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The

UiPath
Platform

The primary difference between a fully automated enterprise and a traditional enterprise is their approaches to automation.

A fully automated enterprise thinks “automation first” and applies automation where it makes the most sense having the
greatest impact. It also understands the people requirements and nurtures and grows the talent needed to operate the
automations.

Find out more about each product below.

Discover
What it does? Example
Discover automation Captures automation ideas from those who know the Jane from the marketing team, needs an automation
opportunities powered work best: the employee themselves. Brings together all that updates the assets on a public platform. She
by AI and your people the right people in the organization, including IT and submits the idea and, if approved, the CoE will pick
Business Partners to drive automation opportunities. it up and develop the automation.

Users
CoE Leadership, the C-Suite, Business Users

What it does? Example


Looks at how specific processes are carried out by Brian, from the Finance department, uses Task
task experts - the workers who do the tasks the most. Capture to document the specifics of an SAP task
When started, it registers the process details as the to be automated by the RPA team.
expert performs them.

Then, it exports screenshots, step by step details, and


detailed annotation in a PDD or .XAML to be used
further in the Build phase.

Users
CoE Leadership, the C-Suite, Business Users, RPA Developers,
Business Analysts

What it does? Example


Uses the digital footprints left behind in your systems Analyzing an invoice process through Task Mining
and applications to create a digital representation of to find improvement opportunities throughout the
end-to-end business processes. Discovers automa- process. Once identified, a process step is sent to
tion-ready pain points, deviations, and inefficiencies the automation team to be analyzed for automation
across processes. potential.

Users
Business Process Owners (eg. Head of Procurement, Contact Center
Owner, Head of Logistics), Automation/RPA Leads, IT C-level
What it does? Example
Uses Al to automatically capture and analyze the Recording Excel and SAP desktop activities of a
day-to-day tasks performed by the employees, team for one week, and then deploying an ML
construct the data-driven process maps, and suggest model to analyze the recorded data and identify the
automation ideas with the highest ROI potential. repetitive tasks performed across the team.

Users
Business Users, RPA CoE

Build
What it does? Example
Build automations It allows RPA developers to create workflows, with Developing an automation that tracks licenses
quickly, from the simple API integrations to an ever-growing list of assigned to a team and allocates or removes them
applications, technologies, and platforms. More based on usage.
to the advanced complex automations are easily handled with basic
coding knowledge.

Users
RPA Developer, Business Decision Maker, Business User

What it does? Example


Enables business users to easily automate without Downloading attachements from specific emails
the need for developer resources or complex and then comparing the data across the
coding, making automation accessible to all. downloaded files.

Users
Business Users, Subject Matter Experts

What it does? Example


Uses AI-enhanced skills to extract data and interpret Extracting data from employees’ ID cards and
documents. It can process different document types Passports.
and formats, including tables, handwriting, signatures,
and checkboxes. Uses human validation to confirm
extracted data if needed, handle exceptions, and train
models to improve their accuracy over time.

Users
RPA Developers, Business Process Owners, CoE members,
CIOs
What it does? Example
Helps you automate processes that involve multiple Automating mortgage application processes using
applications and/or lines of business using deep the UiPath integration with Adobe Sign. In this auto-
integrations with best-in-breed technologies. Leverages mated process, clients can sign documents on any
API integrations with leading enterprise applications, device–including mobile.
built and supported by UiPath and backed by partners.

Users
RPA Developers, Business Users, CoE members

What it does? Example


Enables consumers to discover and use trusted, Downloading a Studio project developed to delete
enterprise-grade RPA content. Gives vendors an history, cache and cookies from Internet Explorer,
easy way to distribute RPA solutions to thousands Chrome and Firefox and integrating it into an
of customers. automation project; using an existing template
already available in Studio, or using a ready-to-go
Users automation available in the Marketplace tab in
RPA Developers, Business Users Assistant.

Manage
What it does? Example
Manage, deploy, and Deploys, manages and optimizes your Robots with When a certain number of invoices to be processed
optimize automation at enterprise-scale integrations and compliance. are added to queue, the robot is triggered and
enterprise scale starts processing them.

Users
RPA Developer, IT Admin, CoE Admin

What it does? Example


Governs and monitors the quality of the automations. Connecting ServiceNow with UiPath Test Manager
It facilitates test planning and execution, and automating ServiceNow Test Cases.
requirements, and defect traceability, it includes
comprehensive test reporting, and seamlessly adapts
to environments with out-of-the-box integrations.

Users
RPA Teams, Test Teams, Transformation Leaders

What it does? Example


Facilitates the automation of more complex or Creating an ML model to classify product feature
cognitive processes with RPA robots learning Al skills. requests, training Out-of-the-box ML model to ex-
Enables you to deploy your own Al skills or pre-trained tract data from invoices.
Al skills developed by UiPath or UiPath Al technology
partners.

You can also monitor and manage your AI skills, train


an improve them using human validated data.

Users
RPA CoE, RPA Developers, and Business Users
What it does? Example
Using powerful embedded analytics you can measure, Sharing business-specific metrics with organiza-
report, and align RPA operations with your specific tion-wide stakeholders.
KPls and strategic business outcomes.

Users
RPA Analysts, Business Leadership, Line of Business Owners,
Business Process Owners

What it does? Example


A powerful no-code data modelling and storage tool Having one source of data for multiple attended and
that ensures seamless access, enterprise-grade secu- unattended automations.
rity, and scalability of the data.

Users
IT Leader, RPA CoE Lead, Business user (Business Analyst),
RPA Developer, IT Architects

Run
What it does? Example
Run automations through Run automations with software robots that are intelli- UiPath robots run automations. Any UiPath
robots that work with your gent, flexible, and eager to take on tedious tasks. automation example you might find is performed by
applications and data a robot.

Users
CoE Lead, Business Decision Maker, Technical Decision Maker,
RPA Developer, Automation User

Engage
What it does? Example
Engage people and Lets all the users interact with robots right on their Starting the day by running an automation that logs
robots as one team for desktops through an easy-to-use launchpad. into all the needed applications.
seamless process Running on-demand an automation that edits a
collaboration Powerpoint file with data from a Sharepoint
Users Spreadsheet.
Automation User

What it does? Example


Brings humans in the loop to make required decisions Contracts that were marked as “incomplete” by a
when the automated processess require exceptions, Document Understanding process are sent to
escalations, and approvals. Action Center where they can be picked up by the
person responsible.

Users
Automation Users, RPA Analyst and System Admin,
Process Architect, RPA Operations Head
What it does? Example
Enables you to build, use, and share elegant business Consolidating data from dozen of applications used
apps that interact with your automations. daily into one interface.

Users
C-Level, IT Leader, RPA CoE Lead,
Automation User, Citizen Developer, RPA Developer,
IT Manager

What it does? Example


Connects chatbots with UiPath processes for the A chatbot that helps employees create new service
fulfillment of user requests without writing a single line requests in ServiceNow.
of code.

Users
C-Level, IT Leader, RPA CoE Lead,
Automation User, Citizen Developer, RPA Developer,
IT Manager

Measure & The UiPath Platform includes many capabilities You can govern how automations are built and what

Govern
designed to allow you to measure and govern your users can do with them. Measurement of both
automation program at all stages of the lifecycle. For operational and business results helps you run an
example, there are rich role-based access controls effective program and maximize your return on
Measure and govern that work with your account directories. automation.
automation programs to
align with business
outcomes

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