![5
[Recap] #2 Autopilot Series
17 Apr 2025](https://image.slidesharecdn.com/autopilotforeveryoneseries3-250422144710-f5355745/85/Autopilot-for-Everyone-Series-Session-3-Exploring-Real-World-Use-Cases-5-320.jpg)
Autopilot for Everyone Series - Session 3: Exploring Real-World Use Cases
- 2. 2 #3 Exploring Real-World Use Cases with Autopilot! 21 Apr 2025 Speaker: Oumayma LAJILI
- 3. 3 Organizer & Speaker Lovely Sinha Cristina Vidu Organizer Dubai Chapter Leader Manager, Dubai Holdings Organizer Global Manager, Marketing Community UiPath Oumayma LAJILI Speaker Senior Automation Engineer,UiPath MVP Roboyo
- 4. 4 01 Recap Autopilot For everyone Series Session #2 02 Business Use cases Overview 03 Use Case #1 – Intelligent Decision-Making in Procurement 04 Use Case #2 –Fraud Detection in Supply Chain 05 Use Case #3 – Gathering competitor pricing information from e-commerce sites. 06 Use Case #4 – HR Onboarding Automation 07 Use Case #5 – Tracking Stock Prices from Financial Websites Agenda
- 5. 5 [Recap] #2 Autopilot Series 17 Apr 2025
- 7. 7 UiPath Autopilot for Everyone Capabilities: • Generative AI • Context grounding • Automations • Clipboard AI How is Autopilot different from other AI Assistants? • Works across apps • Learns from how you work • Clipboard AI • Automations • Supports more platform including Teams
- 8. 8 Real-world business use cases using UiPath Autopilot
- 9. 9 Real-world business use cases x x x x x • Automated Loan Processing: Autopilot extracts and verifies applicant data from documents to expedite • Email Classification: AI models categorize customer emails for efficient routing and response. • KYC Document Handling: Autopilot processes and validates KYC documents, ensuring compliance. Banking 2 Supply Chain • Intelligent Decision-Making in Procurement: Autopilot analyzes vendor performance, pricing, and delivery reliability to recommend the best supplier selection. • Supplier Communication: Autopilot generates context-aware responses to supplier inquiries and updates. • Demand Forecasting: AI predicts product demand to optimize stock levels and prevent overstock or shortages. 3 Energy • Maintenance Scheduling: Autopilot schedules equipment maintenance based on predictive analytics. • Regulatory Compliance: AI monitors operations to ensure adherence to energy regulations. • Customer Billing: Generative AI creates accurate billing statements from usage data. 5 HR • Onboarding Automation: Autopilot initiates onboarding workflows, sending emails and collecting documents. • Leave Management: Employees request leave through an app interface generated by Autopilot. • Training Material Creation: Generative AI develops personalized training content based on roles. 6 Accounting • Invoice Processing: Generative AI extracts data from invoices, flags discrepancies, and automates entries. • Audit Summaries: AI analyzes financial data to generate concise audit reports. • Financial Reporting: Autopilot drafts management discussion and analysis (MD&A) reports from financial data. 4 Telecommunication • Customer Support Automation: Autopilot handles routine inquiries, freeing agents for complex issues. • Service Issue Reporting: AI-generated reports identify and prioritize network issues. • Lead Nurturing: Autopilot automates follow-ups with potential customers across channels. 1
- 10. 10 Use Case #1 – Intelligent Decision- Making in Procurement
- 11. 11 Intelligent Decision-Making in Procurement with Autopilot for everyone User Prompt Data Extraction From SAP Data Analysis with AI Recommandation Automated Decision & Action 1 2 3 5 6 1 Compare suppliers for Q2 monitor purchase under €20,000 with fast delivery. Autopilot triggers a pre- built automation to extract: •Vendor names •Item descriptions •Prices, delivery times, quality scores (from SAP, Excel, or databases) •Generative AI - creates content, analyzes data, and generates insights •Context grounding - searches Context grounding indexes to answer user queries — Autopilot returns a ranked list like: 1.TechOne GmbH 2.EuroIT Supplies 3.VisionScreen — Includes a recommended choice with justification User says: “Proceed with top supplier.” — Autopilot triggers automation to: •Generate Purchase Requisition •Notify procurement manager for approval •Log action in procurement system
- 12. 12 Use Case #2 – Fraud Detection in Supply Chain with UiPath Autopilot for Everyone
- 13. 13 Fraud Detection in Supply Chain User Prompt Upload the invoice Data Analysis with AI Verification 1 2 3 4 “Check this invoice for any anomalies or inconsistencies. ” Upload Invoice: The user uploads a supplier invoice directly into the Autopilot chat interface. Autopilot analyzes the invoice using AI and returns insights like duplicate charges or missing PO numbers The user asks: "Run the supplier validation automation," and Autopilot triggers a workflow to fetch and verify vendor data (e.g., from SAP or external databases).
- 14. 14 Use Case #3 – Gathering competitor pricing information from e-commerce sites
- 15. 15 Prompt Example: "Extract the latest prices for 'wireless headphones' from Amazon and Best Buy." Autopilot For everyone Action: Autopilot initiates a pre-built automation that navigates to the specified websites, searches for 'wireless headphones,' and extracts the pricing data into a structured format like Excel or CSV. Gathering competitor pricing information from e-commerce sites.
- 16. 16 Use Case #4 – HR Onboarding
- 17. 17 Challenge: HR teams often face manual, repetitive tasks during onboarding, leading to delays, errors, and a less engaging experience for new hires. Solution with UiPath Autopilot For Everyone: Natural Language Initiation: HR personnel can prompt Autopilot with simple commands like, "Start onboarding for new hire John Doe.“ Automated Workflows: Autopilot orchestrates the entire onboarding process: Sends personalized welcome emails. -Collects and verifies necessary documents using Document Understanding. -Sets up accounts in HR systems (e.g., SAP, Workday). -Schedules training sessions and IT equipment provisioning. Personalized Engagement: Utilizes UiPath Agents to interact with new hires, answering FAQs and providing onboarding schedules. Value Delivered: Enhanced New Hire Experience: Personalized and timely communications make new employees feel valued from day one. Reduced HR Workload: Automation handles routine tasks, allowing HR to focus on strategic initiatives. Improved Accuracy & Compliance: Minimizes errors and ensures adherence to company policies. HR Onboarding Automation.
- 18. 18 Use Case #5 – Tracking Stock Prices from Financial Websites
- 19. 19 Tracking Stock Prices from Financial Websites Use Case: Monitoring stock prices for investment decisions. Prompt Example: "Retrieve the current stock prices for Apple, Google, and Microsoft from Yahoo Finance." Autopilot Action: Autopilot navigates to Yahoo Finance, searches for the specified companies, and extracts the current stock prices into a report or dashboard.
- 20. 20 “To improve is to change; to be perfect is to change often.” Winston Churchill Thank you & Happy Automation