The capabilities described on this page are included in Appian's standard capability tier. Usage limits may apply. |
As you begin your journey with Appian RPA, we understand that there's a lot to explore and learn. Rest assured, we're here to support you every step of the way. From setting up your first robotic task to advanced automation strategies, the guidance in this documentation is designed to help you navigate and master this powerful tool. Let's get started!
For new users starting with Appian RPA, getting started involves the following key initial tasks.
In Appian RPA, when you create a robot, you need to install the agent on your local host machine. This is the only installation step required on your part. Everything else, is conveniently handled through Appian RPA on your Appian cloud site. This approach simplifies the process, ensuring you can focus on creating and deploying robotic tasks without worrying about additional installations. With the agents in place on your host machines, you're set to leverage the full capabilities of Appian RPA.
Tip: Be sure to check the Appian RPA System Requirements for host machine requirements before installing agents.
Appian RPA is available for Appian Cloud sites and in your self-managed environment. Self-managed customers can refer to the Self-managed RPA on Kubernetes page for detailed guidance.
See the Appian RPA Hybrid Configuration page for detailed information about how a hybrid configuration for Appian RPA works, how to set it up, and how to use robotic tasks in your applications.
Setting up and using Appian RPA involves a series of essential core steps that are important for success. The following table provides these steps in a logical sequence. Keep in mind that each step involves multiple detailed tasks.
Step | Action |
---|---|
1 | Identify RPA users and their roles. Administrators responsible for controlling access and privileges should also understand user settings. |
2 | Verify your host machines meet the system requirements and are properly configured. |
3 | Use the Operations console to create robots and install agents on host machines. |
4 | Use Appian Designer to create robot pools. |
5 | Use Appian Designer to create and configure robotic tasks. |
6 | Execute the robotic task from a process model or interface. |
Getting Started with Appian RPA