The process definition document

Once you have decided which process to automate, we will create a process definition document (PDD). Don't be daunted by the thought of doing documentation. The PDD is simply a place to write down exactly what the robot should be doing, step-by-step. Think of the robot as a new trainee and you will need to pass it the manual on how to perform this task. If you already have a manual, you can re-use it. Otherwise, even doing a simple one at this point will help organize your thought processes later when you build the process.

The PDD typically contains the following sections:

  • Manual process description and target systems
  • Process diagram
  • Process details
  • Exceptions

Let's walk through each section in detail for ...

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