AA Advanced RPA study materials
AA Advanced RPA study resources

AA Advanced RPA key terms

AA Advanced RPA · Get comfortable with the vocabulary.

Attended automation

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.

Related: Unattended automation, Human-in-the-loop
Unattended automation

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.

Related: Attended automation, Orchestrator
Human-in-the-loop

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.

Related: Attended automation, Exception handling
Process mining

A technique that analyzes system event logs to reconstruct how a process actually runs, revealing bottlenecks, rework, and the steps worth automating.

Related: Task mining, Process discovery
Task mining

Recording and analyzing desktop user actions to map detailed step-level work, useful for finding small high-frequency tasks suitable for attended bots.

Related: Process mining, Process discovery
Process discovery

The structured effort to document a candidate process, its steps, systems, inputs, and exceptions before deciding whether and how to automate it.

Related: Process mining, Process selection
Intelligent document processing (IDP)

Technology that extracts structured data from scanned or unstructured documents using OCR plus machine learning, feeding clean fields into downstream automation.

Related: Optical character recognition (OCR), Machine learning model
Optical character recognition (OCR)

Conversion of images of text, such as scans or photos, into machine-readable characters so software can read and act on the content.

Related: Intelligent document processing (IDP)
Machine learning model

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.

Related: Intelligent document processing (IDP), Confidence threshold
Confidence threshold

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.

Related: Machine learning model, Exception handling
Natural language processing (NLP)

A field of AI concerned with software understanding and generating human language, used in automation to read messages, classify intent, and extract entities.

Related: Machine learning model
Generative AI

Models that produce new text, images, or code from prompts, increasingly used inside automation for drafting content or summarizing records, requiring output validation.

Related: Machine learning model, Guardrail
Guardrail

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.

Related: Generative AI, Confidence threshold
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.

Related: UI automation, Dynamic selector
Dynamic selector

A selector built partly at runtime from variables or wildcards so it still matches elements whose identifiers change between sessions or records.

Related: Selector, UI automation
UI automation

Driving an application through its user interface, simulating clicks and keystrokes, which works broadly but is more fragile than calling an API.

Related: Selector, API integration
API integration

Connecting a bot directly to a system's programmatic interface to read or write data, generally faster and more stable than screen-level interaction.

Related: UI automation, Connector
Connector

A prebuilt or custom component that handles authentication and data exchange with a specific external system, sparing the bot from low-level integration work.

Related: API integration
Queue

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.

Related: Transaction item, Orchestrator
Transaction item

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.

Related: Queue, Retry policy
Exception handling

The designed logic for detecting errors during a run, deciding whether to retry, skip, or escalate, and recording the outcome for follow-up.

Related: Business exception, Retry policy
Business exception

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.

Related: Exception handling, Retry policy
Retry policy

Rules defining how many times and how often a failed step or transaction is attempted again before being marked as failed for good.

Related: Exception handling, Transaction item
Framework

A reusable project template that standardizes logging, error handling, configuration, and queue processing so every bot in an estate is built the same way.

Related: Reusable component, Configuration file
Reusable component

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.

Related: Framework, Library
Library

A published collection of reusable activities or components that projects can install and invoke, supporting consistent behavior and easier maintenance across teams.

Related: Reusable component, Framework
Configuration file

An external file holding settings such as credentials references, URLs, and thresholds, so a bot can change environments without editing its code.

Related: Framework, Credential vault
Credential vault

A secured store that holds passwords and keys, letting bots retrieve secrets at runtime instead of embedding them in project files or logs.

Related: Configuration file, Audit log
Orchestrator

The central management platform that deploys, schedules, and monitors bots, distributes queue items, and stores logs and configuration across the estate.

Related: Queue, Bot lifecycle
Bot lifecycle

The stages a bot passes through, from requirements and build to testing, deployment, production monitoring, maintenance, and eventual retirement.

Related: Orchestrator, Change management
Audit log

A tamper-evident record of actions taken by bots and users, used to trace what happened, support investigations, and satisfy compliance requirements.

Related: Credential vault, Segregation of duties
Segregation of duties

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.

Related: Change management, Audit log
Change management

The governed process for requesting, reviewing, testing, and approving modifications to a bot or its environment before they reach production.

Related: Bot lifecycle, Segregation of duties
Center of Excellence (CoE)

A central team that sets standards, provides shared tooling and expertise, and governs automation demand so efforts stay consistent as the program grows.

Related: Automation pipeline, Citizen developer
Automation pipeline

The managed backlog of assessed automation opportunities, ranked by value and feasibility, that feeds delivery teams in a steady prioritized flow.

Related: Process selection, Center of Excellence (CoE)
Process selection

Scoring candidate processes on criteria such as volume, rule stability, error rate, and system access to choose which ones to automate first.

Related: Automation pipeline, Process discovery
Citizen developer

A business-side employee who builds small automations with governed low-code tools, supported by the CoE with standards, training, and review.

Related: Center of Excellence (CoE), Change management
Robotic process automation (RPA)

Software that mimics user actions across applications to execute repetitive rule-based work, connecting systems without changing their underlying code.

Related: UI automation, Attended automation