Model before metal. If you can’t explain the agent’s loop on one page, you’re still dreaming in buzzwords.
What to model
- Entry points (event, email, API).
- Perception steps (extract, classify, enrich).
- Decision nodes (policy, rules, model).
- Actions (API/UI), retries, and guardrails.
- Human-in-the-loop approvals.
Design review in 20 minutes
Invite SME + security + ops. Read the flow top-to-bottom. Anywhere someone says ‘it depends’, add either a rule, a policy, or an escalation.
👉 If you want the full scorecards, decision tables, and slide-ready checklists, they live in Digital Automation Guide and the companion course. Join the waitlist.
Further reading
- UiPath Agent Builder overview: https://www.uipath.com/product/agent-builder
- UiPath Agents (release notes): https://docs.uipath.com/agents/automation-cloud/latest/release-notes/may-2025
- Studio Web (agentic processes, 2025): https://docs.uipath.com/studio-web/automation-cloud/latest/user-guide
- UiPath IXP & Communications Mining: https://docs.uipath.com/ixp/automation-cloud/latest
- UiPath Integration Service: https://www.uipath.com/resources/automation-demo/introducing-integration-service
- UiPath Autopilot: https://www.uipath.com/product/autopilot
Design first. If the BPMN doesn’t read clearly to your SME, the build will wobble.
Model checklist
- Start events (API, queue, email)
- Gateways for exception paths
- Human tasks with SLAs
- Service tasks for API/UI actions
- Compensation/rollback where needed
Review ritual (20 minutes)
- Read top-to-bottom aloud
- Wherever someone says “it depends”, add a rule or escalation
- Tag owners on gateways and human tasks
From model to run (sketch)
Studio Web (model) → Publish → Maestro (operate) → Insights (measure)👉 For full templates, scorecards, and slide-ready checklists, see Digital Automation Guide and the companion course. Join the waitlist.
