and docs pages to be familiar with as you start your journey.

Understand how robot dependencies can be defined

Learn best practice development patterns for robots

Understand the robot delivery process

Understand where robots can be executed

Learn how to manipulate robots at the command-line level

Understand how to configure the Control Room

Understand control room security

Understand how robot runs can be triggered

Infrastructure

Additional training

Complete the developer training program Understand how to convert Gen1 robots Learn software development collaboration best practices

  • Agile workflows
  • Issue management
  • Iterative design
September 23, 2022