Read, Write, & Manipulate Data in Excel with Kofax RPA

Kofax RPA is a powerful robotic process automation platform with a simple drag-and-drop software robot designer. Kofax RPA automates manual tasks and activities like accessing web portals or desktop applications, copying and transposing data, and completing complex logic that replaces the need for human-driven actions.

In this Office Hours presentation, RPI Consultants provides demonstrations and an interactive Q&A related to reading and writing data in Excel using Kofax RPA. This function is useful for many solutions and processes, such as accessing the National Change of Address database to validate vendor or employee information.

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Quinn Huntsman:
All right, again, thanks everyone who is joining us here today for another one of RPI’s Office Hours. Today, we are going to be showing some cool automation with Kofax RPA and Microsoft Excel. First, I want to tell you a little bit about what Kofax RPA is just in case you don’t know. It is an RPA tool, which means robotic process automation. It has an awesome single or simple to use drag and drop interface designer. You don’t really have to know how to write code or anything to interact or build with it, and it eliminates manual tasks that end users would be typically doing like logging into websites, exporting data.

It can write reports. It can read from reports, all kinds of cool stuff. Today, we’ll be focusing on using the embedded Microsoft Excel driver and fewer in the design studio here to interact with Microsoft Excel. Without further ado, go ahead and dive in here. We want to tell you about some of our upcoming webinars in Office Hours. We have a digital signing solutions webinar coming up here shortly, May 6th at 11:00 AM Central, followed by a 1:00 PM webinar, what to do with SharePoint, and then we have another Office Hours about halfway through May on digital signatures.

Then at the end of May, we are going to circle back around and do another RPA Office Hours on data integrations, which I really look forward to doing that. That’ll be working with APIs, writing to databases, that kind of thing. If you like this one, we hope to see you at all the webinars and including the end of May one on RPA as well. We also wanted to tell you about we host a Kofax RPA workshop. This is an on-site engagement. That’s only one day long, but we cover quite a bit in it. It includes some post on-site documentation, and road mapping gives you and your organization an idea of what you could do in the future with RPA.

We do help set you up with a one-year development license from Kofax for RPA. This is really easy to obtain. You can fill out a form on Kofax’s website, and they will send you the installers for Kofax RPA and the licensed file and help me get going there on that. We’ll also demo some products up and training as well as do some actual robot building and prototyping to show you how RPA can help provide some automation within your organization. If you are interested and would like to schedule or ask more about the Kofax RPA workshop, please do contact us at [email protected].

A little bit about me. My name is Quinn Huntsman. I’m a business analyst with RPI. I’m about halfway through my second year. I’m a certified Kofax technical solution specialist for RPA. I love working with RPA. It’s a lot of fun to build with RPA, and you’ll see that today. I also have experience in perceptive content upgrades, administration and troubleshooting. A fun fact about me is I’m a lover of Queen as you might be able to tell by the shirt. I love robots, food and playing video games with my friends.

We want to use this opportunity to remind you that this Office Hours for Kofax RPA and Microsoft Excel is meant to be interactive, so we encourage you to submit questions, challenges, any kind of specific product functionality that you’re curious about during our Office Hours presentation. We’ll do our best to field those questions as we go here. A little bit more about Kofax RPA before we get started.