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Create Your First AI Agent
with UiPath Agent Builder
Session Date: 27.05.2024
Speakers:
- Naveen Chatlapalli
- Karthik Kapula
- Praneetha Kotla
Solution Architect
Ashling Partners
UiPath MVP 2024, 2025
UiPath Dallas Chapter Lead
Naveen Chatlapalli
Organizers/Team
Diana Gray
Community Leader
Community Marketing
Manager
UiPath
Lead RPA Developer
ERP Smart Labs
Expert Bot Builder
Praneetha Kotla
Solution Architect
ICS Globalsoft
UiPath MVP 2022, 2025
UiPath Dallas Chapter Lead
Karthik Kapula
📚 What is an AI Agent?
🔧 AI-Agent Use Cases in Automation
️
🛠️Introducing UiPath Agent Builder
📋 What Problems Does Agent Builder Solve?
📺 Demo Time
❓ Q&A session
Agenda
What is an AI Agent?
Autonomy: operates without continuous human input
Perception: reads data (text, PDFs, emails, screens)
Decision-making: chooses next steps based on logic
or AI
Action: executes tasks in apps or APIs
Introducing UiPath Agent Builder
Use Case Description Value Added
Invoice Processing Extract & validate line-items, auto-post
to ERP
Faster cycle times, fewer manual errors
Exception Handling Detect anomalies (e.g. mismatched
totals) and route for review
Proactive issue resolution, reduced
backlogs
New-Hire Onboarding Create accounts, assign licenses, notify
teams
Accelerated onboarding, consistent
compliance
Email Triage Classify requests, reply via template,
escalate if needed
Improved response times, better
customer satisfaction
Report Generation Aggregate data, format dashboards,
distribute reports
Timely insights, data-driven decision
support
Unlock End-to-End Automation with
UiPath Agent Builder
Integrated Ecosystem: Seamlessly connects with UiPath RPA, AI, and automation tools for unified workflows.
Example: Agents can trigger robots for tasks like data entry or system interactions.
Low-Code Development: Uses UiPath Studio’s intuitive interface for easy agent creation—no heavy coding
required.
Example: Business users build agents with drag-and-drop tools and pre-built components.
Enterprise-Ready: Built on UiPath’s secure, compliant foundation for scalable, governed deployment.
Example: Offers centralized control, auditability, and role-based access.
Empowering Agents with Orchestration
and Broad Capabilities
Agentic Orchestration: Coordinates AI agents, RPA robots, and humans in unified workflows.
Example: An agent analyzes a request, delegates data retrieval to a robot, involves a human for approval, then
automates final steps.
Robust Integration: Leverages UiPath’s IDP, APIs, and custom apps for versatile task execution.
Example: Extracts data from documents via IDP and updates systems like CRM through API.
Human-in-the-Loop: Built-in support via UiPath Action Center for human collaboration on complex decisions.
Example: Agents escalate ambiguous cases to humans for review and resolution.
Built for Enterprise Scalability and Trust
Pre-Built Templates & Customization: Jumpstart development with adaptable agent templates for
common use cases.
Example: Deploy and tailor agents for tasks like email summarization or semantic search.
Scalable & Reliable: Leverages UiPath’s enterprise-grade platform for managing large-scale agent
deployments.
Testing & Validation Tools: Includes tools for input/output testing, debugging, and performance validation
to ensure agent quality.
Demo 📹
UiPath Resources →
https://www.uipath.com/product/agent-builder
UiPath agentic discovery framework fundamentals →
https://academy.uipath.com/courses/uipath-agentic-discovery-framework-fundamentals
Introduction to agentic automation →
https://academy.uipath.com/courses/introduction-to-agentic-automation
UiPath Agent Builder: Build an AI Agent in 6 Minutes | Quick & Easy Tutorial →
https://www.youtube.com/watch?v=PG6QqVAI8ZA
UiPath Maestro Tutorial → https://www.youtube.com/watch?v=jZW7D4_OdLY&t=4s
Resources to Download
Join our UiPath Chapter
• Dallas Chapter: https://community.uipath.com/dallas-texas/
Connect with us on LinkedIn
• Diana Gray: https://www.linkedin.com/in/diana-gray-mba/
• Naveen Chatlapalli: https://www.linkedin.com/in/nchatlapalli/
• Karthik Kapula: https://www.linkedin.com/in/karthik-kapula-a84109179/
• Praneetha Kotla: https://www.linkedin.com/in/praneetha-kotla/
Get Connected!
Questions
Thank You

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Create Your First AI Agent with UiPath Agent Builder

  • 1. Create Your First AI Agent with UiPath Agent Builder Session Date: 27.05.2024 Speakers: - Naveen Chatlapalli - Karthik Kapula - Praneetha Kotla
  • 2. Solution Architect Ashling Partners UiPath MVP 2024, 2025 UiPath Dallas Chapter Lead Naveen Chatlapalli Organizers/Team Diana Gray Community Leader Community Marketing Manager UiPath Lead RPA Developer ERP Smart Labs Expert Bot Builder Praneetha Kotla Solution Architect ICS Globalsoft UiPath MVP 2022, 2025 UiPath Dallas Chapter Lead Karthik Kapula
  • 3. 📚 What is an AI Agent? 🔧 AI-Agent Use Cases in Automation ️ 🛠️Introducing UiPath Agent Builder 📋 What Problems Does Agent Builder Solve? 📺 Demo Time ❓ Q&A session Agenda
  • 4. What is an AI Agent? Autonomy: operates without continuous human input Perception: reads data (text, PDFs, emails, screens) Decision-making: chooses next steps based on logic or AI Action: executes tasks in apps or APIs
  • 5. Introducing UiPath Agent Builder Use Case Description Value Added Invoice Processing Extract & validate line-items, auto-post to ERP Faster cycle times, fewer manual errors Exception Handling Detect anomalies (e.g. mismatched totals) and route for review Proactive issue resolution, reduced backlogs New-Hire Onboarding Create accounts, assign licenses, notify teams Accelerated onboarding, consistent compliance Email Triage Classify requests, reply via template, escalate if needed Improved response times, better customer satisfaction Report Generation Aggregate data, format dashboards, distribute reports Timely insights, data-driven decision support
  • 6. Unlock End-to-End Automation with UiPath Agent Builder Integrated Ecosystem: Seamlessly connects with UiPath RPA, AI, and automation tools for unified workflows. Example: Agents can trigger robots for tasks like data entry or system interactions. Low-Code Development: Uses UiPath Studio’s intuitive interface for easy agent creation—no heavy coding required. Example: Business users build agents with drag-and-drop tools and pre-built components. Enterprise-Ready: Built on UiPath’s secure, compliant foundation for scalable, governed deployment. Example: Offers centralized control, auditability, and role-based access.
  • 7. Empowering Agents with Orchestration and Broad Capabilities Agentic Orchestration: Coordinates AI agents, RPA robots, and humans in unified workflows. Example: An agent analyzes a request, delegates data retrieval to a robot, involves a human for approval, then automates final steps. Robust Integration: Leverages UiPath’s IDP, APIs, and custom apps for versatile task execution. Example: Extracts data from documents via IDP and updates systems like CRM through API. Human-in-the-Loop: Built-in support via UiPath Action Center for human collaboration on complex decisions. Example: Agents escalate ambiguous cases to humans for review and resolution.
  • 8. Built for Enterprise Scalability and Trust Pre-Built Templates & Customization: Jumpstart development with adaptable agent templates for common use cases. Example: Deploy and tailor agents for tasks like email summarization or semantic search. Scalable & Reliable: Leverages UiPath’s enterprise-grade platform for managing large-scale agent deployments. Testing & Validation Tools: Includes tools for input/output testing, debugging, and performance validation to ensure agent quality.
  • 10. UiPath Resources → https://www.uipath.com/product/agent-builder UiPath agentic discovery framework fundamentals → https://academy.uipath.com/courses/uipath-agentic-discovery-framework-fundamentals Introduction to agentic automation → https://academy.uipath.com/courses/introduction-to-agentic-automation UiPath Agent Builder: Build an AI Agent in 6 Minutes | Quick & Easy Tutorial → https://www.youtube.com/watch?v=PG6QqVAI8ZA UiPath Maestro Tutorial → https://www.youtube.com/watch?v=jZW7D4_OdLY&t=4s Resources to Download
  • 11. Join our UiPath Chapter • Dallas Chapter: https://community.uipath.com/dallas-texas/ Connect with us on LinkedIn • Diana Gray: https://www.linkedin.com/in/diana-gray-mba/ • Naveen Chatlapalli: https://www.linkedin.com/in/nchatlapalli/ • Karthik Kapula: https://www.linkedin.com/in/karthik-kapula-a84109179/ • Praneetha Kotla: https://www.linkedin.com/in/praneetha-kotla/ Get Connected!