AI Agent & Automation Workflows

UiPath Admin via uip admin — Identity Server (users, groups, robot accounts, external OAuth2 apps, secrets), Authorization (custom roles, role assignments, permission catalog, effective-access via check-access PDP), OMS (org read/update, tenant lifecycle, service provisioning, regions, async operation polling), IP Restriction (allowlist, enforcement switch, bypass rules, lockout safety), Audit (event sources, paginated queries, day-wise-JSON-folder or single-CSV exports — login history, compliance dumps, who-did-what-when-where on a resource). Troubleshoot: diagnose access-denied, investigate login failures, role misconfiguration, IP lockout, PAT/app auth issues. For Orchestrator-specific roles/permissions/folders/jobs→uipath-platform. For RPA workflows→uipath-rpa.

End-to-end work with UiPath Agents of all types: build, integrate with UiPath Products (e.g., Orchestrator, Flow, Maestro), design with UiPath Tools (e.g., Agent Builder/Studio Web), deploy, and configure/validate. Covers Coded Agents (e.g., LangGraph, LlamaIndex, OpenAI Agents) and Low-Code Agents (agent.json / Agent Builder). For deterministic Python Coded Functions (uip functions, uipath.json functions map, no agent runtime/LLM)→uipath-functions.

UiPath API Workflow assistant — author, run, package, publish JSON workflows executed by uip api-workflow run. Covers logical/hierarchical structure (Sequence, Assign, JavaScript, If with Wrapper/Then/Else, ForEach, DoWhile, Break, TryCatch, Wait, Response — including nested patterns) AND HTTP / Integration Service connector activities (Gmail, Outlook, GitHub, Slack, etc.) authored via uip api-workflow registry resolve + stub. Triggers on prompts about UiPath API workflows, project type \"Api\", JSON workflow files containing document.dsl/do[], any of those activity types, or fetching data from a public/vendor API. Uses uip api-workflow run for local execution and uip solution pack/publish for deployment. For .flow Maestro→uipath-maestro-flow. For .xaml/coded RPA→uipath-rpa. For coded agents→uipath-agents. For Coded Apps→uipath-coded-apps.

UiPath automation discovery — mines Slack/email/wikis/CRM/HRIS/ERP for repetitive work, SPOFs, and replicable models; produces a 4-tier prioritized opportunity report with UiPath implementation paths, then sizes build effort (complexity band → pack-hours → contingency). Use to discover automation opportunities, find what to automate, estimate/size a delivery, or run an internal automation audit across an organization. For building a specific automation→uipath-rpa, authoring a Flow→uipath-maestro-flow, working with agents→uipath-agents.

UiPath Coded Apps — scaffold, build, run, and deploy Coded Web Apps and Coded Action Apps: React/TypeScript apps that call UiPath Cloud APIs via the @uipath/uipath-typescript SDK and ship to Automation Cloud (push/pull to Studio Web, pack, publish, deploy, OAuth-PKCE). Also generates live analytics & governance dashboards from a plain-language request, wired to tenant data via the Insights real-time API, with edit and deploy flows. For RPA→uipath-rpa, Python agents→uipath-agents, Maestro flows→uipath-maestro-flow, solution packaging→uipath-solution.

UiPath Integration Service connector authoring (REST+JSON) on disk via uip is connectors builder. Triggers on element.json, element-metadata.json, standard-resources/.json, a periodic-uipath-/periodic-design- connector repo, or any request to build/edit an IS connector: init the connector shell, configure auth (19 types via auth set, incl. jwtOauth claims, FPS, none), add activities with fields/params/methods/hooks, wire polling/webhook triggers, add auth-system resources, inspect, validate, and surgically read/write files via state. Import + publish live on the parent uip is connectors (need uip login). NOT for operating a published connector — connections, ping, run an activity→uipath-platform; NOT for .flow connector nodes→uipath-maestro-flow.

UiPath bug reports and improvement suggestions via uip feedback send. Use for 'report issue', 'send feedback', 'file a bug', or the /uipath-feedback command. For investigating an error rather than reporting one→uipath-troubleshoot.

UiPath Coded Functions — deterministic Python units built via uip functions (new/init/run/pack/publish); the functions map in uipath.json, entry-points.json, Pydantic Input/Output. Rule-based logic, data transforms, ERP/Integration Service connector calls — no LLM reasoning or agent loop. For LLM/agentic projects (LangGraph, LlamaIndex, OpenAI Agents, agent.json)→uipath-agents.

UiPath governance via uip gov — author, deploy, and diagnose policies on three layers. AOps product policies (uip gov aops-policy): block/restrict/enforce features in Studio, StudioX, Assistant, Robot, AI Trust Layer, Agent Builder; deploy to user/group/tenant. Access ToolUsePolicy (uip gov access-policy): allow/deny when one workflow invokes another as a tool (Agent→Agent/Maestro/Flow/RPA/API/Case), gated by tag, caller, or actor (User/Group). Compliance Standards (ISO 42001): check posture and configure recommended settings across products in one operation. Operate: deploy/undeploy, query effective deployed policy. Diagnose: policy not taking effect, deployment precedence (user>group>tenant), blocked tool invocations. For platform ops→uipath-platform.

UiPath Human-in-the-Loop / HITL node authoring — building approval gates, escalations, write-back validation, and data enrichment checkpoints in Flow, Maestro, or Coded Agents. NOT for managing, reassigning, or monitoring tasks at runtime (use uipath-tasks for that).

UiPath Insights job monitoring via uip insights — query job execution metrics, failure analysis, and process performance. Covers job KPIs, failure reasons, completion trends, process breakdowns. For Orchestrator job start/stop/logs→uipath-platform, root-cause analysis of specific errors→uipath-troubleshoot, RPA workflow authoring→uipath-rpa.

UiPath IXP (Document Understanding) via uip ixp — create projects (with autopilot taxonomy suggestion, an imported taxonomy file, or empty), upload/download/delete documents, author the taxonomy (field groups, fields, data types, per-field and overall extraction instructions), configure the extraction model and pre-processing, review/confirm/unconfirm predictions, mark fields missing, pull metrics and model versions, publish/tag/roll back model versions. For IxP nodes or model listings inside a .flow / Maestro flow→uipath-maestro-flow.

UiPath Maestro BPMN / Process Orchestration: author (registry-driven), validate, package, operate, and diagnose .bpmn projects. For .flow use uipath-maestro-flow; for case plans use uipath-maestro-case.

Always invoke for caseplan.json files. UiPath Case Management authoring (caseplan.json) from sdd.md, or via lightweight interview if sdd.md absent. Produces tasks.md plan, writes caseplan.json via per-plugin JSON recipes. Edits an existing caseplan.json via targeted operations (skips planning). For .xaml→uipath-rpa, .flow→uipath-maestro-flow, .bpmn→uipath-maestro-bpmn. For PDD→SDD or complex/multi-product→uipath-planner.

UiPath AgentHub MCP server registration + tool authoring via uip agenthub mcp (six server types: uipath / coded / command / remote / platform / swagger) and uip agenthub mcp-tools (three tool kinds: is-activity / resource / raw on uipath-type servers). For Integration Service activity authoring→load references/is-activity-workflow.md. For Python MCP servers / coded-agent integration→uipath-agents. For raw IS CLI→uipath-platform.

UiPath solution planner & designer. Always invoke for PDD / SDD files (pdd.md, -sdd.md). Authors a Solution Design Document (SDD) from a Process Design Document (PDD), or derives the multi-skill, multi-project task list from an existing SDD, emitting live TaskCreate calls. Detects project type (.cs, .xaml, .flow, .bpmn, .py). For uip solution init/pack/publish/deploy/activate & .uipx→uipath-solution. For non-solution Orchestrator/IS/auth/traces→uipath-platform. For .xaml/.cs→uipath-rpa. For .flow→uipath-maestro-flow. For .bpmn→uipath-maestro-bpmn. For agent.json/.py→uipath-agents. For caseplan.json→uipath-maestro-case.

UiPath platform ops via the uip CLI — use for ANY task hitting UiPath Cloud / Orchestrator / Studio Web / Integration Service / Data Fabric / LLM Gateway. Load BEFORE writing code that calls a UiPath API. Covers auth, folders, assets, queues, storage buckets, libraries, webhooks, triggers, processes, jobs, machines, users, roles, sessions, calendars, IS connectors/connections/activities, Data Fabric entities/records/files/choice-sets (uip df), BYO LLM product configurations, context grounding, traces (execution traces and spans + trace feedback / annotation), licensing. For 'why did X fail' / root-cause→uipath-troubleshoot. For uip solution lifecycle→uipath-solution. For PDD/SDD design→uipath-planner. For workflow code (.xaml/.cs)→uipath-rpa, .flow (incl. Data Fabric connector nodes)→uipath-maestro-flow, .bpmn→uipath-maestro-bpmn, agents (.py/agent.json)→uipath-agents, Test Manager→uipath-test.

UiPath read-only reviewer — audit structure, quality, best practices for RPA (.xaml/.cs), agents (.py/agent.json), flows (.flow), BPMN (.bpmn), coded apps, solutions (.uipx). Does NOT edit files. For building/editing→domain skills.

Always invoke for .uipx files. UiPath Solution lifecycle via the uip solution CLI: init/restore/pack/publish/deploy/activate/upload, project add|import|remove, resource refresh|add|remove|edit. Also DIAGNOSE solution-lifecycle failures: pack/publish/deploy/activate errors, stale or missing bindings, unimported/unset/unresolved resources, deploy error codes (e.g. [1009] Invalid argument 'Value'), publish name+version/processKey collisions, and uip solution 'unknown command' after the new→init rename. Bundles multiple automation projects (RPA/Flow/Case/Agents/API Workflows) into one deployable .uipx. For PDD→SDD design (sdd.md/pdd.md) & multi-skill task derivation→uipath-planner. For non-solution Orchestrator/IS/resources/auth/traces→uipath-platform. For .xaml/.cs→uipath-rpa. For .flow→uipath-maestro-flow. For .bpmn→uipath-maestro-bpmn. For agent.json and .py agents→uipath-agents. For coded-app deploy→uipath-coded-apps.

UiPath Test Manager — manage test projects, cases, sets, executions; generate reports. For Orchestrator→uipath-platform. For test automation→uipath-rpa.

UiPath troubleshooting, diagnostics, and root-cause investigations across any UiPath product, feature, runtime, or artifact. Investigates errors, failures, faults, exceptions, regressions, performance problems, unexpected behavior, and silent malfunctions — answers why something failed, broke, stopped, hung, slowed down, returned wrong results, lost access, or stopped working after a change. Also diagnoses failures and faults in Integration Service connectors/connections, Office 365 / Outlook, Google Workspace (GSuite), Excel / Word / PDF activities, Computer Vision, databases / SQL, and HTTP / web activities — route here (not uipath-platform) when the intent is why it failed rather than operating the surface. Walks the available evidence (logs, traces, incidents, status fields, configuration, history) to identify the originating fault and explain what changed. For operating or CRUD on these surfaces→uipath-platform.