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Getting started

What is Roberty?

What the Roberty platform is, everything it offers, and what you can automate with it.

What is Roberty?

Roberty is a complete process hyperautomation platform for building, managing and running software robots — programs that carry out repetitive work on a computer with nobody watching.

With Roberty, business teams automate a process in minutes through a visual, no-code interface, while developers get a full scripting environment for the more demanding automation.


The parts of the platform

Roberty is a set of tools that work together, each with its own place in the automation cycle.

Roberty Studio

The Studio is the centre of the platform — the web application where you reach your workspace, build robots, watch runs and manage the whole operation.

Inside the Studio:

  • Designer — the visual building environment. You assemble the workflow by connecting actions in sequence, like an executable diagram.
  • Schedules — set robots to fire automatically at a given time, with nobody involved.
  • Workspace — the shared space for a team, where robots, devices, users and credentials live together.
  • Monitoring — follow the status of every run live, read detailed logs and find what failed.

Roberty Runner

The Runner is the application installed on the machine or server where the robots actually run. It sits in the background, waiting for the commands the Studio sends it.

A robot can be started in several ways:

  • By hand — from the Studio or the Designer, while you are building it
  • On a schedule — at a set time, unattended
  • By webhook — from an external system, over HTTP
  • By a WhatsApp message — through the Runner's own integration

Action catalog

The action catalog is the library of ready-made blocks you build robots from. With more than 400 actions, it covers everything from a click in the browser to a database query, reading email or calling an API.

The actions come in two forms:

FormWho it is forHow it works
No-CodeBusiness users who do not programVisual configuration through forms
CodeDevelopersCustom logic in JavaScript or Python

AI Agents

AI Agents are intelligent assistants that decide what to do on their own, from context. Unlike RPA robots — which follow a fixed flow — agents combine language models (LLMs) with the tools around them to handle unstructured processes and situations nobody planned for.

With Roberty's AI Agents you can build assistants connected to Google Workspace, Microsoft 365, WhatsApp, Teams, Telegram and Discord, and wire them straight into the RPA robots you already have.


What you can automate

Roberty works on practically any digital process. Some examples by area:

Finance and tax

  • Processing and posting invoices
  • Settling payment slips and reconciling bank statements
  • Producing financial and accounting reports

Supply chain and purchasing

  • Quoting and issuing purchase orders
  • Registering suppliers across several systems
  • Watching delivery deadlines

Human resources

  • Running payroll
  • Screening and organising CVs
  • Producing timesheet and attendance reports

Service and sales

  • Automated contact with customers over email or WhatsApp
  • Taking and recording orders
  • Chasing and following up on overdue accounts

IT and systems

  • Bridging systems that have no API
  • Collecting and consolidating data from several sources
  • Watching environments and raising alerts automatically

Native integrations

Roberty connects straight to the tools you already use:

CategorySupported tools
BrowsersGoogle Chrome, Microsoft Edge
EmailGmail, Outlook, any IMAP/SMTP server
Spreadsheets and documentsMicrosoft Excel, Word, CSV, PDF
DatabasesMySQL, PostgreSQL, SQL Server, Oracle, MongoDB, Firebird
Microsoft 365SharePoint, Teams, OneDrive, Excel Online
CloudAWS (S3, Lambda and other services)
MessagingWhatsApp
OtherFTP, XML (NF-e), REST APIs, image recognition (OCR)

What is coming

Roberty is under continuous development. Planned:

IDP — Intelligent Document Processing Automatic extraction, classification and validation of data from physical and digital documents, with artificial intelligence and advanced OCR.

Code This project is being built. More details soon.


Where to start

  1. Go to studio.roberty.app and create your account (you need an invite).
  2. Follow the Runner installation guide to set up the machine the robots will run on.
  3. In the Studio, open the Designer and build your first robot.