In this session you will learn how to build your very first Excel and Word automations, by transferring data in between the two apps and wrapping up a project to deliver. Introduction What is Word Automation? What can you automate? How do I use it? Practice What is Excel Automation? What can you automate? How do I use it? Practice Academy follow-up and examples.

1. RPA Summer School
Session 3:
Word and Excel Automation

2. 2
Speaker
Senior Software Developer
@BASF
UiPath MVP
Speaker
Senior Consultant
@Machina Automation
UiPath MVP
Host
Regional Community Manager
EMEA
@UiPath
Nicolas Erlichman
Hanh Nguyen Cristina Vidu Vibhor Shrivastava
Welcome to RPA Summer School!
Here is today’s team:
Host
Regional Community Manager
APAC
@UiPath

3. 3
1. Resources
2. What is Word Automation?
3. What can you automate?
4. How do I use it?
5. Practice
6. What is Excel Automation?
7. What can you automate?
8. How do I use it?
9. Practice
10.Q&A
Agenda Slide

4. 4
1. Check StudioX needed add-ins for this session
2. Download Exercise Packs for Word and Excel automation:
WORD Exercise file:
https://bit.ly/3lQTOMy
EXCEL Exercise file:
https://bit.ly/2X40vQL
Resources

5. 5
What is Word Automation
As a business user, you most likely work with Word
templates. Let's see how StudioX can help reduce your
workload by enabling you to automate tedious and repetitive
Word-based activities.

6. 6
What can you automate?
Prepare a high number of Word documents of
the same template, such as resumes, letters,
brochures, report exported in Word or learning
activities.
Extract data from various same-template
Word documents, such as CVs and
contracts.

7. How do I use it?

8. 8
Demo practice 1
Demo

9. 9
QUIZ
Which activity to use:
1) Read Text
2) Add Text
3) Append Text
4) Change Text

10. 10
Your challenge today is to update resume_template.docx using data from the
“ResumeData.xlsx" file
Practice 1

11. 11
What is Excel Automation?
As a business user, you most likely work a lot with
Excel as it is a versatile tool that allows you to
organize your data!
Let's dive deeper into how StudioX enables you to
create automation projects using Excel!

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• Create report:
• Read and write data
• Sort data
• Check reports for errors:
• Delete duplicate data
• Fill in forms with data from Excel spreadsheets
• Data extraction and migration
• Run macro
What can you automate?

13. How do I use it?

14. How do I use it?

15. 15
Demo practice 2
Demo

16. 16
QUIZ
Which activity to use:
1) Replace Text
2) Change Cell
3) Write Cell
4) Write Range

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• Imagine you're downloading daily a report with a size that changes from
download to download. One day you have 1000 entries, the next day only
350. At the end of a certain column, you need to calculate the sum of all the
values found in that column.
• Each value has a different format than the one you need.
• There are multiple sheets in your Excel file that require the same processing.
Practice 2

18. 18
Q&A

19. 19
• Join our RPA Summer School Session 4:
https://bit.ly/3jEsIp7
• Continue your learning path for Word automation in
Academy:
https://bit.ly/3lJcP3t
• Continue your learning path for Excel automation in
Academy
https://bit.ly/3A1bKYy
• Share feedback at community@uipath.com
What’s next?

20. 20
See you for Session 4!
Stay close:
● community@uipath.com
● community.uipath.com