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How to get started with Agentic Automation | PDF
How to get started with
Agentic Automation
2
• AI Agents & Agentic Automation: What and Why?
• Demo: AI Agents and Agentic Orchestration
• How do I start with AI Agents and Agentic Automation?
• Discussion, Q&A
Agenda
3
Djuro Ivankovic
Creator Of RPA Methodology & CEO
UiPath MVP and Belgrade, Serbia RPA Community Chapter Leader
“In order to move you need to walk,
in order to grow you need to talk.”
LinkedIn RPA.rs
4
ROMAN TOBLER
CEO and Owner @Routinuum
UiPath MVP and Zurich RPA Community Chapter Leader
Author of Excelblog.ch (mainly in German)
LinkedIn Routinuum Excelblog.ch
AI Agents & Agentic Automation
6
7
9
10
Gartner AI Agent Assessment Framework
Source: Gartner - When to Use or Not to Use AI Agents? (2025-06)
https://production-uipath-preview.azurewebsites.net/resources/automation-analyst-reports/gartner-on-ai-agents/
AI Agents & Agentic Automation
12
Safe Harbor​
This presentation may include forward-looking statements. Forward looking statements include all statements that are not historical facts, and
in some cases, can be identified by terms such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “project,” “will,”
“would,” “should,” “could,” “can,” “predict,” “potential,” “continue,” or the negative of these terms, and similar expressions that concern our
expectations, future performance, strategy, estimates of market size and opportunity, plans or intentions. By their nature, these statements
are subject to numerous risks and uncertainties, including factors beyond our control, that could cause actual results, performance or
achievement to differ materially and adversely from those anticipated or implied in the statements. These and other risk factors are
described in the “Risk Factors” section of our Annual Report on Form 10-K filed annually with the Securities and Exchange Commission
following the conclusion of our fiscal year ended January 31 as well as in our Forms 10-Q and other filings with the Securities and
Exchange Commission. Although our management believes that the expectations reflected in our statements are reasonable, we cannot
guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements
will be achieved or occur. Recipients are cautioned not to place undue reliance on these forward-looking statements, which speak only as of
the date such statements are made and should not be construed as statements of fact. Except as may be required under the federal
securities laws, we undertake no obligation to update these forward-looking statements to reflect events or circumstances after the date
hereof, or to reflect the occurrence of unanticipated events.​
​[This meeting is strictly confidential. By participating in this meeting, you agree to keep any information we provide confidential and not to
disclose any of the information to any other parties without our prior express written permission. Neither the information contained in this
presentation, nor any further information made available by us or any of our affiliates or employees, directors, representatives, officers,
agents or advisers in connection with this presentation will form the basis of or be construed as a contract or any other legal obligation.​]
[Certain information contained in this presentation and statements made orally during this presentation relate to or are based on studies,
publications, surveys and other data obtained from third-party sources and UiPath’s own internal estimates and research. While UiPath
believes these third-party studies, publications, surveys and other data to be reliable as of the date of this presentation, it has not
independently verified, and makes no representations as to the adequacy, fairness, accuracy or completeness of, any information obtained
from third-party sources. In addition, no independent source has evaluated the reasonableness or accuracy of UiPath’s internal estimates
or research and no reliance should be made on any information or statements made in this presentation relating to or based on such
internal estimates and research.]
13
• Demo: „Customer Support Process“ (FAQ)
From BPMS to Agentic Orchestration (Maestro)
14
• Business Process, modelled in a BPMN-Diagramm, imported to Maestro
• Selection of agent tasks
• An agent „Customer Support Agent“, with Context (FAQ)
• Existing automation(s), available via “Tools”, with Integrations (Gmail)
ÂŤSolution OverviewÂť of Demo Components
So: How to get started with
Agentic Automation?
16
Decision Matrix – Pick the Right Horse
Source: https://rpa.rs/rpa-traditional-integration-or-ai-agents-pick-the-right-horse/
17
AI Agent Sweet Spot
Source: Gartner - When to Use or Not to Use AI Agents? (2025-06)
https://production-uipath-preview.azurewebsites.net/resources/automation-analyst-reports/gartner-on-ai-agents/
18
Automation Journey
Monitoring, Analysis & Review
Pilotautomation – Project/Experiment
Workshops & Brainstorming
Definition & Realisation
Proof-of-Concept (PoC)
Development, Testing & Rollout
Transit Phase
Go-Live Decision:
Software Licenses Purchasing
Process Discovery
Design & Development
Testing
Rollout Enterprise Scaling
Continuous Journey – Institutionalised
19
• Strong analogy to RPA-/Automation-Discovery
• Artefacts & Sources: Process Maps, Process Documentations, BPMN-Diagrams,
already existing (partial) Automations
• Agent-Catalogues & Templates
• Brainstorming- & Prototyping-Workshops (Discovery)
*see also: Agentic Discovery Framework – Fundamentals (UiPath Academy)
https://academy.uipath.com/courses/uipath-agentic-discovery-framework-fundamentals
Parallels, Experiences and Inspiration
20
Agentic “Mise en Place”
Source: unsplash.com (Rudy Issa) – free to use images
21
UiPath Marketplace – Agent Templates (Catalog)
UPDATE SLIDE??
22
• Start off simple
• Your first AI Agents do not need to follow Best Practices!**
• The used AI-model does not need to be perfect / needn’t be a perfect match
• Use test data, anonymise where necessary
• Learn individual technical aspects and about «Agentic Mise en Place»
• Agent-discovery workshops
• Check license availability, demand test licenses to experience and experiment
with the software
• Get support if necessary, also technical expertise
➔ Aims and Goals?
What value can be generated for our organisation?
Are there open questions that need to be ?
Start with an Experiment, gather Experience
**UiPath Academy Course: Agentic Prompt Engineering
https://academy.uipath.com/courses/agentic-prompt-engineering
Stateoftheagenticautomationprofessional2025
• What defines your role in this evolving
landscape?
• How is agentic automation and AI
shaping the way you deliver impact?
• What challenges and opportunities do
you see ahead?
Agentic automation isn’t just about tools, it’s about
professionals like you who are redefining roles and
driving change in their organizations. Join the
movement and complete the survey.
JointheForumChallenge!
Discussion, Q&A

How to get started with Agentic Automation

  • 1.
    How to getstarted with Agentic Automation
  • 2.
    2 • AI Agents& Agentic Automation: What and Why? • Demo: AI Agents and Agentic Orchestration • How do I start with AI Agents and Agentic Automation? • Discussion, Q&A Agenda
  • 3.
    3 Djuro Ivankovic Creator OfRPA Methodology & CEO UiPath MVP and Belgrade, Serbia RPA Community Chapter Leader “In order to move you need to walk, in order to grow you need to talk.” LinkedIn RPA.rs
  • 4.
    4 ROMAN TOBLER CEO andOwner @Routinuum UiPath MVP and Zurich RPA Community Chapter Leader Author of Excelblog.ch (mainly in German) LinkedIn Routinuum Excelblog.ch
  • 5.
    AI Agents &Agentic Automation
  • 6.
  • 7.
  • 9.
  • 10.
    10 Gartner AI AgentAssessment Framework Source: Gartner - When to Use or Not to Use AI Agents? (2025-06) https://production-uipath-preview.azurewebsites.net/resources/automation-analyst-reports/gartner-on-ai-agents/
  • 11.
    AI Agents &Agentic Automation
  • 12.
    12 Safe Harbor​ This presentationmay include forward-looking statements. Forward looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “project,” “will,” “would,” “should,” “could,” “can,” “predict,” “potential,” “continue,” or the negative of these terms, and similar expressions that concern our expectations, future performance, strategy, estimates of market size and opportunity, plans or intentions. By their nature, these statements are subject to numerous risks and uncertainties, including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those anticipated or implied in the statements. These and other risk factors are described in the “Risk Factors” section of our Annual Report on Form 10-K filed annually with the Securities and Exchange Commission following the conclusion of our fiscal year ended January 31 as well as in our Forms 10-Q and other filings with the Securities and Exchange Commission. Although our management believes that the expectations reflected in our statements are reasonable, we cannot guarantee that the future results, levels of activity, performance or events and circumstances described in the forward-looking statements will be achieved or occur. Recipients are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date such statements are made and should not be construed as statements of fact. Except as may be required under the federal securities laws, we undertake no obligation to update these forward-looking statements to reflect events or circumstances after the date hereof, or to reflect the occurrence of unanticipated events.​ ​[This meeting is strictly confidential. By participating in this meeting, you agree to keep any information we provide confidential and not to disclose any of the information to any other parties without our prior express written permission. Neither the information contained in this presentation, nor any further information made available by us or any of our affiliates or employees, directors, representatives, officers, agents or advisers in connection with this presentation will form the basis of or be construed as a contract or any other legal obligation.​] [Certain information contained in this presentation and statements made orally during this presentation relate to or are based on studies, publications, surveys and other data obtained from third-party sources and UiPath’s own internal estimates and research. While UiPath believes these third-party studies, publications, surveys and other data to be reliable as of the date of this presentation, it has not independently verified, and makes no representations as to the adequacy, fairness, accuracy or completeness of, any information obtained from third-party sources. In addition, no independent source has evaluated the reasonableness or accuracy of UiPath’s internal estimates or research and no reliance should be made on any information or statements made in this presentation relating to or based on such internal estimates and research.]
  • 13.
    13 • Demo: „CustomerSupport Process“ (FAQ) From BPMS to Agentic Orchestration (Maestro)
  • 14.
    14 • Business Process,modelled in a BPMN-Diagramm, imported to Maestro • Selection of agent tasks • An agent „Customer Support Agent“, with Context (FAQ) • Existing automation(s), available via “Tools”, with Integrations (Gmail) «Solution Overview» of Demo Components
  • 15.
    So: How toget started with Agentic Automation?
  • 16.
    16 Decision Matrix –Pick the Right Horse Source: https://rpa.rs/rpa-traditional-integration-or-ai-agents-pick-the-right-horse/
  • 17.
    17 AI Agent SweetSpot Source: Gartner - When to Use or Not to Use AI Agents? (2025-06) https://production-uipath-preview.azurewebsites.net/resources/automation-analyst-reports/gartner-on-ai-agents/
  • 18.
    18 Automation Journey Monitoring, Analysis& Review Pilotautomation – Project/Experiment Workshops & Brainstorming Definition & Realisation Proof-of-Concept (PoC) Development, Testing & Rollout Transit Phase Go-Live Decision: Software Licenses Purchasing Process Discovery Design & Development Testing Rollout Enterprise Scaling Continuous Journey – Institutionalised
  • 19.
    19 • Strong analogyto RPA-/Automation-Discovery • Artefacts & Sources: Process Maps, Process Documentations, BPMN-Diagrams, already existing (partial) Automations • Agent-Catalogues & Templates • Brainstorming- & Prototyping-Workshops (Discovery) *see also: Agentic Discovery Framework – Fundamentals (UiPath Academy) https://academy.uipath.com/courses/uipath-agentic-discovery-framework-fundamentals Parallels, Experiences and Inspiration
  • 20.
    20 Agentic “Mise enPlace” Source: unsplash.com (Rudy Issa) – free to use images
  • 21.
    21 UiPath Marketplace –Agent Templates (Catalog) UPDATE SLIDE??
  • 22.
    22 • Start offsimple • Your first AI Agents do not need to follow Best Practices!** • The used AI-model does not need to be perfect / needn’t be a perfect match • Use test data, anonymise where necessary • Learn individual technical aspects and about «Agentic Mise en Place» • Agent-discovery workshops • Check license availability, demand test licenses to experience and experiment with the software • Get support if necessary, also technical expertise ➔ Aims and Goals? What value can be generated for our organisation? Are there open questions that need to be ? Start with an Experiment, gather Experience **UiPath Academy Course: Agentic Prompt Engineering https://academy.uipath.com/courses/agentic-prompt-engineering
  • 23.
    Stateoftheagenticautomationprofessional2025 • What definesyour role in this evolving landscape? • How is agentic automation and AI shaping the way you deliver impact? • What challenges and opportunities do you see ahead? Agentic automation isn’t just about tools, it’s about professionals like you who are redefining roles and driving change in their organizations. Join the movement and complete the survey.
  • 24.
  • 25.