Transitioning to AgenticAutomation
6 Part webinar series by the UiPath Community
March – April 2025
2.
2
Meet the team!
SatishPrasad
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
4
Summary of AI-PoweredAutomation
Webinar Series
1. Introduction to Generative AI & UiPath Autopilot
- Differentiated RPA, AI, GenAI, and Agentic AI.
- Explored LLM integration with UiPath.
- Hands-on with Autopilot for Everyone: Document summarization and claims automation.
- Emphasis on PII handling, productivity packages, and real-world healthcare use cases.
2. Context Grounding & Vector Databases in UiPath
- Unpacked the power of context-aware AI in automation.
- Explained the role of vector databases and memory in improving LLM responses.
- Hands-on: Created a chatbot with vector indexing using UiPath.
- Covered security, role-based access, and grounding principles for accurate AI comprehension.
3. AI Trust Layer, Governance – Explainability, Security & Compliance
- Covered SHAP & LIME for AI interpretability.
- Deep dive into UiPath’s AI Trust Layer.
- Discussed PII/PHI masking, content moderation, authentication, and regulatory adherence.
- Explained ethical AI and governance best practices for responsible automation.
5.
5
Summary of AI-PoweredAutomation
Webinar Series
4. UiPath Agent Builder & Memory Tools
- Introduced UiPath’s vision for agentic automation.
- Learned how to build task-specific agents using the Agent Builder.
- Implemented short- and long-term memory with vector DBs.
- Hands-on: Created invoice-processing and onboarding agents with persistent memory.
5. Multi-Agentic Orchestration with UiPath Maestro
- Showcased orchestration of multiple agents using UiPath Maestro.
- Modeled agent collaboration using BPMN and pub/sub APIs.
- Ensured secure agent communication.
- Simulated complex workflows: Supply chain automation & e-commerce order fulfillment.
6.
6
AI Agent LearningRoadmap for UiPath
Developers
Here’s a quick roadmap to get started:
Level 1: Master UiPath & GenAI
Learn advanced UiPath concepts (workflows, error handling, APIs).
Explore UiPath GenAI and integrate tools like OpenAI into your workflows.
Get hands-on with Prompt Engineering and data preprocessing.
Level 2: Build AI Agents
Understand AI agents and how they differ from RPA.
Learn frameworks like LangChain and build simple agents with UiPath.
Integrate memory and multi-agent collaboration into your workflows.
Learn UiPath Agent Builder Or Any Tool of Your Choice.
Level 3: Scale AI Agent Development
Dive into advanced frameworks and reinforcement learning.
Learn about AI ethics, governance, and real-world use cases.
Why Make the Shift?
AI agents help automate complex, cognitive tasks that traditional RPA can’t.
7.
7
1. Master AdvancedUiPath Concepts Before diving into AI, ensure
you have a solid grasp on UiPath’s advanced features. This
includes:
• Advanced workflows, error handling, and optimization.
• Integration with APIs and external systems.
• UiPath Document Understanding and AI Center.
2. Explore UiPath GenAI Capabilities Take advantage of UiPath's
Generative AI (GenAI) features. Learn how to integrate OpenAI,
GPT, and other LLMs into your automation workflows. Key skills
include:
• Using UiPath’s AI Center and pre-built AI models.
• Building GenAI-powered workflows with a focus on
efficiency and accuracy.
3. Learn Prompt Engineering for UiPath Prompt engineering is a
critical skill when working with AI models. You'll learn:
• How to craft prompts for GenAI activities.
• Techniques like zero-shot, few-shot, and chain-of-thought
prompting to enhance automation.
• Fine-tuning outputs using parameters like temperature and
token limits.
4. Data Handling and Preprocessing in UiPath AI agents thrive on
structured, clean data. Learn how to:
• Clean and preprocess data for AI workflows.
• Use UiPath’s data scraping and extraction tools for efficient
data gathering.
1. 5. API Integration and Automation Master API integration to
connect with cloud-based AI services (e.g., OpenAI, Azure AI). This
includes automating tasks using REST, GraphQL APIs, and building
custom connectors.
Level 1: Deepen Your UiPath Expertise and
Explore UiPath GenAI
8.
8
1. Introduction toAI Agents Get familiar with AI agents and
how they differ from traditional automation. Key concepts
include:
• Understanding agent-environment interaction and
decision-making.
2. Learn Agentic Frameworks Explore frameworks like
LangChain, AutoGen, and CrewAI to build low-code AI
agents. Learn how to compare these with UiPath’s
automation capabilities.
3. Build Your First AI Agent Start with a simple AI agent by
integrating external LLMs into your UiPath workflows. Learn
how to combine RPA and AI for end-to-end solutions.
4. Basics of Agentic Workflow Design workflows tailored for
AI agents:
• Breaking tasks into logical steps.
• Orchestrating multiple agents for complex workflows.
• Implementing error recovery mechanisms.
5. Learn About Agentic Memory Explore short-term vs long-
term memory in AI agents. Learn how to:
• Use vector databases like ChromaDB, Pinecone for
memory storage.
• Integrate memory systems into UiPath for more adaptive
workflows.
6. Multi-Agent Collaboration Learn strategies to build multi-
agent systems that collaborate seamlessly. This includes
agent communication protocols and dependencies.
7. Implement RAG (Retrieval-Augmented Generation) RAG is
a powerful technique for enhancing AI agents’ ability to
handle complex document understanding. Learn how to
build agentic pipelines for context and retrieval tasks.
Level 2: Transition to AI Agent Development
9.
9
1. Advanced AgenticFrameworks Take your AI
agent development skills to the next level by
building custom agents using Python and
exploring advanced frameworks. Understand how
to integrate reinforcement learning and cutting-
edge AI models (e.g., GPT-4, Claude).
2. AI Agent Deployment and Scalability Learn
how to deploy AI agents into production
environments:
• Scale your workflows using cloud
infrastructure.
• Monitor and optimize agent performance for
long-term success.
3. Ethics and Governance in AI Agents AI is
powerful, but it needs to be governed
responsibly. Learn to:
• Address bias and fairness in AI agents.
• Ensure transparency and accountability in
agent decisions.
• Stay compliant with evolving AI regulations.
4. Real-World Use Cases Learn from real-world
applications of AI agents, such as:
• AI agents for customer support, finance,
healthcare.
• Combining UiPath automation with AI agents for
seamless end-to-end solutions.
Level 3: Advanced AI Agent Development