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Hackaton Moonshots - 06222023.pdf

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Hackaton Moonshots - 06222023.pdf

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How to use Generative AI with the UiPath
Platform
Moonshot Subjects for the Hyper
Hackathon
June – July 2023
George Roth
Technology Evangelist UiPath
george.roth@uipath.com
https://www.linkedin.com/in/geroth/
2
Explore Novel Use Cases
Build Better Automations Faster
UiPath Uses Gen AI in 3 Ways
Generative AI Powered
Automations
Incorporating Gen AI directly into
Business Automation Use Cases
Supercharge Developer
Productivity
“Co-Pilot” Like experience bringing a user-
friendly interface to building automations
Product & Model
Augmentation
Add LLM capabilities to improve
design time
1 2 3
3
Advantages of using UiPath with Gen AI for Automation
More than calling a Generative AI Model
Context
Gathering
Specialized
Models
Robots Do Work Human In The Loop
Confidence
in governance
UiPath also has Specialized
models to complement Gen
AI interactions
Gen AI needs context,
UiPath can gather the
context from all sources
Gen AI is just a brain,
Automation is the muscle
that does the work
Gen AI “hallucinates”.
There are times you can
not get things wrong
Your business is governed
with audit logs and
controls while using Gen
AI with UiPath
4
3 Patterns for Gen AI Powered Automations
A use case may use 1 or multiple patterns
Pattern
1
Reader / Writer
Pattern
2
Pattern
3
Analyst / Doer
Assistant
UiPath can execute
processes as a result of
LLM calls
UiPath can gather context
from multiple sources to
generate and distribute
personalized messages
UiPath can add context and
action to conversational
assistants
UiPath
Advantage
Source 1
Source 2
Source 3
Source 4
LLM
Ingest Analyze
Data Next Best Action
System 1
System 2
System 3
System 4
Do
LLM
System 1
System 2
System 3
System 4
Do
Conversational
Interface
Human
Knowledge
Response
Action
OR
Source 1
Source 2
Source 3
Source 4
LLM
Read Write
Emails Summaries Content
Appendix 1
3 Pattern Deep Dive
6
Pattern 1 - Reader / Writer
Description:
LLMs are great at taking context and generating personalized text, whether longer or shorter than the original context. UiPath is collecting all the
relevant context and prompting the LLM for text. UiPath can keep a human in the loop to fine tune the output.
Example Use Cases
Cold Call Emails
Gather context about your audience and
generate email
Customer Feedback Response
Gather sentiment and customer history
to generate tailored response
Proposal Writer
Combine multiple answers from your KB
with additional context for a tailored
answer to a proposal question
Applicant Communications
Combine feedback from interviewers,
JD details, and applicant resume for
tailored communications
Customer Summary
Summarize customer history, support
ticket history, etc. for faster consumption
by customer facing agents
Email/PMO Summarizer
Summarize information from PM tools,
emails, other sources for faster
executive overviews
KYC Summarizer
Gather and summarize materials from
multiple sources for faster KYC review
Compliance and ESG Reporting
Monitor data and reports from multiple
systems/source and generate consistent
reporting
Product Documentation
Create and maintain product
documentation summarizing information
from feature tickets and marketing
Fraud Communications
Generate correspondence with
customers collating information multiple
systems
Insurance Claims Communication
Communicate to Customers around
their claims request synthesizing
information from multiple systems
Healthcare Appeals Communication
Tailor communications to customers
about using information about the
customer and the circumstance
Human Input
and Validation
Human in
the loop
Source 1
Source 2
Source 3
Source 4
LLM
Read Write
Emails Summaries Content
System 1
System 2
System 3
System 4
Distribute
Ad

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Hackaton Moonshots - 06222023.pdf

  • 1. How to use Generative AI with the UiPath Platform Moonshot Subjects for the Hyper Hackathon June – July 2023 George Roth Technology Evangelist UiPath george.roth@uipath.com https://www.linkedin.com/in/geroth/
  • 2. 2 Explore Novel Use Cases Build Better Automations Faster UiPath Uses Gen AI in 3 Ways Generative AI Powered Automations Incorporating Gen AI directly into Business Automation Use Cases Supercharge Developer Productivity “Co-Pilot” Like experience bringing a user- friendly interface to building automations Product & Model Augmentation Add LLM capabilities to improve design time 1 2 3
  • 3. 3 Advantages of using UiPath with Gen AI for Automation More than calling a Generative AI Model Context Gathering Specialized Models Robots Do Work Human In The Loop Confidence in governance UiPath also has Specialized models to complement Gen AI interactions Gen AI needs context, UiPath can gather the context from all sources Gen AI is just a brain, Automation is the muscle that does the work Gen AI “hallucinates”. There are times you can not get things wrong Your business is governed with audit logs and controls while using Gen AI with UiPath
  • 4. 4 3 Patterns for Gen AI Powered Automations A use case may use 1 or multiple patterns Pattern 1 Reader / Writer Pattern 2 Pattern 3 Analyst / Doer Assistant UiPath can execute processes as a result of LLM calls UiPath can gather context from multiple sources to generate and distribute personalized messages UiPath can add context and action to conversational assistants UiPath Advantage Source 1 Source 2 Source 3 Source 4 LLM Ingest Analyze Data Next Best Action System 1 System 2 System 3 System 4 Do LLM System 1 System 2 System 3 System 4 Do Conversational Interface Human Knowledge Response Action OR Source 1 Source 2 Source 3 Source 4 LLM Read Write Emails Summaries Content
  • 6. 6 Pattern 1 - Reader / Writer Description: LLMs are great at taking context and generating personalized text, whether longer or shorter than the original context. UiPath is collecting all the relevant context and prompting the LLM for text. UiPath can keep a human in the loop to fine tune the output. Example Use Cases Cold Call Emails Gather context about your audience and generate email Customer Feedback Response Gather sentiment and customer history to generate tailored response Proposal Writer Combine multiple answers from your KB with additional context for a tailored answer to a proposal question Applicant Communications Combine feedback from interviewers, JD details, and applicant resume for tailored communications Customer Summary Summarize customer history, support ticket history, etc. for faster consumption by customer facing agents Email/PMO Summarizer Summarize information from PM tools, emails, other sources for faster executive overviews KYC Summarizer Gather and summarize materials from multiple sources for faster KYC review Compliance and ESG Reporting Monitor data and reports from multiple systems/source and generate consistent reporting Product Documentation Create and maintain product documentation summarizing information from feature tickets and marketing Fraud Communications Generate correspondence with customers collating information multiple systems Insurance Claims Communication Communicate to Customers around their claims request synthesizing information from multiple systems Healthcare Appeals Communication Tailor communications to customers about using information about the customer and the circumstance Human Input and Validation Human in the loop Source 1 Source 2 Source 3 Source 4 LLM Read Write Emails Summaries Content System 1 System 2 System 3 System 4 Distribute
  • 7. 7 Pattern 2 – Analyst / Doer Description: LLMs can generate structured output (data tables, code, XML/JSON) from multiple unstructured sources when prompted well. UiPath is collecting the relevant sources and prompting the LLM to generate structured outputs. Critically, UiPath can validate the contents of the structured outputs vs. systems of record or humans. UiPath can further execute processes based on the output. Source 1 Source 2 Source 3 Source 4 LLM Ingest Analyze Data Next Best Action System 1 System 2 System 3 System 4 Do/Validate Human Input and Validation Human in the loop Example Use Cases Multi-Source Report Creating Gather reporting from different systems, documents, and emails and combine them into one set Structuring and Normalizing Data Normalize data from different sources into a common schema 2 Way Match (Generic Reconciliation) Normalize data from multiple systems and further reconcile the two noting differences for humans to validate Contact Center Next Best Action Gather context from sources, recommend an action from a list and execute the action After Call Work (Action Item Doer) Extract actions from call scripts for follow-up. Execute those automatable. Upsell / Cross-sell Assistant Gather customer history and needs, generate a recommendation for what to sell, and a script to sell it Contract Extractor Extract structured data out of contracts / amendments, validate against sources, and input into systems Company Filing Extractor Extract key figures out of company filings, validate with human, and use in processes Test Data Creator Generate test data for application testing and insert it into the system using UiPath Generic Classifier Take in unstructured sources and classify against a list of defined options. Use this data as input for processes Competition Analysis Monitor pricing, news, reviews of competitors and extract structured findings Vendor Selection Analyze proposals from multiple vendors, extract key differentiations, and recommend a vendor
  • 8. 8 Pattern 3 - Assistant Description: The most common use case enterprises are building is a custom ChatGPT on their own knowledge sources. UiPath can augment and enrich these chat interfaces with more knowledge sources, either directly in the LLM or in the prompt. For assistant interactions that result in an action, UiPath be used for last-mile process execution. LLM System 1 System 2 System 3 System 4 Do Conversational Interface Human Knowledge Response Action OR Human in the loop Example Use Cases Knowledge Base Assistant Use UiPath to augment the knowledge accessible to the LLM. Vectorize databases or embed in the prompt. Support Escalation Assistant Variation of a Knowledge Base Assistant focused on customer support escalations. Learning Assistant UiPath can help find courses from different learning platforms and recommend one for a user Self Service Helpdesk LLMs will create enhanced assistant interfaces. Execute common tasks behind the scenes with UiPath. Employee Benefits Assistant Answer employee questions about benefits and automate benefit selection / changing Employee Travel Concierge UiPath can bring in context on travel policy and flight/hotel data to allow users to book compliant trips faster Legacy System Augmenter Legacy systems likely won’t have LLMs integrated. UiPath can be used to bring LLM experiences to old systems. Localization Assistant LLMs have become decent at localizing to different languages. UiPath can help validate the output against other tools Supply Chain Buyer Assistant A conversational interface help speed up inventory management and ordering across suppliers for buyers Personalized Assistant (JARVIS) Use a conversational interface to perform more Reader/Writer and Analyzer/Doer actions Guided Form Entry A conversational interface collects & validates input from users. UiPath can input those answers into a system. Ask GPT (Document) Gather a specific document with automation and then allow users to ask questions about it
  • 9. Appendix 2 The Importance of Context for Gen AI
  • 10. 10 I’m an SDR at UiPath. Write a nice email to an automation developer that should get their interest and make them want to book a demo call with me A Prompt With Little Context Leads to Generic Results Subject: Supercharge Your Automotive Automation with UiPath Dear [Automation Developer's Name], I hope you're doing well. My name is [Your Name], and I'm a Sales Development Representative at UiPath, the industry-leading Robotic Process Automation (RPA) platform. As an Automation Developer at [Company Name], I believe our solution can greatly enhance your automation efforts, driving efficiencies in areas like manufacturing, supply chain, finance, and customer service. With UiPath, you can rapidly build, deploy and scale automations, integrate with your existing systems and boost your team's productivity. Here are some key benefits of our platform: Agility and Scalability: Quickly design and scale automations across your organization with our intuitive, low-code platform. Enhanced Accuracy: Reduce manual errors and improve decision-making with reliable, accurate data. Increased Productivity: Free up your team for higher-value tasks by automating repetitive processes. Seamless Integration: Connect with your existing systems, like ERP and CRM, for smooth coordination. I would love to offer you a personalized demo so you can see first-hand how UiPath can revitalize your business processes. To schedule a demo call, please use this [link] to select a suitable date and time. I look forward to showcasing the powerful capabilities of UiPath and discussing its potential impact on [Company Name]'s automation journey. Best regards, [Your Name] Sales Development Representative [Your Email Address] [Your Phone Number] UiPath Inc. The Output The Task The Context
  • 11. 11 My name is {Ed Challis}. My job role is {Sales Development Representative} at UiPath. I’m emailing {Tom Joseph} who works at {BMW} {Tom Joseph}’s job title is {Automation Program Manager} Write an email to {Tom Joseph} That links to our top 3 use-cases in Tom’s industry: • {use-case 1: Automotive} • {use-case 2: Automotive} • {use-case 3: Automotive} The goal of the email is get {Tom Joseph} to request a demo with me. Adopt the UiPath style guide: • {uipath style guide bullet 1} • {uipath style guide bullet 2} • {uipath style guide bullet 3} A Prompt with Context Creates a Much Better Outcomes Subject: Empower BMW's Automation Journey with UiPath's Top 3 RPA Use-Cases Hi Tom, I hope you're doing well! As BMW's Automation Program Manager, you have a profound impact on driving innovation and optimizing operations. That's why I'm excited to share our top 3 RPA use- cases that are tailored for the unique needs of auto-manufacturers like BMW: 1.Accounts Payable: Explore how auto-manufacturers leverage RPA to streamline invoice processing and increase accuracy. Learn more: www.uipath.com/auto-ap 2.Order Management: Discover how RPA saves millions by boosting efficiency and reducing errors in order management. Dive in: www.uipath.com/order-management 3.Customer Service: Uncover our approach to revolutionizing customer experiences within the auto industry using automation. Check it out: www.uipath.com/auto-cs Tom, I'd love to provide a personalized demo of our UiPath platform, focused on transforming BMW's automation capabilities. Simply reply to this email or call me at 07793070297 to schedule a demo call at your convenience. Looking forward to showcasing how UiPath's RPA solutions can elevate BMW's operations and customer satisfaction to new heights. Best regards, Ed Challis Enterprise Account Exec ed.challis@uipath.com 07793070297 UiPath Inc. The Task The Output The Context
  • 12. 12 My name is {Ed Challis}. My job role is {Sales Development Representative} at UiPath. I’m emailing {Tom Joseph} who works at {BMW} {Tom Joseph}’s job title is {Automation Program Manager} Write an email to {Tom Joseph} That links to our top 3 use-cases in Tom’s industry: • {use-case 1: Automotive} • {use-case 2: Automotive} • {use-case 3: Automotive} The goal of the email is get {Tom Joseph} to request a personalized demo. Adopt the UiPath style guide: • {uipath style guide bullet 1} • {uipath style guide bullet 2} • {uipath style guide bullet 3} UiPath is Uniquely Qualified to Gather Context From Multiple Systems to Engineer a Prompt HRIS CRM CMS KBs LLM
  • 13. 13 Subject: Create a personal intelligent assistant that can be specific for a certain role in an enterprise. Examples: Accountant Personal Assistant, Payable Personal Assistant, etc. Definition: LangChain is a software development framework designed to simplify the creation of applications using large language models (LLMs). As a language model integration framework, LangChain's use-cases largely overlap with those of language models in general, including document analysis and summarization, chatbots, and code analysis.[ Examples: LangChain: Introduction and Getting Started | Pinecone LangChain In Action: Real-World Use Case With Step-by-Step Tutorial – YouTube (68) I build an autonomous researcher via GPT | Langchain ⛓️ Tutorial – YouTube (68) Hugging Face + Langchain in 5 mins | Access 200k+ FREE AI models for your AI apps - YouTube Using LangChain and Hugging Face in end to end AI Apps with multiple LLMs
  • 14. 14 Subject: Create some automations that use multimodal AI, for examples text to voice, voice to text, text to image, image to text. Also it can be an automation for example that extracts images from a document, and extracts texts from images. Definition: Multi-modal AI is a new AI paradigm, in which various data types like image, text, speech and numerical data are combined with multiple intelligence processing algorithms to achieve higher performances. Multi-modal AI often outperforms single- modal AI in many real-world problems. Multimodal AI engages a variety of data modalities, leading to a better understanding and analysis of the information. The Multimodal AI framework provides complicated data fusion algorithms and machine learning technologies. Reads and Examples: Multi-Modal AI Is the New Frontier in Processing Big Data (analyticsinsight.net) (68) Multimodal AI and GPT – 4 (68) Aimesoft - Multimodal AI – YouTube Multi Modal AI
  • 15. 15 Subject: Create a personal intelligent assistant that can be specific for a certain role in an enterprise. Examples: Accountant Personal Assistant, Payable Personal Assistant, etc. Definition: An intelligent personal assistant (IPA) is a software agent that can perform tasks or services for an individual using natural language. These tasks or services may include information search, location services, remote activation, appointment management, health data monitoring, online purchase, and entertainment. IPAs may also integrate with Internet of Things (IoT) devices. IPAs are usually available as smartphone or other mobile device applications. It could be implemented as an App or as an Attended Bot. Reads and Examples: 'This is just the beginning of a revolution': DeepMind cofounder says personal AI assistants will make us better at basically everything (msn.com) (68) BMW’s Intelligent Personal Assistant – YouTube (68) How to Create Personal AI Assistant | Like Iron Man - YouTube Personal Intelligent Assistant
  • 16. 16 Subject: Create automations and use collection of prompts to solve tasks by accessing LLMs. This can be combined with other AI are techniques and models. Definition: Prompt engineering is a concept in artificial intelligence, particularly natural language processing. In prompt engineering, the description of the task that the AI is supposed to accomplish is embedded in the input, e.g. as a question, instead of it being explicitly given. Prompt engineering typically works by converting one or more tasks to a prompt-based dataset and training a language model with what has been called "prompt-based learning" or just "prompt learning". Reads and Examples: Prompt engineering for reusable activities (68) ChatGPT: 5 Prompt Engineering Secrets For Beginners – YouTube Promptbase.com Prompt Engineering