Tutorials

The tutorials in this guide will help you create a number of automations from scratch. Each tutorial offers a step-by-step guide on how to set up an automation for a specific manual process. Follow the tutorials and you'll learn how to organize projects, add and configure activities, and see how StudioX integrates with Excel and Outlook to speed up and simplify automation design. If you get stuck or you want to compare your project with the one in the tutorial, you can download the project for each tutorial, open it, and run it from StudioX.

• Creating a Pivot Table

  Learn how to add an Excel file to an automation and how to create a pivot table.

• Iterating through Rows in a Table

  Learn how to repeat a set of activities for each row in an Excel file and how to configure your project to execute certain activities only when a specific condition is met.

• Comparing Excel Files and Emailing Reconciliation Errors

  Learn how to reconcile two files and, when data does not match, send an email with details about the errors that were found.

• Filtering Data in Excel

  Learn how to filter data in Excel, copy the filtered data to a CSV file, and email the CSV file.

• Formatting Cells

  Learn how to format cells in Excel.

• Adding Information about the Files in a Folder to an Excel File

  Learn how to iterate through the files in a folder, retrieve their properties, and add this information to an Excel file.

• Adding Your Own Formulas to the Project Notebook

  Learn how to add a formula to the Project Notebook, use it in an automation, and how you can benefit from naming cells.

• Copying from CSV to Excel and Emailing the File

  Learn how to copy the contents of a CSV file to an Excel file and then email the updated file.

• Iterating through Outlook Mails and Saving Attachments

  Learn how to add an Outlook account to an automation and how to repeat an activity for each mail in an Outlook folder.

• Saving, Renaming, and Moving Attachments

  Learn how to save mail attachments, repeat a set of activities for each file in a folder on your computer, manipulate files, and use the formulas built-in to the Project Notebook.

• Working with Files and Folders

  Learn how to build complex automations to manipulate files and folders, work with conditions, and use the formulas built-in to the Project Notebook.

• Working with UI Automation

  Learn how to enter data into and get data from a desktop application, and how to pass data from one activity to another.

• Filling out PDF Forms in Acrobat Reader with Data from Excel

  Learn how to automate creating, filling out, and saving forms in Adobe Acrobat with data from Excel.

• Extracting Table Data from a Web Page and Editing It in Excel

  Learn how to extract structured data from a web page and how to format it the way you want with Excel activities.

• Extracting Data from Automated Emails and Moving It to a Desktop Application

  Learn how to use the Project Notebook to extract specific data from large blocks of text and how to use this when automating data extraction from email notifications that follow a certain format.

• Working with Word Automation

  Learn how to create multiple Word documents from a template file and how to populate them with data from different sources.