Streamline Your Day with RPA: Automating Daily Sales Reports Using UiPath

Assure eServices Inc.
4 min readOct 9, 2024

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I’m excited to share that I’ve recently completed two wonderful years with Assure. During this time, I’ve had the opportunity to learn many new and exciting things, but one project that really stood out was automating daily sales reports using UiPath. This experience opened my eyes to the power of automation, and I’m eager to share how you can implement it in your own organization without writing a single line of code.

My Journey with UiPath

When I was asked with automating the daily sales report at Assure, I knew it would be a great opportunity to leverage UiPath’s capabilities. I found UiPath’s no-code approach is incredibly fabulous. It allowed me to create a robust automation without ever needing to touch complex code, making it accessible for users of all skill levels.

Introducing UiPath Studio

UiPath Studio is the development environment where users can create automation workflows. Its intuitive drag-and-drop interface allows you to build complex automations without writing code, making it accessible for users of all skill levels. Here, we’ll walk through how to set up an automated daily sales report process using UiPath Studio.

Scenario Overview

In the dynamic world of business, having timely access to data is crucial. Automating the extraction and distribution of daily sales reports can significantly streamline operations. The best part? You don’t need to be a coding expert to implement this! UiPath offers a no-code environment that allows users of all skill levels to create powerful automation solutions. Here’s how to set up a daily sales report automation without writing a single line of code.

Step-by-Step Automation Process

1. Connect to SQL Server Database

· Activity: Use the “Connect to Database” activity.

  • No-Code Configuration: Simply drag the activity onto your workflow. In the properties panel, fill in the connection details (server name, database name, etc.) using a user-friendly interface. This eliminates the need for complex coding.

2. Run SQL Query to Extract Data

  • Activity: Drag the “Run Query” activity onto the workflow.
  • Query Logic: Use the visual query builder, if available, or input a simple SQL query to filter today’s sales records:

Output: Store the results in a DataTable variable (e.g., salesDataTable). This is done by selecting the output variable in the properties panel — no coding required!

3. Create and Format Excel File

  • Activity: Use the “Excel Application Scope” to create a new Excel file.
  • No-Code Formatting: Within this scope:
  • Use the “Write Range” activity to write salesDataTable to the Excel file. Just specify the variable and the range (like “A1”).
  • To apply custom formatting, use additional activities such as “Format Cells” to adjust font styles and column widths. All this is done via dropdown menus and property settings, so there’s no coding needed.
  • Rename the sheet directly in the properties panel to “Daily Sales Report”.

4. Send Email with Outlook

  • Activity: Drag the “Send Outlook Mail Message” activity into the workflow.
  • No-Code Configuration:
  • Set the From and To fields using the properties panel. Simply type in the email addresses.
  • Fill in the subject line (e.g., “Daily Sales Report”) and attach the Excel file with a few clicks.

5. Testing the Automation

  • Run the workflow using the “Debug File” button in UiPath Studio. Verify:
  • The data extraction is accurate.
  • The Excel file is formatted correctly.
  • The email is sent with the attachment as expected.

6. Publish and Schedule in Orchestrator

  • Once everything works smoothly, publish the project to UiPath Orchestrator. This powerful tool allows you to manage, monitor, and deploy your automation workflows efficiently.

What is UiPath Orchestrator?

UiPath Orchestrator is a web-based application that acts as a central hub for managing RPA in your organization. It enables users to schedule tasks, monitor the performance of automation, and ensure that robots are running optimally. By utilizing Orchestrator, you can easily deploy your automations across different environments and maintain control over their execution.

  • In Orchestrator, set a new schedule for daily execution:
  • Choose the frequency (daily or weekly) using a simple scheduling interface.
  • Specify the desired execution time, ensuring it fits within business hours.

Conclusion

By automating repetitive tasks, businesses can save time and reduce costs while enabling their workforce to focus on innovation and growth. If you’re ready to take the leap into automation, exploring UiPath could be your next big step toward operational excellence! Embrace the power of no-code automation to enhance productivity and ensure timely decision-making in your organization.

Would like to get started with automating your own processes or want to see how UiPath can transform your daily operations? Feel free to reach out if you have any questions or need guidance on setting up your first automation!

rajasarathi@assureeservices.com

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Assure eServices Inc.
Assure eServices Inc.

Written by Assure eServices Inc.

Your trusted partner for seamless digital solutions: AI, Cloud, Automation, Salesforce, Qlik Cloud, K-12, District360 and more. Empowering your business growth.

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