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UiPath

Prerequisites​

Use Case 1: Robot-Generated PDFs​

Build an unattended robot that extracts data from files or systems, generates PDFs via PolyDoc, and saves them locally or to a shared drive.
Data extraction activities → HTTP Request activity (PolyDoc API) → Save File activity

Create a new Sequence in UiPath Studio​

Open UiPath Studio and create a new Sequence. Name it descriptively (e.g. "Generate Invoice PDFs"). A Sequence executes activities top-to-bottom, which suits a linear PDF generation flow.

Screenshot placeholder: /img/guides/uipath/uipath-uc1-new-sequence.png

Add data extraction activities​

Add data extraction activities to read your source data. Use Read Range for Excel files, Read CSV for CSV files, or database activities for direct queries. Store the result in a DataTable variable.

Screenshot placeholder: /img/guides/uipath/uipath-uc1-read-data.png

Add an HTTP Request activity for PolyDoc​

Add an HTTP Request activity (from the UiPath.Web.Activities package) and configure:

  • URL: https://api.polydoc.tech/pdf/convert
  • Method: POST
  • Headers: Authorization = Bearer YOUR_API_KEY (get from the Dashboard), Content-Type = application/json, X-Sandbox = true
  • Body: build the JSON string using variable references from the DataTable rows to populate your PolyDoc template fields.
  • Response type: set to Binary to receive the PDF file content.
Screenshot placeholder: /img/guides/uipath/uipath-uc1-http-request.png

Save the PDF with Write Binary File​

Add a Write Binary File activity after the HTTP Request. Set the file path (e.g. output\invoice-INV001.pdf) and pass the binary response content. Use a For Each Row activity around steps 3–4 to process multiple records.

Screenshot placeholder: /img/guides/uipath/uipath-uc1-save-pdf.png

Publish to Orchestrator​

Test the sequence locally with Run. Once verified, publish the project to Orchestrator and assign it to an unattended Robot. Configure a trigger (time-based or queue-based) to run it automatically.

Use Case 2: Attended Automation with User Input​

Create an attended automation that collects data from the user via dialog boxes, generates a PDF, and opens it immediately.
Input Dialog → Build JSON → HTTP Request (PolyDoc) → Open File

Create an attended automation sequence​

In UiPath Studio, create a new Sequence for attended use. Attended automations run on the user's machine and can display UI prompts.

Screenshot placeholder: /img/guides/uipath/uipath-uc2-attended-sequence.png

Add Input Dialog activities​

Add Input Dialog activities to collect the required data from the user — for example, customer name, invoice number, and amount. Store each response in a variable.

Screenshot placeholder: /img/guides/uipath/uipath-uc2-input-dialogs.png

Add the HTTP Request activity for PolyDoc​

Add an HTTP Request activity. Use the same PolyDoc configuration as Use Case 1 — build the JSON body from the user-input variables to populate your template fields.

Screenshot placeholder: /img/guides/uipath/uipath-uc2-http-request.png

Save and open the generated PDF​

Add a Write Binary File activity to save the PDF to a temporary path, then add an Open Application or Start Process activity to open the file in the user's default PDF viewer. Run the sequence to test the full flow.