UiPath Projects For Beginners

Introduction

Getting started with UiPath projects for beginners is a practical way to build foundational knowledge in Robotic Process Automation (RPA). UiPath, a leading RPA tool, enables automation of repetitive tasks across various industries. By working on sample UiPath projects, beginners gain hands-on experience in designing workflows, using activities, managing variables, integrating with applications, and handling exceptions. These projects not only reinforce theoretical concepts but also simulate UiPath real time projects examples, providing a clear understanding of how automation is applied in real-world business processes. Through this academic and structured approach, learners will develop practical skills in automating tasks such as data extraction, email handling, and Excel automation—preparing them for more complex challenges in RPA development and enterprise-level automation.

Top 15 UiPath Projects For Beginners

1. Automated Email Reader

Project Overview:

This project teaches you how to automate the process of retrieving and processing emails from Outlook or Gmail. It’s perfect for simulating enterprise use cases where bots need to handle automated communication workflows.

Academic Relevance:

In this project, learners develop practical skills in using UiPath’s email activities, logical condition handling, and Excel data management—key areas in robotic process automation (RPA).

Steps:

• Configure Outlook or Gmail settings to allow UiPath integration (including IMAP/POP access for Gmail).
• Use the Get Outlook Mail Messages activity (or Get IMAP Mail Messages for Gmail).
• Filter for unread emails using properties like mail.IsRead = False.
• Use For Each loop to iterate through emails and extract Sender, Subject, Date.
• Append the email details to a DataTable.
• Write the table to an Excel file using Excel Application Scope and Write Range.

Skills Gained:

• Automating inbox scanning
• Email data parsing
• Excel integration
• Logical flow construction
• Workflow error handling

2. Invoice Data Extraction from PDF

Project Overview:

This project focuses on using UiPath to automate data extraction from structured or semi-structured PDF invoices and writing the data into Excel for reporting or analytics.

Academic Relevance:

You’ll gain experience in document processing, especially using regular expressions (RegEx), which are common in intelligent document processing workflows.

Steps:

• Use Read PDF Text (for digital PDFs) or Read PDF with OCR (for scanned images).
• Apply Matches activity with RegEx to extract invoice number, amount, and date.
• Store extracted data in variables, and structure into a DataTable.
• Export the data using Write Range.
  

Skills Gained:

• RegEx-based data parsing
• Document understanding
• Data structuring and transformation
• Integration with Excel

3. File Organizer Bot

Project Overview:

This simple yet effective project helps you build a bot that organizes files in a folder by file type (e.g., PDF, JPEG, TXT), which mimics office-level document management.

Academic Relevance:

It enhances your understanding of file system activities and demonstrates how bots can help automate redundant manual tasks like file sorting and organizing.

Steps:

• Use Assign with Directory.GetFiles(“path”) to get all files.
• For each file, extract the extension using Path.GetExtension(file).
• Check if the destination folder exists using Path Exists.
• Create folder if it doesn’t exist using Create Directory.
• Move files using Move File to respective folders.

Skills Gained:

• File and directory operations
• String handling and conditions
• Dynamic folder creation
• Real-time decision-making

4. Login Automation

Project Overview:

Build a bot that logs into a sample web application by reading credentials from an Excel sheet.

Academic Relevance:

This is a foundational project that provides exposure to UI automation and how bots interact with web-based systems—vital in test automation and web data handling.

Steps:

• Read credentials using Read Range and store in variables.
• Use Open Browser to navigate to the login page.
• Use Type Into to enter username and password.
• Click the Login button using Click activity.
• Validate success using Element Exists.
  

Skills Gained:

• Web UI interaction
• Secure data handling
• Application testing basics
• Browser automation

5. Simple Web Scraper

Project Overview:

Create a bot that scrapes headlines or product information from a website and writes the results to an Excel file.

Academic Relevance:

You’ll explore the use of selectors, web scraping tools in UiPath, and dynamic data table creation—skills that align with digital transformation and data extraction practices.

Steps:

• Open a target website using Open Browser.
• Use the Data Scraping Wizard to collect structured data.
• Clean and filter the scraped results.
• Write results into Excel using Write Range.
  

Skills Gained:

• Data scraping and handling
• Selector management
• Data cleansing and export
• Real-world web automation

6. Invoice Processing Automation with Email Integration

Project Overview:

This project simulates the automation of invoice processing, commonly used in finance departments. Bots read invoice emails, extract data, and update them into a database or Excel. Automating this process eliminates manual data entry and reduces processing time.

Academic Relevance:

Students will understand how to work with real-life business documents like invoices and emails. This enhances their ability to manage document-centric workflows—key in industries such as accounting, supply chain, and finance.

Steps:

1. Use UiPath’s Outlook/IMAP activities to fetch unread emails with invoice attachments.
2. Use PDF Text/PDF OCR to extract invoice data (like vendor name, invoice number, amount).
3. Apply Regex or Document Understanding for structured data extraction.
4. Validate and update invoice data in an Excel file or SQL database.
5. Send acknowledgment or exception-handling emails back to the sender.
   

Skills Gained:

• Email automation and filtering
• PDF and text data extraction
• Regex usage
• Integration with Excel/Database
• Conditional workflows and exception management

7. Employee Onboarding Automation

Project Overview:

This automation mimics an HR onboarding process where new employee data is collected, user accounts are created, and welcome materials are distributed automatically.

Academic Relevance:

Learners get exposure to automating HR and administrative functions. This is crucial for RPA roles in enterprise automation, where human resource processes are frequent automation targets.

Steps:

1. Read employee details from a shared Excel sheet.
2. Create user credentials or files in a web-based HR platform.
3. Save necessary documents in designated folders or upload to SharePoint.
4. Generate and send welcome emails with relevant information.
   

Skills Gained:

• Excel data handling
• UI automation (web/desktop apps)
• File operations and folder structure management
• Email configuration and formatting
• Orchestrating business workflows

8. Web Data Scraping with Orchestrator Scheduling

Project Overview:

This project focuses on extracting data from dynamic websites (e.g., e-commerce or stock market), storing it in structured format, and scheduling the process to run daily using Orchestrator.

Academic Relevance:

A vital skill in data analysis and market research, this project teaches students how to build bots that interact with online data—useful in financial, marketing, and analytics domains.

Steps:

1. Identify and access the website’s data table (e.g., product prices).
2. Use Data Scraping or Custom Selectors to capture relevant info.
3. Structure the data and store it in Excel or a CSV file.
4. Upload the bot to Orchestrator and configure a scheduled job.
   

Skills Gained:

• Data scraping with selectors
• Data cleansing and transformation
• Excel output formatting
• Orchestrator scheduling
• Log generation and error handling

9. Automated Report Generation and Distribution

Project Overview:

This bot consolidates data from multiple Excel sheets (e.g., monthly sales reports), generates a final report with summaries or charts, and distributes it via email.

Academic Relevance:

This is relevant in business intelligence and administrative automation. Learners will understand how RPA contributes to business reporting and internal communication processes.

Steps:

1. Read multiple Excel workbooks with similar structure.
2. Merge data, create pivot tables or use Excel formulas for aggregation.
3. Format the final report and save it.
4. Send the report via SMTP or Outlook activities.
   

Skills Gained:

• Advanced Excel automation
• Report creation with formatting
• Email attachment management
• Workflow reusability and modularization
• Error logging and retry mechanisms

10. Helpdesk Ticket Categorization and Assignment

Project Overview:

This bot reads incoming support emails and assigns them to the appropriate department (e.g., IT, HR, Finance) based on predefined keywords.

Academic Relevance:

It teaches natural language processing basics and workflow logic building. This is useful in industries where customer service and internal support are digitized.

Steps:

1. Fetch unread emails from the helpdesk mailbox.
2. Extract email content and apply keyword mapping logic.
3. Categorize tickets and log them into an Excel or internal CRM.
4. Route emails or alerts to the appropriate department.
   

Skills Gained:

• Email reading and parsing
• Keyword matching and categorization logic
• Excel/CRM integration
• Rule-based decision making
• Data validation and queue management

11. End-to-End Invoice Lifecycle Automation with ERP Integration

Project Overview:

This project simulates a complete invoice lifecycle—from invoice capture to validation, approval, and entry into an ERP system like SAP or Oracle. It reflects a comprehensive accounts payable process widely implemented in large enterprises.

Academic Relevance:

This project introduces learners to complex automation scenarios that involve multi-step workflows, validation rules, ERP system integration, and robust exception handling—ideal for those pursuing careers in finance automation or enterprise RPA.

Steps:

1. Read invoice emails with attachments using Outlook activities.
2. Extract structured and unstructured invoice data using UiPath Document Understanding (OCR + ML Extractor).
3. Validate fields such as tax ID, invoice number, and totals against business rules.
4. Log validated invoices into an ERP platform (simulate with a dummy SAP or web portal).
5. Generate an audit trail and send status notifications.
   

Skills Gained:

• Document Understanding and ML Models
• Business Rule Validation
• ERP automation with UI & API
• Exception Handling Framework
• Logging, auditing, and transaction management

12. Intelligent Chatbot Integration using UiPath and Dialogflow

Project Overview:

In this project, you’ll build a smart chatbot interface using Google Dialogflow that interacts with UiPath bots to perform backend tasks such as fetching account details, raising service tickets, or scheduling appointments.

Academic Relevance:

This project merges RPA and AI, highlighting how bots can collaborate with conversational interfaces to deliver smart enterprise solutions. It’s perfect for RPA developers aiming to enter intelligent automation domains.

Steps:

1. Create intents and training phrases in Dialogflow.
2. Use UiPath HTTP Request activities to connect APIs or call processes via UiPath Orchestrator Webhooks.
3. Trigger bots for background tasks like database fetch or ticket updates.
4. Display results via chatbot responses.
   

Skills Gained:

• API Integration with UiPath
• Dialogflow setup and NLP basics
• Webhooks and trigger-based automation
• Secure data transmission between systems
• End-user experience design

13. Bank Statement Reconciliation Automation

Project Overview:

This project automates the process of matching entries between bank statements and company ledger records, highlighting discrepancies and generating reports.

Academic Relevance:

Bank reconciliation is a critical use case in finance automation. Students will understand how to apply business logic, automate comparisons, and deal with structured financial data.

Steps:

1. Read data from Excel (ledger) and bank statement PDFs.
2. Normalize and clean data using UiPath and invoke Excel macros if required.
3. Apply comparison logic to identify matching and non-matching transactions.
4. Generate a reconciliation report and send it via email.
   

Skills Gained:

• Advanced Excel and PDF automation
• Data normalization and transformation
• Business logic implementation
• Audit reporting
• Exception flow management

14. End-to-End HRMS Automation Workflow

Project Overview:

This comprehensive project automates multiple HR operations such as employee onboarding, leave management, payroll processing, and exit formalities—all from a single orchestrated workflow.

Academic Relevance:

Students will learn how to design and manage large, modular automation solutions using UiPath Orchestrator, queues, REFramework, and system integrations—perfect for enterprise RPA implementation.

Steps:

1. Onboard new employees from Excel or web form submissions.
2. Automate leave tracking via calendar integration.
3. Fetch attendance records and trigger payroll scripts.
4. Handle exit checklists and account deactivation.
   

Skills Gained:

• Modular design with REFramework
• Queue management in Orchestrator
• Calendar and time-based triggers
• Integration across multiple HR systems
• End-to-end process orchestration

15. Automated Compliance Reporting for Financial Regulations

Project Overview:

This bot pulls financial data, applies compliance rules (like tax or legal regulations), and prepares detailed reports ready for audit or regulatory filing.

Academic Relevance:

This project helps learners explore how automation can reduce compliance risk and streamline audit trails—essential for financial analysts, auditors, and RPA consultants in regulatory industries.

Steps:

1. Extract financial data from ERP systems and Excel files.
2. Apply filters and business rules based on compliance requirements.
3. Generate structured compliance reports in Excel or PDF.
4. Store reports securely and notify stakeholders.
   

Skills Gained:

• Compliance logic automation
• File security and access controls
• Complex workflow sequencing
• Automated report generation
• Regulatory data management

Conclusion

In Conclusion, exploring these UiPath projects for beginners offers an excellent foundation for understanding real-world automation scenarios. From invoice data extraction to email automation and form filling, each of these sample UiPath projects develops critical skills in RPA workflows, exception handling, and document understanding. Engaging in such UiPath real time projects examples not only strengthens your technical knowledge but also builds a practical portfolio for job readiness. To gain hands-on experience and expert guidance, enroll in our comprehensive UiPath Course in Chennai, where you’ll receive real-time training and project-based learning tailored to industry needs.