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Session 4: UiPath Autopilot for
Developers using Studio Web,
UiPath NY AI series
Presenter
Avinash Billakurthi
Digital Transformation Leader, Vajrang Org
Co-author – Swathi Nelakurthi
2
UiPath NY AI Series
Al will increasingly create and maintain full automations
Agenda
Understanding Studio Web
UiPath Autopilot in Studio Web
Development in Studio Web using UiPath Autopilot
Demonstration: Building an Automation Using Autopilot in Studio Web
Autopilot for Expressions and App Integration
Best Practices for Using Autopilot in Studio Web
4
Key Benefits:
• Browser-based access with
no installation needed
• Integration with Automation
Cloud
• Automatic version control
and centralized storage
• Complete automated
development lifecycle
• User-friendly, modern
design
• Strong enterprise security
• Easy deployment to
Automation Cloud.
Understanding Studio Web
Cloud-Native Automation Development
What is Studio Web: Browser-based development environment for automation
5
Feature Workspace in Studio Web Templates in Studio Web
Definition The central area where you find and manage all your
automations.
Predefined automation frameworks or starting points
provided by UiPath.
Main Purpose Acts as the dashboard for ongoing projects and
workflows.
Provides a starting point with pre-built automation
steps for common use cases.
Key Activities - View and open existing automation projects. - Start a new project with pre-built steps.
- Create new automation projects and manage files. - Customize predefined automation steps for specific
needs.
- Organize workflows within folders for easy access. - Modify the template to suit your project requirements.
Key Points - Easily access and manage all your automations. - Ready-made automations designed to simplify
development.
- Open, edit, and manage multiple projects
simultaneously.
- Helps speed up automation development by providing
foundational code.
- Provides an organized view of all automation files. - Can be used for standard processes like email
automation, data extraction, etc.
Use Case Ideal for managing ongoing and new automation
projects.
Ideal for quickly starting automation projects with built-
in components.
Workspace and Templates in Studio Web
6
UiPath Studio Web vs. UiPath Studio (Desktop)
Feature UiPath Studio Web UiPath Studio (Desktop)
Platform Browser-based, no installation. Windows application, requires
installation.
Ease of Use Simple UI, best for beginners. Advanced tools for experts.
Collaboration Real-time, team-friendly. Individual-focused, Git support.
Automation Best for cloud, API-based tasks. Handles complex workflows, UI
automation.
Integration Support Cloud-based integrations Cloud & desktop integrations with
more options.
Use Cases Quick deployment, citizen developers. Complex automation requiring
offline access.
Updates Auto-updated via cloud. Requires manual updates.
7
UiPath Autopilot in Studio Web
• UiPath Autopilot is an AI-powered feature that suggests actions and expressions.
• Helps in reducing manual effort while building automation.
• How Autopilot Helps?
o AI-driven action suggestions
o Automatic expression generation
o Seamless third-party app integration
o Activity Name Auto-Generation in Studio Web Autopilot
8
Development in Studio Web using UiPath Autopilot
Steps to Develop an Automation Using Autopilot:
• Open Studio Web and create a new project
• Choose an automation template or start from scratch
• Use Autopilot to generate workflow steps
• Add AI-generated expressions for conditions and calculations
• Integrate with apps like Google Sheets or Outlook
• Test and deploy the automation
https://cloud.uipath.com/tenant/studio_/projects
• Auto rename using Autopilot
9
Demonstration: Building an Automation
Using Autopilot
10
Generating Automation Code in a Sequence using Autopilot.
11
Autopilot for Expressions and App Integration
What is Autopilot for Expressions?
• AI-powered feature that automatically generates expressions for tasks like conditions, calculations, and data
manipulations.
• Helps in simplifying complex logic by suggesting optimized expressions based on workflow context.
Key Features:
• Automatic Expression Generation: AutoPilot suggests expressions for calculations, conditions, and data manipulations.
• Simplification of Complex Logic: Automatically generates expressions for loops or data transformations.
• AI-Enhanced Accuracy: Generates expressions with high accuracy, reducing errors and improving workflow reliability.
How Autopilot Enhances App Integration?
Autopilot also aids in integrating third-party applications (e.g., Google Sheets, Microsoft 365, Salesforce) by automatically
generating the necessary integration expressions.
• Integrating with Web Apps:
When building automations that interact with web applications (like logging into a website), Autopilot generates
appropriate selectors, arguments, and actions to interact with various elements (e.g., text fields, buttons, dropdowns).
• Simplified API Calls:
Autopilot can help create API calls with the correct structure when integrating with services like REST APIs. This is
especially useful when handling tasks like data fetching, sending emails, or performing data exchanges.
12
Category Input String Prompt Expression Output String
String
Manipulation
John Doe Extract the first name from
<[InputString]>
InputString.ToString().Split(" "c)(0) John
"D:CustomerData.txt" Extract the file extension from
<[InputString]>
System.IO.Path.GetExtension(InputStri
ng.ToString())
.txt
March 14, 2024 Convert a string representation of a
date to a DateTime object in
specific format
DateTime.ParseExact(InputString,
"MMMM dd, yyyy",
System.Globalization.CultureInfo.Invari
antCulture)
03/14/2024 00:00:00
mississippi Remove duplicate characters from
<[InputString]>
New
String(InputString.Distinct().ToArray())
misp
Regex This!@# is a^&* sample
$%text.
Remove all special characters from
<[InputString]>
System.Text.RegularExpressions.Reg
ex.Replace(InputString.ToString(),
"[^a-zA-Z0-9 ]", "")
This is a sample text
The phone number is +1
(555) 123-4567. Can you
extract the country code?
Extract country code from
<[InputString]>
System.Text.RegularExpressions.Reg
ex.Match(InputString,
"+d{1,3}").Value
1 (Note: Result is +1)
Please process payment
for $100 using credit
card number 1234 5678
9012 3456. Also, charge
$50 to card ending in
9876 5432 1098 7654.
Thank you!
Mask sensitive information such as
credit card numbers in a string
System.Text.RegularExpressions.Reg
ex.Replace(InputString, "b(?:d$$ -
]*?){13,16}b", "****")
Please process payment
for $100 using credit
card number ****. Also,
charge $50 to card
ending in ****. Thank
you!
Autopilot: Example Prompts and Expressions
13
Sample Automation using String Manipulation Expression
14
Sample Automation Using Regex Expression
15
Best Practices for Using Autopilot in Studio Web
• Validate Autopilot Suggestions
o Validate Autopilot’s expression and integration suggestions to ensure they align with
business logic.
o Test thoroughly to ensure the generated code works as expected.
• Use Autopilot for Repetitive Tasks
o Ideal for automating routine tasks (e.g., form filling, data extraction).
o Speeds up development by automatically generating necessary code.
• Integrate AI with Human Oversight
o Human intervention is necessary for edge cases and complex business logic.
o Customize Autopilot-generated code to meet specific requirements.
• Keep Code Clean and Organized
o Organize activities logically and use descriptive names for variables.
o Add comments for future developers to understand complex logic.
• Debug and Test Autopilot-Generated Code
o Test and debug every generated step to ensure the automation works as expected.
o Use debugging tools to analyze and correct issues.
16
Conclusion & Future Roadmap
• Key Takeaways
• Studio Web provides a cloud-native development experience with lower
barriers to entry
• Autopilot integration transforms automation development with AI
assistance
• Expression building and document processing benefit significantly from
AI capabilities
• Best practices ensure scalable, maintainable automation development
• Future Directions:
• Expanded AI capabilities in Studio Web
• Enhanced collaboration features
• More advanced autopilot capabilities
• Deeper integration with UiPath ecosystem
17
Start with Autopilot for Everyone https://www.uipath.com/product/autopilot-for-
everyone
Follow UiPath Academy course: https://academy.uipath.com/courses/uipath-
agentic-discovery-framework-fundamentals
Follow UiPath Community: https://community.uipath.com/new-york/
Signup for UiPath Agent Builder: https://www.uipath.com/product/agent-
builder#join-now
Resources to get started
18
Q & A
AVINASH BILLAKURTHI
Connect with me @Linkedin
Thank you!

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UiPath NY AI Series: Session 4: UiPath AutoPilot for Developers using Studio Web

  • 1. Session 4: UiPath Autopilot for Developers using Studio Web, UiPath NY AI series Presenter Avinash Billakurthi Digital Transformation Leader, Vajrang Org Co-author – Swathi Nelakurthi
  • 2. 2 UiPath NY AI Series Al will increasingly create and maintain full automations
  • 3. Agenda Understanding Studio Web UiPath Autopilot in Studio Web Development in Studio Web using UiPath Autopilot Demonstration: Building an Automation Using Autopilot in Studio Web Autopilot for Expressions and App Integration Best Practices for Using Autopilot in Studio Web
  • 4. 4 Key Benefits: • Browser-based access with no installation needed • Integration with Automation Cloud • Automatic version control and centralized storage • Complete automated development lifecycle • User-friendly, modern design • Strong enterprise security • Easy deployment to Automation Cloud. Understanding Studio Web Cloud-Native Automation Development What is Studio Web: Browser-based development environment for automation
  • 5. 5 Feature Workspace in Studio Web Templates in Studio Web Definition The central area where you find and manage all your automations. Predefined automation frameworks or starting points provided by UiPath. Main Purpose Acts as the dashboard for ongoing projects and workflows. Provides a starting point with pre-built automation steps for common use cases. Key Activities - View and open existing automation projects. - Start a new project with pre-built steps. - Create new automation projects and manage files. - Customize predefined automation steps for specific needs. - Organize workflows within folders for easy access. - Modify the template to suit your project requirements. Key Points - Easily access and manage all your automations. - Ready-made automations designed to simplify development. - Open, edit, and manage multiple projects simultaneously. - Helps speed up automation development by providing foundational code. - Provides an organized view of all automation files. - Can be used for standard processes like email automation, data extraction, etc. Use Case Ideal for managing ongoing and new automation projects. Ideal for quickly starting automation projects with built- in components. Workspace and Templates in Studio Web
  • 6. 6 UiPath Studio Web vs. UiPath Studio (Desktop) Feature UiPath Studio Web UiPath Studio (Desktop) Platform Browser-based, no installation. Windows application, requires installation. Ease of Use Simple UI, best for beginners. Advanced tools for experts. Collaboration Real-time, team-friendly. Individual-focused, Git support. Automation Best for cloud, API-based tasks. Handles complex workflows, UI automation. Integration Support Cloud-based integrations Cloud & desktop integrations with more options. Use Cases Quick deployment, citizen developers. Complex automation requiring offline access. Updates Auto-updated via cloud. Requires manual updates.
  • 7. 7 UiPath Autopilot in Studio Web • UiPath Autopilot is an AI-powered feature that suggests actions and expressions. • Helps in reducing manual effort while building automation. • How Autopilot Helps? o AI-driven action suggestions o Automatic expression generation o Seamless third-party app integration o Activity Name Auto-Generation in Studio Web Autopilot
  • 8. 8 Development in Studio Web using UiPath Autopilot Steps to Develop an Automation Using Autopilot: • Open Studio Web and create a new project • Choose an automation template or start from scratch • Use Autopilot to generate workflow steps • Add AI-generated expressions for conditions and calculations • Integrate with apps like Google Sheets or Outlook • Test and deploy the automation https://cloud.uipath.com/tenant/studio_/projects • Auto rename using Autopilot
  • 9. 9 Demonstration: Building an Automation Using Autopilot
  • 10. 10 Generating Automation Code in a Sequence using Autopilot.
  • 11. 11 Autopilot for Expressions and App Integration What is Autopilot for Expressions? • AI-powered feature that automatically generates expressions for tasks like conditions, calculations, and data manipulations. • Helps in simplifying complex logic by suggesting optimized expressions based on workflow context. Key Features: • Automatic Expression Generation: AutoPilot suggests expressions for calculations, conditions, and data manipulations. • Simplification of Complex Logic: Automatically generates expressions for loops or data transformations. • AI-Enhanced Accuracy: Generates expressions with high accuracy, reducing errors and improving workflow reliability. How Autopilot Enhances App Integration? Autopilot also aids in integrating third-party applications (e.g., Google Sheets, Microsoft 365, Salesforce) by automatically generating the necessary integration expressions. • Integrating with Web Apps: When building automations that interact with web applications (like logging into a website), Autopilot generates appropriate selectors, arguments, and actions to interact with various elements (e.g., text fields, buttons, dropdowns). • Simplified API Calls: Autopilot can help create API calls with the correct structure when integrating with services like REST APIs. This is especially useful when handling tasks like data fetching, sending emails, or performing data exchanges.
  • 12. 12 Category Input String Prompt Expression Output String String Manipulation John Doe Extract the first name from <[InputString]> InputString.ToString().Split(" "c)(0) John "D:CustomerData.txt" Extract the file extension from <[InputString]> System.IO.Path.GetExtension(InputStri ng.ToString()) .txt March 14, 2024 Convert a string representation of a date to a DateTime object in specific format DateTime.ParseExact(InputString, "MMMM dd, yyyy", System.Globalization.CultureInfo.Invari antCulture) 03/14/2024 00:00:00 mississippi Remove duplicate characters from <[InputString]> New String(InputString.Distinct().ToArray()) misp Regex This!@# is a^&* sample $%text. Remove all special characters from <[InputString]> System.Text.RegularExpressions.Reg ex.Replace(InputString.ToString(), "[^a-zA-Z0-9 ]", "") This is a sample text The phone number is +1 (555) 123-4567. Can you extract the country code? Extract country code from <[InputString]> System.Text.RegularExpressions.Reg ex.Match(InputString, "+d{1,3}").Value 1 (Note: Result is +1) Please process payment for $100 using credit card number 1234 5678 9012 3456. Also, charge $50 to card ending in 9876 5432 1098 7654. Thank you! Mask sensitive information such as credit card numbers in a string System.Text.RegularExpressions.Reg ex.Replace(InputString, "b(?:d$$ - ]*?){13,16}b", "****") Please process payment for $100 using credit card number ****. Also, charge $50 to card ending in ****. Thank you! Autopilot: Example Prompts and Expressions
  • 13. 13 Sample Automation using String Manipulation Expression
  • 14. 14 Sample Automation Using Regex Expression
  • 15. 15 Best Practices for Using Autopilot in Studio Web • Validate Autopilot Suggestions o Validate Autopilot’s expression and integration suggestions to ensure they align with business logic. o Test thoroughly to ensure the generated code works as expected. • Use Autopilot for Repetitive Tasks o Ideal for automating routine tasks (e.g., form filling, data extraction). o Speeds up development by automatically generating necessary code. • Integrate AI with Human Oversight o Human intervention is necessary for edge cases and complex business logic. o Customize Autopilot-generated code to meet specific requirements. • Keep Code Clean and Organized o Organize activities logically and use descriptive names for variables. o Add comments for future developers to understand complex logic. • Debug and Test Autopilot-Generated Code o Test and debug every generated step to ensure the automation works as expected. o Use debugging tools to analyze and correct issues.
  • 16. 16 Conclusion & Future Roadmap • Key Takeaways • Studio Web provides a cloud-native development experience with lower barriers to entry • Autopilot integration transforms automation development with AI assistance • Expression building and document processing benefit significantly from AI capabilities • Best practices ensure scalable, maintainable automation development • Future Directions: • Expanded AI capabilities in Studio Web • Enhanced collaboration features • More advanced autopilot capabilities • Deeper integration with UiPath ecosystem
  • 17. 17 Start with Autopilot for Everyone https://www.uipath.com/product/autopilot-for- everyone Follow UiPath Academy course: https://academy.uipath.com/courses/uipath- agentic-discovery-framework-fundamentals Follow UiPath Community: https://community.uipath.com/new-york/ Signup for UiPath Agent Builder: https://www.uipath.com/product/agent- builder#join-now Resources to get started
  • 18. 18 Q & A AVINASH BILLAKURTHI Connect with me @Linkedin