1

Complete Prerequisites

For example, create accounts, and install and configure the robot agent.

2

Create a Robot Connection Type (Optional)

A robot connection type specifies the parameters that you use to connect to an application. For example, a web application might require a user name, password, and URL. If the predefined robot connection types don't meet your needs, create a new one.

3

Create a Robot Connection

Base the robot connection on a robot connection type.

4

Create a Robot

After creating a robot, define the steps that the robot completes by adding robot actions and logic to the robot. See the following:

Before or while creating the robot, add the robot resources that the robot uses, such as a trigger or variable. See Create and Update a Robot Resource.

While you're building a robot, its status is Draft.

5

Design an Integration That Calls a Robot

A robot developer must create a robot and define a few details, and then an integration developer can start designing an integration. After the robot exists, robot and integration developers can work concurrently or at different times.

6

Fix a Robot's Errors

Address any errors with the robot, such as an incomplete robot action.

7

Specify Where a Robot Runs

Create an environment pool, add computers to it, and associate your robot with the environment pool.

If the robot is free of errors, its status changes to Configured.