News and Guidelines

Save your seat today!  Tuesday, May 25th at 1:00 p.m. IDT: RPA Project Showcase led by Conwy CB Council & Nottinghamshire Healthcare:https://bit.ly/3xH6lpi Tuesday, May 25th at 7:00 p.m. IDT: Robotics Business Spotlight - Featuring Jim Rock, CEO of Seegrid:https://bit.ly/3vzurAi Wednesday, May 26th at 12:30 p.m. IDT: Automation Marketplace DPS: What can I buy, and how can I buy it?:https://bit.ly/2QG9LrJ 

The "Ten Commandments" of Kryon RPA Attended Automation (design/implementation): Always prompt/ask a user before "taking over"; never simply take (away) user control (unless specifically necessary/desired for the automation workflow)! Always take into account (and plan for) potentially different (windows-/colour-) themes, resolutions, languages, multi-monitor setups, etc. and choose & test automation mechanisms accordingly! Tweak attended automation workflows for maximum speed (and minimum user "waiting")! Always display a bubble to the user when the wizard works "behind the scenes" so the user knows that something is (still) happening and the workflow hasn't timed out! Tweak wizards for minimum intrusiveness (towards users)! I.e., if you can run it "in the background" (so the user can continue working), do so accordingly! If something goes wrong: Notify the user via bubble/message box! The user needs to know the outcome of the automation so that they can react accordingly! Avoid -

  The out-of-the-box MS Teams connector in NWC provides us with all the basic functionality to integrate our business processes with MS Teams, however, with the release of the MS Graph API, there are some additional features we can integrate with. You can use the MS Teams Extender in the gallery to access some additional actions. Here's a summary of a solution built using the extended features: DemoA Health and Safety Inspection process hosted entirely within MS Teams, powered by NWC. Request a new inspection  First inspection team is notified about new inspection, to be claimed via an adaptive card  Assign inspectors via an NWC Form  Private channel is created for the inspection and all inspectors are added to the channel  Using adaptive cards, all stakeholders are kept in the loop during the process    The Task Form assigned to the specific inspector is embedded in a Tab in the Inspection Channel to be completed once the inspection is done  Once submitted, an inspection certificate i

Successful automation stems from a full-cycle approach. It involves discovering and mapping processes and variants, creating and optimizing wizards, managing robots in production, and analyzing the impact on the organization. It’s a lot to handle, and we’re here to help by sharing the best practices for implementing full-cycle automation, from discovery to orchestration.  Join us on May 25th, and hear our Professional Services Team Leader, Ziv Ilan, break down the different stages of Kryon Full-Cycle Automation. He’ll also share:  1) Mapping and analyzing processes to understand their business impact 2) Creating a Process Design Document and supporting process documentation 3) Managing and optimizing automation tasks to gauge the automation impact Don’t miss out! Save your seat here:https://bit.ly/3tSotJI

You can decide by checking out this mini-guide below.  You know your focus should be on desktop automation when… -The process requires human intervention-The process requires use of data that cannot be predetermined-A human user is what triggers the process-Users need to enter information during the process-Interaction with an online customer is a requirement during the process’s execution-The user needs to enter the same information again and again in several places or systems  You know your focus should be on unattended RPA when… -The process is free from human judgement-It’s possible to map the entire process based on predefined inputs-It’s possible for a robot to initiate the process according to a defined event/schedule-The business process is rules-based-The business process is highly repetitive -The process is driven across business units, regions, functions, etc.  You can read more about the best practices for robot utilization in our guide here.

We’ll dive into scalability as a barrier to RPA in enterprise organizations. We’ll also offer innovative solutions to insure against business interruptions of the future.  When it comes to New Full-Cycle Automation-as-a-Service, your business will be able to stay grounded while offering the unprecedented flexibility of the cloud.  Daniel Peled, SVP Channels, will break down:  -Why only 13% of enterprise RPA solutions utilize more than 50 robots and how that number can reach 500+ -How automated process discovery eliminates the cost of expensive consultants and delivers a three-year ROI rate of 352% -Solving scalability and TCO issues by moving to the cloud with Full-Cycle Automation as-a-Service, the future of RPA.  Learn more here:https://bit.ly/3y80o4F

Check out these upcoming events below:  Wednesday, May 19th, at 4:00 p.m. IDT: Wild Talk - Tech Opportunities and Careers in Portugal:https://bit.ly/2RjCkLc Friday, May 21st at 4:00 p.m. IDT: Intelligent Robotic Process Automation Online Summit - NA:https://bit.ly/3aVx9Z9

   Ready to kick of the new year with some great new RPA knowledge? Then join our technical trainer, Wizard of Wizards, Marlon for tips and tricks on how to get the most out of your Kryon Automation Wizards. Join Kryon’s Wizard of Wizards, Marlon as he shows you how to develop and standardize your own wizards, using the template as your baseline. This will allow you to:• Unify the wizard's structure in its entirety• Create logs to keep track of the business process progress• Easily troubleshoot any issues that can occur The recorded session is available here. You can also find the presentation attached here below

Nintex RPA enables companies to harness the power of their network of bots to orchestrate processing a large dataset file for faster results and turnaround time.  As an example, a file with 10,000 records and 20 columns can take up to 5-7 days to process using a single bot.  This can be reduced to 1 day using the Nintex RPA Central Orchestration through simultaneous utilization of multiple bots. In RPA Central v2.1, we have drastically improved the setup and configuration of this capability, to improve time to deploy for Admins.  In the new version of RPA Central, users would only set their file definition and variables in the botflow one time, then login to RPA Central and provide the file destination.  Once the botflow is running the file definition set at the time of botflow design are used to process the file.  Dataset within the new RPA Central can also now process a dynamic file, where the file can grow or shrink in size without any impact to the process.  A Botflow with a Datase

 Updated DocumentationEver heard that you can build custom actions for Nintex Workflow Cloud, but not known how to get started? Ever been working with an action in the workflow designer and wondered how the Nintex developers built a certain part of the action panel? Well, with the latest updates to the Nintex Xtensions documentation, you can learn all that and more!The Xtensions team has been hard at work taking customer and partner feedback around our documentation and leveraging that to make some key updates that we think will make it easier than ever to build new custom actions using Nintex Xtensions. Developer documentation is always a balancing act between being easy to follow, so new developers can understand the concepts, yet still robust enough that more advanced developers can derive value and keep building cool things. In our latest update, we try to strike this balance with a little bit of new stuff for everyone. Let's break down what's new. New TutorialsWhen you are learnin

April saw a collection of new templates from Nintex Workflow Cloud workflows, custom connectors for Nintex Workflow Cloud, Promapp, and new tools!Are you interested in Quality Management Solutions? Check out Nintex Partner solutions from InnoVelocity!If you have not yet had a chance to check out the Discover Nintex Workflow Cloud playlist on the Nintex YouTube channel be sure to review it to see how you can build workflow solutions from scratch with Nintex! Alright, now let's take a look at what was built in April!Process MapsAPQC Process Framework - City Government PCF is customized to define processes used primarily by governments of cities and other municipalities.Nintex Workflow Cloud WorkflowsToLower - Converting text to lowercase. ToUpper - Converting text to uppercase. Round - This workflow takes a decimal number and rounds down or up to the nearest whole number. Min from Collection - This component workflow will let your provide a collection of values and will return the lar

Kryon actually has a tool for this, Kryon’s Query Excel AC. It cuts down on your processing period and allows you to work with large datasets + achieve the same outcome. This will cut down on the time and energy spent on processing and computing. Feel free to check out the guide that breaks down how you can get started here.  

I hope you have been enjoying the new Community as much as I have! After a successful restructure and redesign, we’re striving to continuously grow and adapt the community to meet your needs.We’ve listened to your feedback and made some ongoing improvements. You’ll notice there’s direct links to Product Feature Requests as well as the Product Roadmap under the ‘More Resources’ tab in the navigation. And for our K2 users, the Arcade content is now available under the Groups tab in the left nav. There are two exciting new groups you can check out! Learn about what a Center of Excellence (CoE) is, how it can benefit your organization, as well as best practises to establish and run your own.And ask questions from process experts, in Pizza and Process. Have you updated your profile page yet? What would you like to see here? Let me know and your ideas could be implemented!Remember, you can personalize your community experience by updating your settings.   We are committed to continually impr

See how LCTG was able to achieve up to 70% of improvement in claims processing proficiency with Kryon full-cycle automation: https://bit.ly/3aQ8FjO Drop a few of your cool RPA stories in the comments!  

You can download the Nintex Form, Workflow and List template here.   Introduction  This blog post is based Nintex Documentation about how we can leverage DocuSign actions in our Nintex Workflow. The Nintex connector for DocuSign helps customers with greater ability to drive automation by incorporating e-Signatures capabilities in our Nintex Workflow.With easy to use Nintex Drag drop designer, Office 365 customers can use configurable DocuSign actions. Nintex Connector for DocuSign for Office 365 has following actions: DocuSign download document DocuSign populate template DocuSign retrieve envelope status DocuSign send document DocuSign send envelopeUsing the workflow actions included with the DocuSign Connector pack, you can send documents in DocuSign envelopes, retrieve the status of DocuSign envelopes, and download documents from DocuSign envelopes.Prerequisites Active Office 365 Subscription with SharePoint Online. Trail or Nintex Subscription for Office 365. You should have to Docu

It never hurts to double-check!   A few important items that should be on your list include:  -Platform infrastructure-Creation of processes-Ease of deployment Check out the full list here: https://bit.ly/3tT7hV4

The process is simple! If you have an active Viber account, you can easily get started by either creating or activating your Viber bot.  This guide shares the whole process - with screenshots - for getting started here. Let me know if you need any help!  

Recently, I have had the privilege of working with several local government Promapp clients as they labor to establish process management as a discipline within their agencies. One of the most important pieces to a successful process management program is a clear and effective process framework. Many organizations choose to create a custom framework, while other opt to leverage existing frameworks made available for public use through various consortiums. The American Productivity & Quality Center (APQC) has developed and published many free process frameworks for download. Among these is the APQC Process Classification Framework (PCF) for City Government (available for PDF download HERE). To help these clients in their framework development, I have built the APQC PCF for City Government in Promapp and made the template available for download on our Solution Accelerator Gallery. If you are working in a governmental agency and looking for a solid process framework, I suggest you giv

An increasingly common request on the Nintex Workflow Cloud platform is to save a form without submitting, so the form can be picked up and completed at a later time. Users want to be able to partially enter information, maybe grab a coffee or a pint and finish entering the data at their leisure.  In this post, I'll walk through a workaround using variables and Nintex Task Forms that will achieve this functionality, allowing your end users to complete a form piecemeal as they see fit. This solution will be for Nintex Workflow cloud and the workflow is available in the Nintex Process Gallery  If you would like to watch a walkthrough, and see this in practice, please see the video below:  The basic components for this workflow / form will be as follows:A start form Variables for each field in the start form Set Variable actions for each variable (using start form data) A Loop A task with a form that mimics the start form Set Variable actions for each variable (using task form data) Jump

Automation is so much more than just pushing processes to robots to complete. That's why we want to meet you online April 20th to share our helpful tips with you. Save your spot to join our Professional Services Team Leader, Ziv Ilan. He'll share:  • Mapping and analyzing processes to understand their business impact• Creating a Process Design Document and supporting process documentation• Managing and optimizing automation tasks to gauge the automation impact Register here:https://bit.ly/2Qo8PHE

As a systems integrator in the Microsoft SharePoint space I often get asked comparative analysis questions on forms and workflow products. Due to the announced end of life of InfoPath, one of the more common comparisons I see is on Nintex Workflow and Forms compared to PowerApps and Flow. Since I’ve had a number of meetings on this topic with multiple clients, as well as discussions with folks at Nintex, I thought I’d share what I’ve learned. Why Compare These ProductsIt may seem obvious but I always find it important to be very clear about our argument for comparison. The primary reason I hear from client is:“We got InfoPath for free and now we’re going to get PowerApps and Flow free with our E3 licenses, why would we pay for Nintex?”No surprises here, cost is the primary driver. My comparison below will cover a lot of feature differences as to why you would pay for Nintex, and what you get for that extra cost. Some of the elements, like ease of use and learning curve are touched on a

I highly recommend watching this clip of Hanson Robotics Limited's Ben Goertzel, Sophia and Han at RISE.  These amazing robots are ready to discuss the future of humanity and how they see their types flourish over the year: https://bit.ly/3siKP6j Let me know what you think!

March saw a collection of new templates from Nintex Workflow Cloud workflows and Nintex Workflow Cloud custom connectors. If you have not yet had a chance to check out the Discover Nintex Workflow Cloud playlist on the Nintex YouTube channel be sure to review it to see how you can build workflow solutions from scratch with Nintex! Alright, now let's take a look at what was built in March. WorkflowsJob Listing Approval - Recruitee Streamline internal job listing approval processes to your Recruitee careers portal. COVID Travel Exemption Return to work travel Bitly Conversion Example Form Example of how Nintex can use Bitly to shorten a URL. Custom ConnectorsGoogle Workspace Export Google Sheets or Google docs as either CSV, PDF, XLSX, DOCX, or the corresponding Google Workspace File Types

Level up in this next webinar!  Whether you’re launching your first automation project or scaling up an existing one, the automation journey can seem daunting.  Meet us online on April 8th, where Ziv Ilan, our Professional Services Team Leader, will be breaking down the steps to successful process discovery, including: • How to build your process discovery journey to create the most impact on your organization• What business insights can be drawn from process discovery• Best practices on using Kryon Process Discovery to scale your RPA Save your spot here:https://bit.ly/31LOajc

Let's share some success stories! Learn how Kryon Full-Cycle Automation streamlines processes for CP All, Thailand’s sole operator of 7-Eleven convenience stores:https://bit.ly/3wpcKof