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How to use the Get Context button in the Weeldi Recorder How to publish a Template in the Weeldi Recorder for use with production Jobs Using the PONR (Point-of-No-Return) feature ensures you never process duplicate transactions while maintaining the benefits of reattempts. This video explains how to record and automatically solve CAPTCHA using Weeldi to build website automations. This video explains how to record and automatically solve MFA using Weeldi to build website automations.  SAN FRANCISCO, CA — August 4, 2023: Weeldi, the easiest way to automate any task you do on a website w/ no coding required, announced that it has successfully completed the System and Organization Controls (SOC) 2 Type 2 audit in accordance with attestation standards established by the American Institute of Certified Public Accountants (AICPA). Conducted by Prescient Security, a global top 20 independent audit and penetration testing company, and streamlined by Secureframe the premier automated compliance platform, the attestation affirms that Weeldi’s information security practices, policies, procedures, and operations meet the SOC 2 Type 2 standards for security, availability, and confidentiality. As companies use outside vendors to perform activities that are core to their business operations and strategy, there is a need for more trust and transparency into cloud service providers’ operations, processes, and results. Weeldi’s SOC 2 Type 2 report verifies the continuance of internal controls which have been designed and implemented to meet the requirements for the security principles set forth in the Trust Services Principles and Criteria for Security. It provides a thorough review of how Weeldi’s internal controls affect the security, availability, and processing integrity of the systems it uses to process customers’ data, and the confidentiality and privacy of the information processed by these systems. This independent validation of security controls is crucial for customers. “Completing another SOC 2 Type 2 attestation reinforces Weeldi’s consistent commitment to the security, availability, and processing integrity of Weeldi’s no-code automation platform, while automating many of the compliance processes with Secureframe ensures consistent and active management, and improved near real-time visibility into our compliance health,” says Mathieu Guilmineau, Co-Founder & CTO of Weeldi. “Our customers can feel confident that we are taking security seriously at Weeldi as we continue to invest in the best tools available to improve our security and compliance processes.” In addition to a SOC 2 Type 2 attestation, Weeldi is a PCI DSS Certified Level 1 Service Provider through The Payment Card Industry Security Standards Council and continues to make enhancements to its infrastructure by adding additional layers of redundancy and increasing monitoring coverage of its platform, while ensuring it remains the easiest and most stable way to automate any process customers do on a website. About Weeldi Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on websites, at scale, through its web service API or user interface — with no coding required. Build, edit and publish website automations in seconds w/ No Coding required. File downloads, orders, PCI compliant bill pay and text extraction to name just a few! Now seamlessly open, manage and grant access to Service Requests in Weeldi.
10 key considerations for successful RPA-based transaction automation on websites Traditional RPA for transaction automation on websites
Traditional RPA bot platforms are powerful tools, however, if you are attempting to use them for transaction automation on websites you will need to address the following items in order to be successful at scale. 1. Process Engineering Successful automation starts with a clearly defined and touchless process. The process should be well-defined, with identified variables and a clear understanding of their impact on subsequent steps. If the process lacks predictability or organization, it may be necessary to narrow the scope of automation or further prepare the process before automation can be implemented. This eliminates the need for individual heroics and ensures a smoother automation journey. 2. Data Quality Accurate and reliable transaction automation relies on high-quality data. To ensure successful automation, it is crucial to maintain clean, structured, and accessible data that aligns with the website where automation will take place. This includes storing and organizing relevant information such as login credentials, payment details, and product or service specifications. For instance, if the website stores the SKU for an "iPhone 14 128GB Black" as separate fields with slightly different naming conventions, it is important for your data to reflect this format accurately. This alignment is necessary because automation does not involve human interpretation and relies solely on the provided data. Additionally, it is good practice to separate the data transformation layer from the automation steps to simplify maintenance. This way, you can distinguish between automation and data related issues if any failures occur. 3. Point-of-No-Return (PoNR) When automating transactions on websites, the stability and uptime of the website are beyond your control, making it unpredictable. In such cases, it often requires multiple attempts for an automation to complete successfully. Therefore, it is crucial to incorporate configurable reattempt logic to ensure scalable automation on websites. However, while implementing reattempt logic, it is essential to also prevent unintended transactions that could result in accidental orders or payments. To mitigate this risk, each transaction automation should include a Point-of-No-Return (PoNR) defined within the automation process. The PoNR specifies a specific step where reattempts should no longer be made. For common transactions like payments or product/service orders, the PoNR is typically set at the Submit button. This ensures that once the transaction reaches this point, further reattempts are avoided, minimizing the possibility of unintended actions. By incorporating a well-defined PoNR into your transaction automation process, you can strike a balance between successful reattempts and preventing unintentional transactions, ensuring the reliability and accuracy of your automation efforts. 4. Clearing Your Cart When automating transactions that involve ordering or modifying products or services, it is important to consider the session memorization behavior of the website where the automation will take place. For instance, many eCommerce websites store shopping carts from previous sessions but not from concurrent sessions. This means that if a user logs in manually or if another automation stopped before completing an order, there may be leftover items in the shopping cart associated with that data source. Furthermore, it's worth noting that when multiple automations are running concurrently, shopping carts typically do not automatically update each other. This characteristic can be leveraged to run automations concurrently, allowing for increased scalability. To ensure a smooth transaction process and avoid unexpected order placements, it is recommended to implement a step at the beginning of each transaction automation for product or service orders, where the shopping cart is cleared. This step helps eliminate any potential remnants from previous sessions or automations, providing a clean starting point for the automation. 5. Security and Compliance Make sure to select an automation tool that prioritizes security and compliance by adhering to frameworks such as PCI DSS and SOC2. Additionally, ensure that the chosen tool offers the flexibility to manage sensitive information like personally identifiable information (PII), financial data, or credentials by integrating with internal or third-party vaults such as AWS Secrets, Basis Theory or 1Password. 6. Build a Failure First Test your automation by incorporating deliberate failures, such as using test credit card numbers or intentionally leaving fields blank. This approach allows thorough testing without executing transactions during the process. 7. Handling Website Changes When automating on websites, it is crucial to be prepared for and effectively manage changes that frequently occur. Websites often have dynamic page layouts that can be influenced by alerts, advertisements, and pop-ups. The underlying structure of the website, represented by the Document Object Model (DOM), is constantly evolving, leading to changes in element tags and potentially inconsistent naming conventions. Additionally, the positions of items on a webpage may change over time, making reliance on XY coordinates inadequate for accurate targeting. To ensure stable and reliable website automation without overwhelming your resources, it is essential to utilize a solution that can automatically adapt to these changes. This solution should be capable of identifying and addressing modifications in the website's structure and layout. By doing so, it can efficiently surface only the relevant changes to human operators who then can exercise their judgment. 8. Bot Deterrents Take into account the bot-blocking measures deployed by Content Delivery Networks (CDNs) and other security mechanisms. These measures are activated when a website access pattern indicates the presence of a bot, such as excessive speed, frequent requests, concurrent access, usage of non-trusted IP addresses, headless browsers, and other factors. It is crucial to find a solution that can adapt to these constantly evolving bot deterrents enabling you to avoid them. 9. Captchas and MFA Websites often enforce CAPTCHA and/or multi-factor authentication (MFA). CAPTCHA has become increasingly complex, sometimes even invisible to humans. MFA steps, such as receiving OTPs via email, text, or authenticator apps, can be triggered unpredictably. To overcome these potential blockers, it is essential to find a solution that can effectively solve CAPTCHA, avoid MFA challenges, and adapt to the evolving nature of both. 10. Infrastructure and Scalability To scale your transaction automation, consider migrating to the cloud. Allocate DevOps resources for deploying, managing, and scaling your automation bots. Conduct thorough testing to ensure infrastructure compatibility and security, mitigating the risk of unintended transactions. Additionally, ensure that your automation solution offers APIs, enabling you to automate transaction management at scale. Why Weeldi Traditional RPA platforms require complex configuration and custom development for stable and scalable transaction automation on websites. In contrast, purpose-built solutions like Weeldi offer out-of-the-box solutions for these considerations and more, saving time and costs. With Weeldi, there is no need for extensive configuration or coding, making it a cost-effective choice for enterprise-ready website automation. Learn how Weeldi provides real-time scoring of your target element as you build your automation. Learn how to automate PCI Compliant payments w/ Weeldi. Weeldi Co-Founder and CEO, Moe Arnaiz gives a sneak peek into Weeldi's Spring 2023 release. #GameChanger
Moe Arnaiz is an outstanding entrepreneurial CEO; he shares two founder stories: the successful sale of eMOBUS and how going through that process helped him navigate his new venture, Weeldi. As a serial entrepreneur, he has shown the ability to take his awareness of industry direction and craft it into a business vision.
Full Interview w/ transcript here Use this feature to simplify troubleshooting and Template editing in Weeldi. Weeldi makes it easy for operations personnel to configure Template behavior w/ No Coding Required. Presented at the ETMA Conference 2022 in Nashville, TN - 10/05/2022
This is an update to a post originally made in February 2020.
11 obstacles you will encounter using traditional RPA (Robotic Process Automation) bot platforms for process automation on websites RPA on websites Traditional RPA bot platforms are powerful tools, however, if you are attempting to use them for automation on websites you will need to ensure you have solutions for the following 11 obstacles. 1. Logins The processes you want to automate may be on the Deep Web (i.e. behind login credentials). To automate these processes you’ll need to ensure your solution can securely store and/or access your credentials. This means both vetting the security posture of your bot automation platform and supporting integrations to 3rd party credentials vaults like Basis Theory, 1 Password, Amazon Secrets, and others. In addition, credentials change and may not always be updated in your vault or bot automation platform, which means your bots must be smart enough to recognize legitimate invalid credentials and not only surface visibility to your operations personnel for action, but also ensure that your bots don’t inadvertently lock logins by reattempting invalid credentials. 2. MFA - Multi-Factor Authentication Websites may require MFA when logging in from a new or unrecognized web browser. In addition, this step can be triggered at the discretion of a website at any time. You’ll need a solution to securely minimize, keep up with and resolve various types of MFA including OTP (One Time Passcode) to email, text, or authenticator apps. 3. CAPTCHA Websites may require you to solve CAPTCHA before proceeding with your automation. You’ll need a solution to solve, avoid and keep up with various types of CAPTCHA, which are constantly evolving to be ever more intricate and even invisible to the human eye. 4. Bot Deterrents CDNs - Content Delivery Networks More and more Websites deploy CDN’s (e.g. Cloudflare, Akamai, etc.) which may block bots intentionally to minimize bot traffic or unintentionally through their efforts to prevent DDOS (Distributed Denial of Service) attacks and improve general website performance. These deterrents are triggered by accessing a website in a way that distinguishes a bot from a human such as too fast, too frequently, concurrently, from non-trusted IP addresses, while using headless browsers, and various other reasons. You’ll need a solution to avoid and adjust to constantly evolving bot deterrents. 5. Website Changes When you automate on websites you’ll need to be prepared to manage and adapt to change. Page layouts are rarely static due to alerts, ads, and popups. Website DOMs (Document Object Models) are constantly evolving with element tags regularly changed or inconsistently named. Items on webpages may change their position rendering XY coordinates as a sole method for locating targets insufficient. To automate stably on websites, without overwhelming your resources, you’ll need a solution that can automatically solve for these changes and only surface the changes to operations that require human judgment. 6. Infrastructure As your automation efforts gain traction, eventually you’ll need to scale, which means you’ll need to move your bots to the cloud. This will require DevOps time and expertise to deploy, manage and scale your bots in the cloud. You will also need to adjust your bots to work with the various nuanced configurations, security, and monitoring differences you’ll experience running automations in the cloud. 7. Scheduling, Intermittent Downtime, Time-Outs, and Latency You’ll need a flexible solution to schedule the frequency of bot attempts and reattempts (for failed) unattended automations. Reattempts are particularly important with automation on websites, as websites may experience temporary downtime or slow page loading, which can cause bots to fail. Reattempt scheduling needs to be built into your bots and configurable to minimize manual intervention and maximize the efficiency of your automations. You’ll need a solution that can handle this detail and flexibility for scheduling. 8. New Front End Frameworks and Web Widgets As the web evolves so do the frontend frameworks and web components. Your bots should be able to run in any framework such as AngularJS and ReactJS and compatible with a broad array of web components such as modals, hidden fields, shadow DOM, and sophisticated navigation and search components. In addition, your bots should evolve to account for modern web development practices. With traditional RPA, this may mean building new bots or rebuilding your existing bots. 9. A/B Testing Websites can have multiple versions depending on region, customer type, and A/B testing. To adequately support this common scenario you will have to build and support multiple versions of your bot and ensure your automation tool is intelligent enough to timely identify which version of the Bot should be used for each Job. 10. Rogue Scripts, Insecure Connections, and Mixed Content Some websites include rogue scripts or libraries, which will trigger timeouts, and others insecure connections or content, which result in modern web browsers rejecting all or part of the page. You’ll need a solution to manage these obstacles. 11. Compliance The processes you want to automate may require or access sensitive information like PII (personally identifiable information) or financial data (e.g. credit card, banking information, etc.). This means you must validate that your solution is both secure and within compliance for your automation use case. (e.g. PCI DSS, GDPR, SOC2 Type II, etc.). Why Weeldi While traditional RPA platforms can be powerful tools, they often require costly, intricate configuration and even custom development to deliver an enterprise-ready solution for stable, scalable process automation on websites. Alternatively, considering purpose-built solutions for this use case could save you time and money. As an example, companies like Weeldi provide solutions to these 11 obstacles and many others, out-of-the-box, with no costly configuration and with no coding required.
San Francisco, CA — Weeldi, the easiest way to automate any task you do on a website w/ no coding required, announced today that it has successfully received PCI DSS Level 1 Certification, making it the first no-code, fully cloud-based website automation solution to receive this designation.
As companies and application providers look to automate tedious manual payment with thousands of vendors worldwide who lack the APIs for automated electronic payments, Weeldi opens up endless PCI Compliant payment automation possibilities by enabling non-developers to build stable, scalable payment automations in just minutes. From day one, Weeldi has helped customers automate on websites where traditional RPA tools, web drivers, and homegrown solutions struggle to deliver a stable and scalable automation experience, including in areas like behind logins, past OTP (One-time Passwords), through bot deterrents, on dynamic websites, around CAPTCHAs, with shadow DOM, between website downtime and a growing list of other hurdles. “We are very excited and proud to receive our PCI Level 1 Certification. This is the highest level of assurance a service provider can receive and it unlocks huge opportunities for us in the payment and procurement automation space,” says Moe Arnaiz, Co-Founder and CEO of Weeldi. “There are thousands of vendors worldwide like telcos, utilities, technology providers, shipping providers, and several others that don’t have (or make accessible) the APIs or other electronic means to support the payment and procurement automation their end customers want. With a few extra minutes invested, these customers can now use our PCI Compliant, website automation solution to automate these processes securely on the same customer-facing websites they’re using to do this work manually today. PCI DSS (Payment Card Industry Data Security Standard) is a set of security standards created by the credit card industry to protect payment systems from data breaches. Service providers that process more than 300,000 transactions annually are required to meet the higher PCI Level 1 requirements. Weeldi’s PCI Level 1 Service Provider Certification comes on the heels of achieving its SOC 2 Type II attestation in August 2022. About Weeldi Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on websites, at scale, through its web service API or user interface — with no coding required. SAN FRANCISCO, CA — August 29, 2022: Weeldi, the easiest way to automate any task you do on a website w/ no coding required, announced that it has successfully completed the System and Organization Controls (SOC) 2 Type 2 audit in accordance with attestation standards established by the American Institute of Certified Public Accountants (AICPA). Conducted by risk3sixty, a leading professional services firm, the attestation affirms that Weeldi’s information security practices, policies, procedures, and operations meet the SOC 2 Type 2 standards for security, availability, and confidentiality. As companies use outside vendors to perform activities that are core to their business operations and strategy, there is a need for more trust and transparency into cloud service providers’ operations, processes, and results. Weeldi’s SOC 2 Type 2 report verifies the existence of internal controls which have been designed and implemented to meet the requirements for the security principles set forth in the Trust Services Principles and Criteria for Security. It provides a thorough review of how Weeldi’s internal controls affect the security, availability, and processing integrity of the systems it uses to process customers’ data, and the confidentiality and privacy of the information processed by these systems. This independent validation of security controls is crucial for customers. “Obtaining our SOC 2 Type 2 certification reinforces Weeldi’s ongoing commitment to the security, availability, and processing integrity of Weeldi’s no-code automation platform,” says Mathieu Guilmineau, Co-Founder & CTO of Weeldi. “Our customers can feel confident that we are taking security seriously at Weeldi.” In addition to a SOC 2 Type 2 attestation, Weeldi continues to make enhancements to its infrastructure by adding additional layers of redundancy and increasing monitoring coverage of its platform, while ensuring it remains the easiest and most stable way to automate any process customers do on a website. About Weeldi Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on websites, at scale, through its web service API or user interface — with no coding required.  Quickly add low code instructions to your Templates in Weeldi to account for items that do not show up in your recording or are not easily recorded. (e.g. OTP resolution, CAPTCHA resolution, looping and extracting data from an entire table) Use Weeldi to automate past modern (multi-factor authentication) MFA by Authenticator Apps Use "Edit Events Timeline and Input Value Tables" to quickly edit your Weeldi automation w/ No Coding Required.
How Weeldi helped TruNorth automate and optimize data collection, enjoy immediate ROI, and even expand its service offerings
There are essentially two wins in business: increasing profits and decreasing expenses. The former is contingent on myriad factors: competition, economic trends, global politics, ad infinitum. The latter is typically contingent on a business itself – its processes, platforms, and people. The latter is also why TruNorth exists, providing expense management solutions and services to a growing roster of clients across most every major vertical market. Or, as they put it, bringing sanity and savings to clients with tools and information for easy governance over technology inventory and spend. However, expense management, in itself, can be expensive. Especially now. And as external costs and internal workloads were rising, TruNorth did not want to pass any of those burdens on to their clients. TruNorth turned to Weeldi to automate critical processes, and found that lowering expenses for themselves and their client base was not only easy–it was automatic. But that was just the start… The problem: 1,000 tasks a day… for starters Business technology expenses are typically endless, and vary wildly between businesses. For TruNorth to meet client needs, it had to execute literally thousands of different tasks daily, collecting, centralizing, and validating data locked inside PDFs, behind logins, across multiple systems and countless accounts. And it had to execute across specific business needs and processes: auditing, contract management, tech inventory, telecom management, and more. It found that its most talented team members were spending endless hours manually downloading expense data as the portals and apps where that data lived were rarely, if ever, accessible via APIs. TruNorth was in a rut of monotonous and mounting task work, which left less time to improve service offerings, or expand its lines-of-business, or focus on its own strategic growth. No code automation to solve today’s challenges–and tomorrow’s TruNorth turned to Weeldi for a solution, and Weeldi delivered. Better, Weeldi empowered. Weeldi’s no code, cloud-based application enabled TruNorth to build automations to capture expense data with no manual intervention. Unlike traditional RPA tools and apps like Selenium–which are limited toolsets–the Weeldi engine works directly through web drivers, which enables it to navigate through non-responsive sites, dynamic sites, and common automation deterrents like OTP, captchas and web blocking technologies like Cloudflare, Akamai and others. The data extracted by Weeldi is automatically deposited into TruNorth’s SFTP (secure file transfer protocol) where it’s cleaned-up, codified, and delivered into TruNorth’s expense management platform (Sparrow) where clients quickly and easily access their info. Security, flexibility, and support As Weeldi is a no-code solution, TruNorth is also empowered to quickly build new automations in just minutes, ensuring it’s equipped to handle any challenges future clients–and their portals, and their websites, and any obstacle between TruNorth and the data it needs–may present. Regarding security, credentials are securely stored outside of Weeldi in 1Password, giving TruNorth full control of automation credentials–a critical feature for a business working with sensitive financial data. Weeldi only accesses credentials as automations run, and does not store them. Weeldi’s dual focus on flexibility (no-code building) and security (no password storing) gives TruNorth and its clients a rare combination of speed and safety. TruNorth enjoys further peace-of-mind by having access to Weeldi’s support team to help solve unusual cases, add clarity to processes or outcomes, or simply bounce ideas off of. Weeldi ensures its clients have all the tools and training required to self-serve, but is also there to help when needed. From expenses to expansion Weeldi is currently automating data retrieval tasks across nearly 50 TruNorth vendors, and has delivered near-immediate ROI for the company. “But wait: there’s more.” Once implemented (in a matter of a couple of days), Weeldi also helped TruNorth uncover even more critical data, and deliver it on a fixed schedule (rather than TruNorth’s old way of doing things, which was based on client requests and other ad hoc processes). TruNorth now has more, and more actionable, data and more predictable workloads and workflows. But perhaps the most important deliverable TruNorth received was opportunity. Expense management is essentially the tip of the iceberg in the financial services space. The positive client relationships TruNorth had in place grew only stronger with the addition of Weeldi, as expense management processes were improved across the board. With strong client relationships, proven project expertise, and now–thanks to Weeldi–much, much more time available, it was only natural for TruNorth to expand its suite of services with a new outsourced bill payment offering, and thereby drive and deliver more value throughout its client base. “None of us wanted to spend our day downloading PDF invoices—now Weeldi’s robots do that for us while we sleep,” said Rick Lindner, Chief Strategy Officer, TruNorth. “But the value of Weeldi goes beyond that: it literally enables us to grow our business faster, more profitably and in new markets. Without Weeldi, we literally would not have been able to offer our new Bill Pay service.” Tapped to help TruNorth simply automate tasks related to expenses, Weeldi was able to extend its value and help TruNorth expand its business, delivering the two wins: lower costs, higher profits. About Weeldi Headquartered in the San Francisco Bay Area Weeldi enables companies of any size or technical ability to stably automate processes on the web, at scale, through its web service API or user interface — with no coding required. Here we provide an example of adding a Long Distance plan on a Telco Provider vendor portal. |
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