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StudioX User Guide

Last updated Dec 18, 2024

Introduction

UiPath® StudioX is a complete solution for automating business applications. It's no-code platform enables every business user to automate repetitive tasks by offering seamless integration with Microsoft Office and Google Workspace applications and an intuitive user interface that makes it easy to create automations. After you create an automation, you can run it and share it with your colleagues.

The end result of working in StudioX is the automation project, a custom set of steps called activities. Each activity performs an action, such as clicking a button, copying data from one Excel file to another, or saving an Outlook email attachment to a folder. You add activities, define the execution order and the relationships between them in the Designer panel where you can also view a real-time graphic representation of your project.

Building an automation

You can quickly and easily build automations in StudioX using the no-code and drag-and-drop construction design. Furthermore, using the friendly interface and pre-designed templates and scenarios you can begin automating without any prior experience.



Automate your work with everyday apps

With advanced UI automation, StudioX enables you to work with every web and desktop app, including special support for SAP. StudioX also offers native integration support for Microsoft Office and Google Workspace to help automate your day-to-day work even faster.



Running and sharing your automations

Your robot is deployed locally on your desktop, enabling you to control how to run and schedule it through UiPath Assistant. This way, you can easily share your automations with co-workers.



Using Automation Ops

Automation Ops provides a management console to help keep automations running smoothly. Using Automation Ops, centers of excellence (CoE) can set guardrails around what users can and can't do. Together with an automatic audit trail, Automation Ops helps ensure the quality and compliance of your citizen developer programs. For more information about Automation Ops, visit the Introduction page in the Automation Ops guide.



Getting started using a template

If you're not sure how to get started, you can use the multiple templates published on our marketplace. Straight from the StudioX interface, you can select a ready-made automation template to get you started.

To learn more about using templates, see Project Templates.



Set up StudioX and get started building your first automation

Get familiar with StudioX using the available resources:

  • For a quick introduction video and a step-by-step guide on how to create a simple task automation, see Creating Your First Automation Project.
  • If you are eager to start creating automations, check out the tutorials that teach you how to automate your tasks in various scenarios.
  • Training courses are available to help you learn how to use StudioX. Enroll for free in the UiPath Academy.

To set up StudioX, create, and execute an automation project, complete these steps:

  1. Install UiPath Studio and select the StudioX profile.
  2. Install the Excel Add-in to be able to seamlessly switch between StudioX and Excel when configuring your automations. If you plan to automate tasks you perform in web browsers, also install the extension for your preferred web browser. For more information, see Extensions in the Installation and Upgrade Guide.
  3. Create a task automation project.
  4. Build your automation by adding activities, test the automation, and make adjustments to the project as needed to ensure the automation works as intended. For more information, see Creating Automations.
  5. Publish the project, and then send it to UiPath Robot for execution. For more information, see About Publishing Automation Projects in the Studio Guide.

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