What is your primary use case for UiPath?

My main use case for UiPath Platform is automating all the processes, or most of the processes, that are highly repetitive and can be automated while applying intelligence. A specific example of a process I have automated with UiPath Platform is called Vandalism, where we internally validate the physical condition of the bank's ATMs.

My primary use cases for UiPath Platform in my company are around business processes, customer service, and while we don't completely operate on the customer-facing side, we definitely help a lot with automations around fraud, payments, and reconciliations because being a banking system, we have many use cases around these areas, especially with numbers and reconciliations.

The main use case initially involved financial close operations, where we used bots to complete repetitive financial close tasks as part of the Berkshire Hathaway Group. Currently, as a partner, I use this primarily on large transformations that customers are undergoing, whether it is on SAP, Oracle, Salesforce, Workday, and other platforms. We utilize Test Cloud extensively, which has all the features of Test Cloud being utilized. We have automated many financial use cases for most of our customers and suggested it to help them adapt quickly, along with logistics and order management use cases. Agentic AI helps us create thousands of orders in a day for testing or business purposes, replacing a process that used to take close to a month. Prior to adopting UiPath Platform, we used Tricentis as another solution to address similar needs. However, UiPath Platform has proven to be much faster and more reliable.

UiPath Platform is used for financial back-office processes, operations teams, service, and HR and people team functions. For operations, a specific example of a finance process automated with UiPath Platform is the entire money refund flow. All information needed to validate the refund for the customer goes through bots on UiPath Platform that process data, execute operations and functions within Salesforce, and move the step forward so that a human can decide on the payment, process the payment, and enter information into platforms, portals, and the money refund portal. The money refund flow is the most relevant use case.

My main use case for UiPath Platform is based on the client's use case, so I define the client's use case and work with the account executive and UiPath to define the client's use case together.

My main use case for UiPath Platform is mostly in test automation. A quick specific example of a test automation task I handle with UiPath Platform is supporting different ongoing projects which go through different applications, both web and desktop applications that support testing in QA.

My main use cases for UiPath Platform are document collection, document indexing, and organization. I would like to use Maestro to help with document collection, document productions, discovery, and dealing with opposing counsel document packets, really just documentation overall.

My main use case for UiPath Platform involves automating tasks like click activities, reading Excels, and interacting with Morgan applications, such as generating reports, downloading reports, reading PDF documents, and performing tasks like approving checks, rejecting checks, and reading images, which are typical for a basic developer, but I have been doing this for the past five years. Recently, I am automating a process where it reads checks by logging into the application, downloading the checks as images, and reading the text. If any required keyword is present, the check needs to be rejected, while if no keywords are present, the check is approved. Alongside this, I have earlier automations like downloading multiple Excel sheets, reading, filtering, and sending them to the business or saving them in specific OneDrive folders. For the check processing automation I mentioned, I use Document Understanding and OCR activities like Read OCR and UiPath Document OCR activities, passing API keys to read texts and compare those texts. Regarding my main use cases and interesting automations built with UiPath Platform, I recently faced challenges with Document OCR not providing exact outputs required by the business. While my organization is not currently using Agentic UI, they are planning to implement it, which would be very helpful for reading checks that are complicated or unclear, as sometimes the checks are scanned through a phone, resulting in clarity issues. In terms of specific use cases, I use Agentic Automation for reading checks, where it distinguishes between clear and unclear checks and can analyze the percentage of English words in the text. Checks are processed and considered valid if they have over 70 percent of English words before proceeding with further tasks.

My main use case for UiPath Platform has been mostly RPA solutions up to the last year or so, and now we are looking into more use cases for Agentic AI. For Agentic AI, the most useful process I have automated so far has been using IXP, which is a smart tool that extracts specific information from unstructured documents, mostly from PDFs, that have helped us save hundreds and hundreds of hours of work. With RPA, we had over 300 different applications, and I would say that most of the processes are very effective in updating and synchronizing different systems that used to be done manually; now, the whole thing is orchestrated.

My main use case for UiPath Platform is that it's primarily used for RPA, but we are also building AI solutions with both IDP and agents. Recently, we've started to work with the Orchestrator part, Maestro. We've automatized the whole purchase process for our company internally, which was quite complex. We managed to connect the entire purchase team with SAP and Maestro to be able to get an idea of how the process is working, obtain relevant KPIs, understand the impact and economic implications on the company of creating a wrong purchase order, and track how many are active without response and how many do not follow the standard procedure defined within SAP. Beyond my internal use cases, we also provide services to automate processes, and we've completed hundreds of business cases with RPA. Using UiPath Platform Communications Mining, I am able to automate actions or responses according to the type of content in the message.

My main use cases for UiPath Platform, We use bot for our vetting process, we have three products. We go to ten different public websites to collect data about vendors, and UiPath Platform helps us save a lot of time for the vetting team.

The main use case or business challenge I'm hoping UiPath Platform could help me solve at Jesse Heating and Air is downtime, which seems to be a really big thing. Sometimes I do bank reconciliations because our software is so old it does not connect to the bank. We currently use Jonas Enterprise, and whenever I connect to the bank, the transactions are not in live view; instead, I perform paper reconciliations. Those take me one to two days at a time, perhaps at month's end, and I've seen certain automation for reconciliations that are out there. I thought UiPath Platform might have the best one, freeing up some of that downtime so I could allow myself to do my actual controller job duties like forecasting, budgeting, analyzing, and seeing where we can improve our bottom line. But I can't do that when I'm always having to match purchase orders to invoices and physical paper copies and do all the work when I could have more downtime. An ideal automation for me would pull from the bank automatically, whether it's a connection to Plaid or a direct connection to the bank would be preferred as it tracks transactions and can reconcile them. Then, as the invoices for these transactions come in, it can start to automate certain ones, such as those I know the supplier consistently sells material items only. It would be easy to set that up to continuously do journal entries, match that invoice to purchase order, match that invoice and purchase order to the job, job cost it accurately, and then go from there. I think we could also use it in our service department if we were able to immediately turn calls into scheduled events on our dispatch board and notify the customer that they've been scheduled. Improving workflows all around for different types of departments would be beneficial, as well as our HR department, helping them with compliance issues.

My main use case for UiPath Platform involves using agentic automation in business process automation, having human-in-the-loop automations, and including a business human review piece in between for the most critical frontline-facing automations and decision-making automations. For example, when we receive a claim submitted by a customer or passenger, we have a bot reading those invoices, understanding it, and running it through OCR with an NLP piece connected to it. The AI takes a decision, suggesting how much refund a passenger or customer needs to receive, and it then submits for review by a human agent. The human agent reviews the amount and claim criteria, and either approves or rejects the claim. When the human approves, an automation piece goes ahead and grants the amount to an end user or customer.

I have been in my current field for over 20 years. We use UiPath Platform for testing, quality testing, regression testing, and functional testing. Every time we deploy anything into our production environment, we do a lot of different types of testing. We currently support SAP applications for HR services and employee services, so we are automating our test cases to support SAP.

Our main use cases for UiPath Platform include using a third-party vendor for robotic process automation over the last five years, and they were offering us a demo of their software. We obtained UiPath as a comparison, and within nine months, I have been able to build out as many RPAs as they have for us over five years. We are looking at getting into agentic AI, and I am hoping to gather some information from this conference to take back to help make that decision for next year. We do not currently use UiPath Platform's agentic automation capabilities, but hopefully soon. Our use cases and department processes that we have automated or will automate with UiPath Platform's agentic automation definitely include our lending, which encompasses commercial, agribusiness, consumer, and mortgage. The mass amount of documents that go into that will be very useful for us to extract.

My main use cases for UiPath Platform usually involve a lot of repetitive process automations. I currently work in banking operations, and previously I was in the tax function automating the entry of tax information into documents. The department processes I have automated with UiPath Agentic Automation are mostly within banking operations. I see a lot of automation within what we call the fraud, claims, and dispute space. When it comes to credit card or debit card claims from customers disputing transactions, lengthy investigations are involved with a lot of judgmental decision-making. The capabilities for Agentic AI come into play there, and that is where we try to focus. We were not able to do that before, but now we can with UiPath Agentic Automation capabilities.

My main use case for UiPath Platform involves mostly dealing with database-related tasks and employee orientation-related tasks. APIs and UI-related automations have been built for these purposes. Currently, I am exploring Python-related capabilities and cloud code integration with UiPath Platform. One of the automations I can mention is that every time we receive a request for the database to be backed up and restored, it needs to be delivered to the next stage. We have developed three different processes oriented toward SQL database. We integrate with SSMS and extract the required database information from Jira, run the script through a PowerShell script, and update the details to the destination. Using UiPath Platform for this process has provided significant benefits. This was previously a manual automation where the team received more than 30 to 40 requests every day, and each request would take them close to 30 minutes minimum. With the help of automation, this has been resolved, and every automation now takes close to five minutes to finish. This represents a huge time-saving for employees, allowing them to proactively focus on other areas.

My main use cases for UiPath Platform include looking at Robotic Process Automation to bring in robots and task automation for manually intensive activities. I am also actively exploring use cases where I can transform manual processes with RPA. Additionally, I am actively evaluating Maestro, the newer releases from UiPath, as a business orchestration platform.

In our company, we are using UiPath Platform for HR, finance, and all the transformations. We have automated processes with UiPath Platform's Agentic Automation on the HR side and for some finance use cases.

My main use case for UiPath Platform involves pure RPA automations, mostly RPA automations. A specific example of an RPA automation I've built or use regularly is when we work with a lot of our finance groups who have use cases to go out to banking websites every day to download daily reports. We automate the steps to do that and then add an additional comparison to the previous day's file or add it to a shared drive and email it to them. Our finance team decided to automate that specific process instead of keeping it manual primarily to open up the team's capacity to focus on other higher priority items than the repetitive work that could be automated with UiPath Platform.

My main use case for UiPath Platform is process automation. Top of mind, there are IXP-based appraisal document collection processes, as well as regulatory reporting automation and processes for data collection that I am using UiPath Platform for.

My main use cases for UiPath Platform are finance and HR automations. We use Document Understanding with our accounting team to process invoice billing. That team was previously going through email, downloading all the invoices, and manually transcribing the data into our system, RightAngle. Now we have an automation that scans the inbox, downloads the invoices, and extracts the data we need. We perform human-in-the-loop validation if the confidence value does not meet our threshold, and then we send that data automatically into RightAngle. I believe the platform should continue expanding in terms of new capabilities and new AI use cases. One area where we would benefit from AI capabilities is agentic healing, and we would like to see that developed further. We experimented with it when it first came out but did not have much success, so we have not pursued it again yet. Triaging is a significant pain point for us every morning. We have 250 automations running daily, so keeping up with triaging when things break is definitely a challenge. That would be an area where improved capabilities would benefit us.

My main use cases for UiPath Platform are business automation, specifically supporting our retail and internal infrastructure. We have used the Coded App framework and also the low-code agent framework. I have used UiPath Platform to code up a triaging platform for my personal team, where we normally would take a long time every morning to try and understand what has failed in terms of our environment. I created an app workflow that lets us just give it a summary and understand what we need to do in the morning every day.

My main use case for UiPath Platform includes multiple use cases. My experience is mostly on mainframes, Excel, web automation, agentic automation using Maestro, and some parts of SAP, ServiceNow, and API integrations as well. One specific example of a use case I worked on with UiPath Platform is agentic automation. In my use case, After delivering the parts, sometimes we deliver defective parts or some parts get missed, causing vendors to raise discrepancies via email by attaching photos or describing in the mail body any parts that are missing. We get these discrepancies in our ERP system with all the details, and we extract everything to pass it to our agent, who analyzes the correctness of the discrepancy. If it is correct, it is approved; if not, it is rejected. If the agent cannot identify anything, it passes to human validation where a human will provide approval or rejection, affecting how the discrepancy is handled in the ERP. My team has utilized UiPath Academy courses, which have been hugely beneficial. Through various workshops on AI and Maestro, we have gained a thorough understanding of how agents work and how effective the Maestro system is. I actively use agentic automation in UiPath Platform and have employed an image analysis agent that assesses if delivered products are defective by examining the images and their accompanying emails. Although it works effectively, there are still some improvements needed to enhance reliability, especially due to the current limitations around confidence scores.

My main use case for UiPath Platform involves REFramework concepts, web automation, PDFs, and Excel automation, and email automations. For web automation, I used the TLM exception handling process where we logged into the application and cleared exceptions for previous business days in the TLM application. For this, I employed REFramework and the queue item concept as a transaction item.

I have completed multiple projects with UiPath Platform, and the current one I can discuss is Azure Sync, which syncs files present in SharePoint to the Azure container. For the Azure Sync automation in my daily workflow, SharePoint is maintained by multiple projects and multiple users who upload, delete, or edit files. Since not everyone can access the Azure container and it should be stored as a backup, the bot syncs files every day with two triggers: morning and evening. Whatever users do to the files in SharePoint is synced to the container as well. If a file is edited, modified, or deleted, the same action happens in the Azure storage container to maintain a backup of everything occurring daily. I can also discuss a project where I worked on KYC verification for credit card appliers with UiPath Platform. I used Document Understanding and APIs to verify images and Aadhaar card numbers, PAN card numbers, and other information.

We usually work on automating various internal processes, specifically dealing with SAP. We get data from other sources and add it into SAP, or we get data from SAP and add it into other sources. We completed an automation where we had to add data from Google Sheets into the SAP tool on a weekly basis. There were around 24 Google Sheets, and each Google Sheet had to add data into a different SAP transaction.

Our main use case for UiPath Platform involves working across different sectors, including banking, finance, and manufacturing, as well as healthcare, where we automate processes such as bank account reconciliation and credit card reconciliation across forty plus units. In the manufacturing sector, document understanding has helped us classify over two thousand invoices per month, significantly reducing the workload and improving accuracy when mapping data into our ERP system SAP. By leveraging UiPath Platform, we have developed a use case with substantial data processing using IXP, allowing us to save time and improve ROI through structured and semi-structured document extraction and analysis. In the healthcare sector, we have automated reconciliation processes that previously took one to three days down to just four hours, significantly reducing human error and improving ROI.

I have been using UiPath Platform for almost four years, and as a platform support engineer, I use this product in a support capacity rather than as a developer. My main use case for UiPath Platform involves providing this platform to our internal customers by granting access, planning access control, enabling new products, and ensuring that robots are running in the correct infrastructure, particularly the robot runtime configuration part, which I deal with in day-to-day activities. There are multiple specific examples of how I have helped internal customers using UiPath Platform. I suggest customers use our environment for all automation activities and agentic-related functions using UiPath, where I assist them in automating tasks that require human intervention or large, time-sensitive jobs involving multiple steps by providing suggestions and preparing the environment accordingly. The activities involved in my platform support engineer role are understood to be day-to-day responsibilities that others must be aware of.

As a platform engineer and technical lead in RPA platform engineering, I manage the UiPath Platform end-to-end—including Orchestrator, tenant folders, robots, access provisioning, and permissions across components like Document Understanding, Maestro, iXp, and Data Fabric. A typical use case is accounts payable processing, where 200–300+ daily vendor invoices in varied formats (PDFs, scanned images) are handled through a Document Understanding workflow involving classification, extraction, validation, and a learning loop that improves the model from validation corrections. While the platform offers a vast range of capabilities—Studio/Studio X and the new browser-based development environment for automation building; AI-driven tools like AI Center, Communication Mining, and Autopilot; Action Center for human-in-the-loop exception handling; Apps for low-code UI interaction; and Process/Task Mining for process intelligence—Orchestrator remains the feature I use most and consider the true control tower of the platform. It governs queue management, credential and asset stores, robot scheduling, and folder-based segregation, enabling me to scale automation safely and reliably across hundreds of robots and multiple business units. Document Understanding and Action Center are close behind given their role in invoice processing and exception handling, but Orchestrator is what I touch every day and what transforms individual automations into a governed, auditable enterprise capability.

My main use cases involve a variety of requirements coming from different OEs. Therefore, we cannot define a single use case, as there are multiple use cases depending on the service being provided. One of the key use cases on the UiPath Platform is providing a user-friendly front end for UiPath automations. This allows business users to submit requests, view results, and interact with workflows without needing direct access to UiPath Studio or Orchestrator. In addition, we provide services that support master flows. Many business users rely on these master flows to streamline their processes. Currently, my organization is not using AI Agents or AI Coded Agents; however, we plan to incorporate these capabilities into our workflows in the near future. This will enable business users to develop and test solutions more quickly, deploy them to Orchestrator efficiently, and execute processes faster. We have already received a demonstration of these capabilities from the UiPath platform vendor and our Technical Account Manager, and the initial feedback has been very positive. To provide some examples of the workflows we observe on a daily basis: 1. User Access Request Workflow Employees request application access through the UiPath Platform application. The user completes a request form, which is then routed to the appropriate manager for approval. Once approved, the UiPath process creates or updates the account and displays the status back to the user through the application. Value Delivered: * Eliminates email-based requests and manual tracking. * Improves visibility of request status. * Standardises the access management process. 2. Service Desk Request Portal Employees submit IT support requests through the application. The UiPath Platform automatically creates a ticket, gathers relevant diagnostic information, and enables users to track the progress of their requests directly within the application. Value Delivered: * Improves employee experience. * Enhances ticket management and tracking. * Reduces manual effort for the IT support team. These are just a few examples of the workflows currently being considered and observed within my organization. As adoption grows, we expect additional use cases to emerge across different business functions and services.

My main use case for UiPath Platform is business process automation, where I primarily see it being used to automate repetitive and rule-based tasks, especially when multiple applications or systems are involved. For example, it can be used for data entry, document processing, extracting information from emails or files, updating business applications, generating reports, and handling routine workflows. I also see a lot of potential in combining UiPath Platform automation with AI, where AI can understand unstructured emails or documents and make decisions, while UiPath Platform robots or APIs can execute the actual business process. So, for me, the main value of UiPath Platform is reducing manual effort, improving process consistency, and allowing employees to focus more on the tasks that require human judgment. A specific example of a process I have automated with UiPath Platform is the document and data processing workflow, which involved receiving information from emails and documents, extracting the required details, validating the information, and entering it into other business applications. Earlier, a lot of this work had to be done manually, making it time-consuming and increasing the possibility of human errors in the process. With UiPath Platform, the repetitive parts of the process could be automated, where the bot could monitor incoming information, extract the required details, perform basic validations, update the target applications, and generate a status report. The biggest difference was the reduction in manual effort, allowing the team to focus on exceptions and tasks that require human judgment, making the process consistent and faster.

My main use case for UiPath Platform is orchestrating workflows and processes. In finance and accounting, we have tasks that we do automatically. One of those tasks involves reading invoices, using Document Understanding, reconciliation, and purchase orders.

My main use cases for UiPath Platform consist of major download Excel automation and PDF automations. I have done many use cases that extract data from different business users, such as Excel, CSV, text files, and PDF files. We are starting the data or using business logic to create the data in the required format, which is detailed for the business and shared back with them. It also involves entering data into different applications such as Oracle, Salesforce, and multiple internal organization applications. Let me take a simple automation, such as an order entry, as an example. We get multiple orders from different customers in PDF format. I need to use UiPath Platform and Regex and Stream manipulations to extract the required data from PDFs, such as the processing date, invoice number, the number of items purchased, and the unit price of each item. After I extract those items, I create a CSV and then upload it into Oracle by concurrent programs or manually enter it into Oracle. Once the process is done, I need to gather all the data again, update it to a database, and create multiple Excel files to share back with the business to close the end of the process. That is how a simple PDF automation works. In some of the processes involving PDFs, such as making a discount PDF, the PDF includes an IDR structured format. I study specific sections and use multiple regexes to extract the data needed. Based on the confidence levels, I create the data separately and combine it into a text to send it into a verac. The scanned PDF document takes more time and is more critical than a straightforward native PDF. I also work on UiPath Platform Restore Center on the website, where, if the selector is not available, I need to expect the elements and define selectors or fuzzy selectors to make it work.

My main use case for UiPath Platform is automations to develop bots for deterministic tasks. An example of a deterministic task I automate with UiPath Platform is a report that we have to create, which is about developing a dashboard for customer satisfaction. At the end of every support call, a survey is sent to the customer, and when they respond, it comes to a survey platform. We run a report and curate it to different teams at HP. A human was taking about six hours approximately, and I developed a bot on UiPath Platform, which runs the report in mere eight minutes. Regarding my main use cases with UiPath Platform, I have had a few other use cases, a few related to report generations itself and few sending completion reports. If you have to send a completion report at the end of the week or every week to a manager, we have automated that as well. We are mainly looking at agentic automations for processes that involve unstructured information, multiple systems, or which require some level of decision making rather than just straightforward rule-based tasks. One example would be document processing or email processing. As an AI agent, an agent can understand the intent of incoming email, it can identify the relevant information from attachments or documents, it can classify the request and determine what action needs to happen next. UiPath robots can handle the repeated execution. Another area is exceptional handling. In traditional RPA, an unexpected scenario causes the workflow to stop. Somebody has to investigate what happened and then fix it. With agentic automation, an agent can analyze the exception and look for the available information and determine whether it matches a scenario or not. We are also looking at data validation and reconciliation. When information comes from multiple sources, an agent can compare the information, identify the discrepancies and explain what appears to be wrong. Another use case can also be knowledge-intensive support processes. Instead of having an employee search through multiple documents to find an answer, the AI agent can provide the relevant information and provide a summary response. This will not just save time, it will also save a tech lead or a team leader's time.

There are many use cases, and the current one is vendor invoice management. Vendor invoice management is a process where we receive invoices from vendors, reconcile them, verify the check from SAP, and then post it on SAP. In UiPath Platform, we are using UiPath Studio and UiPath Orchestrator. For reporting, we are using UiPath Insights. We are also using UiPath Forms and Apps where human decision is required in cases of getting approval for verification. We use UiPath Forms on the Action Center, and post-approval, we get it posted on SAP. UiPath Platform is helping us in categorizing workflows because we are using long-running workflows. We send a request to the human, and once the human approves or rejects, we take a decision. UiPath Platform Forms, long-running workflows, UiPath Orchestrator, and UiPath Insights dashboard reporting for each stage are used for this process.

My main use case for UiPath Platform is automating PDF automations, where I describe and collect information from log PDFs and convert it into JSON or XML, or any type of output format. One specific example of a PDF automation I built with UiPath Platform is an agent that can process multiple PDFs, including invoices, payslips, or hotel bills, and it generates output based on particular ERP software, converting it into XML, JSON, or any output format required. In addition to my main use case, I am primarily working on the organization of particular licenses and performing web automations and Excel automations. Regarding the time reduction per client, I mainly reduced the time calculated as FTE, which is almost 0.8 pointer of FTE over the course of the year. I am currently focused on using Agentic Automation, as it is important for reducing time in static RPA automation compared to traditional methods. For specific use cases, I am using Agentic Automation for PDF automations by providing a prompt with the details needed, which yields results without the need for extensive coding. By leveraging Agentic Automation, I have achieved a time reduction of almost 80%.

My main use case for UiPath Platform is that I primarily use it for the working automation part and also for building automation for repetitive tasks and document processing, having also worked with AI powered features like document understanding and AI center to understand how intelligent automation can improve business processes. One workflow I automated using UiPath Platform was an invoice processing and data entry process, where the bot extracted invoice details from PDF using OCR and document understanding, entered the data into the company's ERP system automatically, generated a report, and sent email notifications in case of exceptions.

UiPath Platform has multiple use cases that I have developed. I am currently working in the logistics department where I am automating many logistics-related processes. Previously, I worked in the medical department and also in the transportation department. I have worked on more than a hundred automations that I have completed. One specific example of a logistics process I automated with UiPath Platform is shunting rebooking. There is a legacy application called Softship Line that receives input email data. The bot reads that data including the rebooking data based on business logic and populates it to the Softship Line to book the bookings by providing vessel details, vessel invoice details, port of origin, and destination port. All those details get populated based on business logic and validations, and then it sends a confirmation for the booking completion. When there are multiple bookings, I run through a multi-bot architecture which sends a confirmation email at the end of all the bookings to the users. Currently, I am also working on an email classification agent. I am building Azure AI Azure Foundry where I am creating agents and then through the agent I am calling into UiPath Platform, utilizing the API to expose those agents. I use the agent to classify the emails and read the exam based on the prompting, and then I populate the data to the application. This is a hybrid model that I am using with the bot.

I have recommended UiPath Platform to our customers who are using it, and we have staff software developers who deploy UiPath Platform on behalf of our customers. My customers have used UiPath Academy courses, with the free online courses that they register for being the ones that they have taken. UiPath Academy is very beneficial for them. They get benefits from it by starting to automate their basic processes, which include Excel automation, user interface automation, and API integration. After that, they immediately started on the basic automations.

I worked on a maintenance project for a European client on UiPath Platform approximately six months ago. The project involved SAP automation on UiPath Platform, where we automated several repeated tasks for the SAP application. I explored agentic automation, but since it was a maintenance project for SAP on UiPath Platform, we did not get the opportunity to use it there. However, I see significant potential for agentic automation in other applications. For example, in Workday, there is a lot of manual work to be done by HR teams and many other teams. If they add customizable features and reports, I believe it will be more helpful compared to UiPath Platform.

I have used UiPath Platform for various use cases, including agentic automation, iXp, Salesforce, simple RPAs, and image-based automations. I have used agentic automation with UiPath Platform, specifically in a cloud Amazon AWS use case where I generate job ads for an HR application while checking compliance for salary ranges and grades before posting. Leveraging agentic automations with UiPath Platform has led to measurable improvements, especially in addressing mistakes with salary ranges and translating job ads into different languages, which has been beneficial for the business. One challenge I aim to overcome with UiPath Platform's agentic automation is the lack of capabilities for web-based internet searches, which impacts a use case involving a client wanting to categorize potential business partners based on flags.

UiPath Platform has helped reduce human error and free up employee time as we implement use cases in production for automation. We have manual end-to-end processes and receive requirements gathering from the business and clients, then implement those manual processes through automation. For example, in an address-related use case, humans sometimes make mistakes due to human error. However, through automation, we validate the data captured from the application or from attachments, and our automation checks the postcode to validate whether it is correct. If it is, then we consider it valid. This type of use case was delivered recently. I have been using UiPath Platform for the last five years while working for a banking client, specifically for TSB UK bank. I was delivering multiple use cases related to fraud, mortgages, and other processes. Recently, I started working on use cases related to HR, such as claims, addresses, national IDs, and personal information. I recently started using the Agentic Automation feature with the product. I just completed one proof of concept related to loan approval through Agentic only. I created one agent and mentioned the system prompt and user prompt regarding the business requirements through the agent. The agent was called through UiPath Agentic via Maestro. I called and mentioned all the logic related to in which cases to take decisions and in which scenarios we need human intervention for manager approval. Recently, there was a loan request use case where if it involves less than 5,000 pounds, we can approve this loan amount without manager approval, provided we check the validity of the customer, designation, and other details. If it is more than 5,000 pounds, we do not take the decision and send the details to our manager through Action Center for the manager to review the details and approve the loan amount. Once approved, our agent continues to send email notifications regarding the loan approval. The proof of concept I created is already implemented.

I have been working with UiPath Platform in my current firm as well as in my last firm. In my current firm, I started in October 2024 and continued until November 2025, which is approximately one year and one month. The tasks I perform using UiPath Platform involve testing flows and finding flaws. The solution primarily reduces human error and frees up employee time by identifying errors across different types of modules. When I refer to modules, I mean different browser versions, different types of browser in-app previews, desktop previews, and mobile previews. I also identify missing flows in configuration or missing information that might not load in the JSON of users trying to go through our flow. If any of that happens, it represents a significant compliance issue for us. We cannot move forward to posting data to an advertiser or publisher unless we have TCPA consent for the user for a particular marketing partner name. We primarily deployed UiPath Platform for finding these mistakes. Instead of UiPath Platform, we have built our own in-house system for conducting most of the entire UI/UX testing. Currently, we were bifurcated by different sites that we were operating upon. Around January of last year, there was a change in how TCPA consent could be taken. A one-to-one approach was mandated throughout the US, especially for Medicare providers, just after the AEP period concluded. This change made it possible for us to build the system in-house. Otherwise, the flow counts were enormously high. I have been working in the field of automation for my current firm as well as for my last firm. I have been working in this field for approximately three and a half to four years.

I use UiPath Platform with Agentic AI, and I want to understand how much time it saves when extracting data points with Agentic AI.

I am using UiPath Platform extensively in the automation of my operational work. My main use case involves interpreting documentation and generating workflows to streamline my operations.

UiPath Platform can be used mostly for banking and insurance related automations.I am working with UiPath Platform and am using a few AI-related configurations and Agentic automations wherever I am getting the opportunity, but the customer needs a lot of consulting and a lot of understanding of AI, because it is not a fully matured and fully used product. The customer wants exact use cases about what exactly Agentic AI is and where it is to be used in their industry. That is something customers always look for from a product company.

I have automated web automations where I jump into a website and read the details of requirements, updating them and submitting forms as well as raising tickets using UiPath Platform. I participated in the initial setup and deployment of UiPath Platform. UiPath Platform's initial setup is very simple, as we provide the servers and email for the bot's automation, usually supplied by the company, along with database servers that should already be in place.

The primary use case for UiPath Platform is to automate different processes, such as manual processes or time-consuming processes that we have. We try to automate them utilizing UiPath Platform and try to reduce the human dependency in the organization, or at least in business processes.

From time to time, I have been using UiPath Platform only for merging, filtering, and getting what I want from data tables, basically every now and then, only when I need to do small tasks, such as filter tables or do a quick win. I used to be basically an integrator where I worked for a consultancy company where some other company would hire us to develop UiPath Platform products into their environments. When I'm using UiPath Platform, it's for my personal use, just to save me some time doing what I told you about tables and just easing my job.

I am an RPA developer and tech lead within the RPA field. I have used UiPath Platform according to RPA development, especially for many customers, and I have worked within companies that also recommended UiPath Platform as a solution to their needs and business processes. There were many different use cases. The most popular one is traditional RPA automation of repetitive tasks, such as downloading reports and automating business processes where we created robots performing certain tasks in the customer's core systems. I have also participated in a couple of use cases using AI Center from UiPath Platform and Document Understanding and data, but mainly, the most popular one is just the typical RPA traditional approach. I did not have a chance to try agentic automation on a real use case; I just started it by myself to get familiar with the technology, not diving deep into that, but I appreciate the idea of Maestro and how it looks. I really appreciate the approach of showing just a simple BPMN or diagram where you are solving your puzzle and collecting all the components in one place. It reminds me of my first RPA tool, Blue Prism, which I also really appreciated. I never faced any issues because I did not use it for a real use case, but it looks promising, especially how easily you can automate and create agents and context-based agents with RAG. I appreciate it and I am hoping that there will be opportunities in the nearest future where I can use something from Maestro or agentic automation or all together, which would be interesting.

I have used UiPath Platform for process mining to find automation opportunities, specifically for the P2P, Process to Pay process. We found the insight we wanted. In my team, UiPath Platform used to be utilized by three or four people; however, I'm not certain how many people can use it.

Our use case is business process automation where we use UiPath Platform to automate different manual processes that are being done today at different business units in the company end to end.

Today I faced an issue installing the unattended robot in the production machine. I signed in with the robot account and entered the client ID and secret. The system did not recognize the license and was not giving me a proper response. I did not understand what the actual issue was and searched for the community guidelines as well. I had no issues when configuring a business user, an automation developer, or any other users, but I felt discomfort when onboarding a robot account into UiPath Platform Orchestration and connecting that with the production machine. I am not using Agentic automation in any of my production environments, but I am using it for development purposes. I am exploring the platform on the Agentic side. I was working on a use case where I wanted to extract meaningful data from a chunk of error messages. I used Maestro for that and it was working very well, so the user can easily correlate with the actual issue.

I use UiPath Platform for development and also use Orchestrator for publishing packages. I am also exploring Agentic AI. I think UiPath Platform is a great platform in the RPA market.I appreciate Agentic Automation, but currently, I am just conducting a proof of concept on it. I am not using it for my work, only for learning purposes. I do not see much improvement there because I am not using it end to end.

My use cases for UiPath Platform in my organization are to automate process, operation process and the business process.

Currently, we are using mostly RPA, which is fixed automation, outcome-based. We know what the input and output are. This will do that regular task, so that is what is current. Earlier I was preferring RPA, however after seeing agentic's potential, I wanted to explore more on agentic AI and how that entire business workflow can be automated. Currently, we are in food manufacturing, and we have many business functions such as order-to-pay or procurement-to-order. We are doing all these things by having third-party software such as an ERP suite, Snowflake, and other tools. I want to explore how we can use Maestro to bring up that entire business automation workflow. We are trying to achieve the same business flow that is happening. I wanted to try it with Maestro. We went with UiPath Platform for a specific use case. We were already doing it, however, there was significant manual involvement. So, for us to implement UiPath Platform was to find software or a tool that can automate all these things.

My primary use cases for UiPath Platform are around investment type data, where we normally work with business units needing to pull in data where an API is not readily available. We have not started testing use cases as we are governed heavily by compliance, and we have what's called an RAIC council, so anything involving AI or LLMs has to go through them. We submit an intake form and wait for approval before we can start working on it. That being said, we have two potential use cases that we've already submitted the request to start testing out agents and AI within some workflows. I can share some details about those use cases, which are really centered around extracting data from very unstructured documents, as the structures frequently change quarter over quarter, making it quite complicated.

Using these features of UiPath Platform benefited our organization by helping us troubleshoot an issue where some buttons wouldn't get pressed during one of our workflows, and we were on our fifth or sixth try at a new package. I had the recording software capture the process, and though the file size was gigantic, we were able to see that the window wasn't maximizing to the default 1080p. It would keep it at a 640p size, which was why it was not clicking the button.

My main case use for UiPath Platform would be to automate user experience and make it faster.

My main use cases for UiPath Platform are a number of unattended bot processes that do a lot of replacing manual data entry for the underwriting and claims process. Besides that, we have a few use cases for generating employee certification letters, along with downloading a number of partner year-end statements, income statements, and things like that. As agentic automation is now coming to the forefront, we're definitely looking to move to that case, going from just using AI and also the agentic piece of it as well. We do have a few use cases in mind, however, we are trying to find the right fit, and part of this conference is helping us figure out. We are getting ready to use Autopilot as part of Test Manager, Test Suite, since we just moved to the cloud for our Orchestrator, and now we'll be able to utilize Test Manager in the cloud as well, which includes the Autopilot piece we are going to be using. The department processes we will automate with this capability include software testing.

My main use cases for UiPath Platform involve RPA, as we use it mostly for RPA and to automate data entry, some ETL work, control checks, and data processing. My use cases for Agentic capabilities include reporting and fund accounting features.

My main use cases for UiPath Platform are primarily around RPA capabilities, and I have over 100 automations built on it. I use a mix of both unattended and attended automation with UiPath Platform, alongside some intelligent document processing through document understanding, and I am also currently setting up a communication mining process for around half a million emails that come into our email box per year.

My main use cases for UiPath Platform involve working in finance and banking, where we have a lot of manual processes relating to documentation. Sometimes, we are still getting up to speed. One of the first things we have done is to take rates from the internet and transcribe them into our system, which is something that happens daily. We also have some account cleanup tasks, such as using the bots to delete old items hanging out on our systems. Additionally, we are working on some onboarding processes, covering a couple of different areas.

The main use case for UiPath Platform is RPA, or more specifically, Intelligent Automation.

We are exploring a use case for agentic AI right now.

My main use case for UiPath Platform is that we use it for a lot of revenue cycle operations, automating different tedious revenue cycle tasks, besides automation.

At my current job, my main use case for UiPath Platform is general processes for finances, where many of them deal with finances. We do data entry with UI automation, and I would say the majority is UI automation.

My main use case for UiPath Platform is that I do a lot of automation, being a developer as well as a BA, and mainly we help businesses and financials using Orchestrator.

My main use cases for UiPath Platform are web extraction, automations to automate business procedures in finance and accounting, and sometimes for professional development and business development.

We primarily use UiPath Platform to replicate business processes in the order management space, the service assurance space, the supply chain and warehouse spaces, as well as the business intelligence space.

I'm trying to think of some good data points or examples on the spot. One of the things that our company struggles with is that we've bought a lot of different systems that don't integrate with one another. What I've really tried to do since starting to utilize UiPath Platform is find ways to make these imperfect systems work together, whether it be Mike Albert for fleet data, Azuga for safety-related data, or Snowflake for data warehousing. I aim to take all that data, put it into our Snowflake warehouse, and then visualize it in Power BI and other tools, so the sky's the limit, and I know we even use it for Amazon, Walmart, and various other processes.

The main use case for UiPath Platform is data collection.

Right now we're splitting our main use cases for UiPath Platform between supply chain and finance with some rev cycle. Within finance, what we've automated includes invoicing for non-patient billing for third-party clients, particularly as it interacts with PeopleSoft, so users don't actually have to have access to PeopleSoft. We've automated them being able to get their invoices, and within supply chain, many automations are around purchase orders and updating statuses and things like that.

Our main use cases for UiPath Platform are around document handling, basically extracting data off of documents, usually in an image format or PDF format.

UiPath Platform is evolving into an enterprise-grade platform with different services, so there's no one specific use case. We use it for multiple different use cases, however, with one of our main clients right now, it is more about UI automation, including legacy systems that don't offer any API integration, so that we can consume them as part of the end-to-end workflow.

Our main use cases for UiPath Platform in our current operations as a bank revolve around streamlining processes and automating paperwork and busywork for all lines of our operational business.

We have about 62 bots running in production today and saving around close to 600,000 hours a year of manual work.

My main use cases for UiPath Platform include document understanding and transactional processing within Oracle, as well as Oracle processing. One of our biggest use cases is automating our customer service back-end operations, which are in multiple homegrown systems, so it allows us to cohesively bring them together.

I use this solution to automate processes and do screen scraping, image recognition, and other tasks.

The best features of UiPath Platform include their document extracting technique and OCR, which are highly effective, as well as their data management and implementation methods. Their exception handling capabilities are particularly strong in this regard. The valuable features of UiPath Studio that have helped in designing automation processes include document understanding to process or scan documents, recent authentic automation that's currently in high demand, and their UI apps integrated with the studio, along with their assistance to trigger the process from the client side.

My role is Solution Architect and Delivery Lead. We are exploring multiple use cases across different domains including banking, manufacturing, and insurance. Recently, we have been exploring manufacturing use cases, invoice dispute finding, three-way matching, and HR onboarding. We are also trying to automate the end-to-end underwriting flow in insurance.

My use case for UiPath Platform includes various automations such as web automation, desktop automation, SAP integration, and ServiceNow integrations. I have been involved in multiple developments and completed multiple end-to-end automations.

I have not yet utilized the AI integration features of UiPath Platform as I am still exploring AI as a whole. I mainly make use of its unattended automation options, while attended automation usage is very minimal.

My main use case for UiPath Platform is to automate SAP processes and to do Excel automations with VBA and Python. In my day-to-day work, those automations look like many processes I do, such as generating invoices for the merchants and invoices for the logistic team. I don't have anything else to add about my main use case or any other types of automations I've built with UiPath Platform.

In eight years, I have done many different things with the UiPath Platform. I work as a software developer with the UiPath Platform in the insurance industry.

My current use cases for the UiPath Platform include web development, web automation, desktop automations, and using document understanding, along with PDF automation using document understanding.

I mostly use the UiPath Platform for robotic automation.

Clients usually use UiPath Platform for the automation of use cases in departments like HR, Finance, and IT support.

The UiPath Platform is used to automate business processes, mainly task automation and process automation that requires manual repetitive tasks. It is similar to Blue Prism, with additional integration capabilities such as Salesforce, CRM, and a better ecosystem. It is a low code, no code development tool for rule-based process automation. The UiPath Platform helps enable end-to-end automation, but it is not suitable for all processes. The product is designed for rule-based automation. The machine follows the same instructions every time to automate manual repetitive work. If your pathway changes, considering the difference between deterministic versus non-deterministic or stochastic automation, the UiPath Platform is more deterministic. It performs the same exact actions every time. If the work requires different paths each time with dynamic decision-making capabilities, you would need to look beyond the UiPath Platform or integrate it with AI agents.

I have automated a few basic business workflows. They were simple automations. In terms of complex workflows, generally, we have some kind of system to interact with over a browser. There are specific sites such as SAP or other HR applications that usually have browser UIs. Browser interactions are the best I have found with RPA solutions. We have tested the Document Understanding feature, which seems promising. Although I haven't developed a proper workflow for that use case, it looks useful. The framework seems to help set up the development process without needing extensive programming knowledge. We also use UiPath in our Microsoft environment, particularly for core applications such as Excel, Word, and Outlook. Excel activities are very useful, so it has become a core element of our workflows. As a developer, I enjoy using Visual Studio to create custom activities based on specific business workflow requirements. There are also a few use cases for agentic automation. A core element is processing the source document, whether it's Microsoft Word, PDF, JSON, or XML. It parses the documents, retrieves required data, and pushes the data into a target system, such as a database or Excel table. The automation acts as an automated interface, moving data from a source system to a target system. UiPath helps speed up digital transformation and ideally reduces associated costs. Though there are instances where the frequency of automation has decreased, impacting overall effectiveness, generally, our automations operate ten to hundreds of times faster than manual processing. There's a notable reduction in human error. Partners are often surprised that the automated process doesn't make mistakes. While we can't predict all unexpected issues, business-related errors are virtually non-existent once a process is automated.

We are using UiPath as an RPA solution, utilizing its capabilities for document extraction, intelligent OCR, and intelligent automation. Once it became available in-house along with the robot environment, we started using it.

I have used UiPath for very few projects. My go-to tool when it comes to automation is Power Automate. The reason for that is that I work in the Microsoft 365 environment, so Power Automate is better connected than UiPath. With UiPath, I helped some organizations in my company automate tasks like data entry into systems such as SAP.

Primary Use Case for UiPath

Leveraging my extensive education, experience, and expertise, I specialize in implementing UiPath and Microsoft Power Automate to transform and automate business applications across diverse domains. These include Finance, Accounts, Master Data, Procurement and Sourcing, Call Center Operations, HR, E-commerce, and IT processes. The overarching goal is to enhance operational efficiency, reduce manual effort, and scale automation for sustainable business impact.

Key Business Applications Automated Through RPA:

• 
  ERP Systems: Oracle EBS, Oracle Fusion, SAP, Workday


• 
  Procurement Platforms: Coupa, Contiki


• 
  Call Center Tools: Order Tool, Eurika, Symbols


• 
  Office Tools: Microsoft Excel, Outlook, PDFs, Word


• 
  Service Management Platforms: ServiceNow, eSD


• E-commerce Platforms


• 
  Financial Systems: Trax, Blackline


• 
  Databases: MySQL, SQL DB


• 
  AI Tools: Integration with ChatGPT

Representative RPA Use Cases:

1. Master Data Management:

• Automating exchange rate uploads in Oracle Fusion and Oracle EBS.


• Preparing financial authorization limits for ERP systems.


• Managing seamless updates to authorization limits in Oracle EBS, SAP, and Workday.


• Ensuring accuracy in item creation workflows for ERP systems.


• Streamlining supplier onboarding with automated employee supplier creation.


• Enhancing ERP security through automated password updates.

2. Finance and Accounting (R2R, O2C, P2P):

• Automating bank reconciliations for precise transaction matching.


• Enhancing Accounts Payable with invoice uploading automation.


• Performing quality assurance for AR invoices.


• Preparing data for tax codes and natural accounts efficiently.


• Generating exposure reports for improved risk management.


• Automating vendor payments and customer receipt processes.

3. Procurement and Sourcing:

• Streamlining PR/PO approval workflows for faster decision-making.


• Circulating RFQs and automating quotation analysis for expedited sourcing.

4. Call Center Operations:

• Resolving customer phone number issues through automated ticket workflows.


• Streamlining phone number cancellations for better service management.

5. HR Processes:

• Automating CV scanning and shortlisting to expedite recruitment.


• Enhancing workforce planning with automated employee data analysis.

6. E-commerce:

• Automating order creation and reporting for accuracy and efficiency.


• Streamlining order approval processes.


• Managing inactive customer data for optimized CRM.

7. IT Processes:

• Querying data from MySQL and SQL databases for faster insights.


• Executing scripts for routine data management tasks.


• Enabling seamless data exchange through API integrations.

Through these applications and use cases, I have consistently delivered measurable value by aligning RPA solutions with organizational objectives, enhancing productivity, and driving innovation across business processes.

Currently, we do not have any AI use cases. I work for a healthcare system. Our main use case is using UiPath to replicate what medical coders do. We input codes from certain medical systems into another, and it automates our billing cycle. This allows us to input the codes directly into the insurance billing cycle, speeding up our payment process.

The primary use case for UiPath is to automate tedious tasks in my organization and previous organizations. It's very friendly, offering free licensing, which makes it easy for people to learn and work with it. The ability to automate repetitive activities that take a lot of time is a significant advantage.

We adopted UiPath to leverage its generative AI capabilities for rule-based automation. This technology enhances the resilience of our automated processes, ensuring continued functionality even when underlying systems or data undergo changes that would typically disrupt traditional automation.

UiPath is used to automate processes, eliminating the need to increase headcount.

We are primarily utilizing the platform within our department to gain buy-in for the customer's system.

We are targeting utilizing Gen AI for some social media marketing. We haven't really implemented it yet.

We started using AI in Document Understanding by leveraging it against our models for different documents from our customers, primarily in the finance space. We have also used AI to train models for land management documents, helping them learn as we receive new document types. Recently, we've used it to analyze documents and articles online to understand sentiment toward our company. We analyze and summarize things people say in articles or posts elsewhere, which allows us to collect industry trend data. We are considering using Clipboard AI for smaller, ad-hoc data processing tasks because it can sometimes be more effective than Document Understanding.

Our primary use case involves automating low-hanging fruit processes such as daily reporting, order entry, and AP invoice processing. We are a printing company with 33,000 to 34,000 transactions a year, and 70% of these are repeat orders that we aim to automate.

We are primarily looking to solve business challenges related to processing unstructured documents.

Our primary use case for UiPath revolves around document imaging, specifically scraping data off documents and digitizing them. We only use it in our accounting department and haven't expanded it to the rest of the company. We've seen some success with the projects on the financial team, but we might be resource-constrained to get other departments involved. It's hard for them to adapt to new technologies.

We have done work for customer success by collecting information from various sources such as email, IVR, and chat. Our solution performs classification, sentiment analysis using the AI of UiPath, and then data validation and posting. We've implemented this for one of the biggest banks in India.

Our primary use case involves the democratization of software through the Sysen Lever and Power User Program. Essentially, we are trying to automate complex processes that can be easily rules-based, eliminating the need for repetitive motions.

Our use cases for UiPath AI and automation are diverse and cover a number of functional areas within our business. We are doing everything from building simple to medium to complex RPAs. We have started utilizing communication mining and have a unique use case leveraging document understanding. Essentially, we are getting our feet wet across the board.

We have been using UiPath for almost the last five years in the industry, where a lot of research development, and clinical trials are happening. Many of the processes are centered around clinical trials, especially around translation. Being a global company, we conduct a lot of clinical research involving various languages and regulations. Earlier, we were outsourcing translation services, which presented security and timing challenges. With UiPath, we built bots that collect clinical trial documents from various sources and translate them into the desired language, ensuring security and faster delivery. We no longer need to outsource, and translations are now super fast, sometimes within hours.

We use UiPath for claims processing, enrollment, and interpreting what's on documents, and then we use the data that's in them for different purposes. I'm sure there are many other use cases. We're still brainstorming and giving our leaders some ideas. Frontline employees also have process improvement ideas.

We have been using the RPA functionality in UiPath mostly for cash management. Our biggest use case is submitting wires and payments.

We use AI mainly around sales processing and document understanding. Our current use cases involve traditional automation, processing different orders, order formats, languages, and language translation, and creating actual orders in any ERP solution. We've done a Communications Mining POC, and we think that's promising, but we haven't used UiPath's process mining because we have another solution for that.

I currently work for a data center company serving real estate clients. Our primary use case for UiPath involves large-scale automation using Document Understanding to process invoices. I have two models running. One is for our general invoices, including everything we pay for people coming on-site at all data centers worldwide. There's a separate model for utilities. Accuracy in our utilities spending is crucial for our data center business, where power costs are passed on to customers. Currently, we still use traditional machine learning from when we initially developed these models three years ago. However, we are creating a company strategy to implement GenAI and deal with the legal implications. GenAI is something we're considering as an enhancement to our document processing and data collection. We're still trying to figure out how that happened. We're figuring out which documents and data to include in an internal model and draw conclusions from. When working with data, our top priority is ensuring that the data is updated, accurate, and well-maintained. There's a structure involved because a ton of our information is in SharePoint, which is a mess. We have two SharePoint sites for every employee.

We use UiPath across departments, including HR, IT, procurement, and the supply chain. One use case is hiring and other simple HR-related tasks. We also automate complex processes, like using Document Understanding and machine learning to extract vendor contract information and input it into our procurement system.

We are considering implementing AI as we are a healthcare staffing company in the education sector. Our use case focuses on processing a large number of emails and resumes. We aim to mine resumes to determine which are best for rapid and successful placements. On the communication side, we wish to perform sentiment analysis to assess how well our salespeople respond to clients.

Our primary use case is IDP. We're in the Fed market, so a lot of it is all IDP driven. AI and automation are priorities. We're not exclusively a UiPath shop, but we're shifting to utilize it more because we know there are opportunities, especially in the realm of document capture.

We're a food ingredient distribution company that receives documents on ingredients' nutrition, allergens, microbial testing, etc. We primarily use UiPath to process these documents. It was our proof of concept for using the system initially, and we'll expand it to process invoices and other related use cases. We operate using an enterprise operating system. It's not a technological thing. It's how you determine project priorities. Soon, we'll set up process mining. Then, the IT team and technology group will decide what we do. Right now, the business units effectively vote on the next quarter's priorities.

We are using UiPath for traditional RPA automations at the moment.

We primarily use UiPath's AI features to pull information from chatbot conversations with insurance providers and identify decisions made.

We're a financial institution, and we started using UiPath for small, simple processes and day-to-day tasks, such as adding and removing users and updating information, but we're also exploring opportunities to automate lending processes. We typically evaluate a process first to see if it's appropriate for automation. Sometimes, we've identified bad processes and needed to update documentation before we can implement them.

We currently use UiPath to process birth certificates. One of my tasks was to apply OCR to the birth certificates and use a named entity recognition model to extract details like the names of the individuals, parents, and the place of birth. The project requires us to handle certificates from all 50 states, and every state uses a different format. We're supposed to be doing intelligent automation, but we're not there yet. I work in the applied analytics and statistics section, and we're supposed to find ways to inject more advanced analytical methods into some of these places where we can automate. Our IT department has a CoE that conducts intake processes. They use Automation Hub to review each process, and the executive governance board votes on it. I don't know how they decide internally because I'm not part of that.

We're still in the exploration and discovery phase. We're learning about UiPath's capabilities and how they fit into the overall picture. We haven't separated AI from our normal process at this point. I work in our company's contact center, and we engage them in many different ways. We talk to management about their problems, report large volumes of transactions, and work side-by-side with the agency to find trouble cases and where they frequently perform manual tasks.

We use UiPath to replicate what medical coders do by inputting codes from certain medical systems into another. It also automates our billing cycle, allowing us to input the codes directly into the insurance billing system to receive payments faster.

We are a diagnostic laboratory that receives tissue samples from all over the country daily. To manage these, we implement UiPath for Document Understanding to process requisitions from clinical providers. This information is then loaded into our laboratory information system, enabling us to carry out the diagnostic process. We have a dozen bots operating across various functions, assisting in tasks such as screening resumes in HR and data entry on patient information.

We primarily use UiPath to move data and consolidate data formats efficiently. We are involved in claims management within healthcare. We are also exploring DevOps tooling and CI/CD pipelines, and automated testing.

One of our simpler UiPath use cases involves running an SQL query, copying the results into a spreadsheet, and then emailing them to the appropriate people. We also have a third-party system for parking at the hospital. Visitors need to fill out a web form, and the automation process kicks in once the web form is filled out. The data is input into a database and then automatically processed in bundles. The form is filled out automatically for them, and it batches every thirty minutes.

We're an insurance company, so we use UiPath to enter customer and policy data. Four of us work on the data side of bot development, which is our department's priority. We have multiple inflows of different ideas and use cases coming from various departments that ensure the company runs smoothly and efficiently. Implementations and updates allow for frequent email communications on Monday mornings weekly. Our team sends out email notifications if anything significant is urgent. We're still working on some of the aspects that we're looking to solve by attending this event. We've got some integrations that UiPath provides.

We use UiPath for social media marketing.

I use UiPath to automate repetitive tasks within our organization. It helps us deploy processes without human intervention for some tasks.

In Brazil, we have some standard processes. Basically, some companies operate in similar ways. I cannot give all the details, but there is a process for financial invoices. To automate this process, we normally use UiPath.

I use this solution for automating customer processes. I have been working with this for almost seven years and am responsible for automating various business processes across different industries such as finance, telecommunications, and airlines. I have experience working with numerous sectors and do not use it for personal reasons.

We are using UiPath for some automations. One of the roles that I have handled over the last two years was related to customer service. In customer service, you tend to have a lot of inquiries and redundant work that can be done through RPA automation. We managed to use it to reduce a lot of recurring tasks. Our experience is very nice when using automation to reduce the workload. There are a lot of cases related to user inquiries or figuring out how to do things, as well as some tasks related to setting passwords, creating shared folders, and creating virtual machines. These types of workflows are tasks that require only line manager approval, and things can be done without daily human intervention. We have managed to automate staff onboarding and related tasks. I have recently changed to a governance role. I am now the governance director at the company. A part of my governance role is taking care of internal and CSR committees. We are considering using automation for good causes. We are now both a customer and a partner of UiPath. We are using UiPath as a partner because we are selling it to customers and we are also using it internally for the benefit of our employees.

Start small and then excel it is important for the Organization to increase the awareness and literacy about RPA.

1. You will need to start with Task Automation in most of your initials automation. ( Don't think big to start or else you will end up with only discussion no conclusions)
2. These tasks will be tied up to some part of the business process. ( Please see the tips below)
3. Focus only on task automation with a simple rule of targeting tasks that consume a lot of time of your IT/Business Users.
4. As a quick win go ahead with IT automation cases 1st and they easily help to spread awareness within the business by doing Show-n-Tell session with business.
5. It took me 2 IT RPA cases as our 1st quick win and took me 41 sessions with business users from various departments to get the pipeline for RPA cases.
6. If you follow this mantra you will soon see the results flooded with RPA opportunities - we have 40+ Identified cases and 175+ cases on task automation for ERP.

Please find attached snapshots :
1. How to Choose a correct RPA case: drive.google.com/file/d/1NtwVaaxP-fpHgkP4hQNAZilq0xiDC1HW/view
2. RPA Case automation life cycle as you mature -> Task -> Component -> Sub-Process -> Process: drive.google.com/file/d/140zUzHTwSZ7lwEibOLt1JsNUZeMt7NNu/view
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Final Tip:
1. Identify RPA cases which are Highly-repetitive, Highly manual, Too many FTEs required.
2. Information intensive activity: Copying, pasting and validating data between systems, portals, application, pdf/excel files etc.
3. Rigorous keystrokes and mouse clicks, Hopping between applications
4. Any mind-numbing office task that kills time and energy
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We mainly use UiPath in CRM business process controls and transferring contracts to the ERP system. In addition, many information messages sent to our customers are managed by our robot. In this way, we provide more accuracy and efficiency by doing routine work with the robot.

We use it for financial use cases: purchase-to-pay processes, reconciliation processes, vendor payment, and merchant payments. This is just in finance. Then, we have retail order processing, order creation, PO generation, delivery note generation, and all those things in retail. We even have banking processes as well, such as a payments portal. We use it in most of the fields. We don't use cloud licenses. Most of our licenses are on-prem. We use both attended and unattended automation in UiPath.

We started using UiPath for our finance department where it provides us fantastic capabilities by automating one of the processes that is running overnight, a process which includes non-variable and repetitive tasks. Using SAP, as part of our regular operations, we have to submit some account details every night. We automated a process which was very time-consuming and structured, with rule-based tasks. Then we started with the sales department as well, on the promotion side. We are a beverage company and we have to set up promotions for our distributors and our customers. We have a third-party application that helps us with our promotions, but it's a very complicated application. We use UiPath to help automate parts of that application. These are two of the early and major processes which I have developed. As of now, we have more than 100 use cases which we have developed. Some are related to ServiceNow, some are related to SAP, and some are for Salesforce. We are using both its attended and unattended capabilities. We have more than 30 robot licenses, unattended and attended licenses. We are using their Automation Cloud.

Our primary use of this solution, as a company, was to eliminate or at least simplify and reduce the number of boring, repetitive administrative tasks that take our precious time. We are a business consulting company and lots of clients try to contact us on multiple channels that we are available on. Our company, in partnership with UiPath, implemented an unattended robot that saves our time and energy. We call it our colleague that works independently, full time and helps us without requiring emotional support.

We use robotic process automation to automate the business process of the company. We are using the Oracle JD Edwards. We have automated the HR process for the payroll and payslips. We used UiPath for the scanning of attachments and uploading/attaching them in the Oracle system automatically. Previously, we used to take a day or two in doing so. Most of the daily human errors are minimized. We used this for automated internal requests including automatic reconciliation instead of several clicks from the user and automatic correction of the master records or any change required.

I have been using UiPath in the healthcare area and right now, I am developing a healthcare project. I have also used it in retail projects and we have automated entire retail systems for vendors and customers. This has given them more reliable action and product services that are beneficial for both the organization and the user.

For two years, I have focused on automating workflows related to processing documents in formats like PDF, Excel, and CSV. Using the document understanding feature, we have handled forecast orders and purchase order invoices. If you use input files like Excel, PDF, and CSV, we can automate file validation, such as checking data accuracy, format compliance, or missing information. It's integrated with Boomi, so after the files are validated, they're sent to Boomi for further processing. Boomi provides us with the RTF file, and we use UiPath to validate its contents and correctness. It automates the process of converting the RTF file into an Excel file. Another process is remittance, where we can get files from clients, validate them, and submit them to the credit managers for correction.

I piloted the introduction of UiPath to my team with two projects. The first, domain monitoring, automated our ten-plus Pega applications' quarterly security and health checks. We designed an architecture that could be mapped across all domains, streamlining the process to run weekly instead of quarterly. This provided timely reports on application health via Webex. The second project was a more straightforward test suite automation for another UI-based application. These two successful pilot projects showcased the capabilities of UiPath, with the domain monitoring still in use today.

We use UiPath to automate ERP and CRM portal processes, integrate them with SAP and various external applications, gather data, and perform functions to generate reports. UiPath enables us to carry out numerous activities, and its usage is not limited to a single variable but rather multiple ones. UiPath's primary goal is to enhance the scalability and accuracy of daily tasks within any organization. The core concept behind UiPath is to boost productivity by mimicking human actions, automating repetitive tasks and freeing up time for individuals to focus on other activities.

Our team manages RPA licensing, including evaluating other tools besides UiPath. We consider factors like upcoming automation reports and license renewal costs when deciding between UiPath, Power Automate, or other options. By comparing features and licensing expenses, we make informed choices about which RPA tool best suits our needs. UiPath handles our invoice processing and a variety of ERP tasks, including automating processes in SAP and Oracle. We also leverage it for some portal interactions and other invoice-related functionalities. We use the UiPath orchestrator platform.

UiPath is a business automation platform that allows us to design and implement rule-based automation across various applications. In essence, we define the rules and conditions e.g., for processing data in a CRM system, and UiPath automates the entire workflow. Beyond processing, UiPath can also automate tasks like document reading, data entry, and system updates e.g., price changes. In our specific role within the telecom domain, we might use UiPath for design integration, network optimization, and other tasks defined by our business rules. It's important to remember that successful automation requires well-defined rules, test data, and an evaluation of scalability and return on investment. UiPath's strength lies in its ability to integrate with various applications, including Office 365, CRM systems, and HR applications, as long as these applications have a user interface with identifiable elements or objects.

We are using it to automate business processes in the organization.

The use cases for UiPath depend on the specific requirements of each department within an organization. We typically meet with small groups of employees to identify potential automation opportunities within their departments. If a use case is suitable for automation, we develop the feature and build the bot for the customer.

We mainly use UiPath for automation testing processes. I am from delivery and project management, and I have a team member under me who is developing automation processes for me.

We use UiPath for intelligent automation integrated with machine learning models.

We use UiPath Studio, specifically the enterprise version, for developing projects per organizational requirements.

The use cases are quite broad. UiPath is used in customer contact centers, supply chain management, operations, etc. It is useful for the intelligent automation of task-oriented processes.

We use it to automate repetitive processes. We are also using it to manage people and costs. I have used it for automation in telecommunication, HR, and finance. I have also done two projects for IT. It is a combination. I have worked on all these different projects.