AA Advanced RPA key terms
AA Advanced RPA · Get comfortable with the vocabulary.
- Attended automation
- Related: Unattended automation, Human-in-the-loop
A bot that runs on a user's workstation and is triggered by that user in real time, typically handling small tasks while the person waits or works alongside it.
- Unattended automation
- Related: Attended automation, Orchestrator
A bot that runs on a server or virtual machine with no human present, usually started by a scheduler or queue and operating on its own through the whole task.
- Human-in-the-loop
- Related: Attended automation, Exception handling
A design pattern where a bot pauses and routes a decision, approval, or exception to a person before continuing, combining automation speed with human judgment.
- Process mining
- Related: Task mining, Process discovery
A technique that analyzes system event logs to reconstruct how a process actually runs, revealing bottlenecks, rework, and the steps worth automating.
- Task mining
- Related: Process mining, Process discovery
Recording and analyzing desktop user actions to map detailed step-level work, useful for finding small high-frequency tasks suitable for attended bots.
- Process discovery
- Related: Process mining, Process selection
The structured effort to document a candidate process, its steps, systems, inputs, and exceptions before deciding whether and how to automate it.
- Intelligent document processing (IDP)
- Related: Optical character recognition (OCR), Machine learning model
Technology that extracts structured data from scanned or unstructured documents using OCR plus machine learning, feeding clean fields into downstream automation.
- Optical character recognition (OCR)
- Related: Intelligent document processing (IDP)
Conversion of images of text, such as scans or photos, into machine-readable characters so software can read and act on the content.
- Machine learning model
- Related: Intelligent document processing (IDP), Confidence threshold
A statistical component trained on example data to make predictions or classifications, such as sorting emails or judging document type, that a bot can call.
- Confidence threshold
- Related: Machine learning model, Exception handling
A cutoff score above which a model's output is accepted automatically and below which the item is sent to a person or exception path for review.
- Natural language processing (NLP)
- Related: Machine learning model
A field of AI concerned with software understanding and generating human language, used in automation to read messages, classify intent, and extract entities.
- Generative AI
- Related: Machine learning model, Guardrail
Models that produce new text, images, or code from prompts, increasingly used inside automation for drafting content or summarizing records, requiring output validation.
- Guardrail
- Related: Generative AI, Confidence threshold
A constraint placed around an AI or automation component, such as allowed actions, output checks, or blocked topics, to keep behavior within safe and approved limits.
- Selector
- Related: UI automation, Dynamic selector
An attribute or path a bot uses to locate a specific user-interface element, such as a button or field, so it can click or type in the right place.
- Dynamic selector
- Related: Selector, UI automation
A selector built partly at runtime from variables or wildcards so it still matches elements whose identifiers change between sessions or records.
- UI automation
- Related: Selector, API integration
Driving an application through its user interface, simulating clicks and keystrokes, which works broadly but is more fragile than calling an API.
- API integration
- Related: UI automation, Connector
Connecting a bot directly to a system's programmatic interface to read or write data, generally faster and more stable than screen-level interaction.
- Connector
- Related: API integration
A prebuilt or custom component that handles authentication and data exchange with a specific external system, sparing the bot from low-level integration work.
- Queue
- Related: Transaction item, Orchestrator
A holding structure where work items wait to be processed, letting bots pull tasks at their own pace and enabling parallel processing across many robots.
- Transaction item
- Related: Queue, Retry policy
A single unit of work in a queue, carrying its data and status, which a bot processes independently so one failure need not stop the batch.
- Exception handling
- Related: Business exception, Retry policy
The designed logic for detecting errors during a run, deciding whether to retry, skip, or escalate, and recording the outcome for follow-up.
- Business exception
- Related: Exception handling, Retry policy
A failure caused by invalid data or a rule violation rather than a technical fault, which is typically routed to a person instead of being retried automatically.
- Retry policy
- Related: Exception handling, Transaction item
Rules defining how many times and how often a failed step or transaction is attempted again before being marked as failed for good.
- Framework
- Related: Reusable component, Configuration file
A reusable project template that standardizes logging, error handling, configuration, and queue processing so every bot in an estate is built the same way.
- Reusable component
- Related: Framework, Library
A packaged piece of automation logic, such as a login routine or data formatter, that multiple processes can call instead of rebuilding the same steps.
- Library
- Related: Reusable component, Framework
A published collection of reusable activities or components that projects can install and invoke, supporting consistent behavior and easier maintenance across teams.
- Configuration file
- Related: Framework, Credential vault
An external file holding settings such as credentials references, URLs, and thresholds, so a bot can change environments without editing its code.
- Credential vault
- Related: Configuration file, Audit log
A secured store that holds passwords and keys, letting bots retrieve secrets at runtime instead of embedding them in project files or logs.
- Orchestrator
- Related: Queue, Bot lifecycle
The central management platform that deploys, schedules, and monitors bots, distributes queue items, and stores logs and configuration across the estate.
- Bot lifecycle
- Related: Orchestrator, Change management
The stages a bot passes through, from requirements and build to testing, deployment, production monitoring, maintenance, and eventual retirement.
- Audit log
- Related: Credential vault, Segregation of duties
A tamper-evident record of actions taken by bots and users, used to trace what happened, support investigations, and satisfy compliance requirements.
- Segregation of duties
- Related: Change management, Audit log
A control that prevents one person from both building and approving the same change, reducing the risk of undetected error or misuse in the bot estate.
- Change management
- Related: Bot lifecycle, Segregation of duties
The governed process for requesting, reviewing, testing, and approving modifications to a bot or its environment before they reach production.
- Center of Excellence (CoE)
- Related: Automation pipeline, Citizen developer
A central team that sets standards, provides shared tooling and expertise, and governs automation demand so efforts stay consistent as the program grows.
- Automation pipeline
- Related: Process selection, Center of Excellence (CoE)
The managed backlog of assessed automation opportunities, ranked by value and feasibility, that feeds delivery teams in a steady prioritized flow.
- Process selection
- Related: Automation pipeline, Process discovery
Scoring candidate processes on criteria such as volume, rule stability, error rate, and system access to choose which ones to automate first.
- Citizen developer
- Related: Center of Excellence (CoE), Change management
A business-side employee who builds small automations with governed low-code tools, supported by the CoE with standards, training, and review.
- Robotic process automation (RPA)
- Related: UI automation, Attended automation
Software that mimics user actions across applications to execute repetitive rule-based work, connecting systems without changing their underlying code.