Presentation Session 4 -Agent Builder.pdf

Transitioning to Agentic Automation
6 Part webinar series by the UiPath Community
March – April 2025

2
Meet the team!
Satish Prasad
Solution Consultant @ IRIS
UiPath MVP
Rohit Radhakrishnan
Community Lead - Asia Pacific & Japan
@ UiPath
Mannoj Batra
Vice President @ NatWest Group
UiPath MVP
Mukesh Kala
RPA Manager @ Boundaryless Group
UiPath MVP
Vibhor Shrivastava
Director Community Advocacy
@ UiPath
Andreea Tomescu
Community Manager
@ UiPath

3
6 Part Series
Register for each session
here

4
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,
strategy, 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. 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.
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.

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Our journey to agentic automation
2018
Robotic Process Automation
Foundation
RPA
UI Automation

8
2018
Foundation
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps

9
UiPath AI Computer Vision enables Robots to see and
understand the screen

10
2018
Foundation
2020
Enterprise Automation
Suite
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps
Orchestration
Governance
Cloud

11
Lower TCO
through enterprise-scale management that
integrates with the systems you already use
Reduce risk
with enterprise-wide monitoring, alerting,
analysis, and audit
Grow, and know,
your ongoing ROI
with capabilities that seamlessly optimize
automation for your people & processes
Manage, monitor, optimize, and
secure your robot workforce

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2018
Foundation
2020
Suite
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps
Orchestration
Governance
Cloud
Discovery
Analytics
Continuous
Testing

13
Introducing
UiPath IXP
Gain comprehensive visibility into your
processes, identify bottlenecks and
opportunities, take actionable steps,
and continuously monitor for proactive
improvement.
Drive efficiency with holistic
process intelligence

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2018
Foundation
2020
Suite
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps
Orchestration
Governance
Cloud
Discovery
Analytics
Continuous
Testing
Intelligent
Document &
Communication
Processing

15
1 2 3
Understand Act
Receive
End-to-end intelligent document processing (IDP):
Easily integrate IDP into your workflows
Extracts relevant data from the
documents
Requests or
communications with
attached documents:
• Multiple languages
• Various formats
• Handwriting
• Signatures
• Skewed & low-quality scans
• Checkboxes
• Tables
Extracts key intent, sentiment and
context data from messages
Human in the loop
Asking employees to validate the
results if required or in case of
inaccuracies and exceptions.
UiPath Automation
Route the extracted actions and data
to downstream systems for further
processing.

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UiPath is a Leader in IDP
Capabilities
Strategies
IDC MarketScape for Intelligent
Document Processing, 2023
Capabilities
Strategies
IDC MarketScape for Unstructured
Intelligent Document Processing, 2024

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2018
Foundation
2020
Suite
2023
End to end platform for
AI at work
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps
Orchestration
Governance
Cloud
Discovery
Analytics
Continuous
Testing
Intelligent
Document &
Communication
Processing
Generative AI-
powered
Automation

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Deliver GenAI powered Solutions
Activities making it easy to access, develop with, and leverage
high quality AI predictions in automation workflows.
Text
Generation
Content
Generation
Email
Generation
AI Trust Layer
PII Filtering – Context Grounding
UiPath GenAI Activities
UiPath-managed LLMs
Named Entity
Recognition
Language
Detection
Categorization
Image
Classification
Language
Translation
Summarization
Reformat
*See appendix for
availability schedule
Summarize
Rewrite
PII Detection
Object
Detection
Semantic
Similarity
Semantic
Analysis
Signature
Comparison
and more….

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2018
Foundation
2020
Suite
2023
AI at work
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps
Orchestration
Governance
Cloud
Discovery
Analytics
Continuous
Testing
Intelligent
Document &
Communication
Processing
Generative AI-
powered
Automation
UiPath Autopilot
2024

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Developers
Create code, workflows, expressions, apps,
data models, and connections in Studio
Testers
Create test cases from descriptions and
analyze test results in Test Suite
Analysts
Create dashboards and perform analysis to find
automation opportunities in the Discover suite.
Everyone
Empower every employee to rapidly complete
their daily task list
Enterprise
Agents
Trustworthy AI
agents that act
independently and
make dynamic
decisions
Autopilot for the UiPath Platform is our first party enterprise agent that shows up throughout
the platform, meeting you where you do work.
Autopilot for the UiPath Platform

Act One
The first ten years
Established precision-dedicated
models at the center of automation
Built the most powerful
computer vision models
Became the world leader in
intelligent document processing
For everything unstructured,
we put humans in the loop
Delivered the orchestration
between robots and people
Created the #1 end-to-end
business automation platform

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10.7k+
Enterprise
customers
2.8M+
Global community
members
7k+
Business
partners
Cross-platform end-to-end
automation
Secure, fully governed,
flexible deployment
The #1 business automation platform
Native GenAI, NLP, IDP,
and ML technologies
Best-in-class UI & API
automation

Act Two
The new era of agentic automation

Average large
organization:
175+
Enterprise
Applications

Artificial intelligence that mirrors human intelligence and enhances
human potential with ever-increasing sophistication, transforming
how businesses operate, innovate, and compete.
UiPath Act II
Agents think. Robotsdo. People lead.

2018
Foundation
2020
Suite
2023
AI at work
RPA
UI Automation
Computer Vision
API Automation
Low Code Apps
Orchestration
Governance
Cloud
Discovery
Analytics
Continuous
Testing
Intelligent
Document &
Communication
Processing
Generative AI-
powered
Automation
UiPath Autopilot
2024

UiPath journey to Agentic Automation
2018
RPA
UI Automation
Computer Vision
API Integration
Low-code Apps
Orchestration
Governance
Cloud
Discovery
Analytics
Continuous
Testing
Intelligent
Document &
Communication
Processing
Generative AI
Powered
Automation
UiPath LLMs
UiPath GenAI
Activities
UI-based automations
“Agentic automation enables us
to make informed decisions and
quickly adapt to business changes
for rapid scaling.”
Emily Krohne, Enterprise Automation, WEX
Agents, Robots,
People
2020
API-based
automations
2022
Structured data
understanding
2023
Unstructured data
understanding
2024
GenAI
automations
2025
Agentic
processes
ACTIVITIES
WORKFLOWS
PROCESSES

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Left Brain
Structured and logical,
efficiency-oriented,
systematic processing
Right Brain
Creative and intuitive,
decision making
and adaptability,
handling ambiguity
The future of automation
is robotic and agentic

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As an [agent role],
operating in [context/environment],
I want to [objective]
by [actions/behaviors],
interacting with [users/systems/agents],
so that [desired outcome/benefit],
Success is measured by [success criteria]
Agent story blueprint
Agent Stories help in defining the agent's role, objectives, behaviors, interactions,
and success criteria, providing a clear blueprint for development teams

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Examples of Agent Stories
Logistics – Autonomous Dispatch Agent
As an Autonomous Dispatch Agent, operating in the logistics coordination system, I want to optimize delivery routes and schedules by analyzing order data,
traffic conditions, and vehicle locations, interacting with drivers via mobile apps and fleet management systems, so that deliveries are completed efficiently,
reducing fuel costs and improving customer satisfaction. Success is measured by shorter delivery times, decreased operational costs, and positive delivery
feedback.
Airlines – Flight Disruption Management Agent
As a Flight Disruption Management Agent, operating during flight delays and cancellations, I want to proactively manage passenger itineraries by automatically
rebooking flights, notifying passengers, and offering compensation options, interacting with passengers via mobile notifications and customer service portals,
so that passengers experience minimal inconvenience and maintain loyalty to the airline. Success is measured by reduced passenger complaints, improved
on-time performance metrics, and increased customer retention rates.
High-Tech Manufacturing – Predictive Maintenance Agent
As a Predictive Maintenance Agent, operating within the manufacturing facility, I want to prevent equipment failures by analyzing sensor data to predict
potential malfunctions and scheduling maintenance activities, interacting with maintenance scheduling systems and technicians, so that production processes
run smoothly without unexpected interruptions, increasing productivity. Success is measured by reduced equipment downtime, lower maintenance costs, and
improved production efficiency
Retail – Personalized Shopping Assistant
As a Personalized Shopping Assistant, operating on the online retail platform, I want to enhance customer shopping experiences by providing personalized
product recommendations and answering customer queries, interacting with customers in real-time via chat and voice interfaces, so that customers find
products they love quickly, increasing satisfaction and sales conversion rates. Success is measured by increased average order value, higher conversion
rates, and positive customer feedback scores.

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Role and process
contextualization
Establish a clear
understanding of the
target roles and their core
processes, available
automations, and pain
points by engaging with
subject matter experts.
Deep dive into
automation
opportunities
Map existing automation
workflows to role-specific
tasks, identify areas for
additional agentic
automation to improve
efficiency and autonomy.
Design agentic
stories
Define key elements for
agentic personas,
including data inputs,
triggers, tools, and
dependencies. Outline
agent integration within
existing workflows and the
use of GenAI and
automation capabilities.
Prioritize agentic use
cases
Discuss how the agentic
design can be developed
w/ the Agent Builder,
define success metrics
and business value, and
outline the roadmap.
Final discussion:
agentic automation
story
Review and refine the
agentic automation
designs and solution
concept based on
participant feedback.
Finalize the agent
designs and the path
forward.
Workshop
introduction &
preparation
Discuss and align on
scope, outcomes;
overview of agentic
automation; identify
participants, agree
inputs and schedule
Agentic Automation Discovery Workshop
Solution readout
(1 hour)
Design & develop
agent stories
(2-3 hours)
5
Identify
agent stories
(2-3 hours)
Done
2
Introduction
and planning
(1.5 hours)
1
Review solution
(1 hour)
Walkthrough
agentic automation
solution
Present the agentic
automation solution
blueprint and impact
with a realization
approach and list of
requirements
Ideation workshop (1-2 days workshop)
Agentic automation
story blueprint
Deliverable
Deliverable
Awareness Session (meeting) Readout (meeting)
Offline review and
write up the blueprint
Creation of the agentic
automation solution
blueprint & value story
write-up
UiPath internal solution
review with experts
We are here

36
Agent example
Invoice and Billing Statement Generator
think
Act
Agent
Agent Specification
Persona/Role “Act as an Accounts Receivable Clerk
responsible for generating and managing
customer invoices and billing statements.”
Role Activities “Your activities include creating and sending
invoices, tracking payment status, following
up on overdue invoices, and ensuring billing
accuracy.”
Knowledge
Context
Process Documents, Billing and Payment
Policies, Customer Account Information,
Company Billing Instructions, Invoice
Formats.
Quality Measure
or KPI
“The score the quality of invoice accuracy,
timeliness of billing, and rate of successful
collections without errors.”
Input Context Customer order data, billing terms, payment
history, and any special instructions for
invoicing.
Output
Instructions
“Provide output in a standard invoice format,
customized per customer, and include
payment terms, due dates, and itemized
billing information.”
Robotic feature Requirements
ERP or Accounting
Software (e.g., SAP,
Oracle, QuickBooks)
RPAs for accessing customer data,
generating invoices, and recording
payment status.
UiPath API
Integrations
RPAs for automating data extraction
from order systems, updating payment
status, and sending reminders for
overdue invoices.
UiPath Document
Understanding
Automations
RPAs read and validate customer order
documents, ensuring the billing details
align with purchase orders.
Email Automation and
Communications
Mining
RPAs send invoices directly to
customers and set automated reminders
for overdue payments and route to
agentic workflow to respond
Data Validation and
Exception Handling
with Action Center
RPAs ensuring accuracy of billing data
before it is sent and flag any
discrepancies for human review.
Reporting Tools (e.g.,
UiPath Insights)
Dashboards for tracking the success of
the billing process, monitoring invoice
status, and providing data on collections
performance.

37
Agent Idea
<idea title>
think
Act
Agent
Agent Specification
Persona/Role “Act as an xxx.”
Role Activities “Your activities include xx”
Knowledge
Context
xx
Quality Measure
or KPI
xxx
Input Context xx
Output
Instructions
xxx
Robotic feature Workflow description
<RPA tool> <Actions taken>

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13
Agent features coming to the Platform
UiPath will be the #1 platform to build and orchestrate agents
PLATFORM
Agents Robots People Models
Instructions
Model
Context
Tools
Agent Builder | Agent Catalog | AgentApps
NEW
Agent Service Planning, Context, Learning
AI Trust Layer Privacy, Security, Management
NEW
NEW NEW
NEW

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A design & evaluation
interface for agents.
Agent Builder provides a guided
experience for Automation
developers and business users
to build, evaluate, and publish
agents.
Private preview in December 2024
Tentative date for general
availability: 2025
Enterprise
Agents
TrustworthyAI
agents that act
independently and
make dynamic
decisions
Introducing UiPathAgent Builder

42
UiPath Agent Catalog
Predefined templates to build and
deploy agents more efficiently.
Prebuilt Agents - designed and
evaluated by UiPath for specific tasks
with predefined prompt, tools, and
escalations. Require minimum
additional config to be executable.
Agentic Workflow Templates -
preconfigured Studio templates
which invoke a Prebuilt Agent to
complete a business process.
Content Generation
Email Generation
Summarize
Rewrite
Language Translation
Language Detection
PII Detection
Categorize
Reformat
Image Classification
Object Detection
Semantic Similarity
Sentiment Analysis
Named Entity Recognition
Signature Comparison
Compliance MonitoringAgent
Continuously monitor operations and documentation to ensure compliance
with industry regulations and internal policies.
Risk Assessment Agent
Evaluate operational risks by analyzing data from various sources,
enabling the company to mitigate potential issues proactively.
Web Search Agent
Continuously monitor operations and documentation to ensure compliance
with industry regulations and internal policies.
Scorer Agent
Evaluate and score decision options based on predefined criteria.
Regulatory Reporting Agent
Automates the compilation of reports required by regulatory bodies,
ensuring accuracy and timely submission.
GenAI Activities transforming into agents New, foundational prebuilt agents
Many more – coming soon!

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Processing Vendor Invoices
Robotic Workflow
Enterprise
Agents
TrustworthyAI
agents that act
independently and
make dynamic
decisions

44
Processing Vendor Invoices
Agentic Workflow
Enterprise
Agents
TrustworthyAI
agents that act
independently and
make dynamic
decisions

45
Agentic automation is incomplete without
agentic orchestration
Scale automation
end-to-end
Integrate disparate automated tasks
into cohesive processes, leveraging
UI, API, IDP, AI-powered
automation, and human-in-the-loop
interventions
Orchestrate a hybrid
workforce
Continuously orchestrate the flow of
tasks in end-to-end processes and
across systems, ensuring UiPath
agents, third-party agents, UiPath
Robots, and humans work together
for better outcomes.
Monitor
processes
Use AI-powered discovery to get a
360° view of processes to monitor
processes continuously and identify
automation and transformation
opportunities
Limited
process visibility
Cross-dependent
tasks
Fragmented
automations

46
What is agentic orchestration?
Agentic orchestration empowers you to design,
implement, monitor, operate, and optimize your long-
running enterprise processes.
By seamlessly orchestrating robots, AI agents, and
people within a unified workflow, businesses will be
able to gain continuous insights into key performance
indicators (KPIs), track the health of processes, and
proactively address inefficiencies.
Agentic orchestration is the key to scaling automation
effectively, ensuring processes remain adaptable,
optimized, and resilient across a hybrid workforce of
digital and human participants.

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UiPath Orchestrates agents, robots and humans
Agentic
Orchestration
Design, implement,
monitor, operate
and optimize your
processes
Optimize workflows executed
by AI agents, automations, and
human-in-the-loop
Automation, process intelligence,
modeling, monitoring, and
management—all in one
platform
Use data to guide decisions,
while building, improving and
monitoring success along the
way
Agentic orchestrationstarts
with process diagramming and
optimization.
Private preview in December 2024

48
Thank You
Register for each session here

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